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138 lines
5 KiB
Markdown
138 lines
5 KiB
Markdown
Automatic Actions
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=================
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To minimize the user interaction, Kanboard support automated actions.
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Each automatic action is defined like that:
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- An event to listen
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- An action linked to this event
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- Eventually there is some parameters to define
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Each project have a different set of automatic actions, the configuration panel is located on the project listing page, just click on the link **Automatic actions**.
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Add a new action
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### Choose an action
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### Choose an event
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### Define action parameters
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List of available events
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------------------------
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- Move a task to another column
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- Move a task to another position in the same column
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- Task modification
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- Task creation
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- Reopen a task
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- Closing a task
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- Task creation or modification
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- Task assignee change
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- Task link created or updated
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- Github commit received
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- Github issue opened
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- Github issue closed
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- Github issue reopened
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- Github issue assignee change
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- Github issue label change
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- Github issue comment created
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- Gitlab issue opened
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- Gitlab issue closed
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- Gitlab commit received
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- Bitbucket commit received
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- Bitbucket issue opened
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- Bitbucket issue closed
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- Bitbucket issue reopened
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- Bitbucket issue assignee change
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- Bitbucket issue comment created
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List of available actions
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-------------------------
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- Close the task
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- Open a task
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- Assign the task to a specific user
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- Assign the task to the person who does the action
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- Duplicate the task to another project
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- Move the task to another project
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- Move the task to another column when assigned to a user
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- Move the task to another column when assignee is cleared
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- Assign a color when the task is moved to a specific column
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- Assign a color to a specific user
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- Assign automatically a color based on a category
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- Assign automatically a category based on a color
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- Create a comment from an external provider
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- Create a task from an external provider
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- Add a comment log when moving the task between columns
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- Change the assignee based on an external username
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- Change the category based on an external label
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- Automatically update the start date
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- Move the task to another column when the category is changed
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- Send a task by email to someone
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- Change task color when using a specific task link
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Examples
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--------
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Here are some examples used in the real life:
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### When I move a task to the column "Done", automatically close this task
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- Choose the action: **Close the task**
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- Choose the event: **Move a task to another column**
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- Define the action parameter: **Column = Done** (this is the destination column)
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### When I move a task to the column "To be validated", assign this task to a specific user
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- Choose the action: **Assign the task to a specific user**
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- Choose the event: **Move a task to another column**
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- Define the action parameters: **Column = To be validated** and **User = Bob** (Bob is our tester)
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### When I move a task to the column "Work in progress", assign this task to the current user
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- Choose the action: **Assign the task to the person who does the action**
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- Choose the event: **Move a task to another column**
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- Define the action parameter: **Column = Work in progress**
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### When a task is completed, duplicate this task to another project
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Let's say we have two projects "Customer orders" and "Production", once the order is validated, swap it to the "Production" project.
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- Choose the action: **Duplicate the task to another project**
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- Choose the event: **Closing a task**
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- Define the action parameters: **Column = Validated** and **Project = Production**
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### When a task is moved to the last column, move the exact same task to another project
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Let's say we have two projects "Ideas" and "Development", once the idea is validated, swap it to the "Development" project.
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- Choose the action: **Move the task to another project**
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- Choose the event: **Move a task to another column**
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- Define the action parameters: **Column = Validated** and **Project = Development**
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### I want to assign automatically a color to the user Bob
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- Choose the action: **Assign a color to a specific user**
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- Choose the event: **Task assignee change**
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- Define the action parameters: **Color = Green** and **Assignee = Bob**
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### I want to assign automatically a color to the defined category "Feature Request"
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- Choose the action: **Assign automatically a color based on a category**
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- Choose the event: **Task creation or modification**
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- Define the action parameters: **Color = Blue** and **Category = Feature Request**
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### I want to set the start date automatically when the task is moved to the column "Work in progress"
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- Choose the action: **Automatically update the start date**
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- Choose the event: **Move a task to another column**
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- Define the action parameters: **Column = Work in progress**
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