Automations

Automations help a standalone board or workspace do repeatable card housekeeping automatically. They are built from a When trigger and one or more Do actions.

Use automations when the same thing should happen every time a card reaches a workflow moment: add the right labels, assign the right people, apply a checklist, set a due date, populate structured field data, move the card, or mark work complete.

Automations belong to a standalone board or workspace. A standalone automation runs only on its board. A workspace automation can run on cards across its boards using shared lists, labels, members, custom fields, and checklist templates.

Why use automations

Automations are useful when a process is predictable enough that people should not have to remember every small step.

Good automation use cases include:

• Add a QA Review checklist when a card enters Review.
• Mark a card complete when it moves into Done.
• Assign a support lead when a card is assigned to the support queue owner.
• Add a Blocked label when a card enters Waiting.
• Set an Escalation Date field when an Escalated label is added.
• Set a follow-up due date when a card enters Client Review.
• Move a card to the top of a list when its due date arrives.
• Remove a handoff label after the card is assigned.

Automations are not a replacement for good workflow design. Lists, labels, custom fields, and checklist templates should still describe the process clearly. Automations are the part that keeps the routine steps moving.

Open automation settings

1. Open the workspace or standalone board.
2. Go to Workspace settings or Board settings.
3. Choose Automations.

The Automations settings page lets workspace admins and owners create, enable, disable, reorder, configure, and delete automations.

How automations are structured

Every automation has:

• When: the event that starts the automation.
• Do: one or more actions Kanera performs on the card.
• Enabled or disabled: whether the automation is currently active.
• Order: where the automation sits relative to other automations in the workspace.

Automations run in workspace order. Actions inside an automation run in the order shown in the Do section.

An enabled automation must have at least one complete Do action. If you remove the final action, Kanera disables the automation so it cannot keep matching cards without doing anything.

Create an automation

Click Add automation in Workspace settings -> Automations.

New automations start with a default trigger and a default action. Expand the automation to edit the When and Do sections.

Use the enabled/disabled toggle to control whether the automation is live. Disabled automations remain configured but do not run.

When triggers

The When section controls what causes the automation to run.

Trigger	What it means	Extra settings
Card enters list	Runs when a card enters a selected workspace list.	Choose the list. Choose whether it applies when cards are created in that list, moved into that list, or both.
Due date arrives	Runs when a card's due date arrives or becomes overdue.	No extra target. Kanera checks due-date automations on a schedule.
All checklist items complete	Runs when every checklist item on a card is complete.	No extra target. Cards with no checklist items do not trigger this.
Card assigned to user	Runs when a card is assigned to one of the selected workspace members.	Choose one or more assignable members.
Card marked complete	Runs when a card changes from incomplete to complete.	No extra target.
Label added to card	Runs when a selected workspace label is newly added to a card.	Choose the label.

Card enters list

Use Card enters list for workflow-stage automation.

This trigger is especially useful with shared workspace lists such as Review, Waiting, Ready to Launch, or Done.

You can choose:

• Created: run when a card is created directly in the selected list.
• Moved: run when an existing card is moved into the selected list.

Enable both when the automation should apply no matter how the card arrived in that list.

Due date arrives

Use Due date arrives for time-sensitive work.

Kanera checks due-date automations on the server and runs the automation for active, incomplete cards whose due date has arrived. Kanera records due-date automation runs so the same automation does not keep firing repeatedly for the same card and the same due date.

All checklist items complete

Use All checklist items complete when checklist completion should advance the card.

For example, completing all QA items might mark the card complete, move it to Ready to Ship, or remove a Needs Review label.

This trigger only runs when the card has checklist items and all of them are complete. If a checklist item contains sub-checklists, their items must be complete too.

Card assigned to user

Use Card assigned to user when assigning a person should start a related process.

For example, assigning a delivery owner might apply a Handoff checklist, add a Delivery label, or set a due date.

The selected users must be assignable workspace members.

Card marked complete

Use Card marked complete when finishing a card should trigger follow-up housekeeping.

For example, marking a card complete might remove an Active label, clear its due date, assign a reviewer for post-work checks, or move it to a shared Done list.

This trigger runs when a card changes from incomplete to complete. It does not run when a card is already complete, when a card is marked incomplete, or when an automation marks the card complete as one of its own actions.

Label added to card

Use Label added to card when a label should start a standard response.

For example, adding Blocked might assign a lead, move the card to the top of its current list, and set a Blocked Since custom field. Adding Customer might apply a customer-handoff checklist and set a Review Type field.

This trigger runs only when the selected label is newly added to the card. Re-saving a card that already has the label does not run the automation again.

Do actions

The Do section controls what Kanera changes on the card after the trigger happens.

Action	What it does	Required setting
Add label	Adds a selected workspace label to the card.	Choose a label.
Remove label	Removes a selected workspace label from the card.	Choose a label.
Add assignees	Assigns one or more workspace members to the card.	Choose members.
Remove assignees	Removes one or more assignees from the card.	Choose members.
Apply checklist	Applies one or more checklist templates to the card.	Choose checklist templates.
Set due date	Sets the card due date relative to when the automation runs.	Enter an offset and choose a due-date slot.
Clear due date	Removes the card due date.	No target.
Populate custom field	Sets a selected custom field on the card.	Choose a field, then either set a value or copy from another field of the same type, and choose whether to overwrite existing values.
Mark complete or incomplete	Marks the card complete or incomplete.	Choose complete or incomplete.
Move to list	Moves the card to a selected list.	Choose a list and top or bottom placement.
Move to top	Moves the card to the top of its current list.	No target.
Move to bottom	Moves the card to the bottom of its current list.	No target.

Action details

Labels

Use label actions to keep card categories accurate as work moves.

Examples:

• Add Needs Review when a card enters Review.
• Remove Needs Review when all checklist items are complete.
• Add Blocked when a card enters Waiting.

Assignees

Use assignee actions when a stage or trigger has a predictable owner.

Examples:

• Assign the QA lead when a card enters Review.
• Assign an account manager when a card enters Client Review.
• Remove a triage owner after a card is assigned to the final owner.

If an automation assigns someone to a card on a board where they need access, Kanera can add them to the board when the workspace and board rules allow it.

Checklist templates

Use Apply checklist when the card needs a repeatable set of steps.

Examples:

• Apply QA Review when a card enters Review.
• Apply Launch Prep when a card enters Ready to Launch.
• Apply Support Triage when a support card is created.

Kanera tracks which checklist templates have already been applied to each card. If the same automation runs again, it will not add the same template to the same card a second time.

Due dates

Use Set due date to set a due date relative to the day the automation runs.

The offset can be:

• 0 for today.
• A positive number for days after the trigger.
• A negative number for days before the trigger date.

Due-date slots are:

Slot	Meaning
Any time	Date only.
Morning	Morning due slot.
Afternoon	Afternoon due slot.
End of work day	End-of-day due slot.

Use Clear due date when a card entering a stage no longer needs the previous deadline.

Custom fields

Use Populate custom field when an automation should write structured metadata to the card.

Examples:

• Set Priority to High when Escalated is added.
• Set Blocked Since to the current date when Blocked is added.
• Set Review Month to the current month when a card enters Review.
• Set Billable to checked when a card enters Client Work.
• Set Reviewer to a workspace member when all checklist items are complete.
• Copy Estimated Hours into Actual Hours when a card enters Done.

For each custom-field action you choose the field to write, then how to supply its value:

• Set value: provide a fixed or computed value that matches the selected field type. Text fields can use fixed text or the current date formatted as a date, month, or date and time. Number, date, checkbox, select, and user fields use values of the matching type.
• Copy from field: copy the current value of another custom field on the same card. The source field must be the same type as the field you are setting. Use this to carry a value forward between fields, such as copying an estimate into an actuals field.

When copying between two select fields, Kanera matches options by their label, because each select field has its own options. A source option with no matching label on the target field is skipped. When the source field has no value on the card, the automation leaves the target field unchanged.

By default, Kanera only fills the field if it is empty. You can allow the automation to overwrite an existing value when the automation should be authoritative for that field.

Kanera validates the field when the automation runs. If the configured value does not match the field type, a select option was archived, or a selected user is no longer a workspace member, Kanera skips invalid values instead of writing broken data.

Completion

Use completion actions when a workflow stage should control the card's completed state.

Examples:

• Mark complete when a card enters Done.
• Mark incomplete when a card moves back into In Progress.

Movement and priority

Use move actions to keep cards in the right place.

Examples:

• Move a card to Done when all checklist items are complete.
• Move overdue cards to the top of the current list.
• Move cards entering Escalated to the top of that list.

When moving to a list, choose whether the card lands at the top or bottom.

Example automations

Goal	When	Do
Start QA consistently	Card enters Review	Apply QA Review checklist; add Needs Review label; assign QA lead.
Finish work cleanly	Card enters Done	Mark complete; clear due date; remove Needs Review label.
Reopen work when it moves back	Card enters In Progress	Mark incomplete; add Active label.
Triage new support cards	Card created in New	Add Support label; apply Support Triage checklist; assign support lead.
Surface overdue work	Due date arrives	Move to top; add Overdue label.
Advance checklist-driven work	All checklist items complete	Move to Ready to Ship; remove QA label.
Prepare handoff	Card assigned to delivery owner	Apply Handoff checklist; set due date for 2 days from now.
Clean up completed work	Card marked complete	Clear due date; remove Active label.
Escalate consistently	Label Escalated added	Set Priority to High; set Escalated Since to today; move to top.
Carry an estimate into actuals	Card enters Done	Copy Estimated Hours into Actual Hours.

Reorder automations and actions

Drag automations to change their workspace order.

Drag actions inside an automation to change the order they run. This matters when one action affects the next. For example, you may want to apply a checklist before moving the card, or mark a card incomplete before assigning a new owner.

Delete an automation

Deleting an automation archives it so it no longer runs.

Existing changes made by earlier automation runs remain on cards. Deleting an automation does not remove labels, assignees, checklists, due dates, custom field values, completion state, or card movements that already happened.

Good automation design

Start with small automations that do one predictable job.

Good automations are:

• Easy to describe in one sentence.
• Built from shared workspace lists, labels, members, custom fields, and checklist templates.
• Safe to run more than once.
• Ordered intentionally.
• Reviewed when the workspace workflow changes.

Avoid automations that fight each other. For example, one automation should not move a card into a list that immediately triggers another automation to move it back.

Use automations for repeatable process steps. Keep judgment calls with people.

What to read next

• Workspaces
• Lists
• Card Labels
• Checklist Templates
• Checklists
• Views
• Global Work
• Notifications