Link Task Cards on Task Board to Project Card on Project Board

Cole White

Hi folks,

 

Our Projects board contains one card for each customer project. Each project has checklist items that we use for every project. As an example, project 1699 has a its own card.

 

Our Tasks board, separate, has one column for each team member, and each card in my column (Cole) represents one task. We add cards and drag them to "DONE" when they're done.

 

We use both of these boards at once.

 

I would like a way to link my Tasks cards to their relevant project, in the Projects board. Ideally, I'd like to be able to open up the Project card, add a comment to the Activity Log that starts with "TASK" and have the comment become a task. The person who wrote the comment should have the task end up in their appropriate task card.

 

Alternatively, task cards could be tagged with their appropriate project, but this will involve a lot more clicking. I would not mind if a tag could be accomplished by typing the project title (i.e. 1699 Trello Prototype Fixture) in the task card.

 

Does anyone have any suggestions for how to automate this process? Thanks in advance.

Hannah Humbert - Simpla Workflows

Hi @Cole White ! There are a few different ways you can approach this using butler automation. Based on what you've mentioned, I think this is what you want?

when a comment starting with "TASK - {*}" is posted to a card, create a new card with title "{wildcard1}" in list "{fullname}" on board "Tasks", and add link "{triggercardlink}"

(this could also add a label with the project name to the task card if that's helpful from a filtering perspective)

You could also have it so that someone could create a card directly on the tasks board, and it links with the proper project card based on a label for example.  

Question though: would it be useful to look at a project card and have an overview of all the related tasks in one card, as well as the status of those items? If so, another way to approach it could be to add tasks to the checklist within the project card rather than in the comments. This could then create a linked card on the tasks board, and then when a task is completed, it would check off the related checklist item in the project card.