This guide continues from Creating an Automation. Once you have created an automation, use the steps below to find it, organize it, update it, and check the result.

Before You Begin

• Open the board that owns the automation, and know which rule you intend to change.
• Decide the expected result before editing. Check the four parts from the creation guide: trigger starts the rule, conditions narrow which cards qualify, action defines the work, and timing controls when the action occurs.
• Have a dedicated test card and any test message destinations ready. Check the current Status before saving changes.

Continuing example: In the creation guide, Create Task: Review new lead uses On Stage Change for an existing new-lead stage, creates the Review new lead task, uses Immediately timing, and starts in Draft. Here, you might organize that rule into a folder or revise the task details. Keep the trigger, conditions, and timing unchanged unless those are part of your intended change.

Edit an Existing Automation

1. Open the board’s Automations window using the sparkle/wand icon. Find the rule using its folder, title, status, and filters.
2. Open the automation’s three-dot menu and choose Edit. The same menu also contains Duplicate, Logs, and Delete; choose Edit when you intend to change the existing rule.
3. Confirm that you opened the correct automation. Review its Title, Status, and Folder before changing the rule.
4. Review the Trigger and its conditions. Check the stage, fields, criteria, or other trigger-specific settings that determine which cards qualify.
5. Review every configured Action. For messages, check the sending inbox, template, and recipients. For updates, check the exact fields or stages affected.
6. Check When and Only fire if office is open. Timing and trigger conditions work together; changing one can change when a qualifying card is processed.
7. Choose the intended Status and click Save. If you decide not to keep your edits, click Cancel.
8. Return to the list and confirm the automation appears in the intended folder and status tab. Reopen Edit to check the saved values if needed.

Open the Automations Window

Board → Automations. 1 Choose All, Live, Drafts, or Test. 2 Filter by Stage. 3 Filter by Action. The full window heading and entry controls are visible.

Board → Kanban. 1 Open all board automations with the upper-right sparkle icon. 2 Use the stage sparkle icon for that stage’s automations.

1. Open the board whose automations you want to manage.
2. In the board’s upper-right toolbar, click the Automations sparkle/wand icon. It sits beside the Board Tools icon; it is a separate control from the Board Settings gear.