blob: 011c772c0e5b275e1b102b698ad66c6ae4c5b7ef (
plain)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
|
Automatic Actions
=================
To minimize user interaction, Kanboard support automated actions.
Each automatic action is defined with these properties:
- An event to listen
- Action linked to the event
- Additional parameters
Each project has a different set of automatic actions. The configuration panel is located on the project listing page - just click on the link **Automatic actions**.
Add a new action
----------------
Click on the link **Add a new automatic action**.
1. Choose an action
2. Select an event
3. Define the parameters
Available actions
-------------------------
- Create a comment from an external provider
- Add a comment log when moving the task between columns
- Automatically assign a category based on a color
- Change the category based on an external label
- Automatically assign a category based on a link
- Automatically assign a color based on a category
- Assign a color when the task is moved to a specific column
- Change task color when using a specific task link
- Assign a color to a specific user
- Assign the task to the person who does the action
- Assign the task to the person who does the action when the column is changed
- Assign the task to a specific user
- Change the assignee based on an external username
- Close the task
- Close a task in a specific column
- Create a task from an external provider
- Duplicate the task to another project
- Send a task by email to someone
- Move the task to another project
- Move the task to another column when assigned to a user
- Move the task to another column when the category is changed
- Move the task to another column when assignee is cleared
- Open a task
- Automatically update the start date
Examples
--------
Here are some examples used in real life:
### When I move a task to the column "Done", automatically close this task
- Choose action: **Close a task in a specific column**
- Choose the event: **Move a task to another column**
- Define action parameter: **Column = Done** (this is the destination column)
### When I move a task to the column "To be validated", assign this task to a specific user
- Choose the action: **Assign the task to a specific user**
- Choose the event: **Move a task to another column**
- Define the action parameters: **Column = To be validated** and **User = Bob** (Bob is our tester)
### When I move a task to the column "Work in progress", assign this task to the current user
- Choose action: **Assign the task to the person who does the action when the column is changed**
- Choose the event: **Move a task to another column**
- Define action parameter: **Column = Work in progress**
### When a task is completed, duplicate this task to another project
Let's say we have two projects: "Customer orders" and "Production". Once the order is validated, swap it to the "Production" project.
- Choose action: **Duplicate the task to another project**
- Choose the event: **Closing a task**
- Define action parameters: **Column = Validated** and **Project = Production**
### When a task is moved to the last column, move the exact same task to another project
Let's say we have two projects: "Ideas" and "Development". Once the idea is validated, swap it to the "Development" project.
- Choose action: **Move the task to another project**
- Choose the event: **Move a task to another column**
- Define action parameters: **Column = Validated** and **Project = Development**
### I want to assign automatically a color to the user Bob
- Choose action: **Assign a color to a specific user**
- Choose the event: **Task assignee change**
- Define action parameters: **Color = Green** and **Assignee = Bob**
### I want to assign a color automatically to the defined category "Feature Request"
- Choose action: **Assign automatically a color based on a category**
- Choose the event: **Task creation or modification**
- Define action parameters: **Color = Blue** and **Category = Feature Request**
### I want to set the start date automatically when the task is moved to the column "Work in progress"
- Choose action: **Automatically update the start date**
- Choose the event: **Move a task to another column**
- Define action parameters: **Column = Work in progress**
|
