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How do I automatically assign a card member to a task in a checklist?

Deleted user
April 16, 2023

Hi there :)

I need some help please.

I am new and setting up my checklists. How do I automatically assign the members of the card to the checklist tasks?

Hopefully, someone can help :)

1 answer

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Mike - Dreamsuite Consulting
Community Champion
April 17, 2023

Hi Tracey,  the easiest way to do this is to have a card containing checklist templates, where you can assign members:

Screenshot 2023-04-17 103811.png

You can then use an automation to automatically add it to a card, for example when a card is added to a list:

Screenshot 2023-04-17 103759.png

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