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Trello checklist

Daniel November 30, 2023
Hi,

how can I create an automation that:

  1. Creates individual tasks from checklist as new cards with due dates?

  2. It will link individual tasks to the main checklist.

 

for now I have:

when the red "to do" label is added to a card, for each checklist item, convert the item to a linked card in list "Task"

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Mike - Dreamsuite Consulting
Community Champion
November 30, 2023
Daniel November 30, 2023

Thanks, It was helpful.

Mike - Dreamsuite Consulting
Community Champion
November 30, 2023

Do let me know if you have any specific questions 

Daniel November 30, 2023

I am looking for automation in which:

If an item is not checked in the checklist for 5 days, an e-mail is sent

Mike - Dreamsuite Consulting
Community Champion
November 30, 2023

If you are using the linked cards feature, you could move that functionality to the "child" card and use a due date automation to make it happen...

Daniel December 1, 2023

Last question.

How can I set the date by which the task on the child's card from the chcecklist should be completed?

The date should be taken from the mother's card

Mike - Dreamsuite Consulting
Community Champion
December 1, 2023

Of course Atlassian haven't made this easy.  All they have to do is provide variables for {checklistitemdate} and {checklistitemmember} and this would be so simple.

There is of course a workaround.

There is a little known automation that cleverly converts any date related text to a due date and removes the text...

Screenshot 2023-12-01 094149.png

You can use this in conjunction with the when an item is added to a checklist, convert to linked card automation and it looks a little something like this:

ezgif.com-video-to-gif (28).gif

Daniel December 1, 2023

I just have to wait until they add these variables.

I am preparing the sales process and I have set task dates in the checklist that are based on the custom field. I probably won't be able to describe these tasks as you showed.

Thank you very much for your quick reply.

Daniel December 1, 2023

Zrzut ekranu 2023-12-01 110751.png

Mike - Dreamsuite Consulting
Community Champion
December 1, 2023

I very much doubt they will add them to be honest.  I have been asking for a long time.

I will look to see if I can find a solution with the API...

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