As a group administrator, you can set automatic rules that trigger when an item enters a specific column. This helps streamline processes and maintain consistency across your workflows.
To create a rule, click the three-dot menu next to the column name, select the desired option, and configure it.
Once a rule is active, a small black flag will appear in the column header to indicate it.
Available automatic rules include:
Add a Checklist:
Automatically attaches a predefined checklist to each item.Add a Label:
Automatically applies a label (tag) to the item for filtering and organization.Add a User:
Automatically assigns a specific user to the item.
You can edit and delete a rule at any time.