Hello, my team uses trello to keep track of our orders, and move cards to different boards representing our production line. Each card has a due date, and a custom field for that job. I want to be able to find the sum of all cards that are due on specific days, but I'm not sure how. I'm trying to work around it by trying to create a "calendar" board with copies of each card but I'm not sure what the next step would be. I'm thinking if whenever a card with a due date is copied to the "calendar" board, if there's a way to automate a list creation titled the same as the due date (without duplicating dates), and then moving it into that list would be simple to automate and then I could just sum each list, as each list would have every card due on that day. If this is confusing, please ask questions, I will happily answer them.
Hi Michael!
Your idea for a "calendar" board is a creative workaround, but it might become very difficult to maintain as your order volume grows.
Instead of moving or copying cards, I recommend using a specialized analytics tool like the Cross-Board Reporting & Dashboards Power-Up.
How it solves your problem:
Custom Field Summing: You can create a dashboard that specifically sums up the values from your custom fields.
Grouping by Date: You can group these sums by "Due Date". This will show you the total "job" value for each specific day automatically, without needing to create new lists or boards.
Real-time Updates: Since it pulls data directly from your existing boards, you don't need to worry about duplicating cards or syncing information.
You can find the Power-Up here:
https://trello.com/power-ups/66291013ec3abfbf13b255c6
It’s much cleaner than trying to automate the entire production line into a calendar view manually.
This is actually perfect, thank you so much! Do you know if there is a way to change the date format to mm/dd instead of dd/mm?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
I don't see a direct option to change the date format to mm/dd in the current settings of this Power-Up. However, the developers are very responsive to user feedback and suggestions.
I will fill out a feature request form for them regarding this. Given their track record, they usually implement such functional improvements in a short period of time.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hello @Michael Kleen
No not Native.
Your calendar board idea is inventive, but the sticking point is that Trello Automation can't dynamically create lists named after specific dates, which is what would make that approach work cleanly.
Your options are Rest API, Table view (Manually and play with spreadsheets) or Amazing Fields Power Up.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.