To minimize user interaction, Kanboard supports automated actions.

Each automatic action is defined by these properties:

• An event to listen to
• An 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.

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 the action: Close a task in a specific column.
• Choose the event: Move a task to another column.
• 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 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 the action: Assign the task to the person who performs the action when the column is changed.
• Choose the event: Move a task to another column.
• 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, move it to the “Production” project.

• Choose the action: Duplicate the task to another project.
• Choose the event: Closing a task.
• 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, move it to the “Development” project.

• Choose the action: Move the task to another project.
• Choose the event: Move a task to another column.
• Define the action parameters: Column = Validated and Project = Development.

I want to assign a color automatically to the user Bob

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

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

• Choose the action: Automatically assign a color based on a category.
• Choose the event: Task creation or modification.
• Define the 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 the action: Automatically update the start date.
• Choose the event: Move a task to another column.
• Define the action parameter: Column = Work in progress.