How to automate a template

Question

I created the card templates on a board. I want to automate those.

for example:

when I add a card to a specific list I want the card template specified to automatically apply to all cards added to that list.

I am not seeing an option for this.

can someone help?

Matt Geerdes · Answer

Hi Natasha, I'm trying to do the same thing, did you figure it out? Thank You! Matt

Natasha Bertolozzi · Answer

Hello thank you for responding.

Ive read both of those articles and they do not address my need/question.

I would like the entire template card to be copied every time a card is added to a specific list - custom fields, checklists, description. Everything.

Is there a way to have that occur? The template is not an option for any of the actions in the rules/automation section. The only way I believe you can create a template is by manually clicking on the button (as the first article states).

is automation not yet set up for template cards?

Mike - Dreamsuite Consulting · Answer

Hi @Natasha Bertolozzi

Welcome to the community.

Here is a useful article about how card templates for Trello work:

https://blog.trello.com/trello-card-templates

As a summary, a card template is designed for you to be able to quickly copy it as a new card.

What you're asking for can be done with automation.  If you are new to automation, I recommend looking at this article:

https://trello.com/guide/automate-anything

What parts of the template card are you looking to copy to the new card?  Is it the card description, checklists, labels or all of those things?