Templates, repeat cards or automation rules?

Gail Ramberg

I have a card that contains several tasks that must happen each week.

The card contains a checklist (the same each week.) 

I want to be able to check off the items, and complete the task when it’s done for the week (so it is removed from the board task list).

When it’s completed, I want a new card created with the same checklist, with a due date of each week.

What’s the best way to accomplish this?

Note: we have other cards that are the same but should appear each weekday, and each month.  I’m hopeful they can follow the same solution.

Mat_w4y9na

Hi Gail, 

First of, you can make use of a template card where you can copy the different checklists from.

 

The automation I can suggest is to create a Card button:

You can add more actions according to your use case. You can also make use of automation variables like {cardname} which means copying the original card's name. Below is how to setup the last Action. 

Please have a look at the Youtube tutorial on how to create card buttons: https://www.youtube.com/watch?v=fBwJEfhPUYM 

For cards that are weekday, weekly, or monthly and have their own checklist, you can create similar card buttons with their respective checklist names and due dates. 

 Let me know if you have any questions. 

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