How to set Column Triggers!!! Dec 12, 2021 tutorial
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 Trigger button 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