Guide

Automate the busywork.

Build rules that assign, update, notify and move work for you. A practical guide to triggers, conditions and actions in Vantra Projects — no code required.

⏱ 5 min read·Everything shown is in the product today

1Pick a trigger

Open Automations and start a rule from the moment that should set it off: a status change, a card moving into a group, a due date approaching, a new task arriving from a form.

2Add conditions

Narrow when it fires — only High priority, only in certain groups, only tasks with a particular type. Conditions keep one well-aimed rule from becoming ten noisy ones.

3Choose the actions

Assign an owner, set status or type, move the task, post a notification — chain as many actions as the moment needs. The rule runs for everyone, instantly, every time.

The Automations page listing rules with their triggers and actions.

4Let work repeat itself

Recurring tasks re-create themselves on schedule — the weekly report, the monthly review — with the right assignee and due date already set.

Pair with colour rules. Automations change the work; colour rules change how it reads. "Overdue and High priority turns red" makes a board legible from across the room.

Related: Work views · Forms & intake — or try it in the live demo →