Articles on: Getting Started

Introduction to Board Automation

Introduction to Board Automation in Anywhere
In the evolving landscape of project management, efficiency is paramount. Board automation in Anywhere offers a seamless way to streamline your workflows, ensuring tasks progress smoothly and automatically based on predefined conditions.

What is Board Automation?
Board automation operates on the principle of "If this, then that." In essence, it allows you to set specific conditions, and when those conditions are met, a corresponding action is triggered automatically.

Benefits of Using Board Automation:
Efficiency: Reduce manual interventions and ensure tasks progress as per your defined workflow.
Consistency: Ensure uniformity in task progression, status updates, and assignments.
Timely Updates: Automate reminders, status emails, and other notifications to keep the team informed.

Examples of Board Automation Scenarios:
Auto-update the status to "New" for every newly created item.
Assign new items to a designated team member automatically.
Move tasks to a "Completed Items" group once their status is set to "Done" or "Complete".
Automate daily status emails highlighting tasks marked as done.
Set reminders for upcoming due dates.
Schedule daily or weekly status emails for the team.

How Does Automation Work?
Imagine you want to ensure that every time a task's status changes to "In Progress," it gets automatically assigned to a specific team member. With board automation, you can set this up in a few simple steps, and the system will handle it for you.

Limitations to Note:
While board automation is powerful, there are certain scenarios where it might not work:

Auto Mode in Progress Column: If the progress column is set to auto mode, automations might not trigger.
Nested Automations: Automations don't trigger other automations. For instance, if one automation changes an assignee and another moves items based on assignee changes, the second won't trigger.
Bulk Operations: If you perform bulk operations, like changing the status for multiple tasks simultaneously, associated automations might not activate.

It's essential to be aware of these limitations when setting up your automations. However, rest assured that the team at Anywhere is continuously working to enhance the platform, and these limitations will likely be addressed in future updates.

In Conclusion:
Board automation in Anywhere is a game-changer, allowing you to automate repetitive tasks, ensure consistency, and enhance overall project management efficiency. By understanding its capabilities and limitations, you can harness its full potential and elevate your project management game.

For any further queries or assistance, don't hesitate to reach out. The Anywhere team is always here to help!

Updated on: 20/08/2023

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