Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Can tags be used to add default content to the Description field on a Trello card?

Jeff Pompliano
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 2, 2018

We use Trello to track support tasks for a large pool of clients. I'd like to give each client their own tag, and when I apply that tag to a card I want it to pull in some information about the client, such as our main contact's name, email, and phone number. 

I assume I would need some type of Trello Extension to do this, but I haven't found one that seems to fit what I need. 

1 answer

0 votes
Francis Peixoto
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 2, 2018

Butler could help you with this.

One way I could see it is to create custom fields for those metadata elements. Then create "Customer" cards and fill out those fields.

You could then use Butler to append onto the card the content of the custom fields from customer the card that matches the label's name.

Here's more information on butler's interaction with Custom Fields: https://butlerfortrello.com/trello-custom-field-automation.html

Butler also has a Command Builder tool to help you create the command I described above: https://butlerfortrello.com/builder.html

There's also a Butler Trello board that might have even more info: https://trello.com/b/2dLsEE9t/butler-for-trello

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events