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Automation - How to assign card to person who clicks button or performs automation

Hi!

 

Not sure if this is possible or if I am just oblivious to an already existing automation, but my goal is to create an automation so that when a card is added to a certain list (whether that is by adding a card or clicking on a board button) that the person who performs that action is assigned to that card.

 

Obviously it's not difficult to add oneself to a card, but it would be nice to have one less thing to do when a card is generated from clicking on a board button.

 

Any thoughts?

1 answer

1 vote
Brittany Joiner
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 12, 2022

@Joshua Moore hi there! you'll use the {username} variable for this! You can learn more about variables here, but I believe this is what you're going for. 

You will need to create a new rule for each type of trigger (such as moving into a list, or clicking a button), but your action will look like this: 

image.png

The {username} will access whoever triggers the action, ie moves the card, clicks the button, etc.

Amazing! Thank you! I love the variable resource as well. Gives you a lot more options to play with. Thanks!

Brittany Joiner
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 13, 2022

@Joshua Moore oh yeah variables open up so many more options for automation!! Enjoy!!

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