What | Create a (board view) trigger that
automatically competes tasks when
they are moved to a board
column. |
Why |
|
Who |
|
When | If you're using boards to
mimic a workflow (and we
highly recommend that you
do!), then you
probably have something like a
"Complete" column. If you do,
then this trigger is a logical
next step that'll save your
team time.
|
What | Create a (board view) trigger that
automatically competes tasks when
they are moved to a board
column. |
Why |
|
Who |
|
When | If you're using boards to
mimic a workflow (and we
highly recommend that you
do!), then you
probably have something like a
"Complete" column. If you do,
then this trigger is a logical
next step that'll save your
team time.
|
Before you
start
You'll need an existing board column to
set up this trigger. We recommend
something that represents work
completion (ex. "Complete",
"Published", "Done").
Create an autocomplete 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 appropriate
column.
- 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, it is
completed.
- Select Column Settings.
- Click + Add Trigger at the top of the column settings panel.
- Click in the Select Trigger field and choose Auto complete from the dropdown.
- Select who should be marked as the
completer of the task card when it
is moved to the
column. Our advice? The
person moving the task should
be the completer. You have
options though!
- User moving the card -
generally, a good
choice!
- Current task assignee - the task assignee is marked as the completer of the task.⚠️ If the task has multiple (or no) assignees, the task completer defaults to the user moving the task.
- Choose a specific user - always set a designated person as the task completer.
- Click Add
Trigger.
- Click Update.
Each time a project member
moves a task card to the column, the
task automatically completes
(and the completer is set based on the
trigger settings).
Best
practices
- Tell your team: Make sure to
tell your team which column to move
tasks to when they're finished the
work...and then make sure everyone
is actually moving
tasks.
- Templatize triggers: Save time
by creating triggers on project
templates. That way, projects launched
from the template automatically have the trigger
added.