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Checklists with reminders and alerts

Deleted user June 21, 2024

Hi,

We are current Trello users but are also looking for a tool to help with checklists. We want these checklists to send reminders to the individual who needs to complete, ideally with a chase after a set time. Also for managers to be alerted if not completed by due time and the manager to have visibility of what checklists have been completed and are still outstanding.

Does this already exist within Trello, please?

 

Many thanks

Andy

2 answers

0 votes
Hannah Humbert - Simpla Workflows
Community Champion
June 25, 2024

@[deleted] you just need to make sure you set a due date reminder here:

image.png

This will alert the assigned member. However, if you'd like to set up custom reminders for checklist items and have reports sent to managers, this would require an add-on. Have a look at blue cat reports. You can create a quick list of checklist items and send out emails to different stakeholders in order for them to get a report of complete/incomplete items. This would be at an additional cost.

0 votes
milynnus
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June 21, 2024

@[deleted] 

This is current no supported in Trello for checklist item due dates. You will have to create one with webhook to keep a record when it is assigned, handle changes and finally the alert. 

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