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) = any, one or multiple columns
    • Card Owner = any, one, or multiple owner
    • Card Label = any, one, or multiple label
    • Custom Field = any, 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
    • 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) = any, one or multiple columns
    • Card Owner = any, one, or multiple owner
    • Card Label = any, one, or multiple label
    • Custom Field = any, 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
    • Update Card for multiple elements of a card (Owner, Label, Dates, Custom Fields)