How to check off checklist based on card movement?

Robyn DiStefano

I am successfully using automation to create cards for individual line items in a checklist. Is there an automation I can use to check the line item in the checklist if the individual card is moved to a completed list?

*As an added complexity, the main card that houses the checklist will have a variable name. See example below:

 

For example: 
List - New Client
Card Name - Business 1 (*this will change for each new client)
Checklist Name - To Do List (Task 1, Task 2, Task 3)


Automation creates individual checklist item named cards on list "In Progress"
Card 1 = Task 1
Card 2 = Task 2
Card 3 - Task 3

Would like to check off "Task 1" on Business 1 checklist when Card "Task 1" is moved into list "Completed".

Carolina Lopez_rbdu5v

Hi Robyn,

You can use a rule to link the item with the card at the moment you create the new card. I don't know exactly how you built your rule, but you can change yours to be something like this:

when an item is added to checklist "To do list", convert the item to a linked card in list "To do"

 After that, you'll be able to find the original card because it will be linked, and the item name will be the new card URL. You can create a second rule like this one:

when a card is moved into list "Done", find the first card linked in the attachments, and check item "{triggercardlink}" in checklist "To do list"

I used the variable {triggercardlink}. In case you're not familiar with Automation variables, you can find them here: https://support.atlassian.com/trello/docs/butler-variables/

This will work if the checklist name is always the same. If it also changes depending on each situation, you should create a rule for each checklist name.

Let me know if this works for you and if you have any questions. I'll be happy to help!