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create a linked checklist that when checked off shows on attached card checklist

Jason knight December 8, 2023

Good morning community,

I am trying to figure out a way to have a button that when pressed it creates an attached card on a different board and  it creates a checklist on both the original card and the attached card.  When items are added to that checklist on the main card it also adds them to the same checklist on the attached card.  when something is checked off on the attached card i need that item on the checklist of the main card to also become checked off.

 

Here is how far i am now. 

-I created a button that (add an empty checklist named "Service" to the card)

-I also then created a rule (when checklist "Service" is added to a card, copy the card to the top of list "PDI's to do" on board "Jay's work station" and link the cards together)

- then if created a rule (when an item is added to checklist "service", find the first card linked in the attachments, and add item "{checklistitemname}" to checklist "service")

 

So, I have been able to figure out how to do everything except be able to check off on the attached card and have it automatically check off that item on the main card.

If someone is able to help that would be great.  thanks

 

1 answer

0 votes
Daydreamer Mike
Community Champion
December 10, 2023

Hi @Jason knight 

You are almost there, the only thing missing is this automation:

when an item in checklist "Service" is checked, find the first card linked in the attachments and check the item {checklistitemname}

as a bonus, it can also be useful to have the remove function

when an item is removed from checklist "Service", find the first card linked in attachments and remove the item {checklistitemname}

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