How to automate a list in Kanban Tasks

Before you start

Pick the list where something should happen automatically, such as Done.

Decide what should change: the due date, the start date, a checklist, the owner, completion, or tags.

Decide whether it should happen when a task arrives in the list or when it leaves.

Step 1

Open the list’s automations

Select the lightning icon in the list header. The Automations panel has two triggers: Item enters this list and Item leaves this list.

Automations panel with no automations yet, and Add action under Item enters this list and Item leaves this list — Each list has its own automations.

Step 2

Choose an action

Under the trigger you want, select Add action and choose: Set due date, Set start date, Add checklist, Assign owner, Complete task, Add tag, or Remove tag.

Add action menu listing Set due date, Set start date, Add checklist, Assign owner, Complete task, Add tag, and Remove tag — Pick what should happen to the task.

Step 3

Set up the action and save

Fill in the action’s settings. For Complete task, keep Mark task complete ticked. Add more actions if you need them, then select Save.

Automations panel with one action: Complete task, Mark task complete, under Item enters this list — This Done list now completes every task that enters it.

Step 4

Check that it is on

A list with automations shows an orange lightning icon. Select it again to change or remove actions.

Done list header with an orange lightning icon showing the list has an automation — The orange lightning icon means the list has automations.

Automation not doing what you expect?

Open the list’s lightning icon and check that the action sits under the right trigger and that you saved it. For more help, contact support .