Automations

Let your board work for you

Set up trigger-based and scheduled rules that handle repetitive tasks automatically - so your team can focus on building, not housekeeping.

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Instant triggers

React the moment a ticket is created, moved, or updated - no delay.

Scheduled rules

Deadline reminders, digest emails, and stale ticket alerts run automatically.

Fully configurable

Every automation has options you can tune - days, targets, strategies.

Activity log

Every action is logged so you can see exactly what each rule has done.

Trigger-based

React instantly to board events

These automations fire the moment something happens - no waiting, no cron job.

Unassign on Done Trigger

When a ticket is moved to Done, all assignees are automatically removed.

Keeps your Done column clean. Once a ticket is finished, there is no need for anyone to stay assigned. The board updates in real-time so everyone sees the change immediately.

Auto-assign on In Progress Trigger

When someone moves a ticket to In Progress, they are automatically assigned to it.

No more forgetting to assign yourself. Pick up a ticket by dragging it to In Progress and you are instantly the owner.

Move on Checklist Complete Trigger

When every checklist item is checked off, the ticket moves to a target status.

Configuration

  • Target status - choose Review or Done as the destination column

Auto-assign by Tag Trigger

When a ticket has a specific tag, automatically assign a team member.

Configuration

  • Tag - which tag triggers the assignment
  • Assign to - the team member to assign

Works on ticket creation and when tags are changed. Great for routing bugs to QA or design tasks to a designer.

Default assignee Trigger

When a new ticket is created with no assignees, assign someone automatically.

Configuration

  • Strategy - assign a specific member, or round-robin across all project members
  • Assign to - the member to assign (when using specific strategy)

Round-robin rotates through all project members evenly, making sure no one gets overloaded while tickets always have an owner.

Set deadline on move Trigger

When a ticket moves to a chosen status, automatically assign a deadline (today + N days). Skips tickets that already have a deadline.

Configuration

  • Target status - which status triggers the deadline assignment
  • Days from now - how many days from today to set as the deadline

Great for SLA workflows - move a ticket to In Progress and it automatically gets a 7-day deadline. Existing deadlines are never overwritten.

Auto-add checklist Trigger

Automatically add predefined checklist items to a ticket. Skips tickets that already have a checklist.

Configuration

  • Trigger type - on ticket creation, on move to a specific status, or on tag assignment
  • Target status - which status triggers the checklist (when using move trigger)
  • Tag - which tag triggers the checklist (when using tag trigger)
  • Checklist items - the list of items to add, one per line

Perfect for standard workflows - add a "Design, Develop, Test, Deploy" checklist to every new ticket, or add QA steps when a ticket moves to Review.

Scheduled

Stay on top of deadlines and stale work

These automations run on a schedule and take care of the things that slip through the cracks.

Deadline approaching Scheduled

Notify assignees when a ticket's deadline is coming up.

Configuration

  • Days before deadline - how many days in advance to send the alert (default: 3)

Assignees receive an email and in-app notification. Each ticket is only notified once within the configured window to prevent spam.

Deadline passed Scheduled

Escalate overdue tickets and optionally notify managers.

Configuration

  • Escalate priority to - bump overdue tickets to High or Urgent
  • Notify managers - optionally email project managers about overdue work

Stale in progress Scheduled

Alert assignees when a ticket has been in progress too long without updates.

Configuration

  • Inactive days - number of days without updates before alerting (default: 7)

Stale backlog Scheduled

Clean up backlog tickets that have been sitting untouched for too long.

Configuration

  • Inactive days - number of days without updates (default: 30)
  • Action - archive the ticket, or flag it by setting priority to low

Auto-archive done Scheduled

Automatically archive completed tickets after a configurable number of days.

Configuration

  • Days after done - how many days to wait before archiving (default: 14)

Archived tickets are hidden from the board but can always be restored from project settings.

Digest email Scheduled

Send all project members a summary of open, overdue, and completed tickets.

Configuration

  • Frequency - daily or weekly
  • Day of week - which day to send (for weekly digests)

A clean, branded email with ticket counts at a glance - perfect for keeping everyone aligned without checking the board.

Weekly manager report Scheduled

Email managers a weekly throughput summary with tickets created, completed, and total open.

Configuration

  • Day of week - which day to send the report

Only sent to members with the Manager role. Great for weekly standups or stakeholder updates.

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