When an inquiry is made to our company, a new card is automatically created, this is working great, but I need to update the checklist on our initial card but I can't figure out how to do this....
Can someone please help....
Hi @Mojo Kemp! I don't think I get the full picture of your scenario, but perhaps you could try an Automation command similar to this one?
when a card is added to the board, check item X in checklist "Checklist"
Or are you looking for something more complex and specific than this?
Hi Sal, thanks for answering.
A checklist is already generated for the new cards, and that has worked great so far, but I just wanted to update the checklist. We’ve changed a couple of our procedures and I wanted to update our checklist to better reflect our new procedures.
I haven’t been able to figure out how to change the old checklist, and that’s the issue I am trying to resolve.
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I'm still having a hard time understanding your case here, Mojo. Would you mind giving me more context on what exactly you are trying to update your checklists? Also, if you can give me details about your current setup, that would be extremely helpful. Thanks!
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