Add a member to the card when assigning it to a checklist

[baptiste-gilles]

I cannot automatically add a member to a card when assigning this member in a item checklist.

Please note, I am talking here about assigning an item from a checklist to a member (Premium function) and not the simple mention in the item itself.

[Oday Rafeh · Accepted solution]

Hi @baptiste-gilles 

it is not possible to automatically add a member to a card when assigning them to a checklist item.

When you assign a member to a checklist item, it only associates their avatar with the item and does not add them as a member to the card. (that's what I know!) 

You can manually add the member to the card after assigning them to the checklist item.

Regards

Oday

[baptiste-gilles]

I'm disappointed to learn this. This should be an important possibility available to users.
Thank you for your reply.

[baptiste-gilles]

"You can manually add the member to the card after assigning them to the checklist item." That's what I do but there's no point in having automation if you have to add the person twice to a task.
Can we filter the cards visible on the cards of which I am a member + the cards where I am assigned in a checklist item?

[Oday Rafeh]

Sorry @baptiste-gilles , there is no native way to filter cards by both being a member of the card and being assigned to a checklist item.

One thing You could use is a third-party Power-Up like Butler or Trellinator to automate this process.

With Butler, you could create a rule that adds you as a member to the card when you are assigned to a checklist item, and with Trellinator, you could create a custom script that filters cards based on membership and checklist item assignment.

I hope this helps!

Regards

Oday 

[baptiste-gilles]

I have Butler, so how to do this ?

[Oday Rafeh]

You can follow these steps:

• Open the board where you want to create the rule and click on the Butler button in the top right corner.
• Click on the "Create Rule" button to start creating a new rule.
• In the "When" section, select the trigger that corresponds to a checklist item being assigned to you. For example, you can choose "When a checklist item is assigned to me".
• In the "Do" section, select the action that adds you as a member to the card. For example, you can choose "Add me to the card".
• Customize the rule as needed and give it a name.
• Save the rule and test it by assigning a checklist item to yourself in a card.

[baptiste-gilles]

"When a checklist item is assigned to me" don't exist :/

[John]

Hey, @baptiste-gilles did you ever find a solution for this? I am trying to do something similar. We have subtasks in cards that are assigned to different users, and need a way to be sure those users are automagically added to cards where this is happening so the overall card task shows up in their workload stream tracking. 

[Kim]

Bumping this up as I'm struggling with this, too! Feels like a big oversight.

At the very least, an option to notify the Trello manager when checklist items are assigned but the card is not? 

[Amanda]

any update on this? Would really appreciate it!

[Deleted user]

Hello all

The advice provided by @Oday Rafeh is not valid, as no such automation trigger that "corresponds to a checklist item being assigned to you" exists.

As of October 2024, there are no automation triggers or webhook actions associated with a user being assigned to or removed from a checklist item.

The feature request to add that capability is being tracked in suggestion TRELLO-93. Add your vote.

[Ashley Joyce _USWDS_Digital_gov Contractor_ She_Her_]

Hi! I wanted to bump this to see if its been solved. We're in desperate need of this functionality!