Much like the update to the Task Pipeline page, the Trigger Pipeline page is in a Kanban view. This makes it easier for you to quickly move through your triggers which gives you more time in your day to do the things that matter most. Let’s go over what the Kanban view looks like.

When you first go to the Trigger Pipeline page, you will see the triggers in columns according to when they are due, up to seven days. If you have any in the Immediately column, it means they are scheduled to go out immediately rather than on a specific date.

The next column is for any trigger that is past due. These triggers have a date and time on them that didn’t get met so now they are past due. You can inspect the trigger to see what the function is (email, text, template) and either edit it or send it.

After that, you have triggers that are due Today, Tomorrow, or after; up to seven days (In 2 Days, In 3 Days, In 4 Days, In 5 Days, In 6 Days, and In 7 Days). This lets you see what you have on your roadmap for the week so you can make any changes to the triggers.

You can collapse any column by clicking on the title of the trigger column. This helps clear up the board so you can see what you are currently working on.

To refresh your triggers in a specific column, click on the circular arrows. This helps if you have made a number of changes to those triggers and need them refreshed.

You can use the three dots in the upper right corner to do any of the following actions.

If you do need to change the time the trigger is due, you can grab the trigger card and drag it to a new column, or click on Snooze.

Since the Kanban view is only up to seven days, you will need to click on the Send Date & Time if you need to adjust it past the seven day time frame.

You can also use the Select Trigger option to open up your mass actions. These include Set Due, Schedule, Deactivate, and Delete.

Looking at the left side, you’ll see options to filter down the list of triggers you have so you can save them into a Snapshot. The options for this can be the Address, Search Phrase, Trigger with Error(s), Conditions Not Met, User, Team, Property Client Type, Property Status, or by Filter by Tags.

To learn more about Snapshots, follow this article: How To Create Trigger Snapshots.

You can also use the funnel icon to change what you see on the trigger card. This includes Priority & Trigger Buttons, Property Options, Trigger Attributes, Assigned To, and Trigger Conditions.

Below is a brief description of each Trigger Display Option. If you want a more detailed view of these options, follow along with this article: Understanding the Trigger Card Details on the Trigger Pipeline.

This will show what priority the trigger has as far as when it is due. When Due is highlighted red, it means that you have past due or due today triggers.

When you use this filter, it will show you all of the different options you can view for that specific property. These are your options: Property Emails, Details, Field Search, Contacts, Documents, Notes, One-Sheets, Texts, Triggers, and Commissions.

To the right of those options is the stacked disc icon which opens up even more choices for the property. You will find the Details, Default Settings, Timeline, Manage Fields, APIs, and Utilities specific to that property.

This will display any details for the trigger, what team the trigger card belongs to, and if there are any tags on the card.

If anyone is assigned to a trigger card, it will show up here. You can also add new roles to the card to include more users as long as they are a part of the role(s) you have selected.

This will show you if there are any conditions for the trigger. If the trigger has one, it will appear in red text if the condition has not been met. You can click on this to see what the condition is.

Here are a couple of other things to note about conditions:

If you have any questions regarding the Trigger Pipeline, please be sure to reach out to us at help@opentoclose.com. We're happy to help however we can!