Kanbans
Organize your workflow with kanban boards
Auto-Assign (Round Robin) Action
Automatically distribute cards evenly across team members.
Send Chat Automation Action
Automatically send chat messages when triggers fire.
Add Note Automation Action
Automatically add notes to cards when triggers fire.
Assign Card Automation Action
Automatically assign cards to team members when triggers fire.
Sharing Kanban Boards
Learn how to share boards with team members and set appropriate permissions.
Creating and Managing Kanban Lists
Learn how to create, organize, and customize lists within your kanban boards.
Managing Kanban Cards
Update Card Automation Action
Automatically update card fields when triggers fire.
Kanban Entry Triggers
Automate actions when cards enter a list with entry triggers.
Send Notification Automation Action
Automatically send in-app notifications when triggers fire.
Setting Up Kanban Automations
Adding Email Sources to Kanbans
Connect Gmail or Outlook to automatically create cards from incoming emails.
Understanding Kanban Card Types
Learn about the three card types: Items, Tasks, and Deals, and when to use each.
Using Kanbans for Project Management
Business vs Personal Kanbans
Understand the differences between business and personal kanban boards.
Kanban Exit Triggers
Automate actions when cards leave a list with exit triggers.
Kanban Board Display Types
Customize how cards appear on your board with different display types.
Add Tag Automation Action
Automatically add tags to cards when triggers fire.
Send Email Automation Action
Automatically send emails when triggers fire.
Move Card Automation Action
Automatically move cards between lists when triggers fire.
Kanban Form Triggers
Automate actions when forms attached to cards are submitted.
