Trigger a Checklist item on a different card

Ashley Lyonwood

I would like to know how to create an automation for the following:

 

When a particular item is checked off on one card, I need to notify a member that a checklist on another card needs to be completed. 

 

Is this possible? If so, steps? Since some items repeat across jobs, would I have to automate everytime the checklist is created?

 

Alina Kurishko

Hi Ashley, 

Welcome to the Atlassian Community! 

Depending on your workflow, there are multiple ways to accomplish that.

If you have 2 specific cards in mind, you can create a rule similar to this one:

when an item is checked in a checklist named "checklist_name", find a card titled "card_title" in list "list_title", and post comment "Please complete the checklist"

Alternatively, you can send an email to a specific email address, card members, or all board members:

when an item is checked in a checklist named "checklist_name", send an email notification to "email@email.com" with subject "Complete the checklist reminder" and message "Here is a reminder to check your checklist" 

You can also add more specifications to the checklist you have in mind when creating a trigger action. 

Both actions about posting a comment or sending an email can be found in the Content section of Automation actions. 

If you're new to Automation, I'd recommend taking a look at these pages:

• Automation Introduction
• Automation Overview

Hope this helps! 

Alina | The Trello Team