Automations Module

The Automations module enables no-code rule creation based on the “When event occurs ➔ perform action” pattern. Automations free teams from repetitive manual operations, speed up task routing, and ensure process consistency.

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1. Rule Architecture

Every automation rule consists of three key components:

1. Trigger (When) — Event initiating rule execution:
   • Task or card creation.
   • Status or column change.
   • Assignee or due date modification.
2. Condition (If) — Filters defining matching tasks:
   • Specific tags (e.g. urgent, frontend, bug).
   • Specific list or Kanban board.
   • Priority match.
3. Action (Then) — Operation performed automatically:
   • Assigning responsible member or reviewer.
   • Setting or shifting due date.
   • Moving card to another column or list.
   • Adding tags or dispatching notifications.

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2. Prebuilt Scenarios

The rule creation wizard provides quick-start templates:

For Standard Tasks:

• Assign on creation: Automatically routes incoming tasks to designated on-duty team members.
• Set due date after creation: Ensures no task is created without an assigned deadline.
• Route task by tag: Moves tasks to specific thematic lists based on tags.
• Complete on subtasks done: Automatically marks the parent task completed when all subtasks are finished.

For Kanban Boards:

• Assign on card creation: Sets an owner for new tickets in the backlog column.
• Send to review: Automatically moves cards to «Review» upon completion and assigns a code reviewer.
• Route card by tag: Directs cards to appropriate boards and stages based on labels.

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3. Creating and Managing Rules

1. Navigate to Workspace Settings ➔ «Automations» tab.
2. Click «Create rule».
3. Select the entity type (Tasks or Kanban).
4. Pick a prebuilt scenario or configure conditions and actions manually.
5. Provide a descriptive title and save.
6. Toggle rules on or off at any time using the status switch.