I'm not savvy on sophisticated processes, but have used automations successfully in the past. I have several lists that are connected in real life via stages, in that one set of tasks from List 2 can't begin in real life until first set of tasks from List 1 is completed - so what I have is "To Do" labels on tasks that are first-up, with the hope of when that task is completed, the "To Do" label gets popped on the first card of List 2, whatever that card may be. As an example:
-List 1 is Drafting and has card named "First Draft" with label "To Do"
-automation is currently set up that when that card is checked complete, it moves to list "Completed" and the label is removed
-I would then like the first card on List 2 (titled Marketing, with several cards labeled "Stage 1") to now get the label "To Do."
I don't care whether I need to automate via the card movement ("when card is moved from Drafting, apply To Do label to top of Marketing") or through labels ("when To Do label is removed, apply To Do label to top of Marketing" or "when To Do label is removed, add To Do label to card labeled "Stage 1"). I'd rather just have the top card on Marketing get the To Do, but would be ok with all of the Stage 1's getting the To Do....but I can't seem to find any way to automate this without having to physically go in and pre-link all the cards in the attachments, or link all the cards in Marketing, not just the Stage 1 labels. The "find card" option seems quite limited. Any help?
Hi Megan,
I was taking a look, and currently, automation has some limitations, since there isn't a trigger or action to act on all cards in a certain list.
What is possible to do, based on what you share, it to use the Cascade tab to find a card in the list Marketing.
I understand that you have a list called "Marketing" and it has several cards named Stage 1. The suggestion below will find the card by the name (which will be the top one) and add the To do label in it, once the card on the list Drafting is moved to the Complete list.
Here's an example:
when a card is added to list "Complete", remove the light green "To do" label from the card, find a card titled "Stage 1" in list "Marketing", and add the green "To do" label to the card
That will work fine if you have the pattern of at least 1 card with that name on list Marketing, in case you have different names, you may need to create an additional automation to find the card as well.
This documentation can be useful: https://support.atlassian.com/trello/docs/finding-or-looking-up-cards-butler-advanced-topic/
Hope that helps!
The "Stage 1" is the label, but all the cards have different Titles. So, for example, one is "Build Newsletter" (labelled Stage 1), one is "Email clients" (labelled Stage 1), etc. There is no way to "find the top card in the list Marketing with label Stage 1" regardless of its name?
Thanks-
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Hey Megan, I see! Thanks for the additional information. I'm afraid there isn't an action available on the automation to find a card in a list with a certain label or any other filters.
Since the cards have different names, one idea is to create a "generic" card at the top of the Marketing list. When the automation is suggested before triggers, it will add the label "to do" on it, so you know cards on that list are ready to do.
when a card is added to list "Complete", remove the light green "To do" label from the card, find a card titled "Ready to work" in list "Marketing", and add the green "To do" label to the card
I understand this may not be what you were expecting, but given the cascade options available at the moment, it may help you in some way.
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