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Automation

Anna No edited this page May 26, 2022 · 17 revisions

Action triggers

  • Action (a button / a context menu)
  • Scheduled date time (e.g. every day / every Monday)
  • Particular period before due date (e.g. a day before at particular time, Monday before at particular time)
  • Object changes

Object changes

Move

Card created / moved / copied to/from Board Card created / moved / copied to/from List Card archived / unarchived List created / moved / renamed to / from Board List archived / unarchived List has particular amount of cards

Card changes

Particular Label is added / removed to / from any card by me / anyone except me / anyone Particular attachment (name [not]starting / [not]ending / [not] containing etc) added / removed to any card by me / anyone except me / anyone Comment is added by me / anyone except me / anyone Comment / Checklist item / Description mentions me / anyone except me / anyone Particular person is added / removed to / from any card by me / anyone except me / anyone Vote is added / removed to / from any card by me / anyone except me / anyone

Due Date / Start Date with Particular interval (e.g. in this week etc) is added / removed to / from any card by me / anyone except me / anyone Card State marked / unmarked as Completed by me / anyone except me / anyone Card name / description / name or description [not]starts with / [not]contains / [not]ends with Particular text (You can enter {*} as part of the text to match any sequence of characters or words. Note: This will only trigger when you create or modify a card's name or description. It will not work retro-actively for existing cards on the board, or for other members on the board (unless they create and enable their own rule).)

Checklists

Checklist with Particular name added / removed to / from any card by me / anyone except me / anyone Checklist with Particular name / All checklists / Any checklist is / are checked / unchecked by me / anyone except me / anyone Checklist Item with particular name / Any Checklist Item is checked / unchecked in Checklist with Particular name by me / anyone except me / anyone (You can use the {checklistitemname} variable to use the item name in the actions following this trigger.) Checklist Item is added / removed to / from Checklist with Particular name / Any Checklist by me / anyone except me / anyone (You can use the {checklistitemname} variable to use the item name in the actions following this trigger.)

Cascade

Adding cards to perform an action on by rules

For first / last / each card linked in the attachments TBA

Actions

Add / Remove / Move

Create a new card with Particular name [ + Particular description, + Checklist copied from Particular card and renamed, Particular Labels, Particular members, Particular due date] in List with Particular name [on Board with Particular name] Move / Copy card at top / bottom of the List with Particular name [in Board with Particular name] Move card on the top / bottom of the same List / previous List / next List Archive / Unarchive card Add a Particular label Remove Due Date / Start Date / Cover / All Lables / All Checklists / All Members

Dates

Make card Completed / Incompleted Set Due Date Move Due Date (e.g. next day / next Monday etc) Move Due Date date by the same amount of time (This is typically used with the trigger 'when the due date is moved in a card' and a cascading action that finds another card.)

Checklists

Members

Join / Leave Subscribe / Unsibscribe Add a member to a card with Particular name

Content

Update name / description Add comment Post notification [email] Update custom fields

Sort

Supports sort by several fields setting asc / desc order

Tracker

Create an issue

Chunter

Post a comment with Particular text in Particular channel in Particular workspace

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