Manage remote teams

Use Mirrors and automations to assign team tasks from each client project to remote teams. This allows each team to manage tasks from all client projects in one single workflow.

How to automate work with remote teams

In this example, we explore what an automated workflow could look like when a client’s project requires design help from a remote creative team.
  • On The Client Board

    Automatically Mirror Tasks to the Remote Team’s Workflow

    • Trigger

      Let’s say your client needs design help. After creating the design request as a task, set a value for the “Team Assignment” custom field.

    • Condition

      Set the conditional to “Team Assignment” “Is” “Creative Team”

    • Action

      Create a Mirror of the task on the Creative Team board in the New Requests list. Any time a new design request is assigned to the Creative Team, it will mirror that task to their workflow!

  • On The Client Board

    Give the Project Manager Status Updates

    • Trigger

      Letting other teams know when the task has been received has never been easier! This trigger looks to see if the Custom Field “Status” has been set.

    • Condition

      To make this trigger extra-specific, add the condition set to “In Progress”.

    • Action

      Move the task from “Backlog” to “In Progress”, and notify the Project Manager with an in-app notification. That way, your PM will know the second the Creative Team starts working on it. Boom! Status updates are now automatic! 💥

  • On The Creative Board

    Notify the Remote Team of New Tasks

    • Trigger

      A new task is created in Backlog with the Custom Field “Team Assignment” set to “Creative Team”.

    • Condition

      Add a condition with the Custom Field “Team Assignment” set to “Creative Team”.

    • Action

      For your actions, post a message to the #creative channel in Slack to let everyone know something new has arrived.

    • Action

      Finally, notify the Head of Creative via email. Notifying the remote team is now a piece of cake — no matter what part of the world they’re in.

  • On The Creative Board

    Give the Remote Team Status Updates

    • Trigger

      Save time updating custom fields and current status of a task. This automation looks for when a task is moved from “New Requests” to “In Progress”.

    • Action

      Change the “Status” custom field from “Not Started” to “In Progress”. That way, all the team has to do is move the task to “In Progress” and the custom field will automatically update — triggering some of the previous automations as well. Time saved? ✅

Pro Tip

You might have noticed that Rindle’s Automations work together across different boards. So if the Creative Team moves the task in the Creative Board to “In Progress”, it will change the custom field *and* notify the Project Manager and move the task on the Client Board as well. That’s project automation at work!

The Workflow

Client Board

Team Assignment selectedCreative Team
Status changedIn Progress
Backlog
In Progress
Tiffany MillerProject Manager

Creative Team Board

New Request
Mirrored Task
Backlog
Team Assignment selectedCreative Team
Action
#Creative
New Request
In Progress
Not Started
In Progress

Automations at a glance

  • Save time creating and assigning tasks

    Automagically create tasks for the remote team based on the activity in a workflow.

  • Speed up the workflow

    Keep work moving as project phases are updated and changed.

  • Provide internal visibility

    The remote team always stays informed and you always know when something is ready.

Put your projects on autopilot