Add or append checklist upon status change
Follow this guide if you’d like to add a certain checklist or even append an existing one upon a change in an item’s status.
- Access the custom automations
- Click on the "Automate" button located on the upper right of your workspace
- Click on the "Create Custom Automation" button
- Click on the "Automate" button located on the upper right of your workspace
- Choose a trigger
- Select "status changes" for the "When this happens" trigger
- Select "status changes" for the "When this happens" trigger
Note: A "When status changes to something" trigger will be added.
- Select a condition
- Select the "Status" column from the list
- Select a status like "Done" from the list for "something"
- Select the "Status" column from the list
- Pick an action
- Start typing "append" for "Then do this". The Smart Checklist app should appear in the list. Select it.
- Start typing "append" for "Then do this". The Smart Checklist app should appear in the list. Select it.
Note: "Then append checklist template name" action will be added.
- Select the template that you want to append to an item from the list
- Add the automation to the board
- Click "Create Automation" button
- Click "Create Automation" button
You’re done. The automation will be turned on by default. Now every time the status of the item is changed to Done (or any other that you specified), a checklist from the selected template will be added to the item.