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Email-to-board: Can checklists be added?

aalcantaraayala

I see that with the 'email to board' feature you can add the following information to a card (list below), however, I'm not sure if you can add a checklist. We add a couple of standard checklists to most of our cards and it would be fantastic if we could automate this process for the cards that are created from an email. Thanks!

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Accepted answers

Alberto Estévez_qn3e7e

Hi @aalcantaraayala Thank you for reaching out to the Atlassian Community.

Here is a workaround you can use with automations.

1️⃣ Use Trello Automation (Butler) to Add Checklists Automatically

You can set up an automation rule that adds a checklist whenever a new card is created via email. Here’s how:

Go to your Trello board and click Automation (top-right).
Select the Rules tab and click Create Rule.
Set up the Trigger:
- Choose: "When a card is added to [List Name]"
- (Optional: If you only want it for email-created cards, you might need a label or keyword in the card title to filter them out.)
Add an Action:
- Choose "Add checklist" and select an existing checklist template or create a new one.
Click Save Rule.

Cheers!

DiMaggio Tucci

To add, if you need different checklist items each time, you can do this.

You can use automations to add the checklist, but, using wildcards, you can eliminate the need for a checklist template, and put the checklist items directly into the email. The only caveat is that you must have either have a consistent number of checklist items OR create an automation for each number of checklist items you'd want to include.

Here's an example of the second scenario:

When a card with a description containing "Add checklist called {?} with 4 items: {?},{?},{?},{?}" is emailed into the board

Add the "{wildcard1}" checklist to checklist {wildcard1}

Add item "{wildcard2}" to checklist {wildcard1}

Add item "{wildcard3}" to checklist {wildcard1}

Add item "{wildcard4}" to checklist {wildcard1}

Add item "{wildcard5}" to checklist {wildcard1}

In your email, you'd include

Add checklist called To Do with 4 items: First Do This, Then Do This, Also Do This, Finally Do This

I just tested this and it worked.

All comments

Alberto Estévez_qn3e7e

Hi @aalcantaraayala Thank you for reaching out to the Atlassian Community.

Here is a workaround you can use with automations.

1️⃣ Use Trello Automation (Butler) to Add Checklists Automatically

You can set up an automation rule that adds a checklist whenever a new card is created via email. Here’s how:

Go to your Trello board and click Automation (top-right).
Select the Rules tab and click Create Rule.
Set up the Trigger:
- Choose: "When a card is added to [List Name]"
- (Optional: If you only want it for email-created cards, you might need a label or keyword in the card title to filter them out.)
Add an Action:
- Choose "Add checklist" and select an existing checklist template or create a new one.
Click Save Rule.