Change item status upon checklist completion
Follow this guide if you’d like to automatically change the status of an item when a checklist is completed. An example of this would be changing the status of an item to Done.
- Access custom automations
Click on the “Automate” button located on the upper right of your workspace
Click on the "Create Custom Automation" button
- Choose a trigger
Start typing “checklist” for the “When this happens” trigger. The Smart Checklist app should appear in the list. Select it.
Note: A “When checklist is completed” trigger will be added.
- Pick an action
Select the “change status” option for the “Then do this” action
Note: “Then set status to something” action will be added.
- Select the condition
Select the “Status” column from the list for the “status” field
Select the “Done” status from the list in the “something” field
- Add automation to your board
Click the “Create Automation” button
You’re done. This automation will be turned on by default. Now the status of an item will be changed to “Done” every time all of the checklist items are completed. You can also choose any other status for this automation.