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Trello- How to edit current checklists

rpilgrim.rp June 22, 2023

Hello Community

I am trying to figure out how to add items to an already checklist template and have that new item be reflected in the "rules" assigned to the card

For Example: 

When card is moved to "X", card label "ABC" is added, when "ABC" is added the Checklist "Example" is added 

How can I make changes to the items to Checklist "Example" so that the rule can still apply, or do I need to change the name of the checklist every time I add an item and then change the rule? 

Thank you :) 

1 answer

0 votes
Daydreamer Mike
Community Champion
June 22, 2023

You could ensure the Checklist is always updated from its master:

 

So say you have a card called "Example Master", containing the checklist "Master"

Set up rules:

Rule 1 - Add a link of the card with the recently added checklist to the Master card

When a checklist "Master" is added to a card without a name containing "Master", find the card "Example Master" and add item {triggercardlink} to checklist "Cards"

 

 Rules 2/3 - When an item is added or removed from Master, update all Cards with the Example checklist

When an item is added to checklist "Example" in card with a name containing "Master", for each card linked in list "Cards", add {checklistitemname} to the checklist "Example"

 

When an item is removed fromchecklist "Example" in card with a name containing "Master", for each card linked in list "Cards", remove {checklistitemname}

rpilgrim.rp June 23, 2023

I am new to Trello but I am following this best I can and it makes complete sense! With that said I'm having trouble how to set that up in the Rules Automation itself... would you be willing to attach a screenshot of the rules in order? If not I totally understand and appreciate the help and I will continue to try and decipher it :) 

rpilgrim.rp June 23, 2023

I figured it out! Thanks so much :) 

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