TaskPutty User Guide Documentation Manual

Bin Rules

Bin (or Step) Rules

These rules are only applied to the cards within a particular step.

go to bin rules and explanation of step rules

Common uses of step rules

  • Do something to a card as it enters a specific step
  • Do some action whenever a card leaves a specific step
  • Match some rule to a specific form value of a card, but only for the cards within a particular bin.
  • Measure the time an item has been in a particular step, and take some action for these cards such as triggering an email to escalate to a manager for attention, or change the color of the card to indicate a service problem.


Drag-and-drop Rules Designer works the same for all rules

step rules screen shot