---
title: "Workflow: Create a Card When Project Type Is Changed in Ontraccr"
url: "https://help.ontraccr.com/en/article/workflow-create-a-card-when-project-type-is-changed-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:21:04.772Z"
---

# Workflow: Create a Card When Project Type Is Changed in Ontraccr

## **🔄 Workflow: Create a Card When Project Type Is Changed in Ontraccr**  
 

### **Overview**

This automation creates a board card **when an existing project’s type is changed**. It’s useful when projects start in one category (like general intake) and are later reclassified into a **trackable type** (e.g., “Service Job”, “T&M”, “Contract Job”).

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## **🎯 When to Use This Workflow**

Use this when:

-   You want to trigger board tracking **only when a project is confirmed as a specific type**
-   You start projects in a general “intake” status and sort them later
-   You manage **different boards by project type** (e.g., one board for contract jobs, another for maintenance)

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## **🧩 How to Set It Up**

1.  Open the board where the new card should appear.
2.  Go to **Settings > Workflows**.
3.  Click the ➕ **Add button**.
4.  Fill out the workflow setup:

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### 🔧 Setup Fields

| Field | Description |
| --- | --- |
| **Name** | Name the workflow (e.g., “Create card when type = Slurry Wall”) |
| **Type** | Select: **Create a card when project type is changed** |
| **Trigger Type** | Select the **specific project type** that should trigger this workflow |
| **Initial Status** | Select the status (column) where the card will be created |
| **Initial Color** | (Optional) Assign a card color |
| **Mapping** | Choose project fields to map into the card |

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### 🔁 Field Mapping Options

Map any relevant project data to the board card:

-   Project Name → Card Title (🟢 Required)
-   Client, Estimator, Budget
-   Project Start/End Dates
-   Project Type (if needed for filtering or task logic)

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## ✅ **Example Use Case**

-   A company syncs projects from their accounting software as “general” type
-   Once a project is edited and changed to **“Service”**, this automation triggers:
    -   A card is created in the **Service Projects board**
    -   Mapped fields include Project Name, Estimator, and Client
    -   PM team is assigned automatically

This ensures tracking only begins when the project classification is confirmed.

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## **🧠 Tips & Edge Cases**

-   Make sure your account has **defined project types** set up in the system
-   This automation **only runs when the type changes** — it doesn’t re-run if you switch back and forth
-   Great for routing different project types to **different boards** automatically
-   Combine with card assignment rules or task automations for a complete handoff