✔️  Available on paid subscriptions

What
Create a (board view) trigger that automatically competes tasks when they are moved to a board column.
Why
  • Save time by automating steps in your workflow. You don't need to move a task to a "Complete" column and complete the task. Teamwork can do the second step for you!
  • Ensure accuracy by setting the trigger to mark the appropriate user as the task completer.
Who
  • All site admins and project admins
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.
  • Example: As a product marketing manager, you set an auto complete trigger on a "Published" column. Each time a product marketer completes a blog post task, they can move the task card to the "Published" column which completes the task automatically.
What
Create a (board view) trigger that automatically competes tasks when they are moved to a board column.
Why
  • Save time by automating steps in your workflow. You don't need to move a task to a "Complete" column and complete the task. Teamwork can do the second step for you!
  • Ensure accuracy by setting the trigger to mark the appropriate user as the task completer.
Who
  • All site admins and project admins
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.
  • Example: As a product marketing manager, you set an auto complete trigger on a "Published" column. Each time a product marketer completes a blog post task, they can move the task card to the "Published" column which completes the task automatically.

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 auto complete 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.

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  4. Go to the appropriate column.
  5. Click the ... (ellipses) 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.
  6. Select Column Settings.

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

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  8. Click in the Select Trigger field and choose Auto complete from the dropdown.

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  9. 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!
    1. User moving the card - generally, a good choice!
    2. 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.
    3. Choose a specific user - always set a designated person as the task completer.
  10. Click Add Trigger.
  11. 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.