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 Automations section which is unique to the board itself. Automations contain Rules.
So, what are a few reasons why you might want to use Automations?
Let’s say you’re using the default “Todo, doing, done” list for your board and want a way to mark any card that has been moved to “Done” as complete in Rindle.
To do this, the first step would be to set up what is called a Rule. This Rule will contain both an Action and a Trigger.
Continue reading to learn more about setting up Rules, Triggers, and Actions.
1. Creating a Rule
Once you’re on your board’s Automations page, you’re ready to create a rule!
Click on “Create Rule” in 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 that deals with tasks as you complete them, you might name your rule “completing tasks”.
2. Creating a Trigger
Now that you’ve got your Rule name set up, it’s time to create a Trigger. After all, before creating an action, there must first be a Trigger to, well, trigger that action! :-)
Triggers tell Actions what to do in Rindle and how to behave. Think of it as “if this, then that.” For example, if you were to select the Trigger “Task marked as complete in Rindle,” then your Action might be something like “Mark task as complete in Rindle.” Of course, you can select any Trigger that you’d like!
Remember that Triggers and Actions work together. Without a Trigger to guide the way, an Action wouldn’t know what to do.
3. Creating an Action
Actions are simple ways of defining set outcomes in Rindle. You can create one or multiple Actions, depending on what you’re looking to do specifically.
When creating an Action, think about what it is that you want to happen after the Trigger ― and make that your Action.
4. Last Step: 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 activate it so that it’s up and running!
You have two choices: You can either save your rule, or save while at the same time activating.
If you don’t want to turn your rule on just yet, simply click “Save.”
However, if you want the rule to go into effect immediately, it’s important to click the button that says “Save and Activate Rule.”
Multiple Triggers & Actions in a Single Rule
You can add even more power to your Rule by including multiple Triggers and Actions. Triggers are treated as “OR” statements and Actions are treated as “AND” statements. For example, your Triggers might be: Whenever a "Task is marked complete" OR whenever a "Task is assigned to a member" - and your Action might be: "Notify members by email."
Use the "+" button to add another Trigger to a Rule.
If you want to add another action, click the “+” button to add an additional Action to the Rule.