How do I create an exception based on the task description?

[Janaina Oezcan]

One of my coworkers asked me to alter an automation rule that automatically assigns tasks to her, to exclude tasks related to a specific customer. Tasks that contain the customer in their name and/or description are supposed to be excluded from said rule. I thought I knew how to execute the alteration, but I've been working on it for over an hour now and I'm just not getting the desired results.

Does anyone know the right way to execute this?

[Marc - Devoteam]

Hi @Janaina Oezcan 

Whenever you ask for help with an Automation Rule it will help us to help you if you provide:

1. what type of project is this (e.g., company-managed, team-managed, etc.), 

2. images that show your complete rule.

3. images showing the details of any relevant actions/conditions/branches.

4. images showing the Audit Log details for the rule execution.

5. Explain where the issue is.

These questions are not for not willing to help, but to have community members understand on how automation works.