automate and create/copy card with upcoming due date in Trello

Nikkita Javier

Hi 
I have few Trello cards with due dates on them. These tasks need to performed annual, semi-annually and so on. Once a task is completed and attested i need the same card or the copy of the card for the with the due date and the un-attested tasks automatically updated in the new card. 
These are for our Audits, we need the history of the tasks performed each year, not having to manually re create them after every completed tasks.
Can this scenario be automated in Trello?

Hannah Humbert - Simpla Workflows

Hi Nikkita! You can definitely use butler for recurring cards. It's very customizable, so here are some examples of what you can do:

One way to do it is using trigger-based rules (the trigger in your case is when a due date is marked as complete).

when the due date is marked as complete in a card with a name containing "Annual", copy the card to the top of list "To Do", move the due date to the same date next year, find a card titled "{triggercardname}", rename the card to "{cardname} {year}", and archive the card

This will copy all the information from the original card to the copy, then add the current year as a suffix to the original card and archive it. You might want to keep some information in the new card, or you can reset/overwrite some other information (e.g. clearing the checklist due dates). This method would be useful if you'd like to keep things like existing comments in the newly created card.

Here's another way to approach it using templated cards and scheduled commands:

every year on the 2nd of january, create a new card with title "Annual Audit" and description "Here is some information on what needs to be done" in list "To Do" and add the green label and add the "Tasks" checklist from card "Audit Template" to the card, and set due in 2 weeks at 5:00 pm

The above examples are just for repeating cards annually, but you can of course customize this to whatever timeframe you need.