Board View Just Got Better With Automated Triggers

Posted 25 Comments

A little over two weeks ago we added one of our most requested features to Teamwork Projects — Board View on Tasks. Our aim was to release a first version of the feature, get some feedback about what else was needed and understand a little more about the way our customers use Board View. Having informative responses from the people who use Teamwork Projects every day helps us build features that make a difference in your daily work.

We’re happy to say that the initial launch was very well received, and based on feedback from our users, we’ve added Triggers to Board View — the first of many updates to come.

What Triggers Can Do for You

Triggers are a powerful feature within the columns on your board that allow you to automate actions when creating or moving cards from one column to another. They’re really useful for automating your workflow as the status of your tasks change from column to column. With a few clicks, you can set triggers to instantly send notifications or mark tasks as complete, decreasing the time you spend updating your board each day.  Speed is an important aspect of Teamwork Projects for our users, and this latest feature serves to help you work faster and smarter.

Triggers on Boards Triggers on Boards

How to Use Triggers

With Triggers you can choose to modify the properties or auto complete your card. If you add the “modify properties” trigger, you can select the properties you would like the trigger to change including assignee, tags, progress and notify. For example, if you have a column called Design, you can create a trigger so that any card that is moved into that column is assigned to your designer.

There is also a trigger that allows you to autocomplete a card. Many of our users will use their board to map out a process. To do this, they might lay out their board with columns for the “need to do,” “in progress” and “Done.” With autocomplete, you can set a trigger so that anytime you move a card from the “in progress” column to the “Done” column, the card is automatically marked as complete.

You can quickly and easily create your triggers through the column options menu–and you can also edit or delete them at anytime. If you feel the need to add more, you can do that too. An article is available from our help docs site should you need more information on this.

If you’ve been using this new feature, we’d love to hear more about it. Has it improved how you use your board? Is there something we can to do make it even better? Let us know!

Remember, this is an early edition of Board View. We’re working every day to make it even more powerful, and we are currently exploring ways to add other requested updates to this feature. Stay tuned, and we’ll continue to publish updates as they’re released.

Note: Triggers are available to users on paid plans only.

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25 Comments

Riley Murray

This is great! I’m pretty excited, as this is something we were actually discussing in the office the other day. LOVING the board. We were looking at moving away from teamwork when we saw this feature, and so far, it’s been worth it to stay!!

A couple points that have been made in the office, in case they help improve the boards:
– Big deal: adding a ticket in the “backlog” board currently needs work. You have to add the task, then go find it, then edit it for details.
– When a task is dragged into a column, it would be nice to trigger who is assigned based on the tag. When you drag a task into “graphics and images,” but it has a tag for “video,” it could then be assigned to someone different 🙂

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Leanne King

Hey Riley,

Thanks for the comment.

This is just the beginning, so much more to come 🙂

Leanne

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Ronald

That is great news! Thanks for this extra feature. A trigger with a custom action is even better than (only) just a notification.
We will start using this feature right away!

Cheers,
Ronald

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Leanne King

Hi Stuart,

There might just be a very faint pitter patter alright 😉

Leanne

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Dustin Hall

This is huge, y’all!
My team and I are super stoked about these latest updates and I appreciate your responsiveness to feedback from power users.
Big ‘ole hugs,
Dustin

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Bob Petersen

We use the Boards feature in a different way than some might. We set the columns up as weeks in a project and then place task in the appropriate column based on the task due date. It would be great if there was a Trigger that would change the Task due date based on the column it is placed in.

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Conor Higgins

Hi Bob,

That’s an interesting approach – from day 1 I wanted to build the feature so that it was flexible and could be adapted in a number of ways. It’s great to hear that this seems to have worked out!

FYI, your trigger suggestion is great. I’ll definitely work on this with my team. I will update you once this has been done and rolled out to all customers 🙂

Cheers,
Conor

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Conor Higgins

Hi Bob,

just to let you know, this feature has now been completed and released. You can now choose to set specific dates, push dates, remove dates or set relative dates when dropping a card onto a column with the trigger applied.

Please let me know if you spot any issues with the implementation or if you think of any missing functionality.

Cheers,
Conor

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Domenic

Boards is literally *the* feature that keeps us in the Teamwork family. Have yet to explore it fully but I know I am going to be submitting a vigorous request for swimlanes 😉

Fantastic job guys. The quality of your work is sensational!

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Leanne King

Hi Domenic,

Thanks for taking the time to comment and I’m really glad to hear you’re liking Board View 🙂 I’ll add your request for swimlanes as a +1 here – we do have an automatic sort feature that might help in it’s absence. This can be found in column settings.

Keep an eye out for more updates over the coming weeks 🙂

Leanne

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Maurizio Margiotta

Very nice update!

Just a question: is there a way to auto hide/archive the completed tasks?

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Conor Higgins

Hi Maurizio,

this is something we have already done the work on and it is being tested at the moment. I hope to get this new trigger out really soon and will update here once it is ready!

Cheers,
Conor

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Lewis Phillips

Loving the Bord view and really helping us but we like that when a task is complete, it’s hidden in task list view but still visible in Board view. Hopefully that will remain with any update? (We move the cards/tasks to a separate column to indicate that the task is complete)

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Conor Higgins

Hey Lewis,

I’m glad to hear you’re enjoying the new feature.

Don’t worry, this is a design decision my team and I made some time ago. When working with the board view I feel it’s important to be able to see what has and has not been completed by default but I also appreciate that a lot of people will want to work in a different way. For anyone who doesn’t like completed cards to remain visible (until they decide to hide them), they will be able to apply the (nearly finished) auto-archive trigger to a column and then when a card is completed it will immediately be hidden.

Hopefully that clears things up 🙂

Cheers,
Conor

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Tony Peacock

This is a great feature and I began utilizing it immediately. In my workflow we tend to use several tags on a single list item. Some of them might not be related to the swim lanes.

So it would be nice to have a [ ] ‘Keep Existing Tags” options when adding a ‘tags’ trigger to avoid the removal of the other tags when the trigger is activated.

I could also be valuable if the rule was two sided. Example: If I added a defined tag to the list item, it would move to that lane. This would enable the person using the list view to still impact the card position.

Keep up the good work

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Leanne King

Hi Tony,

Thanks for reading. Will share your feedback with the team 🙂

Leanne

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Julie Matkin

Hi Tony, I think we have an update that you might like!

Now you can add or remove specific tags as well as the original option to replace them entirely – do give it a try and let us know how it works for your team.

When it comes to moving cards automatically based on tags, that’s an interesting one for sure – I’ll take a note of it so we can have a think about whether it’s something to consider further down the line. We have a few other improvements to work on in the meantime!

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Tony Peacock

I like the update, it lets me keep existing tags which is great. One other suggestion….. Allow the column settings, triggers and such to be associated with the ‘Default Board Columns’ in the template so they don’t have to be configured for every project.

Reply

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