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Planview Labs - Card Automation in AgilePlace

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Planview Labs is Planview’s innovation hub for new ideas, products, and capabilities across the Planview Platform. Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future.

Card Automation allows users of AgilePlace to save time and ensure accurate status across work (plus much, much more) by automating different scenarios or routine actions. Below are a few examples of Card Automations that you can build:

  • Move a parent card to a new lane once its first child card is started
  • Move a parent card to a new lane once all of its children are finished
  • Post a notification to Slack because a card has been blocked
  • Post a notification to Microsoft Teams because work has been completed
  • Automatically create a new card every time a card with a specific card type is finished
  • And much, much more!
Planview Labs is Planview's innovation hub for new ideas, products, and capabilities across the Planview Platform. Planview Labs is an early access program for testing and providing feedback about new, potential capabilities that the Planview product teams are considering for the future.

Card Automation allows users of AgilePlace to save time and ensure accurate status across work (plus much, much more) by automating different scenarios or routine actions. Below are a few examples of Card Automations that you can build:

  • Move a parent card to a new lane once its first child card is started
  • Move a parent card to a new lane once all of its children are finished
  • Post a notification to Slack because a card has been blocked
  • Post a notification to Microsoft Teams because work has been completed
  • Automatically create a new card every time a card with a specific card type is finished
  • And much, much more!