Automated status change recipes are a fantastic resource as they allow you to trigger an action based on a status change. This action could be modifying a date, sending a notification to your team, transferring an item from one group or board to another, or altering the status column to a different one.

No matter which action you opt for, these recipes streamline your workflow and reduce the manual steps required to manage your tasks effectively.

How to set up an automation

To include the appropriate automated status change recipe in your workflow, you must initially go to our automation store. To access the store, you can click on the robot icon at the top of the board.

Once you reach the automation store, you’ll be presented with various options to select from. Select the recipe that suits your workflow and configure the status change automation accordingly.

Supported columns

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

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

Our team is exploring ways to enhance flexibility with different column types, including Mirror and Formula Columns. Keep an eye out for updates on these advancements.

Let’s explore a variety of use cases!

Use Cases

1. When status changes to something, create a new board and notify someone.

This recipe is valuable for constructing a sophisticated workflow. For instance, if you maintain a top-level board to handle deals and each deal culminates in a new project, this recipe empowers you to generate a new board automatically by utilizing a template whenever the agreement concludes. Whenever the status changes to fulfill the specific criteria you set (e.g., when the status is “Deal Closed”), a new board will be produced using the preferred template.

To utilize this recipe effectively, you need to generate your template initially. After that, you can opt for the template while configuring the recipe. As an illustration, I picked the template I labeled as “Project Template.”

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

Suppose you have team members who work on an hourly basis. In that case, this can be an excellent method to monitor their working hours. In the following example, the recipe states, “When the status changes to On the Clock, commence Time Tracking. When it changes to Off the Clock, stop.”

3. When status changes, push due date by x days.

It’s common to observe the implementation of this recipe when a status change denotes a modification in a date on the board. For instance, suppose you have a board to plan out meetings. In that case, when a meeting’s label changes to “delayed,” the meeting’s date should be postponed by five days. By utilizing this recipe, you can automate this change.

With this recipe, you can quickly shift due dates by days, weeks, or months by implementing a basic status change.

4. 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 recipe 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.

Custom Recipes

Suppose you are unable to locate the recipe you require in the Status Change section of the automation store. In that case, you can explore our Custom Automations. This feature enables you to construct various recipes for diverse use cases.

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.