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Topics

  • Getting started
    • Signing in & your account
      • Signing in to OurOpero
      • Login codes and new devices
      • Creating an account
      • Accepting an invitation
      • Resetting your password
      • Verifying your email
    • Finding your way around
      • The app layout
      • The left sidebar
      • The top bar
      • Breadcrumbs and going back
      • Light and dark mode
    • Workspaces
      • Creating a workspace
      • Switching and pinning workspaces
      • Browsing all workspaces
      • The workspace overview
      • Editing or deleting a workspace
    • Folders
      • Creating a folder
      • Organising with folders
      • Renaming or deleting a folder
  • Boards & items
    • Board basics
      • The board types
      • Creating a board
      • The board header
      • Editing or deleting a board
    • Groups
      • Creating a group
      • Renaming and recolouring a group
      • Reordering and collapsing groups
      • The collapsed group summary
      • Deleting a group
    • Items
      • Adding items
      • Renaming an item
      • Moving and reordering items
      • Deleting items (and undoing it)
      • The indicators on an item
    • The item panel
      • Opening the item panel
      • Linking straight to an item
    • Subitems
      • Adding subitems
      • Subitem columns
      • What subitems cannot do
    • Selecting several items
    • Import
      • Preparing and uploading your file
      • Choosing what to import and matching columns
      • Running the import
      • Troubleshooting imports
  • Columns
    • Working with columns
      • Adding a column
      • Renaming, moving and resizing
      • Deleting a column (and undoing it)
      • Which columns have settings
    • Text & number columns
      • Text and Long Text
      • Number
      • Email, Phone and Link
    • Date & time columns
      • Date and Date & Time
      • Timeline
      • Hour
      • Duration and time tracking
    • Choice columns
      • Status
      • Dropdown
      • Editing labels and colours
      • Checkbox, Rating and Color
    • Person and Multi Person
    • The File column
    • Progress & action columns
      • Progress
      • Button
      • Auto Number
      • Last Updated
    • Connecting boards
      • Connect boards
      • Mirror
    • Restricting a column
  • Views & dashboards
    • Board views
      • The view tabs
      • Creating and duplicating views
      • Pinning, locking and defaults
      • How views remember their layout
      • Deleting a view
    • Filtering, sorting & hiding
      • Searching a board
      • Filtering by person
      • Quick filters
      • Advanced filters
      • Filter operator reference
      • Sorting
      • Showing and hiding columns
      • Saving filters to a view
    • Dashboards
      • Creating a dashboard
      • Arranging widgets
      • Filtering a dashboard
      • Exporting a dashboard to PDF
    • Widgets
      • The Chart widget
      • Chart type reference
      • The Numbers widget
      • The Battery widget
      • Table, Split and drill-down
    • Exporting to Excel
  • Automations
    • Automation basics
      • The Automation Center
      • Building your first recipe
      • Why Save does nothing
      • Pausing, editing and deleting
    • Trigger reference
    • Condition reference
    • Actions
      • Item actions
      • Column actions
      • Notifications and emails
      • Recipients and variables
    • Scheduling automations
    • Cross-board automations
    • Run history and live status
  • Documents & files
    • Documents
      • Creating a document
      • The document editor
      • Renaming and autosave
      • Sharing a document
      • Deleting a document
    • Adding content
      • The slash menu
      • Headings and lists
      • Tables
      • Images, files and embeds
      • Code blocks and equations
      • Callouts, toggles and columns
    • Formatting
      • The selection toolbar
      • Fonts, colours and spacing
      • Importing and exporting
      • Editing, Viewing and Suggestion
    • Version history and restore
    • File boards
      • Uploading files
      • Organising with folders
      • Previewing and downloading
      • Deleting files
      • The storage bar
  • Collaboration
    • Item updates
      • Posting an update
      • Replying
      • Editing and deleting
      • Liking and sharing an update
      • The board-wide updates feed
    • @mentions
    • Files on an item
    • Notifications
      • The notification bell
      • Marking notifications read
      • Sounds and desktop banners
      • Notification preferences
    • Activity log
      • Opening the activity log
      • What the log records
      • Filtering the log
      • Undoing a change
      • Who has viewed the board
    • What updates live
    • Sharing & permissions
      • Roles at a glance
      • Workspace permissions
      • Board and folder access
      • What can be shared by link
  • Account & administration
    • Your profile
      • Personal info
      • Working status
      • Language and region
      • Changing your password
      • Session history
    • Members & invites
      • Inviting people
      • What each role can do
      • Managing members
      • Deactivating and deleting
      • Transferring ownership
      • How seats are counted
    • Plans & billing
      • Choosing a plan
      • Upgrading and downgrading
      • Promo codes
      • Trials and locked workspaces
      • Turning off auto-renewal
    • Invoices & payment
      • Your invoices
      • Invoice settings
      • Payment method
      • Billing contacts
    • Storage
    • Switching accounts

Topics

  • Getting started
    • Signing in & your account
      • Signing in to OurOpero
      • Login codes and new devices
      • Creating an account
      • Accepting an invitation
      • Resetting your password
      • Verifying your email
    • Finding your way around
      • The app layout
      • The left sidebar
      • The top bar
      • Breadcrumbs and going back
      • Light and dark mode
    • Workspaces
      • Creating a workspace
      • Switching and pinning workspaces
      • Browsing all workspaces
      • The workspace overview
      • Editing or deleting a workspace
    • Folders
      • Creating a folder
      • Organising with folders
      • Renaming or deleting a folder
  • Boards & items
    • Board basics
      • The board types
      • Creating a board
      • The board header
      • Editing or deleting a board
    • Groups
      • Creating a group
      • Renaming and recolouring a group
      • Reordering and collapsing groups
      • The collapsed group summary
      • Deleting a group
    • Items
      • Adding items
      • Renaming an item
      • Moving and reordering items
      • Deleting items (and undoing it)
      • The indicators on an item
    • The item panel
      • Opening the item panel
      • Linking straight to an item
    • Subitems
      • Adding subitems
      • Subitem columns
      • What subitems cannot do
    • Selecting several items
    • Import
      • Preparing and uploading your file
      • Choosing what to import and matching columns
      • Running the import
      • Troubleshooting imports
  • Columns
    • Working with columns
      • Adding a column
      • Renaming, moving and resizing
      • Deleting a column (and undoing it)
      • Which columns have settings
    • Text & number columns
      • Text and Long Text
      • Number
      • Email, Phone and Link
    • Date & time columns
      • Date and Date & Time
      • Timeline
      • Hour
      • Duration and time tracking
    • Choice columns
      • Status
      • Dropdown
      • Editing labels and colours
      • Checkbox, Rating and Color
    • Person and Multi Person
    • The File column
    • Progress & action columns
      • Progress
      • Button
      • Auto Number
      • Last Updated
    • Connecting boards
      • Connect boards
      • Mirror
    • Restricting a column
  • Views & dashboards
    • Board views
      • The view tabs
      • Creating and duplicating views
      • Pinning, locking and defaults
      • How views remember their layout
      • Deleting a view
    • Filtering, sorting & hiding
      • Searching a board
      • Filtering by person
      • Quick filters
      • Advanced filters
      • Filter operator reference
      • Sorting
      • Showing and hiding columns
      • Saving filters to a view
    • Dashboards
      • Creating a dashboard
      • Arranging widgets
      • Filtering a dashboard
      • Exporting a dashboard to PDF
    • Widgets
      • The Chart widget
      • Chart type reference
      • The Numbers widget
      • The Battery widget
      • Table, Split and drill-down
    • Exporting to Excel
  • Automations
    • Automation basics
      • The Automation Center
      • Building your first recipe
      • Why Save does nothing
      • Pausing, editing and deleting
    • Trigger reference
    • Condition reference
    • Actions
      • Item actions
      • Column actions
      • Notifications and emails
      • Recipients and variables
    • Scheduling automations
    • Cross-board automations
    • Run history and live status
  • Documents & files
    • Documents
      • Creating a document
      • The document editor
      • Renaming and autosave
      • Sharing a document
      • Deleting a document
    • Adding content
      • The slash menu
      • Headings and lists
      • Tables
      • Images, files and embeds
      • Code blocks and equations
      • Callouts, toggles and columns
    • Formatting
      • The selection toolbar
      • Fonts, colours and spacing
      • Importing and exporting
      • Editing, Viewing and Suggestion
    • Version history and restore
    • File boards
      • Uploading files
      • Organising with folders
      • Previewing and downloading
      • Deleting files
      • The storage bar
  • Collaboration
    • Item updates
      • Posting an update
      • Replying
      • Editing and deleting
      • Liking and sharing an update
      • The board-wide updates feed
    • @mentions
    • Files on an item
    • Notifications
      • The notification bell
      • Marking notifications read
      • Sounds and desktop banners
      • Notification preferences
    • Activity log
      • Opening the activity log
      • What the log records
      • Filtering the log
      • Undoing a change
      • Who has viewed the board
    • What updates live
    • Sharing & permissions
      • Roles at a glance
      • Workspace permissions
      • Board and folder access
      • What can be shared by link
  • Account & administration
    • Your profile
      • Personal info
      • Working status
      • Language and region
      • Changing your password
      • Session history
    • Members & invites
      • Inviting people
      • What each role can do
      • Managing members
      • Deactivating and deleting
      • Transferring ownership
      • How seats are counted
    • Plans & billing
      • Choosing a plan
      • Upgrading and downgrading
      • Promo codes
      • Trials and locked workspaces
      • Turning off auto-renewal
    • Invoices & payment
      • Your invoices
      • Invoice settings
      • Payment method
      • Billing contacts
    • Storage
    • Switching accounts
  1. Help center/
  2. Automations/
  3. Actions

Actions

The twenty things a recipe can do, split the way the picker splits them.

Articles

  • Item actionsMove, copy, create, archive, or delete items using the Item actions available in automation recipes.4 min→
  • Column actionsUse column actions to write values to a single column, including statuses, dates, people, and time tracking.4 min→
  • Notifications and emailsUse "Notify Someone" and "Send Email" to send messages from an automation using the same message editor.3 min→
  • Recipients and variablesUse the "Use values from trigger" panel to insert information from the automation trigger into messages and other automation fields.3 min→
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Capabilities

  • Boards
  • Automations
  • Dashboards
  • Documents
  • Time tracking
  • Pricing
  • Integrations

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  • Software / IT
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  • Construction / Engineering
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