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Article version: Enterprise Server 2.17

Configuring automation for project boards

You can set up automatic workflows to move issues and pull requests to a project board column when a specified event occurs.

To set up automatic workflows for a repository project board, you must have write access to the repository. Organization owners and members can configure automatic workflows on an organization-wide project board. For more information, see "About automation for project boards."

You can use a project board template to create a project board with automation already configured. For more information, see "About project boards."

When you close a project board, any workflow automation configured for the project board will pause. If you reopen a project board, you have the option to sync automation, which updates the positon of the cards on the board according to the automation settings configured for the board. For more information, see "Reopening a closed project board" or "Closing a project board."

Tip: To edit columns that already have configured automation, click Manage at the bottom of the column.

  1. Navigate to the project board you want to automate.
  2. In the column you want to automate, click .
    Edit icon
  3. Click Manage automation.
    Manage automation button
  4. Using the Preset drop-down menu, select an automation preset.
    Select preset automation from menu
  5. Select the workflow automations you want to configure for the column.
    List of options for automating the column
  6. Click Update automation.

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