automatic-actions.markdown

Automatic Actions

To minimize the user interaction, Kanboard support automatic actions.

Each automatic action is defined like that:

• An event to listen
• An action linked to this event
• Eventually there is some parameters to define

Each project can have a different set of automatic actions, the configuration panel is located on the project listing page, just click on the link "Automatic actions".

To add a new automatic action, choose the event with an action and click on the button "Next Step", then specify action parameters and finish the process by clicking on the button "Save this action".

Each time an event occurs, the corresponding actions are executed.

List of available events

• Move a task to another column
• Move a task to another position in the same column
• Task modification
• Task creation
• Open a closed task
• Closing a task
• Task creation or modification
• Task assignee change
• Github commit received
• Github issue opened
• Github issue closed
• Github issue reopened
• Github issue assignee change
• Github issue label change
• Github issue comment created

List of available actions

• Close the task
• Assign the task to a specific user
• Assign the task to the person who does the action
• Duplicate the task to another project
• Move the task to another project
• Assign a color to a specific user
• Assign automatically a color based on a category
• Assign automatically a category based on a color
• Create a task from an external provider
• Change the assignee based on an external username
• Change the category based on an external label
• Create a comment from an external provider

Examples

Here are some examples used in the real life:

When I move a task to the column "Done", automatically close this task

• Choose the event: Move a task to another column
• Choose the action: Close the task
• Define the 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 event: Move a task to another column
• Choose the action: Assign the task to a specific user
• 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 the event: Move a task to another column
• Choose the action: Assign the task to the person who does the action
• Define the 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 the event: Closing a task
• Choose the action: Duplicate the task to another project
• Define the 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 the event: Move a task to another column
• Choose the action: Move the task to another project
• Define the action parameters: Column = Validated and Project = Development

I want to assign automatically a color to the user Bob

• Choose the event: Task assignee change
• Choose the action: Assign a color to a specific user
• Define the action parameters: Color = Green and Assignee = Bob

I want to assign automatically a color to the defined category "Feature Request"

• Choose the event: Task creation or modification
• Choose the action: Assign automatically a color based on a category
• Define the action parameters: Color = Blue and Category = Feature Request