Korat

Team task boards and automation

Two unrelated plugins — "Projects" is a task board/checklist for the team to check off their own work, used to track work done together, not a clock-in/clock-out system. "Automation" lets you set rules for the system to send messages or notifications automatically when a predefined event occurs.

Projects

Deliberately kept simple: no sprints, no custom fields, no multi-level nested subtasks. Just "who's doing what, what's blocked, and blocked by what" — a single task can only depend on 1 other task.

Task board

Each project splits into columns by task status: not started · in progress · blocked · done. Click "Create task" to add a new card — enter task name, details, assignee, due date, and priority (normal/urgent).

A task set to "blocked" must always state what it's waiting on — you can choose another task in the same project, or type a reason yourself. The confirm button stays disabled until one of the two is filled in. A task can't wait on itself, and can't depend on a task in a different project.

When the task it was "waiting on" is completed, the blocked card shows a "waiting task completed" banner with a "Start" button ready to click immediately.

Task detail

Open a card to view/edit: subtasks (check off one at a time, with the name of who did it) and attachments (limited count per card).

Managing projects

Projects are split into 3 groups: active · done · archive — you can close, archive, reopen, or delete a project (management permission only).

The "General tasks" project (which holds tasks not in any project) is deliberately undeletable · deleting another project deletes every task in it, but any task in a different project that depended on those tasks stays "blocked" (it isn't unblocked automatically) · the free package allows only 1 project active at a time.

Automation

Create "when this happens, do that" rules — e.g. an order comes in after 10pm, notify the kitchen. Split into 2 tabs: Rules and Run log

System status

The bar at the top shows when automation last ran. If it has never run yet or has gone unusually quiet, a warning message shows instead of looking like nothing's wrong, along with today's send quota (used/cap) and package tier (free/paid).

Create/edit a rule

  1. 1Click "Create rule" — name the rule and choose a trigger (the event that fires the rule)
  2. 2Add up to 10 conditions (e.g. amount greater than/equal to/between a set value)
  3. 3Add up to 5 actions — at least 1 action is always required. The message you send can include variables by clicking the chips below the message field
  4. 4A rule that sends to customers needs the additional "send to customers" permission before it can be enabled — you can create the rule without this permission, but can't turn it on until you have it

Each rule's status

StatusMeaning
RunningEnabled and running normally
PausedThe system paused this rule itself with a reason (e.g. hit the package cap) — fix the issue and click "Resume"
OffTurned off by hand by the user

Run log

Each time a rule fires, an entry logs: ran (how many sent successfully) · partially ran (some sends failed) · didn't run (conditions not met) · skipped (e.g. this customer was just messaged and the cooldown hasn't passed, hit the daily cap, the customer opted out of promotional messages, currently blocked) · error — every line carries the real reason from the system, never collapsed into one "couldn't run" line.

A rule never triggers itself in an unlimited chain — the system caps how deep triggers can chain together, and events caused by automation itself never go on to trigger other rules (preventing an endless loop).

What can break

SymptomCause / fix
Can't enable a ruleMissing the "send to customers" permission, or already at the package's cap for simultaneously active rules — turn off an old rule or upgrade the package
Can't set a task to "blocked"You must always choose a waiting task or type a reason first
Can't delete a projectIf it's the "General tasks" project, it's deliberately undeletable
Can't edit a task — "This project is archived"Reopen the project first before you can edit its tasks
A rule shows "Paused"Read the reason shown (e.g. hit the package cap), fix it, and click "Resume"
The run log shows "Skipped"Not an error — read the attached reason (cooldown/cap reached/customer opted out, etc.); it's normal system behavior