Hannah Humbert - Simpla Workflows Community Champion

Hey @Reed, Mimi ! Welcome to the community :) are you able to expand a bit around why you need some cards to be private? There are 3rd-parties like the External Share power-up as Michael mentioned, which are great for people that just need read-only access to certain cards. If you need to collaborate with a contractor or…

@Amall Jajjo cool! Glad you've managed to find a solution :) for the custom field feedback, I'd get in touch with Trello directly - agreed it would be cool to have more flexibility around field types and the way it's displayed (you can alter the vertical ordering of fields, but can't change the actual UI of the back of the…

Hi @Suzanne Hitchen ! Welcome to the community :) if you have a free Trello workspace, you can add any number of people to boards in your workspace (to one board or many boards) with no additional charge. The limitation you'll have on the free plan is you'll be limited to 10 boards per workspace, and you won't have access…

Hi, @ilaria cazziol ! Just mirroring what Svenja recommended - it sounds like Unito will be your best bet depending on what information you need to be synced. Unito allows a full 2-way sync of cards, so any change your client makes (dates, descriptions, comments, custom fields, etc.) will update your card - and vice versa.…

Hi @Karl Macnaughton what's the need for wanting to delete old archived cards? If it's for the purpose of keeping a minimal amount of cards on the board for board performance, would auto-moving cards to a separate board make sense? This separate board could act as a sort of archive board with lists organized by…

Hi @Ayden Heinig ! Welcome to the community :) would this work for you?

Hey @Seva Samuel Safyan ! Are you using Jira and Trello together? So the Trello cards relate to Jira issues, or you're just using Trello? Trello is based more around kanban methods, so it doesn't really have any scrum capabilities like sprints. However, I have definitely seen people use sprints in Trello! You could use…

Hey @Amall Jajjo ! Welcome to the community :) Trello doesn't offer much in the way of checklist-level reporting for the moment, but you can achieve this with Blue Cat Reports using quick lists - just pick the option to report on checklist items rather than cards. 

Yeah, I think that's a good call! Having a dynamic report will most likely be a bit easier to manage :) If the Workspace Table option isn't detailed enough, I recommend using the quick list option by Blue Cat Reports.

Hey @benjamin_sadacca ! Did you create the field recently? It might just be that Butler hasn't registered the new field yet. You can however just type the field name into the text box in your butler rule - just make sure it's spelled exactly the same.

Hey @Troy J Heffner it sounds like you might just need a simple report sorted by card age. There are power-ups that allow you to build custom reports and from there, you can then sort of different criteria. For example, Dashboards by Placker or Blue Cat Reports allow you to create a report of cards on one board (or many),…

Hi @Kelvin Jin-Yang are you using Jira or Trello? It sounds like you're referring to Jira, but you've posted in the Trello forum. I don't believe it's possible to create custom projects in Jira for the moment, but you can create a new project and just select the option to copy the config from another project. You just need…

Hey @Stuart Edwards ! Welcome to the community :) what part isn't working? Are cards just not copying over at all? It's definitely possible to create that sort of workflow in Trello (I just tested it out and it works as expected), but as Felix mentioned, it might not be sustainable. For example, what happens if a card on…

Hi @Chuck Boudreau ! Welcome to the community :) from what I understand, it sounds like you may need two types of automation commands: 1. One that updates the GTD field to the list name value when the card is moved between lists. 2. One that overwrites edits to the field to ensure it's always set to the value that matches…

Ok, got it. It sounds like the automation would need to be set in a way so that it's compatible with your other automation commands. I'm not sure I'll be able to provide much more help, but perhaps a Butler expert like @milynnus can help? 

Thanks, Felix! That's good to know it's being discussed internally. And good to know that shortcut as well! And yeah, just tested it out and it looks like when you comment on a card, you automatically become a watcher:

@Felix am I correct in assuming the next time you comment on a card or get added as a member of a card, you'll automatically become a watcher of that card. So to prevent getting notified of every change in the cards you're watching, you'll need to manually un-watch cards every time that happens. And this would happen…

Hey @Fred Lee ! Welcome to the community :) for the moment, there's no way to customize what activity you'll be notified of - it's really all or nothing. However, there is a way around it by turning off notifications and using automation to send you a slack message or email when you're @mentioned. Someone asked the same…

@Callum Carlile _Automation Consultants_ Nice! Sounds like a really cool system. Good to know you can establish a sort of "sync" between those tools through different automations. 

@James Betts yes, you can definitely sync two different Jira instances together with Unito! You just need to have a user login for both instances. 

Hi @boardtc ! Are you using the global search? If so, you can do negative searches by adding a "-" in front of your operator. E.g. Blog -list:"Done". 

@James Betts I see, that makes sense. I've seen a lot of people use Unito for this use case, and it works really well if you need a bit of flexibility around what tools your customers can/can't use. For example, you might want to create a sheet for most customers, but for the ones that can't use GSheets, you could create a…

Got it! Does the native Airtable automation do what you need? Are you just needing a one-off "copy + paste" of Airtable records into Jira, or does there need to be some sort of ongoing sync, so if the Airtable record or Jira task changes, the copy gets updated?

@Davetta Vaughn I'm not able to help much without seeing what the command looks like. If you're not able to send a screenshot, you can just paste the text here.

@i_Poise Design how do you determine what cards should link and what ones shouldn't? Is there any pattern at all? You can create conditions with your trigger, so rather than saying "when a card is added to a board", you can say "when a card with the purple label is added to a board", or "when a card with a name starting…

Did you check your Butler timezone? Are you able to send a screenshot of your command?

Awesome! That looks much better 😉

Hi @i_Poise Design If it's for the purpose of "syncing" date changes, would it work to have one main card at the top of each list that automatically gets all cards attached to it. This main card could act as the trigger card, so when a date change happens to that card, it affects all cards in that list. The rule could look…

Hi @Imi_ol ! Welcome to the community :) did you manage to solve this one? The article Vero linked above should have all the information you need. Basically, by default, Trello will fire off a notification when someone is @mentioned in a card's comments or checklist item. In terms of receiving that notification, it's all…

Hi @Keith Belitrand ! Your command should look something like this: So, the way it works is if a card is due on Jan 11th, 5:00 pm, the card will be moved on Jan 11th, at 5:00 pm. Would the desired result be that all cards due today should move to this other board first thing in the morning, rather than whenever the due…