Can I make saved checklists that can be applied to a new board, depending on the topic that would be easily selected? AKA - we are in mortgage, so a VA Purchase checklist, REFI checklist, etc depending on the loan type for each? Thank you!
Hi,
you can use a butler rule like this
when custom field "loanType" is set, add the "{{%loanType}}" checklist from card "saved checklists" to the card
Then
Create a template card named "saved checklists" containing all useful checklists.
Create a custom field "loanType" dropdown type with all checklistnames.
After having created a new card, set the custom field,
Verify that appropriate checklist is copied to the new card.
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