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Defining rules • Define rules • Adding a rule
Defining rules • Define rules • Adding a rule

Define rules so your tickets are well organised and save even more time.

Mark Stewart avatar
Written by Mark Stewart
Updated over a week ago

Rules allow you to automate tasks within Shake's features. Save your precious time and avoid repetitive tasks by creating custom automations.

First, click on your icon in the upper left corner and go to "Workspace administration". Then, go to "Apps" and scroll down till you get to "Rules".

Rules, for now, work with the "User feedback" module and the event is "A ticket is created" which means it will trigger every time a user sends you a ticket. In other words, "For" and "When" are already predefined.

Then, you can choose clauses for "If" and "Then".

In "If" you can add clauses:

  • Title,

  • App version

  • Current View

  • Tag

For now, you can add one of each.

In "Then" you can add clauses:

  • Add tad

  • Set assignee

  • Set priority

  • Set status.

You can also add one of each here.

In the end, don't forget to name your rule on the top of the screen and make it live.

Later, you can always pause the rule, change it or delete it.

If you have any other questions, don't hesitate to contact us through the Intercom bubble.

Or even better, join our Slack Community and talk with our devs within a few minutes.

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