Flow Board 2.2

Automation!!

upon moving or adding card to a list

Why waste time doing the same type of card updates every time you move one to another list. We’ve thought of several automation opportunities and decided to start with this core set. We hope you like it as much as we do. Inhale the bandwidth, exhale the minutia.

 

Set unique rules per list

Set what happens when a card is moved or added to a specific list

 

These settings are for when a card is moved or added to that list

Set unique rules per list

  1. Hover over the top right corner of the list you want to set rules for -> click on the ellipses

  2. Click on ‘Card Transitions’

Set what happens when a card is moved or added to a specific list

  1. Clear due date

    1. Never

    2. Always

  2. Add due date

    1. Never

    2. Number of days or hours from date/time card is moved to the list

  3. Update completion

    1. Never

    2. To complete if the card has a due date

    3. To incomplete if the card has a due date

  4. Unassign people

    1. Never

    2. Always

    3. Choose specific user(s) to unassign

  5. Assign people

    1. Never

    2. Choose specific user(s) to assign

 

Related Documentation

https://appfire.atlassian.net/wiki/spaces/SUP/pages/147358169