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How to automatically change label colors on a job when the status change
How to automatically change label colors on a job when the status change
Martin avatar
Written by Martin
Updated over a week ago

Set-up

  • Tudodesk back-office

What's this for?

  • How to automatically change label colors on a job when the job status changes.

Steps

  1. Go to the job board.

  2. Click 'Show menu' on the board menu right side.

  3. Click 'Board automations'.

  4. Check if you have an existing event created for the status you want to trigger the event on. You can edit this event or add a new event using the 'Create automation' button.

  5. If you are editing an existing event, skip steps 6-9 below.

  6. Enter a friendly name for your new workflow, such as 'Job queued'.

  7. Select Status Changed for the event trigger.

  8. Select the status name from the status drop drown.

  9. Click Continue.

  10. Click the '+' icon from the automation editor to insert a new action.

  11. Select Change label color from the list of actions.

  12. Set the delay to Right away in the action delay input. Note that you can insert delay events in the automation steps before the email event if you want to trigger the notification after a more extended period. Each delay event can be up to 7-days.

  13. Select the desired label color.

  14. Click Save.

  15. Click Save again on the editor screen (Green button bottom right).

  16. Click Turn on to set the automation live.

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