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Automation: add card to checklist of other card

Oscar Villalba April 1, 2024

Hello, I want to create a button with automation so that a card performs the following actions:

  1. Move to the 'Done' list
  2. Apply a green label 'Done'
  3. Add this card to the 'Finished' checklist on the 'Jobs' card
  4. Send an email to xxx@xxx.com with the card's status.

Can you help me with this?

1 answer

1 accepted

0 votes
Answer accepted
Daydreamer Mike
Community Champion
April 1, 2024

Hi @Oscar Villalba 

 

The automation actions are:

  1. Move the card to list "Done"
  2. Add the green "Done" label to the card
  3. Send an email with the content "[your content here]" to "[email address]
  4. Find the card with link "[Jobs card link] and add the item "{triggercardlink}" to the checklist "Finished" 

 

Oscar Villalba April 1, 2024

It works perfectly!

Thank you so much, Mike.

Like Daydreamer Mike likes this
Daydreamer Mike
Community Champion
April 1, 2024

Hi @Oscar Villalba To keep things in order, would you mind clicking the accept answer button if you are happy please?

Oscar Villalba April 1, 2024

Done. Thanks again!

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