Move English documentation to folder en_US
This commit is contained in:
108
doc/en_US/automatic-actions.markdown
Normal file
108
doc/en_US/automatic-actions.markdown
Normal file
@@ -0,0 +1,108 @@
|
||||
Automatic Actions
|
||||
=================
|
||||
|
||||
To minimize user interaction, Kanboard support automated actions.
|
||||
|
||||
Each automatic action is defined with these properties:
|
||||
|
||||
- An event to listen
|
||||
- Action linked to the event
|
||||
- Additional parameters
|
||||
|
||||
Each project has a different set of automatic actions. The configuration panel is located on the project listing page - just click on the link **Automatic actions**.
|
||||
|
||||
Add a new action
|
||||
----------------
|
||||
|
||||
Click on the link **Add a new automatic action**.
|
||||
|
||||

|
||||
|
||||
1. Choose an action
|
||||
2. Select an event
|
||||
3. Define the parameters
|
||||
|
||||
Available actions
|
||||
-------------------------
|
||||
|
||||
- Create a comment from an external provider
|
||||
- Add a comment log when moving the task between columns
|
||||
- Automatically assign a category based on a color
|
||||
- Change the category based on an external label
|
||||
- Automatically assign a category based on a link
|
||||
- Automatically assign a color based on a category
|
||||
- Assign a color when the task is moved to a specific column
|
||||
- Change task color when using a specific task link
|
||||
- Assign a color to a specific user
|
||||
- Assign the task to the person who does the action
|
||||
- Assign the task to the person who does the action when the column is changed
|
||||
- Assign the task to a specific user
|
||||
- Change the assignee based on an external username
|
||||
- Close the task
|
||||
- Close a task in a specific column
|
||||
- Create a task from an external provider
|
||||
- Duplicate the task to another project
|
||||
- Send a task by email to someone
|
||||
- Move the task to another project
|
||||
- Move the task to another column when assigned to a user
|
||||
- Move the task to another column when the category is changed
|
||||
- Move the task to another column when assignee is cleared
|
||||
- Open a task
|
||||
- Automatically update the start date
|
||||
|
||||
Examples
|
||||
--------
|
||||
|
||||
Here are some examples used in real life:
|
||||
|
||||
### When I move a task to the column "Done", automatically close this task
|
||||
|
||||
- Choose action: **Close a task in a specific column**
|
||||
- Choose the event: **Move a task to another column**
|
||||
- Define action parameter: **Column = Done** (this is the destination column)
|
||||
|
||||
### When I move a task to the column "To be validated", assign this task to a specific user
|
||||
|
||||
- Choose the action: **Assign the task to a specific user**
|
||||
- Choose the event: **Move a task to another column**
|
||||
- Define the action parameters: **Column = To be validated** and **User = Bob** (Bob is our tester)
|
||||
|
||||
### When I move a task to the column "Work in progress", assign this task to the current user
|
||||
|
||||
- Choose action: **Assign the task to the person who does the action when the column is changed**
|
||||
- Choose the event: **Move a task to another column**
|
||||
- Define action parameter: **Column = Work in progress**
|
||||
|
||||
### When a task is completed, duplicate this task to another project
|
||||
|
||||
Let's say we have two projects: "Customer orders" and "Production". Once the order is validated, swap it to the "Production" project.
|
||||
|
||||
- Choose action: **Duplicate the task to another project**
|
||||
- Choose the event: **Closing a task**
|
||||
- Define action parameters: **Column = Validated** and **Project = Production**
|
||||
|
||||
### When a task is moved to the last column, move the exact same task to another project
|
||||
|
||||
Let's say we have two projects: "Ideas" and "Development". Once the idea is validated, swap it to the "Development" project.
|
||||
|
||||
- Choose action: **Move the task to another project**
|
||||
- Choose the event: **Move a task to another column**
|
||||
- Define action parameters: **Column = Validated** and **Project = Development**
|
||||
|
||||
### I want to assign automatically a color to the user Bob
|
||||
|
||||
- Choose action: **Assign a color to a specific user**
|
||||
- Choose the event: **Task assignee change**
|
||||
- Define action parameters: **Color = Green** and **Assignee = Bob**
|
||||
|
||||
### I want to assign a color automatically to the defined category "Feature Request"
|
||||
|
||||
- Choose action: **Assign automatically a color based on a category**
|
||||
- Choose the event: **Task creation or modification**
|
||||
- Define action parameters: **Color = Blue** and **Category = Feature Request**
|
||||
|
||||
### I want to set the start date automatically when the task is moved to the column "Work in progress"
|
||||
|
||||
- Choose action: **Automatically update the start date**
|
||||
- Choose the event: **Move a task to another column**
|
||||
- Define action parameters: **Column = Work in progress**
|
||||
Reference in New Issue
Block a user