Collaboration

Question

Hi there....I recently upgraded to Business Class and I have 6 boards that I use for my team...my goal is to create cards and have those cards added to the other board for the person who is responsible for the task and when they update that card it comes back to my card as well but I can't figure that out...help

Esme Crutchley · Answer

So, rather than adding Luke as a member of the card on the master board, which would have added him to the board and meant that he could see all the cards on the list, you added him to a list and then triggered an action from the list.

(Remembering that to make any of these triggers, rules and commands work, you have to be on both the boards)

So, onto part 2.

As you've moved cards into 'Incoming from Esme' and there's a pretty good possibility that there won't only be 1 list on that board, we need to focus on just that list to made it do what we want it to, without encapsulating the whole board and him losing cards that he didn't want to because they fit the criteria.

In this case I would make a list on the board called something like 'Outgoing for Esme', then the staff member would know anything in the incoming needed to be dealt with, and anything in the outgoing was done and would disappear. It might look something like this:

So that would get it back into your master board, and remove Luke (in case he's added himself to the card)

Esme Crutchley · Answer

Hi Mark,

Ok, grab some snacks and a drink, get comfy and let's do this!

On your master/'assign cards to people' board - the one you're going to start on - you want a rule that will move any card assigned to someone to their own board. For this example, I'll use Luke as that's my husband and that's a lot easier for me!

So I've set up a master board that looks like this:

Each person I want to hand tasks over to, has their own list.

But you don't want to add them to this board because otherwise they'll be able to see everything and that's not what you want.

Here come the Custom Fields!

You might want to make a dropdown or a simple checkbox - something that you can use as a trigger. Something like 'ready to assign' or 'ready to do' or even just 'assign':

Then the action will be to move the card into Luke's board:

And you'll end up with a rule that looks like this:

Make sure that everyone you want to hand off tasks to, have a similar board (child board). I've used Incoming from Esme as a list title because it's pretty self-explanatory!

Then rinse and repeat for everyone who you want to assign tasks to.

Standby for part 2!

Mark_Salonius · Answer

Yes I would love to try and see if that will work