Add rules to your team-managed board
This page is for team-managed spaces
To check whether your space is team-managed or company-managed, select More actions (•••) next to the space name in either the header or the sidebar. At the bottom of the menu that opens, your space details will be shown.
If you're in a company-managed space, check out these company-managed space articles instead.
More about the difference between company-managed and team-managed space.
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 work items across the columns on your board.
Currently, we have two rules available:
Automatically change a work item’s assignee
Automatically update a work item field
Team-managed software spaces are still growing in power and functionality; more rules are coming soon. Find out about each rule and see examples of how they work.
You must have the administrator role in your space to add or edit rules on your team-managed board.
Add a new rule
To add a rule to your team-managed board:
On your board, select the more icon () then Manage rules.
Select Add rule.
Choose the rule you want to add from the list, then click Select.
Fill out the required information to set up your rule, and select Add.
To see the rule in action, create a test work item 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 team-managed board:
On your board, click the more icon () then Manage rules.
Next to the rule you want to delete, click the Delete icon ().
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