Within Teamwork, you can add triggers to columns in your project board view to automatically change properties when a card is moved to that column.

Note: Board view triggers are available on paid Teamwork plans.

Image Placeholder

To add a trigger, click the options button to the right of the column name and select Column Settings from the dropdown menu.

Image Placeholder

At the top of the column settings quick view panel, click the Add Trigger button in the Triggers section.

Image Placeholder

Trigger options

  • Add subtasks
  • Modify Properties
  • Modify Assignees
  • Auto Complete
  • Modify Dates
  • Modify Tags
  • Modify Estimated Time
  • Auto Archive Completed Cards
  • Modify Task List
  • Send custom notification

Add subtasks

You can choose to add custom subtasks to your cards , or select subtasks from a template. 

Set dates on subtasks:

  • Work forwards from the task's start date 
  • Work backwards from the task's start date
Further options include skip weekends and Notify by mail. 

Modify properties

If you choose to modify the task properties you can select from:

  • Setting the task priority
  • Setting the task progress
  • Notify Assignees - when a card is moved to a column with the notify trigger set, an email will be sent to the user(s) assigned to the task notifying them that the task has been edited.

Modify assignees

Choose whether to replace any current assignees or add/remove assignees, then select them from the list.

You can also choose User moving the card rather than selecting a specific person at this stage.

Auto complete

The auto complete option means that when you move a card to that column, it will automatically be marked complete.

You can choose who should be marked as the completer of the task when it is moved:

  • User moving the card
  • Current task assignee
  • Choose from users on the project

Modify dates

You can update the start date, end date, or both.

Image Placeholder

For either start or due date, you can choose:

  • Don't change - leave the date as it is (use this if you want to update the other date only)
  • Remove date - if the task has a due date or start date, this option will set it to 'no date' where possible (some tasks may inherit dates which can't be removed)
  • Select a specific date - update the task to use a fixed date that you choose
  • Push date - add a number of days to the original date on the card
    • Example: If the original date is March 1st and you use "Push due date: 2 days", no matter when you move the card into the column, the new due date will be March 3rd.
    • Note: If there's no due date, the new date will be the date you move the card into the column plus the push value.
  • Current day - sets the date on the card to the date you move the card into the column.
    • Example: Regardless of the original date on the card, if you move the card on March 1st, the new date will be March 1st.
  • Current day +1 / +2 / +3 ...  +14 - sets the date to the date you move the card into the column plus the value you choose.
    • Example:, if you choose "Current day +2" and move the card on March 5th, the new date will be March 7th. If you move the card on March 7th, the new date will be March 9th.

Modify tags

You have a number of options for updating the tags:

  • Set specific tags - replace any existing tags completely with one or more new tags.
  • Add tags - add new tags along with any existing tags.
  • Remove tags - remove specific tags that are currently applied.

Modify estimated time

You can either replace any current time estimate with a new total, or you can increase or decrease the current estimated time on the task. Just enter the hours and minutes that you'd like to set or adjust the time to

Image Placeholder

Auto-archive completed cards

This trigger will affect cards being moved to the column as well as existing cards, if they are marked as complete. 

Image Placeholder

Modify Task List

With the modify task list trigger, you can set cards to move to a different public task list in the project automatically, once they are placed in the board column.

You can choose one of your active or completed task lists as the new task list for the card.

Note: The modify task list trigger will override any default task list that is set.

Image Placeholder

Viewing and editing triggers

Once you have added the trigger you'll see it listed in the column settings area where you can edit or delete it.

Image Placeholder

You can quickly see what triggers are set on a column by hovering over the icon in the bottom right of the column.

Note: The trigger icon color will match the color applied to the column itself.

Image Placeholder

You can add multiple triggers to a column, and they will all be applied when you move a card to that column.

For more information, see: Using Board View for Tasks