Skip to main content
Planview Customer Success Center

May 2023 Release Notes

May 26, 2023

Card Automation

  • Card automation now supports Email Notifications. This action type allows for the assigned users of a card to receive an email notification. The email notification message follows the current model for Slack/Microsoft Teams messages. 
  • Card Automations are now included in board templates. A few things to note:
    • Assigned/unassigned users are left alone. If the user does not have access to the new board, then they will show up in red in the dialog (as they would if their access was removed to a board where they are referenced in an automation).
    • If a copy or move automation references the original board for destination board/lane, then it will now reference the new board when created from the template.
    • If a copy or move automation references a different board/lane than itself for destination, then it will be left alone.
    • Secrets are not copied (affects webhook / trigger github action), as we do not want those in templates.

May 12, 2023

Card Automation

  • Added the ability to update the size field from Card Automations with the Update Card action

May 5, 2023

Card Automation

  • Added support for the Child Card Blocked event type.