What | Create a (board view) trigger that
sends a custom notification when a
task card is moved to a particular
board
column. |
Why |
|
Who |
|
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.
|
What | Create a (board view) trigger that
sends a custom notification when a
task card is moved to a particular
board
column. |
Why |
|
Who |
|
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.
|
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
- Click Jump to in
Teamwork's left navigation
menu.
- Search for and select a project.
- Switch to the Board view. The Board tab might be hidden under the More... section.
- Go to the
column you want to add the trigger
to.
- 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.
- Select Column Settings from the dropdown.
- Click + Add Trigger at the top of the column settings panel.
- Click the Choose trigger type field, then select Send custom notification in the dropdown.
- Click the toggle beside each
notification option you want to
use. You can choose more
than one!
- Task assignees - send a
notification to all people
assigned to the task.
- Change followers - send
a notification to all people
following task changes.
- Comment followers -
send a notification to all
people following task
comments.
- Specific people -
choose specific project
members to notify.
- When toggled on, you can choose the relevant people. Click the Select users field, then select users from the dropdown list.
- Next:
- Stop
there: Click Add
Trigger to save
the trigger to the
column.
- Level up: Set a custom message to include with the notification, then click Add Trigger.
- 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!

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.