Trello Automation for Archiving and Resetting Completed Cards

Question

On my Trello Board I have two lists: "Incomplete" and "Complete" with cards containing checklists that are moved between the two.

When the checklist in a card is completed, the card is moved into the "Complete" list and a new "Due Date" is set 6-months into the future. (This is done by-hand, by the user.)

When the "Due Date" hits, I have automation set up to reset the checklist in the card and move it back into the "Incomplete" list.

I would like for copy of that completed card to be saved in the archives /before/ the card gets cleared and moved back into the "Incomplete" list.

I would also like a PDF of the archived card emailed to a distro email address.

Is there a way that I can accomplish both of these tasks using any of the automation tools or power ups?

Thanks!

Mike - Dreamsuite Consulting · Answer

Hi @jrudin

Did you know, when you copy a card, it resets the checklists and removes all the comments so you have a clean card?

You want to use copy card instead of move...

This means your process can be when the due date hits, achive the card and then create a copy in the incomplete list

This automation will do it.

I added to remove the due date as I'm guessing you don't want that to be on the copy card...

If you're not too familiar with automation, start here:

https://trello.com/guide/automate-anything

Gaurav Kataria · Answer

You can copy the card as soon as it is added to the "complete list" so that the copy is saved in your archive (or save to another board where you store all your completed work).

There are a bunch of power-ups that can generate the pdf https://trello.com/power-ups/search?q=pdf