✔️  Available on paid subscriptions

What
Create a (board view) trigger that sends a custom notification when a task card is moved to a particular board column.
Why
  • Save time by automating steps in your workflow. You don't need to manually tag users in comments to update people each time a task progresses to the next column. Teamwork can do that for you!
  • Ensure notifications are always sent — no need to worry that you (or someone) will forget to send a needed message.
Who
  • Site admins and project admins
When
You use Board view to plan your content calendar and each card (task) represents a piece of content. When each blog post draft is written, a review is required.
  • Example: Create a trigger on your "Content Review" column to send a custom notification to specific project members each time a task card is moved to the column.
What
Create a (board view) trigger that sends a custom notification when a task card is moved to a particular board column.
Why
  • Save time by automating steps in your workflow. You don't need to manually tag users in comments to update people each time a task progresses to the next column. Teamwork can do that for you!
  • Ensure notifications are always sent — no need to worry that you (or someone) will forget to send a needed message.
Who
  • Site admins and project admins
When
You use Board view to plan your content calendar and each card (task) represents a piece of content. When each blog post draft is written, a review is required.
  • Example: Create a trigger on your "Content Review" column to send a custom notification to specific project members each time a task card is moved to the column.

Before you start

Board view must be turned on for the project. Don't see it? Check your project's feature settings.

Triggers are specific to individual columns in the board, so you'll need to create some columns first.

Create a custom notification trigger

  1. Click Jump to in Teamwork's left navigation menu.
  2. Search for and select a project.

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  3. Switch to the Board view. The Board tab might be hidden under the More... section.
  4. Go to the column you want to add the trigger to.
  5. Click the ... (ellipsis) to the right of the column name. This is the column you're adding the trigger to, so when a task is moved here, a custom notification will be sent.
  6. Select Column Settings from the dropdown.



  7. Click + Add Trigger at the top of the column settings panel.

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  8. Click the Choose trigger type field, then select Send custom notification in the dropdown.
  9. Click the toggle beside each notification option you want to use. You can choose more than one!
    1. Task assignees - send a notification to all people assigned to the task.
    2. Change followers - send a notification to all people following task changes.
    3. Comment followers - send a notification to all people following task comments.
    4. Specific people - choose specific project members to notify.
      1. When toggled on, you can choose the relevant people. Click the Select users field, then select users from the dropdown list.

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  10. Next:
    1. Stop there: Click Add Trigger to save the trigger to the column.
    2. Level up: Set a custom message to include with the notification, then click Add Trigger.
  11. Click Update in the column settings panel to return to the Board view.

The trigger is applied to the Board column. Each time a project member moves a task card to the column, an email is sent to the selected users notifying them that the task has been edited. The notification includes:
  • The associated task list and project
  • The custom message (if set)
  • An option to view the task in Teamwork

💡 Want to see which triggers are already set up for a column? You'll see a trigger icon at the bottom of a column that has active triggers. Hover over it to see which ones are set up!

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Best practices

  • Automate communication: Use the custom notification trigger to notify key stakeholders. Using board columns to represent project phases such as content creation, review, and final sign-off? Use the trigger in each column to send a custom notification to those who need to know when tasks reach that stage of the process.
  • Use triggers liberally: There's no reason not to...and there are a lot of reasons to automate. So, create triggers for any situation where the same type of action is always required.