Repeat cards with the ability to manipulate independently

David Hogan_l7q9vy

Hi there, 

Is there a way, for example, to create a card, have it repeat as a "placeholder" and then be able to update each card independent of each other without affecting future cards?

As an example, I want to track monthly bills and put a "placeholder" card on the 1st of each month and then I want to be able to open any given month's card and change it for THAT month only, without having future cards change if that makes sense?

Luciana Munhoz

Hi David! Welcome to the community!

Yes, it is possible to create a new card to track your monthly bill and you can update just the card for that month.

That could be done in several ways, but I'll give you 3 examples so you can see which best is closer to your needs. But you can update it or add new actions that works better for you.

1- You can do it using automation, by creating a rule (automation > rules > calendar) where on every 1st day of the month a card is created in certain list. As example:

every month on the 1st, create a new card with title "{monthname} Bill" in list "Bills"

This will create an empty card with the title "March Bill" (the variable monthname will get use the name of the current month).

2- You can create a card-template where you can use it to create manually a card from that template. 

3- You can create a card-template and create a button (automation > buttons) to use on that template. So every month you click on that button and will creates a new card from the template with the name of the current month to a certain list. As the example below:

copy the card to the top of list "Bills", and rename the card to "Bill of {monthname}"

Here's some documentation for additional information.
Automation:
https://support.atlassian.com/trello/docs/butler-overview/
https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/
https://support.atlassian.com/trello/docs/butler-variables/

Card templates:
https://support.atlassian.com/trello/docs/creating-template-cards/

Hope that can helps you!