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FreeScout — Kanban Workflow

A custom module for FreeScout that adds an Add to Kanban Board action to the Workflows module. Use it to automatically place new (or matching) conversations onto a Kanban board when workflow conditions are met.


Requirements


Installation

Via Docker

docker cp ./KanbanWorkflow freescout-app:/www/html/Modules/KanbanWorkflow

docker exec freescout-app php /www/html/artisan cache:clear
docker exec freescout-app php /www/html/artisan config:clear

Manual

Copy this folder into your FreeScout /Modules/ directory as KanbanWorkflow, then clear the application cache.

After installation, go to Manage → Modules and activate Kanban Workflow.


Configuration

Edit Config/config.php or set environment variables in .env:

Setting Env variable Default Description
skip_if_already_on_board KANBAN_WORKFLOW_SKIP_IF_ALREADY_ON_BOARD true Skip creating a duplicate card when the conversation is already on the selected board

Example .env entry:

KANBAN_WORKFLOW_SKIP_IF_ALREADY_ON_BOARD=true

Usage

Example: Add new customer emails to a board

  1. Open Mailbox → Workflows and create an Automatic workflow.
  2. Add a condition such as New / Reply / Moved → New conversation (or any conditions you need).
  3. Add the action Kanban → Add to Kanban Board (Board → Column → Swimlane) and pick the target placement from the dropdown (e.g. Support → Eingang → Standard).
  4. Save and activate the workflow.

When the workflow runs, the conversation is linked to the selected Kanban board as a card in the chosen column and swimlane (same as using Add to Board on the conversation page).

Tips

  • Placements listed in the action dropdown belong to the workflow’s mailbox and include board, column, and swimlane.
  • Combine with tags, subject filters, or custom-field conditions for routing rules.
  • Pair with the Kanban Auto Refresh module so open board views update automatically.

How It Works

The module hooks into three Eventy filters exposed by the Workflows module:

Hook Purpose
workflows.actions_config Registers Add to Kanban Board in the Workflow Builder (Kanban group)
workflow.perform_action Creates the Kanban card when the workflow runs
workflow.validate_action Ensures a valid board is selected before saving the workflow

Card creation uses the official Kanban module’s KnBoard and KnCard entities (same code path as Add to Board on a conversation). Column and swimlane come from the workflow action selection. Other modules can override behavior via the kanbanworkflow.add_conversation filter.


Troubleshooting

Action does not appear in Workflows

Confirm that Kanban, Workflows, and Kanban Workflow are all active, then clear the config cache.

Workflow saves but cards are not created

Check Manage → Logs → App Logs for kanbanworkflow entries. Verify the selected board exists and belongs to the workflow mailbox.

Duplicate cards

Set KANBAN_WORKFLOW_SKIP_IF_ALREADY_ON_BOARD=true (default) to skip conversations already on the board.


License

MIT

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Workflow action to add conversations to Kanban boards for FreeScout

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