Hi everyone,
Curious if anyone has had any luck using Card Automation to kick off mirroring.
Or using custom fields to drive Card Automation.
Thanks!
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Hi
For Mirrored Cards:
- Card Automation can be configured to mirror cards across boards automatically
- All comments and updates on mirrored child cards sync back to the parent card
- Example use case: When a new feature request card is created on an intake board, it can automatically mirror to a development team's board
For Custom Fields:
- Custom fields can be used to trigger Card Automation rules
- Automation can populate custom fields like "Priority" or "Owner" automatically
- Example use case: When a card is created with a custom field "Priority = High", it can automatically:
- Mirror to another board
- Set predefined custom field values
- Ensure consistent information across boards
The links below provide step-by-step instructions to help you set up these automation flows.
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