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Managing yearly events

Lisa Hansell

I am new to Trello. When managing yearly events, what is the best way to "re-use" the same tasks each year? I created several Trello boards for yearly events and found them very helpful. But how can I use these same cards/tasks each year? If all my tasks have due dates and/or have been marked as done, is there a way to re-set all of it? Maybe I'm looking to create a template that is copied each year.

Accepted answers

Hannah Humbert - Simpla Workflows

Hi @Lisa Hansell ! Welcome to the community 😊 yes you're on the right track! One way to do it is to create board templates. Whenever you need to start planning an event, you can create a new board from your template and customize the newly created board with due dates, etc.

If you're on a premium or enterprise plan, you can convert a board to a template. Or, you could simply create a regular board, prefix it with "template" and just copy the board when needed.

All comments

Hannah Humbert - Simpla Workflows

Lisa Hansell

@Hannah Humbert - Simpla Workflows thank you for replying. We are using the free version but deciding if we want to upgrade. The benefit of converting a board to template is one good reason.

Mike - Dreamsuite Consulting

Hi @Lisa Hansell

I think you can have 1 simple automation to get what you want:

Screenshot 2023-12-06 05.29.30.png

This same automation could be change to weekly, monthly, 6 monthly by adding more labels and change the move by...