✔  Available on paid subscriptions

What
Create a board view trigger to move a task to a different task list when the task is moved to a specific board column on a project.
Why
  • Increase process efficiency by automating workflows.
  • Implement multiple processes in parallel - when a task reaches a certain phase (i.e. column), move it to a different task list.
Who
  • Site admins and project admins can create and manage board view triggers.
When
You use task lists to group the responsibilities of each department involved in your project. Your board columns represent progress phases for tasks.
  • Example: Create a Modify Task List trigger on your "Ready for Design" column to apply the "Design Requests" task list.
What
Create a board view trigger to move a task to a different task list when the task is moved to a specific board column on a project.
Why
  • Increase process efficiency by automating workflows.
  • Implement multiple processes in parallel - when a task reaches a certain phase (i.e. column), move it to a different task list.
Who
  • Site admins and project admins can create and manage board view triggers.
When
You use task lists to group the responsibilities of each department involved in your project. Your board columns represent progress phases for tasks.
  • Example: Create a Modify Task List trigger on your "Ready for Design" column to apply the "Design Requests" task list.

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

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

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  3. Switch to the Board view from the project navigation menu. The Board option 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.
  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 Modify task list in the dropdown.
  9. Click the Destination task list field, then select an existing active or completed task list from the dropdown list. This is the task list task cards will move to.

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  10. Click Add Trigger.
  11. Click Update in the column settings panel to return to the Board view.

📝 The trigger is active on the column. Any time a card is moved to that column (by any project member with permission to edit tasks), it will automatically be moved to the destination task list.

Best practices

  • Save time: Automate task management through a workflow by setting a modify task list trigger on each column. 
  • Accuracy: Take the time to set triggers to support your workflows before a project gets under way. By using the modify task list trigger, you'll only need to worry about picking the right task list once!