Automated Task card

Kathy Serrano at AUW

Good morning,

Our company is looking to see if your platform offers a feature of automated task cards.

 

We have a vision for a task card to appear on our managers computers every night where they would have to go through a checklist before closing out the store for the night.

 

We also want to have a similar list for our district manager when they do store visits so that they too can have a checklist to go through while they are on their visit at the store.

DiMaggio Tucci

Yes! There are many ways to do it with automations.

You can create cards and copy checklists from templates from a variety of triggers, including when you take certain actions in Trello, certain dates/times (and intervals of certain dates/times), creating buttons on cards/boards, and more!

You can get creative with it and have surprisingly complex logic if you want!

 

This guide is just the start of what you can do: https://trello.com/guide/automate-anything

 

NOTE: The number of automations you can run in a given month are more restricted on non-premium workspaces. If that's you, make sure you know that the number of automations you are planning to run don't exceed your allotted amount, or upgrade to premium.

 

Here are the limits.