Card workflows
The board keeps moving while you do real work.
27 triggers, If/else, Wait and Wait until, and actions that create, move, assign and comment on cards, send email and texts through MailBaser, or call a webhook.
Find it in ProjectBaser
- Sidebar
- Automation
- Workflows
/workflows/builderWhy it’s better
Repeat work runs itself, with a step-by-step Runs history.
The boring follow-ups happen every time, even on your busiest week.
In the product
See it in ProjectBaser.
Inside this feature
7 parts that make it work.
Sale-to-delivery hand-offOnboarding starts the moment the deal closes.Card reaches Review templateReviews happen faster.Triggers for delivery workKickoffs, reviews and hand-offs begin on time.Due-date guardLate work gets flagged while there is still time to fix it.If/else, Wait and Wait untilEach card gets the right follow-up at the right time.Card actionsThe board stays current on its own.Email, text and MailBaser stepsClients hear about progress without anyone writing to them.
ProjectBaser
Put Card workflows to work.
Boards for the work that follows the sale.