Trello automation for recurring tasks

Question

Hello,

I'm trying to set up some rules and automations but struggling to get it to work.

Basically, I have a weekly task called "Job checks". Once I have completed this (usually we have a label called Completed which is green), I want it to be repeated for the same day next week and move back into my 'Actions' list.

However, I think my other rules might be conflicting with it (attached) below.

Please can you tell me to start with what's the best to do this so I can see if my other rules are impacting it?

Thanks,

Anna

Hannah Humbert - Simpla Workflows · Answer

Maybe using calendar commands could be the way? So the idea would be to create different commands for each recurring task. E.g

"Every Monday at 8am, create a card title "Job Checks" in list "To do"."

You can also pre-define a due date, description, labels, checklists, etc. if you need.

Then, you would just have your other rule to move cards to the "Complete" list when the complete label is applied.

Note you might want to change it to "When the complete label is applied to a card, move it to list "{monthname} {year} completed" so you don't have to keep updating the rule every month.

Anna Williamson · Answer

Hi, thanks so much for that. However I’ve got a couple of similar rules I need to set up that are similar but with different follow ups so I’m not sure applying that will work.

E.g. We want to have job checks once a week, featured jobs once a week, but LinkedIn Reporting once a month?

Any ideas @Hannah Humbert - Simpla Workflows

Hannah Humbert - Simpla Workflows · Answer

Hi @Anna Williamson ! To summarize based on your reply, you have two rules:

1. When the completed label is added to a card, move the card to the bottom of the list "May 2022 completed" and mark the due date as complete.

2. When the completed label is added to a card with a name starting with "Job checks", move the card to the top of the list "Actions", remove the completed label, mark due date as incomplete, move the due date to the same day next week.

Rule no.1. will apply when ANY card gets the complete label, but based on your other rule, it sounds like it should only apply to cards that don't start with "Job checks".

So, in that case, the rule should say:

1. When the completed label is added to a card with a name not starting with "Job checks", move the card to the bottom of the list "May 2022 completed" and mark the due date as complete.

Also, the other rule "when the completed label is added to a card, mark the due date as complete" is unnecessary and can be disabled.