Automation of repetitive actions!
Automation workflow is a process by which certain predefined actions ( aka Triggers ) are applied to specific elements ( aka Cards ) when specific conditions are met. For instance, below is a sketch of one of those workflows.
1. Create a trigger
- Go to the column where a specific action ( archiving a card, assigning a card to user, etc... ) needs to run
- Click on
+ Add Triggerbutton and define the condition and the action to be applied to any card dropped on that column
It basically reads: "When a card is
Added to Column [ done ], Then run
Card assign to Linda Miles".
Note, that each column will display the number of triggers assigned.
2. Observe the action
Looks simple? It is simple!!
-- Regards, Cogency Team