Cloning a Trello card

Question

I have a board that tracks nine activities. Each activity has an "In Progress" list and "Completed" list. Rather than allow members to move cards between activities, I would like to clone cards when they are moved to the "Completed" lists, and send the cloned cards to the relevant "In Progress" lists. This way, we will have a record of completed activities, I will have more control over how cards are moved between activities, simplify member roles (I'm working with a lot of older folk who find Trello a little overwhelming), and be able to work on more than one activity at once. Any help is appreciated!!

Iain Dooley · Answer

@Emily Gibson congrats on getting that far! If you just share that spreadsheet with trial@benkoboard.com I can install the code for you -- then all you have to do is republish the web app and add the trellinator user to any boards where you want this behaviour to occur.

You'd use a similar set up with a freelancer -- they would run through the Trellinator setup in their own account, then you'd test the behaviour in a demo board. If you shared your Trellinator sheet with them, they could then install the code and you could publish it.

There are other ways to work with a freelancer to write Trellinator code but that's the simplest.

Emily Gibson_93pwdq · Answer

Hi Iain,

I had a go at Trellinator. Successfully made it to the step where Trellinator responds to a comment on a card. Struggled thereafter. I noticed that you mentioned Upwork in a comment to your instructions. I may have to give them a try, or find someone else at my organization with more techy smarts. But thanks so much for giving me somewhere to start from!

Emily Gibson_93pwdq · Answer

Hi Denise,

Thanks so much for your help. I finally had a chance to play around with Zapier today. It seems like it should do what I need, I'm just struggling to understand how it works. I'll keep slogging though, and see if I can't make some sense of it.