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Add rules to your team-managed board

This page is for team-managed projects

If the lower-left of your project sidebar says you're in a company-managed project, check out these company-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

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

Team-managed 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 team-managed board.

Add a new rule

To add a rule to your team-managed board:

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

  2. Select 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 select 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 team-managed board:

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

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

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