How do I set up an automation where updating one board automatically updates another?

beth.sutton

I want to have it so that when I run an automation, the same card is created on both boards (a clone, I believe). I then want it so that when one of the cards is moved to 'Done' on one board, it automatically moves the card on the other board to 'Done'.

Sam Nadarajan

Hello @beth.sutton and welcome to the Community!

Boards are merely views into your project data, and they are driven by a filter. In your automation rule, you want to create 2 issues (what you refer to as cards) with the same information, but set some information on them so the board filter picks those cards up and displays them appropriately.

If you want to update the issue (card) on the other board based on transitioning one of the issues/cards to the `Done` status, then you will want to create an issue link between the two issues/cards. Once that link has been established, in your automation rule, you can use a Branch rule component to iterate through the linked issues and perform additional actions:

 

If you're able to provide some more information such as what the filter on both of your boards are, we can give you a better recommendation/examples.

Hope this helps!