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Yes, six new automations! ✅

Yes, six new automations! ✅

Yes, six new automations! ✅

Do you use checklists in vPlan? Now, you can also add automation rules to your checklists, saving you even more time on manual tasks.

Patrick - 7 juli 2023

Allow automatic addition of checklists to cards

As you're accustomed to, we regularly introduce new automation rules, partly based on your feedback. From now on, the following automations are available:

Automatiseringen

  1. When activity 'something' is added to a card, add checklist 'something'. With this automation, you can, for example, add the activity 'packing' to a card, automatically adding the 'quality control' checklist. Now you only need to tick off the tasks and won't forget any checklists.
  2. When a collection is created, add checklist 'something'. When you create a card in the backlog and add activities to it, you create a collection of cards. With this automation, you ensure that the chosen checklist is added to all cards in the collection.
  3. When a card is created in phase 'something', add checklist 'something'. With this automation, you can ensure that the predefined checklist is always added to a card within a specific phase.
  4. When label 'something' is added to a card, add checklist 'something'. For example, if you have a board with support tickets and a ticket is created with the label 'priority 1', the checklist for Priority 1 tickets is automatically added.
  5. When label 'something' is added to a card in phase 'something', add checklist 'something'. With this automation, you can, for instance, add a label 'external supplier' to a card in the 'printing' phase, automatically adding the 'printing supplier' checklist.
  6. When the status of a card in phase 'something' changes to 'something', add checklist 'something'. For example, if a card in phase 2 'cutting' is set to completed, the 'check packaging' checklist for the next phase is automatically added.

Want to know more about automations?

Check out our YouTube video on Automations and discover how you can make the best use of them..

More automations

Looking for specific types of triggers and actions? Currently, we've provided a number of predefined automations based on:

  • Activities
  • Date
  • Phases
  • Labels
  • Statuses
  • Resources
  • Followers
  • Notifications
  • Checklists