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Automation rules

Turn repetitive manual tasks into rules. For example, when a card moves to the 'In Review' list, assign it to the reviewer and set the due date to two working days from now. The rule is automatically applied to the card as soon as the event occurs.

  • Adding and editing rules: project administrator
  • Viewing rules: project members and watchers

What are automation rules?

Turn repetitive manual tasks into rules. Who can do what: Adding and editing rules: project administrator; Viewing rules: project members and watchers. Rules start working immediately. For example, when a card moves to the 'In Review' list, assign it to the reviewer and set the due date to two working days from now.

Steps

  1. Open the Settings tab in the project and scroll down to the Automation section. Existing rules are listed here as sentences 1.

  2. Click Add rule. In the When row, select what triggers the rule 2.

  3. In the Then row, select the action to apply to the card 3. You can add up to three actions to a single rule using + Add another action.

  4. Check the sentence representation of the rule at the bottom and click Save rule.

demo screen (with demo data)
  1. 1Toggle rule on/off
  2. 2When
  3. 3Then
Result The rule starts working immediately. Its history shows an "automation rule triggered" entry for the affected card; the list displays how many times the rule has run.

When?

  • When card is added: A new card is added to any list or to the list you specify.

  • When card is moved to a list: The card is dragged to the selected list or moved there via the card window.

  • When label is added to card: The selected label is added to the card.

  • When completion checkbox is marked: The checkbox on the card's due date is checked.

Then?

  • Assign to person or Clear all assignments. The assigned person receives a notification; only users who are administrators or members of the project can be selected.

  • Add label or Remove label.

  • Change priority: Low, Normal, High, or Urgent.

  • Move to list: The card moves to the end of the selected list. If the list is the Completed list, the card is marked as completed; notifications are sent to relevant people, and the next copy of recurring cards is created.

  • Set due date: Sets the due date to a specified number of working days from today (0 means today). The project's working days are taken into account; dependent cards may shift forward if necessary.

Tip To stop a rule without deleting it, uncheck its checkbox in the list. The changes made by one rule will not trigger another rule, preventing infinite loops. A maximum of 50 rules can exist per project.
Warning If the list or label referenced by a rule is deleted, that action is skipped; if a user is removed from the project, no assignment is made to them. Review rules in these scenarios.

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