Key Takeaways
Automation Rules Module: Automatically update related product data based on predefined rules, reducing manual work and ensuring data consistency.
Inheritance Rules: Keep child items aligned with parent item updates for fields like quarters, sprints, and custom selection.
Aggregation Rules: Automatically calculate values based on child items, including numeric fields (e.g., effort, story points) and date ranges.
Automation Rules – Keep Your Product Data in Sync
Managing product data efficiently is crucial for maintaining accurate roadmaps, strategy alignment, and seamless workflows. With the new Automation Rules module, workspace admins can define automated rules that update related product data when a change occurs. This ensures consistency, saves time, and eliminates manual adjustments.
Automation Rules
Inheritance Rules – Ensure Seamless Field Updates
Product teams can now define Inheritance Rules to automatically update selection fields across hierarchical items. Whether it’s quarters, sprints, OKRs, or custom selection fields, when a parent item’s value changes, their child items and all dependent sub-items will inherit the update. This is particularly useful for maintaining alignment in strategic planning and execution.
Inheritance Rules
Aggregation Rules – Automate Sum-Based Calculations
With Aggregation Rules, numeric and date-based fields can now dynamically reflect the sum or range of their child items. Whether you need to calculate total effort, aggregate story points, or define date ranges based on dependent tasks, these rules ensure your data remains accurate without manual intervention.
Aggregation Rules - Numeric fields
Aggregation Rules - Dates Range
Video Tutorial