Automations - Enable field and status updates in Card Templates

Christina Wu

It would be wonderful if Automations could make specific updates to field and status values when using a Card Template.

For example, let's use assume I am using the following template structure:

• Status(s): Backlog, Current, Complete
• Field(s): Description, Due Date, Done (check field)

Now let's assume I want to make sure that all tasks checked off as Done automatically move to the "Complete" status. In that case, I would set up the following workflow:

• Trigger condition: Status field Done is Checked
• Action: Update Task to Complete

This automation would ensure that all completed tasks are transferred to their respective status column in the Card Template.

Chris Orzeske

Bumping this - has anyone figured out a way to perform this automation? Right now, I'm sending an alert to myself when a task is checked as "Done" to manually change status. Would love for this to be automated!

Andrée Starå

Hi @Chris Orzeske & @Christina Wu

As a workaround, you could use the Automated Approval Workflow to update the value.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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