Automations help you streamline a board’s task management process and workflow in a way that makes sense to you, based on the rules you have set. Rather than being forced into adopting a certain process, Rindle’s flexible automations offer you the opportunity to control your workflow (saving you time).

Every board in Rindle has its own unique set of Automations. Automations themselves are rules that contain triggers and actions. You can think of them as "If this, then that" statements.

Creating a Rule

Click on the Automations icon in the top right corner of the board to access the Automations section.

Click the Create button on the top right corner of the page

Name your rule by clicking in the rule name field. For example, if you want to create a rule to mark tasks complete when you move them to Done, you might name your rule “Mark task complete when moved to Done”.

Select a Trigger

Triggers define what event will execute, or trigger, the rule. It's the "If this" part of "If this, then that". For example, if you wanted something to happen when tasks move to the Done list, then your trigger would be:

Moved or added task
with "Done" selected as the list

Select an Action

Actions define what will happen when the event is executed. It's the "Then that" part of "If this, then that". For example, if you wanted to mark the task complete, the action would be:

Mark task complete

Save and Activate

Once you’re happy with your new rule and have set up both a Trigger and an Action, it is now time to enable it so that it’s up and running!

If you want the rule to go into effect immediately, enable the rule before saving. If you don’t want to enable your rule just yet, simply click Save. 

Note: Automations will not run unless they are enabled.

Multiple Triggers & Actions in a Single Rule

You can add even more power to your rule by including multiple triggers and actions. Multiple triggers are treated as “OR” statements and multiple actions are treated as “AND” statements. 

For example, your triggers might be:
Moved or Added to Done OR When all sub tasks are marked complete

Use the "+" button to add another trigger to the automation.

For the actions, you might want:
Mark task complete AND Notify members by email

Use the "+" button to add another action to the automation.

Conditionals

Conditionals are a way to ensure actions get performed only on the items you want. With conditionals, you set a specific condition (e.g., when a "task title" field contains "urgent") to get to the granularity you need. When the data from your rule meets the conditions you set, it proceeds to execute the action(s) in your rule. If a conditional stops a trigger, then no further actions are performed.

Learn more about Conditionals

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