Board automations

Automations handle the small, repeated steps on a board, such as assigning a reviewer or raising the priority of overdue work.

1. Open the board settings menu (the sliders button in the board header) → Automations.
2. Start from one of the Recipes, or click New rule.
3. Give the rule a name.
4. Under When, choose what starts it:
   • A task moves to a list
   • A task is created in a list
   • A label is added
   • A task is completed
   • Its checklist is finished
   • The due date passes
5. Under Then, choose an action: Assign, Unassign, Add label, Remove label, Set priority, Set due date (a number of days from now), Move to list, Mark done, Post a comment, or Notify.
6. Click Add an action for up to three actions per rule.
7. Click Save rule.

Manage rules

• Use the switch next to a rule to turn it on or off.
• Click Edit to change it, or the trash button to delete it.
• Each rule shows how many times it has run, and the error if its last run failed.

Good to know

• Automations are included on Pro and Business. On Free, rules can't be saved or turned on. See Plans and limits.
• Rules run right after the change, and every run is logged in the task's activity.
• Rules never trigger each other, so one rule can't set off a chain.
• "The due date passes" is checked once an hour.
• A rule acts as the person who created it. If that person leaves the workspace, the rule stops working.
• A board can have up to 50 rules. Guests can't change automations.