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How can I automate archiving a card to a specific board/list based on label?

Catherine Ashton
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March 16, 2021

Hi smart people! Automation question: 

 

  • I have a board that serves as a calendar (a grant writing calendar to be specific). Each card is assigned to a specific month based on due date, then labeled with a client's name. 

  • When a card is closed out, it's moved to an archive board. Right now, I'm doing that manually. For instance, "Cool Company" card on my grant dashboard would be moved to the "Cool Company" list on the archive board.

  • I'd love to automate this either with Butler or Unito but  can't quite wrap my head around it. What I am pretty sure I need is something like:
    • When a card is labeled "completed" move it to [specific list name] based on [specific label]. 

 

Thank all! I'm not a program manager by nature so I've been struggling with this piece of my automation puzzle!

 

Grant dashboard example:

 

Screenshot 2021-03-16 at 7.52.29 PM.png

Archive board example:

 

Screenshot 2021-03-16 at 7.56.14 PM.png

2 answers

0 votes
Hannah Humbert - Simpla Workflows
Community Champion
March 17, 2021

Hi @Catherine Ashton ! You mentioned Unito - are you already using this to connect your boards? You should be able to achieve this with Unito alone. 

If you want to use Butler, I can think of a way to achieve it, but it would involve a lot of rules. Here's what they would look like for each board:

Grant writing calendar board:
"When the "completed" label is added to a card, move it to the archive board"

Archive board:
When the "Access Youth" label is applied to a card, move it to the "Access Youth" list.
When the "Austin Wardolf" label is applied to a card, move it to the "Austin Wardolf" list.
...and so on...

Catherine Ashton
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
March 17, 2021

Yes, I have Unito already. I guess I need to poke around to see the best way to accomplish this! I definitely don't want mone million rues if I use Butler :) 

Hannah Humbert - Simpla Workflows
Community Champion
March 17, 2021

I can help on the Unito end if you need. It might be easier to do a quick screen share, so if you're open to that, let me know and we can set something up :) 

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milynnus
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March 16, 2021

@Catherine Ashton 

Is this what you want? You can remove the label before the move.

when the red "Completed" label is added to a card

move the card to the top of list {triggercardname} on board Backup

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