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Kanbanize

Reference

24 actions for Kanbanize workflows.

01. Operations

Act on Kanbanize from a workflow

Operations are the actions a workflow can take in Kanbanize, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Block Reasons

3 operations

Manage reasons why cards become blocked on your board. These operations let you define block reason types, assign them to cards when work is halted, and retrieve the full list of available reasons for your team's workflow.

Action

Get Board Block Reasons

KANBANIZE_GET_BOARD_BLOCK_REASONS

Retrieves the list of reasons that can be assigned when blocking tasks or cards on a Kanban board, helping you understand why work is being held up. This is useful for tracking impediments and bottlenecks in your workflow.

1 input
Action

Remove Board Block Reason

KANBANIZE_REMOVE_BOARD_BLOCK_REASON

Deletes a block reason from your board's available options, allowing you to clean up outdated or unused blocking categories that your team no longer needs.

2 input
Action

Set card block reason

KANBANIZE_SET_CARD_BLOCK_REASON

Mark a card as blocked in your Kanbanize board and document the specific reason preventing progress, keeping your team informed about workflow impediments.

2 input

Boards

1 operation

Handle board-level management tasks in your Kanbanize workspace. Use this operation to remove boards you no longer need from your account.

Action

Delete Board

KANBANIZE_DELETE_BOARD

Permanently removes an archived board from Kanbanize, allowing you to clean up old projects and maintain a streamlined workspace.

1 input

Cards

5 operations

Perform core card operations essential to task management and collaboration. These actions enable you to organize card hierarchies, manage watchers, add comments for team communication, and remove cards from your workflow.

Action★ Featured

Add a comment to a card

KANBANIZE_ADD_CARD_COMMENT

Add notes, updates, or feedback directly to a card in Kanbanize to keep all task-related communication and information in one place. This helps your team stay informed without switching between tools or email threads.

2 input
Action★ Featured

Delete Card

KANBANIZE_DELETE_CARD

Permanently removes a card and all its associated data from your Kanbanize board. Use this when a task is no longer needed or was created in error.

2 input
Action★ Featured

Get Child Cards

KANBANIZE_GET_CHILD_CARDS

Retrieve all child cards associated with a parent card in your Kanbanize board, helping you see the breakdown of subtasks and related work items. Use this to understand the full scope and dependencies of larger work items.

3 input
Action

Check User Is Card Watcher

KANBANIZE_CHECK_USER_IS_CARD_WATCHER

Verify whether a user is monitoring a specific card to manage notifications and team visibility. This helps ensure the right people are staying updated on important tasks.

2 input
Action

Remove Child Card

KANBANIZE_REMOVE_CHILD_CARD

Unlink a child card from its parent card in your Kanbanize board, allowing you to manage task dependencies and reorganize your project structure.

3 input

Columns

2 operations

Access and inspect the column structure of your boards. Retrieve all columns at once or fetch details about a specific column to understand your workflow stages.

Action★ Featured

Get Columns

KANBANIZE_GET_COLUMNS

Retrieves all columns from a specific Kanbanize board, including their configuration details like positions, limits, and workflow settings. Use this to understand your board's structure and how work progresses through different stages.

1 input
Action

Get Column

KANBANIZE_GET_COLUMN

Retrieves detailed information about a specific column on your Kanbanize board, including its name, WIP limits, and workflow settings. Use this to verify column configurations and understand your board's workflow structure.

2 input

Data Fields

3 operations

Configure and manage custom fields that extend Kanbanize's tracking capabilities. These operations let you define workspace-level data fields and update how they apply across different areas of your boards.

Action★ Featured

Get Custom Fields

KANBANIZE_GET_CUSTOM_FIELDS

Retrieve custom field definitions from your Kanbanize workspace to see what additional data fields are available for your cards and projects. This helps you understand your team's data structure and what information can be tracked beyond standard fields.

8 input
Action

Get Workspace Data Fields

KANBANIZE_GET_WORKSPACE_DATA_FIELDS

Retrieves all custom data fields that have been configured for your Kanbanize workspace, enabling you to understand what information you can capture and track on your tasks.

1 input
Action

Update Data Field Workspaces

KANBANIZE_UPDATE_DATA_FIELD_WORKSPACES

Efficiently manage custom data fields across multiple workspaces by adding, updating, or removing them in bulk, allowing you to standardize how information is captured and tracked across your entire team.

7 input

Lanes

1 operation

Adjust the default behavior and settings for swimlanes in your workflow. Use this to customize how lanes behave and organize work across your team.

Action

Update Lane Default Setting

KANBANIZE_UPDATE_LANE_DEFAULT_SETTING

Modify the default configuration settings for a specific lane on your Kanbanize board, such as default assignees or work limits. This helps standardize how work moves through each stage of your workflow.

4 input

Milestones

1 operation

Verify and confirm milestone associations on your board. This operation helps you validate that cards are correctly linked to project milestones.

Action

Check Board Milestone

KANBANIZE_CHECK_BOARD_MILESTONE

Verify whether a specific milestone exists on your Kanbanize board before referencing it in your project workflow. This helps ensure your project planning data is accurate and prevents errors from using non-existent milestones.

2 input

Stickers

2 operations

Customize visual indicators and labels on your board. Manage stickers to enhance card visibility and add visual cues that help your team at a glance.

Action

Get Stickers

KANBANIZE_GET_STICKERS

Retrieve available stickers from Kanbanize that you can apply to cards for visual organization and categorization. Use this to see what visual markers are available in your workspace.

4 input
Action

Update Board Sticker

KANBANIZE_UPDATE_BOARD_STICKER

Modify sticker properties on your Kanbanize board, such as usage limits or appearance settings, to better organize and manage your workflow. This helps you customize how stickers function across your board or specific cards.

4 input

Tags

2 operations

Control the tag system that categorizes and filters your cards. Update tag definitions or remove obsolete tags to keep your card organization clean and relevant.

Action★ Featured

Update Tag

KANBANIZE_UPDATE_TAG

Modify tag properties such as label, color, and status to keep your project organization system current and visually consistent across your Kanban board.

5 input
Action

Delete Tag

KANBANIZE_DELETE_TAG

Remove tags from your Kanbanize board and optionally replace them with different tags across all affected cards to keep your workflow organized.

2 input

Templates

1 operation

Access predefined card templates available on your board. Retrieve template definitions to understand the structure and fields available when creating new cards.

Action

Get Board Card Templates

KANBANIZE_GET_BOARD_CARD_TEMPLATES

Retrieve all available card templates configured on a specific Kanbanize board to understand the standardized formats used for creating and organizing tasks.

1 input

Users

1 operation

Retrieve user profile and account information. Use this to access details about team members within your Kanbanize workspace.

Action

Get User

KANBANIZE_GET_USER

Retrieves detailed information about a specific user in Kanbanize, including their profile data, contact information, and preferences. This helps you verify user details or access account settings without navigating the interface.

1 input

Workflows

2 operations

Analyze and manage workflow configurations on your boards. These operations let you examine cycle time metrics and remove workflows that are no longer in use.

Action

Delete Workflow

KANBANIZE_DELETE_WORKFLOW

Permanently removes a workflow from your board, cleaning up processes you no longer need or want to reorganize your board structure.

2 input
Action

Get workflow cycle time columns

KANBANIZE_GET_WORKFLOW_CYCLE_TIME_COLUMNS

Retrieves the columns from your Kanbanize board that are tracked for cycle time calculations, helping you understand which workflow stages contribute to your project duration metrics.

2 input
What now

Use Kanbanize in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.