Why isn't the rule working for tasks in a Kanban board?

Hello! Marlie Cardiff

Thank you for posting in Microsoft Community

Creating rules for tasks in a Kanban board can be quite useful for automating actions based on specific conditions. Allow me to ask:

• Is this happening to other devices, browsers, and networks?
• What error message are you getting?
• IS this happening to other tasks or just specific tasks?

Let’s troubleshoot why your rule isn’t working as expected. Here are some potential reasons:

1. Incorrect Configuration:
   • Double-check the rule configuration. Ensure that you’ve set the correct conditions and actions.
   • Verify that the rule is targeting the right stage (in your case, the “implement” stage) and that the trigger condition is correctly defined.
2. Permissions and Access:
   • Confirm that you have the necessary permissions to create and manage rules within the Kanban board.
   • Ensure that the account or service you’re using to send emails or chats has the required permissions to perform those actions.
3. Preview Button Grayed Out:
   • The grayed-out preview button might indicate that there’s an issue with the rule setup. Check for any error messages or warnings.
   • If there are no visible errors, try refreshing the page or logging out and back in to see if the issue persists.
4. Testing the Rule:
   • Even if the preview button is grayed out, you can still test the rule by manually moving a task to the “implement” stage.
   • Create a test task, change its stage, and observe whether the expected email or chat notification is triggered.
5. Email/Chat Configuration:
   • Verify that your email or chat integration is correctly set up. Ensure that the email/chat service is configured to send messages.
   • Check spam folders or filters in case the notifications are being flagged.
6. Board-Specific Settings:
   • Some Kanban tools allow board-specific settings that might override global rules. Check if there are any board-specific configurations affecting your rule.
7. Logging and Debugging:
   • Look for any logs or debugging options related to rules within your Kanban tool. These might provide insights into why the rule isn’t firing.

Remember that Kanban boards are designed to visualize work and improve processes. While they’re great for tracking tasks, they might not always handle complex automation scenarios. If you continue to face issues, consider reaching out to your tool’s support or community for further assistance.

Thank you,

Vince

Microsoft Community Moderator

Hello Marlie Cardiff

We haven't heard from you, so we assume that your issue has already been addressed. We will not be monitoring this thread moving forward so, if you need further assistance, please create a new thread to discuss these concerns by clicking this link: Create a new question (microsoft.com)

Thank you for understanding.

Regards,

Vince