We have a list of trackable items which may be converted to projects. To help with this, we have created ‘button’ column (called create project) which triggers an automation task as below.
Is there a way we can specify the ‘template’ used or can we modify this template with the set of status, priority and other preferred customisations?
– Automation Task –
When Create project clicked
then create a board from template
and set Type to project
Hey @greg.klaasssen - within the automation builder when you select the Create Board from template option, you can select which template to create the new board from. While you cannot dynamically set column values in the newly created board, if you create multiple templates with values assigned then add a condition to your button:
When Create Project clicked and if Type is “Project Type 1”
then create board from Template (using Template 1)
When Create Project clicked and if Type is “Project Type 2”
then create board from Template (using Template 2)
etc…
Hope this helps!
Mark
Hi Mark,
Thanks for the reply. It was my misunderstanding in placement of process.
In the ‘create a board from template’ I was expecting there to be an option on ‘Template’ that would allow the selection of which template to use - this is not selectable, it’s just a word!
One can choose the template from [board] - default being start a new board from scratch. I needed to select the drop down option and pick preferred template.
Regards,
Greg.
Hi @greg.klaasssen you have to ensure to save a board as a template if you want to use it in the automation recipe.
In your automation, you can add a condition to your trigger so that specific boards are created depending on what you set in your automation.
e.g. When Status is set to Create Board (or whatever trigger), and only if Label is Internal Project (or whatever condition) then create a board from template “Internal Project Template” (or whatever template).
