What Is a Move Completed Tasks Automation?
A Move Completed Task automation is an automation that allows you to automatically move tasks to different areas of the same project when they are marked as completed. This helps to keep your project organised or help to update a status of a recurring task.
Getting Started with Automations
(TRIGGER) Task Completed | Triggers the automation flow when a Task in a project is marked as completed |
(ACTION) Move Task Within Project | Move any Task to another location within the same project |
How It Works
In this example we will create a Move Completed Task automation for a specific project and have completed tasks automatically move to a completed block within the project.
Task Completed Trigger
First lets set up the Task Completed Trigger.
Navigate to the Automations Tab and Click the Create Automation button.
Click Start from scratch.
Click Add Trigger and select Task Completed.
With the Task Completed Trigger selected you will see the following fields:
Field | Description |
PROJECT | Select a Project which you want the trigger to monitor. If no projects are selected, all projects are selected by default.
This means only tasks completed within the specified Project/All projects will trigger the automation flow. |
BLOCK | Select a Block within a project (if a specific project is selected) you want the trigger to monitor.
This means only tasks completed within the specified Block will trigger the automation flow. |
4. Select the chosen Project in the Project Field.
5. Leave the Block Field blank.
Move Task Within Project Action
Next lets set up the Move Task Within Project Action.
Click the Add Step button.
Select the action Move Task Within Project.
With the Move Task Within Project Action selected you will see the following fields:
Field | Description |
PROJECT | Select a Project which you want the action to affect. A Project is required. |
TASK ID | The Task ID of the Task you want to be moved. The Task must be in the Project selected in the PROJECT field.
This is commonly referenced from a previous Trigger or Action with the @ symbol. |
DESTINATION BLOCK | Select a Block which you want the Task to be moved to. |
3. Select the same Project as the one selected in the Trigger.
4. Select the Task ID Field.
5. Type the @ symbol, select the Task ID Variable provided by the Task Completed Trigger.
6. Select the Destination Block Field.
7. Select the desired Block in the Project.
Running the Automation
With the set up complete, rename the automation in the top left corner, click Save Changes and activate the automation by clicking on the toggle in the top right corner of the screen.
In this example, when any task is completed in the specified Project, it will be moved to the Completed Block.
Automation Variations
The same automation can be configured in various ways to fit your workflow.
For example, if the:
Trigger's Block Field is changed to select a specific Block
Action's Destination Block field is changed to a specific Block
The automation can now help track statuses of Tasks in a project's board view.
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