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.

Choose an action
Select an event
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