Smarter Workflows: Use Column Data in Titles & Descriptions

Hoicko just made your workflows a whole lot clearer. With this update, you can now pull live data straight from your board columns into your workflow titles and descriptions using the "@" symbol. This means every workflow you create can automatically reflect the exact task or row it's tied to, giving approvers instant context the moment a workflow is triggered.

Here's how to set it up and put it to work.

Setting Up a Workflow

Step 1: Start the Workflow

  1. Open the board where you want to build your workflow.

  2. Click the three-dot menu in the top-right corner of the screen.

  3. From the options that appear, select Workflow.

  4. A new window will open, prompting you to fill in the workflow details — this is where you'll build it out.

Step 2: Add Title and Description with Column References


5. Click Create Workflow, then move to the Title and Description fields. Type @ followed by the column name to pull that column's value directly into your text. This lets your title and description update dynamically based on the actual data in that row.


6. Select the relevant column and status, then choose your approval levels — this determines which people are responsible for approving the workflow.


7. Set a filter if needed (this step is optional), then define the approved and rejected statuses. Also specify what status the workflow should show at each stage—created, approved, or rejected.


8. Finally, choose where the workflow status gets recorded — whether that's a text field, a status column, chat, or any other element you've set up on the board.


9. Click Create to finalize.


10. Once created, the workflow will trigger through its approval sequence—starting at L1 and moving to L2, based on how you've configured it.

Where You'll See It

Once triggered, the workflow shows up in two places:

  • Dashboard view — a centralized look at active and past workflows.
  • Notifications — real-time alerts sent directly to approvers.

Both formats now display the column-based title and description, so anyone reviewing the workflow immediately knows what task or record it relates to.

Why This Matters

  1. Instant Context—Approvers immediately see which task or row triggered the workflow; no digging required.

  2. Clearer Notifications and Dashboards — Every alert and dashboard entry now carries a meaningful, data-backed description instead of generic text.

  3. Faster, Better-Informed Decisions — At every approval level, the reviewer has the details they need upfront to confidently approve or reject the workflow.

Ready to bring more clarity to how your team manages approvals? Start using @ in your workflow titles and descriptions today.

Start integrating with '@' now!