Hannah Humbert - Simpla Workflows Community Champion

Hi Jerry! So do the rules do what you want? I had to set up the rules like I did because I couldn't see a way to set a variable on the native due date field. So I couldn't see a way to say: "when the custom due date is set on a card in list "X", for each card linked in the attachments, set due date to {customfieldvalue}."…

Hi Alexander! Welcome to the community :) Gantt charts or timeline views are high-level by nature, so it's usually expected that you don't see much detail. You might benefit switching to the calendar view when you need to see more detail: There's also Planyway if you don't have the Premium version of Trello. They have the…

I could only find a way to set a variable on the custom date field. Variable is {customfieldvalue} and you can see more info on variables here. Hope that helps! Greetings from NZ :)

It looks like your rule doesn't match what I had in the video. Here's a snapshot of the two rules:

Hey Jerry! Welcome to the community :) have a look at the below video - it might help! Soapbox - Trello Cascading Rules

Hi Jessica! Welcome to the community :) A commonly asked question, but there's currently no way to achieve this. A few workarounds though: - Create a separate board for that person and auto-copy cards to that board using Butler. Free option, but cards won't be synced. - Create a separate board for that person and auto-sync…

Hey Jitan! Welcome to the community :) Yes, that's right, you can find and restore your archived lists by opening the board menu>>more>>archived items>>switched to lists. What does it look like on your end? This is what it looks like for me:

Hi Ryan! Welcome to the community :) there are lots of ways you could approach this depending on your workflow. Here's a quick video that I created demonstrating how to connect multiple boards using check items: https://soapbox.wistia.com/videos/XOAhcglPo1 And another approach I created for a client using Unito:…

Hi Susan! Welcome to the community 🙂 you can get notified on cards if you select the option to watch it. Another way is to add yourself as a member of the card, or watch the list/board https://help.trello.com/article/799-watching-cards-lists-and-boards

Hi @Krzysztof Kubajka ! Welcome to the community :) the other answer is related to Jira by the way, so it's not applicable to Trello. You might be able to achieve this in Trello using Butler reports, or Dashcards. Here's an article on Butler reports - there are some examples in there that are similar to what you're looking…

Hi Jersey! Welcome to the community 🙂 yes, that's possible! Each card has its own unique email address, so if you forward or cc that email into an email thread, the conversation will be added as comments in the card. More info here. You might want to add the email address to your contacts and name it so it's easy to find,…

Awesome! You're welcome ☺️

Hi Angie! Welcome to the community :) Yes, definitely - you can achieve this with Butler automation. Someone asked about a similar automation in a post yesterday here. The rule would look something like this for you:

Hi Sandra! That's exactly what Unito does :) The idea would be to connect all necessary boards into your master "Personal Overview" board. You can set up rules so that anytime you're added as a member to a card on any board, the card automatically syncs to your personal board. You can also add cards from your personal…

Hi there! Welcome to the community 🙂 might seem like a silly question, but is the checklist in that template card spelled exactly as "Onboarding"? Additionally, are you able to try editing the first rule and just adding a second action to it rather than adding two separate rules? So it would look like this: I tested the…

Hi Michael! Welcome to the community 😊 I had a little play around in Butler and couldn't find an easy way to write something along the lines of "when a due date is marked incomplete, remove "X" from the title of the card". What's the purpose of adding the ✅ emoji to the titles of cards? Is it just a visual cue for you and…

You're welcome! Still, if this person is a member of the board, they should be able to see all cards on that board, regardless of whether you add them as a member or not. 

Hi Otavio! 👋 Welcome to the community. Are you wanting the automation to trigger on the day the card is due? So something similar to this?

Hey Michael! 🙂 Try this one:

Hi Vinu! The native option to achieve this is the Workspace Table feature which is available to Premium plans. It allows you to consolidate cards from multiple boards into one table-like view. A couple other non-native options as well: 1. Use Unito's board sync power up to automatically consolidate many boards into one…

Hey Carlos! Welcome to the community 🙂 If the person is an admin of the workspace, they should be able to see all boards/cards within that workspace. Of the person is an admin of just the board, they should be able to see all cards in that particular board. Can you try grabbing the URL of this card and send it to the admin…

Gotcha! No worries! Good luck 😃

Hi Nina! I don't believe it's possible to create butler reports that span multiple boards (I could be wrong thoug!). Someone might be able to provide a better solution, but here's a couple of options that come to mind: 1. Create a master report board and use Butler to copy the relevant cards from your boards into the…

Hi @E_L_! I don't believe there's a way to set a permanent sorting rule that keeps cards in that order (i.e. if a card with a purple label gets added to the bottom of the list, it automatically moves to the top of the list). The next best thing would be to set up a board button like this: So every time you hit the board…

Hey @Kankuro ! Is this what you're after?

@Annelies Van der Sanden the native Trello timeline view will just show you the contents of one particular board; there's currently no way to see a consolidated view of many boards. There are apps like Unito's 2-way board sync (a paid power up) that will allow you to consolidate cards into a master board, and then you…

Haha you're welcome!! 😄

Hi Preston! You should be able to achieve this through automation. Specifically a schedule command. Something along the lines of: "Every week, copy all cards in the "Report" list to boards X, Y, and Z" There are different ways to lookup the cards you want to copy, e.g copy cards with the "report" label. Let me know if you…

Hi Andreas! Welcome to the community 🙂 this may be more of a Zapier support question, but I (or someone else) might be able to help! Can you send a screenshot of your zap so we can see how you've set it up? 

Hi Erin! Sorry for the late reply. Thanks for clarifying - that clears things up! I think with Hello Epics, when relating a child card to an epic, you can either create a new one in the epic card, or search for an existing card and link that to the epic. Are you doing the latter? If so, that would explain it - it's the…