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.

Automatique 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