Seeing a series of tasks marked as Done on your board is one of the most satisfying feelings during a workday! Ever wondered what you should do next with all of your Done tasks?
There are several automations that can help you out so that you can keep your board tidy, organized, and uncluttered. Here are the options you have to choose from.
Automatically archive your completed tasks
Once your tasks are marked as completed, you can automatically archive them with an automation.. You can access and restore your archived items at any point.
Click on the Automate button at the top of the board you want to work on:
Click on the Create tab. From here, you'll be able to choose from the many automation templates that exist or build your own custom automation:
Use the search bar to search for the archive related templates. Click on the "When a status changes to something, archive the item" template.
Set up the template so that when a status changes to "Done", the item is archived:
Now your automation is all set up. This will give you better visibility into the remaining uncompleted tasks.
Automatically delete your completed tasks
Another option is once your tasks are marked as completed, you can automatically delete them by using an automation. When you delete a task, it will remain in your Trash section for 30 days. After 30 days, it will be completely deleted and you will not be able to retrieve it.
Click on the Automate button and then the Create tab and search for the following template:
Next, set up the template so that when Status changes to "Done", the item is deleted:
Now whenever you will mark a status as "Done", all of those tasks will be deleted automatically.
Create a group for your completed tasks
This is our most recommended option, since many times you might not want to archive or delete your tasks. For instance, you may want completed tasks on the board and be able to review them at a later time or you might want to factor them into the Chart View.
First, set up a group named "Done" at the bottom of the board:
Next, set up an automation that will move a task to the "Done" group once it's marked complete. To set up the automation, click on the Automate button and then the Create tab. Then select the following template:
Set the template to move an item to the group for completed tasks when the status changes.
That's it, now your "Done" tasks will be organized as you'd like them to be and your board will remain clutter-free.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.