Status change automation templates are an incredible tool! They enable you to use a status change to initiate an action. That action can be a date change, a notification to your team, moving an item between groups or boards, or even a change to another status column.

 

Whatever action you choose, these templates automate your workflow and cut down on the manual actions you need to take to stay on top of your work. 

 

How to set up an automation

To add the relevant status change template to your workflow, you will first need to visit the Automation center. You can access the store by clicking on the Automate button at the top of your board :

There you will be able to choose from our different templates and set up the status change automation that supports your workflow:

 

Supported columns

Currently, status change templates can make changes to the following:

• Date
• Timeline
• Status
• People
• Time tracking
• Hour
• Updates section
• Numbers

Our team is looking into adding more flexibility with other column types such as the Mirror and Formula Columns. Stay tuned for updates on these developments.

 

Let's dive into a few different use cases! 😀

 

Use Cases

When status changes to something, start time tracking. When it changes to something stop.

If you have employees on your team who work hourly, this can be a great way to track their time. In the following example, the template reads "When Status changes to Working on it, start Time tracking." Then another template can be added for: "When Status changes to Done, stop Time tracking."

 

When status changes, push due date by some days.

We often see that this template is used when a status change indicates that a date on the board needs to change. For example, say that you have a board to schedule meetings. If a meeting's label changes to Stuck, the meeting's date needs to be pushed out by 5 days. With this template, you can make that change automatically.

 

In this template, you're able to push due dates out by days, weeks, or months based on a simple status change:

 

When a number is greater than a value, change status to something. and When status changes to something, notify someone.

This is a great combination to use for inventory management. For example, you can set up a status label that says "Inventory Low". Then, you can change the template to say "When a number is less than a value" rather than "greater than". When the quantity in the Numbers column drops below a set value, the label will change to "Inventory Low".

 

The "Inventory Low" label will then trigger a notification to the person who manages inventory, alerting them that it's time to purchase more.

 

You can also receive a notification by email:

 

Custom templates

If you can't find the template you're looking for in the Status Change section of the automation store, check out our Custom Automations. With this tool, you can build a variety of templates for a variety of use cases.

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.