ProjectBaserPJ-07.01

Card workflows

Workflows that start on card events and act on boards.

Find it in ProjectBaser

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Automation
Workflows

/workflows/builder

The chain

From what it does to where it takes you.

01

FeatureWhat it does
Triggers: Card created, Card moved to list, Card completed, Card due date approaching, Comment added, Run on a record. Actions: Create card, Move card to list, Add comment, Send notification, and more.
02

AdvantageWhy it beats the usual way
Repeat work runs itself, with a step-by-step Runs history.
03

BenefitWhat you get
The board keeps moving while you do real work.
04

Promised LandWhere it takes you
The boring follow-ups happen every time, even on your busiest week.

In the product

See it in ProjectBaser.

Workflow builder showing a 'Deal won' trigger followed by 'Send notification' and 'Create card in Backlog' actions, so a won deal automatically starts an onboarding card. — Deal won to delivery board workflowWon a deal? The project card creates itself.

Inside this feature

3 parts that make it work.

Automation and the agent › Card workflowsPJ-07.01.1Sale-to-delivery hand-offOnboarding starts the moment the deal closes.Automation and the agent › Card workflowsPJ-07.01.2Card reaches Review templateReviews happen faster.Automation and the agent › Card workflowsPJ-07.01.3Run on a cardOne click does a whole routine.

Try it yourself

Put Card workflows to work.

Boards for the work that follows the sale.

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