What | Create (board view) triggers to
automatically update tasks'
properties when the task cards are
moved to a particular
column. |
Why |
|
Who |
|
When | You use Board view to manage
your content calendar. Each
column represents a key phase
of your content creation
process and you have cards
for each piece of content
being worked on. Examples:
|
What | Create (board view) triggers to
automatically update tasks'
properties when the task cards are
moved to a particular
column. |
Why |
|
Who |
|
When | You use Board view to manage
your content calendar. Each
column represents a key phase
of your content creation
process and you have cards
for each piece of content
being worked on. Examples:
|
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
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, the trigger action
occurs.
- Select Column Settings from the dropdown.
- Click + Add Trigger at the top of the column settings panel.
- Click the Choose trigger type field.
- Select the trigger type you want to add to the column. We've provided a detailed list of the trigger options later in this article.
- Set any details relating to the chosen trigger. The options change depending on the trigger you select.
- Click Add
Trigger to save
the trigger to the
column.
- Next:
- Stop there: Click Update to return
to the Board view.
- Keep going: Add another
trigger to the column. Psst! You can add multiple
triggers to a column. The
only condition is each
trigger type can only be
used once per
column.
- Click + Add
Trigger at the top
of the column settings
panel and repeat steps 8
to 10, then
click Update.
The trigger is applied to the
Board column and will run each
time a project member moves a
task card to the column.
💡 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!

Board view
triggers
Set any
of the
following
supported
triggers on
columns in
your
project's
Board view.
📝 You
can apply multiple triggers on
each column. Each
trigger type can only be
used once per column,
though!
Add
subtasks | Add subtasks to
a task when the task moves
to the column. You
can set a custom group of
subtasks or apply subtasks
from a
task list
template. |
Modify properties | Choose to modify any of
the following
properties:
|
Modify assignees | Update task
assignees:
|
Auto
complete | Automatically
complete tasks
moved to the
column and choose
who should be
marked as the
completer of
the
task:
|
Modify dates | Update tasks' start and
end dates. You can
update one or
both! For
either the start or end
date, you can
choose:
|
Modify tags | Adjust the tags
applied to the task.
|
Modify estimated
time | Adjust the
task's estimated time (in
hours and minutes).
|
Auto archive completed
cards | Archive any
completed tasks in
the
column. This
moves the
cards out of
the column to
an Archived
area. |
Modify
task
list | Move
tasks to a
specified task
list when they
are
moved to the
column. This
trigger
overrides
the default
task
list
setting. |
Send
custom
notification | Send a custom
notification when
tasks are moved to the
column. Choose to
notify:
|
Add
subtasks | Add subtasks to
a task when the task moves
to the column. You
can set
a custom group of
subtasks or
apply
subtasks from a
task list
template. |
Modify properties | Choose to modify any of
the following
properties:
|
Modify assignees | Update task
assignees:
|
Auto
complete | Automatically
complete tasks
moved to the
column and choose
who should be
marked as the
completer of
the
task:
|
Modify dates | Update tasks' start and
end dates. You can
update one or
both! For
either the start or end
date, you can
choose:
|
Modify tags | Adjust the tags
applied to the task.
|
Modify estimated
time | Adjust the
task's estimated time (in
hours and minutes).
|
Auto archive completed
cards | Archive any
completed tasks in
the
column. This
moves the
cards out of
the column to
an Archived
area. |
Modify
task
list | Move
tasks to a
specified task
list when they
are
moved to the
column. This
trigger
overrides
the default
task
list
setting. |
Send
custom
notification | Send a custom
notification when
tasks are moved to the
column. Choose to
notify:
|
Edit or delete a
trigger
You can edit and delete existing
triggers from the column settings.
- 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.
- Click the trigger icon at the bottom of a board column. This is visible on columns with active triggers.
- Go to the Triggers section at the top of the
column settings panel.
- Hover
over an existing trigger to
reveal the manage
options.
- Edit - update the trigger's conditions:
- Click the pencil icon to open the trigger details.
- Update the conditions associated with the selected trigger type. These differ for each trigger type.
- Click Update Trigger.
- Delete - delete the trigger from the column:
- Click the X option. The trigger is immediately removed from the list.
- Click Update to return to the Board view.
Best
practices
- Tell your team: Make sure to
tell your team which column to move
tasks to when they're finished work
(and let them know which automated
updates will be applied)...and then
make sure everyone is actually moving
tasks.
- Combine triggers: Create more
sophisticated automation by adding
multiple triggers to a
column. Need some ideas? Set an Auto
complete trigger
and an Auto archive
completed
cards trigger
on your "Completed" column. Task
cards moved here are automatically
completed and archived (i.e.
hidden from your board so you can
focus on active work!)
- Templatize triggers: Save time
by creating triggers on project
templates. That way, projects launched
from the template automatically have the trigger
added.
Put it into
practice
Want step-by-step
instructions
in Teamwork?