Hannah Humbert - Simpla Workflows Community Champion

Hi @Darien are you able to elaborate as to what you're looking to achieve by doing this? Are you wanting an easy way to track all check-items from one place? You can use butler to copy a check-item and add it to another card, but there might be a more sustainable way depending on what you're looking to achieve.

For context, the workflow is: 2x Boards: member A, member B. * Member A creates a card for themselves on their board * Member B also needs to collaborate on that card * Member A adds a check-item for Member B in their card and assigns the check-item to member B * The whole card is synced into Member B's board Expected:…

You can also just add them as a member of the board, rather than the workspace. If they're just added to a board, they'll become a workspace guest, meaning they only see the boards you have actively added them to, rather than seeing the full workspace. That way you won't have to make all your boards private. Just note that…

Just note that workspace admins can see all boards in the workspace, regardless of if they're private or not

Yep! You can just set the board visibility to private https://help.trello.com/article/789-changing-the-visibility-of-a-board-to-public-private-or-workspace

The plan is associated to the workspace, so if you have two workspaces, you'll be paying for two plans. Typically, one organization will just have one workspace, and add all users and boards to the one workspace. 

For me it copied it from the trigger card. I initially had the variable set to {triggercustomfieldvalue}, but it didn't work.

How about splitting out the items into different checklists? So, you would have 3 checklists - if you only have 3 check-items, you would just add one item per checklist. So you would then set your rules like so: Checklist A: when all items in this checklist are complete, remove all labels and add the yellow label.…

Unless I'm missing something, it looks like it's possible? Here's what the action looks like:

Try this: You'll want to be aware of looping though. Depending on how you've set things up, you'd want a way to differentiate the original trigger card from the rest. For example, you might want to have the original card in the "A" list, and all the linked cards are in the "B" list. In the rule, the trigger would be "When…

Hi @Manuel Azevedo CarPro Trello doesn't offer any sort of list transition rules for the moment. However, one sort of workaround could be to have a separate board for each user and then sync the relevant cards from the main board to their board - e.g. only the cards in stage A sync to member A's board, they would then move…

I think Zapier would be the way to go. It wouldn't be a true sync though, just a one-off "copy" of the event into Trello (so if the event changed in gcal, it wouldn't update the Trello card). Unito would offer a 2-way sync if you need that but it looks like gcal is on the roadmap.

I don't think it's possible to achieve this natively, however, using this extension might help. The idea would be to collapse the first 6 lists so you see the 7th one when opening the board. It would just be for you though, so whatever you collapse or expand won't affect what other people see.

There's no native feature that would allow you to collapse lists, but there is a chrome extension: https://chrome.google.com/webstore/detail/collapsible-trello-lists/kejemfjfgoaekplmemlkjljcfloiemho?hl=en

There's no native solution in Trello to created restricted views for certain members. However, there are workarounds like Milynnus mentioned. Another idea is to create a separate board for the remote workers and sync the relevant cards from the main board to the secondary board using Unito. Unito offers a complete 2-way…

It's expected that you can't see all boards in the timeline view. The timeline feature is still in beta, so I'd suggest providing feedback directly to Trello. When opening the timeline view in a board, you'll see an option to add feedback. In the meantime, there are some alternatives: 1. Use Planyway or Team Gantt - I…

As Milynnus mentioned, you would need the cards to be linked together so that Butler can find the correct card/check-item and complete it. The rule would look something like this: I would also consider looking at automating the part that links the cards together so Butler is able to look up the relevant checkitem - so…

Welcome to Trello! For the moment, the timeline view only shows the top-level items - it doesn't show the second level (i.e. the check-items). You can however use the calendar view or calendar power up to see both the cards and check-items if they both have due dates. Both the timeline and calendar views are in beta, so…

I'd say it's closer to Premium. On the Standard plan, you don't have timeline/calendar views, workspace table, collections, board observers, plus there's a cap on Butler commands. You have the plan comparisons with all the details on different features on their pricing page. 

Sounds like you might have missed the memo. Trello made changes recently that means you're limited to 10 boards per workspace on the freemium plan. If you want to recover the boards, you'd need to reduce your boards within a workspace to <10. From there, you can then re-open boards. If you want to stay on the free plan and…

I don't think you can modify keyboard shortcuts for the moment, unfortunately. "I'd like it to just move the cursor to the next line on the same card." What do you mean by moving the cursor to the next line? In Trello, card titles are single line, i.e. they can't contain a carriage return. (It's similar to the subject line…

Good question! I'm not entirely sure actually. There's no documentation around the regex function that I know of, so it might be worth reaching out to Trello directly to see if they're able to share any additional information around how it works (or you could just test it out :)).

One way is to use Butler to create linked check-items so that those items show as cards on your board. There would be a link between the "parent" and the "child", so you can create cascading rules so that when something happens with the child card, it affects the parent. Another option is to use a 3rd party like Hello…

@David Harbour it's currently not possible to share specific cards with people for the moment. If you'd like to add them to a card, they need to be added to the board as well. There is also no concept of "filtered" views that would allow people to see a board with a subset of cards. You can filter a board, but anyone can…

Hi @Timothy Samoff ! If you're wanting to approach this in the best way from a billing perspective, it might make sense to create one main workspace and make all boards private, and just add members to the boards they need to see, rather than making them workspace members. If you have a member that just needs to see one…

Here's an example of how you could create the butler command to keep your board clean moving forward:

From what I understand, when you archive a card, it still exists on the board - it's just in a sort of "hidden" list. So I don't think archiving your cards will resolve the slowness issue. What I suggest is moving the cards to a separate board - you could call that board "Archives". Butler could help, but it might be as…

If you're looking for a true 2-way sync, Unito's board sync is the way to go. It will automatically consolidate any card assigned to you into your daily task management board and any change you make in your board will sync back to the original boards allowing you to work out of one board. I believe it starts at around $10…

@Sarah Torres ah got it - the timezone thing might be it! Hopefully, that fixes it 🤞 in terms of cards moving to the bottom of the list, was that card already in the "to do soon" list and it shifted down to the bottom, or did it move from another list into the "to do soon" list? Are there any other rules, auto-sorting, or…

@Sarah Torres thanks for the screenshots! I'm thinking it might have something to do with timezones 🤔 potentially adding a time into the trigger could help like so: