Automation

Access

• Click the Board Settings icon in the top/right navigation.
• Click Automation from the left side panel.

Rules

Rules permit you to trigger events based on specific conditions using the GIVEN-WHEN-THEN format:

• GIVEN a specific context
• WHEN one or more conditions are met
• THEN one or more events get triggered

Card is Created

This rule triggers when a card is created on a board. There are no default options, but you must at least add 1 condition and 1 event

• • GIVEN a Card is Created
  • WHEN one or more conditions below are met:
    • Card is Created in Column(s) = all, one or multiple columns
    • Card Owner = all, one, or multiple owner
    • Card Label = all, one, or multiple label
    • Card Block Status = one
    • Card Token = all  one, or multiple tokens
    • Custom Fields = all, one, or multiple options for that custom field
  • THEN one or more events will happen
    • Add Card Template from your list of existing card templates
    • Add Checklist Template from your list of existing checklist templates
    • Add Comment using all options related to a comment
    • Add Token from your list of existing tokens
    • Move card to any column of the board
    • Update Card for multiple elements of a card (Owner, Label, Dates, Custom Fields)

Card is Moved

This rule triggers when a card is moved on a board. A default option is required to set the condition for Card Moved to Column(s) and 1 event.

• • GIVEN a Card is Moved
  • WHEN one or more conditions below are met:
    • Card Moved to Column(s) = all, one or multiple columns
    • Card Owner = all, one, or multiple owner
    • Card Label = all, one, or multiple label
    • Card Block Status = one
    • Card Token = all  one, or multiple tokens
    • Custom Fields = all, one, or multiple options for that custom field
  • THEN one or more events will happen
    • Add Card Template from your list of existing card templates
    • Add Checklist Template from your list of existing checklist templates
    • Add Comment using all options related to a comment
    • Add Token from your list of existing tokens
    • Update Card for multiple elements of a card (Owner, Label, Dates, Custom Fields)

Card is Updated

This rule triggers when a card is updated on a board. At least 1 trigger, 1 default option and 1 event are required to run this automation

• • GIVEN one or more triggers below are updated:
    • Attachment (only created)
    • Block/Unblock
    • Comment (only created)
    • Description
    • Label
    • Owner
    • Planned Start Date
    • Planned End Date
    • Title
    • Tokens
    • Custom Field(s)
  • WHEN one or more conditions below are met:
    • Card is Updated in Column(s) = all, one or multiple columns
    • Card Owner = all, one, or multiple owner
    • Card Label = all, one, or multiple label
    • Card Block Status = one
    • Card Token = all, one, or multiple tokens
    • Custom Fields = all, one, or multiple options for that custom field
  • THEN one or more events will happen
    • Add Card Template from your list of existing card templates
    • Add Checklist Template from your list of existing checklist templates
    • Add Comment using all options related to a comment
    • Add Token from your list of existing tokens
    • Move card to any column of the board
    • Update Card for multiple elements of a card (Owner, Label, Dates, Custom Fields)