Add rules to your next-gen board

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The following information only applies to next-gen projects.

To check which type project you need help with, look at the bottom of your project’s left-hand sidebar:

  • If you see an icon stating You’re in a next-gen project with Give feedback and Learn more menu items, you're in a next-gen project.

  • If you don't, you're in a classic project. Check out our classic project documentation.

Rules help you provide more structure to your work, or streamline your team's process. For example, with a rule, you can automatically update fields when you move issues across the columns on your board.

Currently, we have two rules available:

  • Automatically change an issue's assignee

  • Automatically update an issue field

Next-gen software projects are still growing in power and functionality; more rules are coming soon. Learn more about each rule and see examples of how they work.

You must have the administrator role in your project to add or edit rules on your next-gen board.

Add a new rule

To add a rule to your next-gen board:

  1. On your board, click the more icon () > Manage rules.

  2. Click Add rule.

  3. Choose the rule you want to add from the list, then click Select.

  4. Fill out the required information to set up your rule, and click Add.

Selecting the Manage rules option from the More menu of a board.

To see the rule in action, create a test issue on your board and move it to the column with your new rule.

Check out the details and some examples of how each rule works.

Delete a rule

To delete a rule from your next-gen board:

  1. On your board, click the more icon () > Manage rules.

  2. Next to the rule you want to delete, click the Delete icon ().

Last modified on Jul 7, 2020
Cached at 3:28 PM on Jan 21, 2021 |

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