When …. apply (template name)
For trigger (When this happens) you can select any option available in the list that meets your requirements:
- Status change
- Date arrives
- Person assigned
- Item moved to group
- Date has passed
- Item created
- Item name changed
- Column changes
- Item moved to board
- Access custom automations
- Click on “Automate” button located on the upper right of your workspace
- Click on "Create Custom Automation"
- Choose a trigger
- Pick an action
- Start typing “apply template” for the action “Then do this” - Smart Templates app custom value should appear in the list. Select it
- Select needed template from the list for the “template name” field (Note: Template should be saved in advance before creating automation rule). Only templates with items are displayed.
- Add the automation to your board
- Click “Create Automation” button
You’re done. The automation will be turned on by default.