Prerequisites

• Access to the Business rule (BR001) menu.
• Active SoftExpert Kanban license.

Introduction

When creating a business rule, after setting the triggers, we need to configure the chosen action. 

The action of creating Kanban tasks allows for automatically generating them in SoftExpert Kanban. This feature is intended to transform system events into visual activities, facilitating the tracking of the work being done and the organization of the demands.

In its turn, the action of editing Kanban tasks allows for automatically updating an existing task in SoftExpert Kanban. This feature can be used to change the status, assignees, or other information pertaining to a task as events occur in the system.

See how to configure the actions of creating and editing Kanban tasks in the business rule:
 

Configuring a Kanban task creation or editing action

1. Access the Business rule (BR001) menu and click on the Create button.

2. Select the component and choose the desired trigger.

3. In the following step, click on the Then a Kanban task is created option or on the Then a Kanban task is edited option.

4. Click on the Configure SoftExpert Suite application button.

5. On the screen that will open, depending on the selected action, enter the data that will be inserted when the Kanban task is created, or enter the data of the existing task and fill in the fields with the information you wish to edit.

6. With the data filled out, click on the Finish button.

Conclusion

The Kanban task creation or editing action has been configured and is ready to be executed after the business rule is created.