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Copy Trello Board With Automated Tasks (services business)

John McGovern
Contributor
May 19, 2021

We sell websites to clients.

We have a Template trello board that we use for new website projects.

We want to "copy" the trello board.
This should then assign cards to people - giving them tasks - with due dates for each task.

We also want the project to have the tasks set up in a calendar view.

For example - task 1 is to be completed 1 day after the new project is copied. Task 5 is to be completed 2 weeks after the project is completed.

How do we automate both of these requirements?

 

Thanks in advance.

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Vero Rivas
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May 19, 2021

Hi @John McGovern 

   You have tried to use the "Butler" power up to make rules that allow this functionality

   https://help.trello.com/article/1198-an-intro-to-butler

Cheers

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