Using Automation with Quick View

You can create automation rules using 3rd party plugins to set custom fields values.

These rules can be based on statuses or other fields values

Example:

In order to see progress in our dev process, we created custom fields for DEV and QA statuses to set a more granular view of the progress.

Here are some rules we created:

• Status “Ready for dev” → Set “DEV status” field to “Ready” and Set QA status to “Not started”.

• Status “In Progress” → set “DEV status” field to “In Progress”

• Status “Ready for QA” → set “DEV status” field to “Done” and Set “QA status” to ”Ready”

• Status “In QA” → Set QA status to “In Progress”.

• Status “Done” → Set QA status to “In Done”