Create a new card from a checklist without deleting it

Benjamin Gräf
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July 1, 2020

Hi, 

we have organized our whole marketing department with trello and have a single list with our major projects following weekly list with the jobs thats needed to be done during this week. 

everytime we create such a card for a major project we add a lot of items to a checklist. Once the checklist is done we usually transfer them into single cards and distribute them to the week the job needed to be done.

So while doing this

  1. is there a chance that you could add the due date and member that was attached to the checklist item to the new transferred card as well
  2. leave the checklist item and do not delete it so the project manager still sees all the jobs regarding the project 
  3. and absolutely great would be instead of deleting the item, setting a link in the checklist to the referring card. 
  4. adding to the transferred card the original trello card it was created from as a reference

I am not sure but it could be that this would be jobs handled by the butler?

kind regards

Benjamin

2 answers

3 votes
Vongsawat
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July 1, 2020

You can make a Butler Card Button. Near the bottom of the Cascade tab, you have this action:image.png

So each item in the checklist becomes a link to the card. And according to this help page on advanced checklists:
chrome_2020-07-02_01-42-53.png

You can play around with some further options (may have to have the advanced toggle on) such as what list they appear in, whether to copy over the labels, etc. And Butler can also attach checklists, labels or other things by default whenever this is done as well.

0 votes
milynnus
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July 1, 2020

@Benjamin Gräf   I came up with this concept board yesterday based on all the capabilities that I have developed. Would you be keen? I have the idea of automatic checklist based on the card progression. 

https://trello.com/b/3bsCeqj9/trello-superhero-series

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