Hello everyone, I've an inquiry about the AI tool.
I'm currently unofficially using Trello to organise my management work. My company's sales managers send the POs they acquire to my Trello inbox, and I turn them into cards.
I have created a template for each card, which usually works for the vast majority of POs, but I have to edit it manually for every PO.
Is there a way to use the cards in my inbox to autofill the fields in the template?
Thanks for your support.
Hi Gabriele, welcome to the community.
I'm afraid it isn't currently possible to autofill the fields in the template from cards in the inbox.
What you can try is to check if Trello automation can help you automate some of the processes somehow. Although automation doesn't work for cards in the inbox for now, once you move them to a list, it can trigger some actions.
Here's some articles that can be helpful:
- https://support.atlassian.com/trello/docs/create-and-manage-automations/
- https://support.atlassian.com/trello/docs/automation-variables/
- https://support.atlassian.com/trello/docs/pattern-matching-and-wildcards/
- https://support.atlassian.com/trello/docs/working-with-custom-fields/
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.