This article describes the operation of the specific automation ''When a card is created in stage something, make another card in stage something plus/minus number of working days''.
Are you looking for an explanation of what automation is and where to set it? Feel free to take a look at the article How do automations work?
How does this automation work?
With this automation you can make sure that when you create a card in one stage of your planning board, a card is automatically planned on another selected stage , with or without one or more days difference between the cards.
This automation ensures that you don't have to create a lot of manual tickets unnecessarily.
The parameters you set are stage, next stage, and plus/minus number of working days.
Stage: First choose for which phase the condition applies.
Next stage: Choose on which other stage you want to automatically plan a next card.
Plus/Minus: Choose whether you want to plan the next card before or after the first chosen stage.
Days (optional): Choose the number of days you want to plan the next card before or after the first chosen stage.
A wholesaler has a planning board with an order picking stage and a transport stage. They want that when they create a card in the Order Pick stage, a card is automatically created on the Transport stage on 1 day after the Order Pick.
You can then set up your automation as follows:
Tip: This automation works nicely together with other automations, such as Automatically add activity when card is created in a stage.