Add rules to your next-gen board
This page is for team-managed projects
To check whether your project is team-managed or company-managed, select More actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, you’ll be able to view whether your project is team-managed or company-managed.
If you’re in a company-managed project, check out these company-managed project articles instead.
More about the difference between company-managed and team-managed projects.
Rules help you provide more structure to your work, or streamline your team's process. For example, with a rule, you can automatically update fields when you move issues across the columns on your board.
Currently, we have two rules available:
- Automatically change an issue's assignee
- Automatically update an issue field
Next-gen software projects are still growing in power and functionality; more rules are coming soon. Learn more about each rule and see examples of how they work.
You must have the administrator role in your project to add or edit rules on your next-gen board.
Add a new rule
To add a rule to your next-gen board:
- On your board, click the more icon (•••) > Manage rules.
- Click Add rule.
- Choose the rule you want to add from the list, then click Select.
- Fill out the required information to set up your rule, and click Add.
To see the rule in action, create a test issue on your board and move it to the column with your new rule.
Check out the details and some examples of how each rule works.
Delete a rule
To delete a rule from your next-gen board:
- On your board, click the more icon (•••) > Manage rules.
- Next to the rule you want to delete, click the Delete icon (
).