Hannah Humbert - Simpla Workflows Community Champion

Copying a card (via a template card or from just selecting the option to copy) should copy all information from the original card, including the description. When I create a card from a template, the description copies over just fine. Are you able to list the steps you took? 

It doesn't look like there's an easy way to do it. Maybe there's a workaround or alternative option though! What's the need to have your lists sorted in that way? Are you looking for visibility on when work needs to start for each check item?

Maybe try https://chrome.google.com/webstore/detail/trello-cards-optimizer/ipbjjbpopodbnjbjnneakhcppdocpelg It looks like they offer extra markdown formatting including tables.

Hi Claire! If you're after a true automated 2-way sync, Unito board sync is the way to go. You can create rules so certain cards sync from your boards (i.e. only cards in one particular list) https://trello.com/power-ups/595e989fa8f137d2af456fd4

@Team Member I'm not sure there's a way to add a workspace member AND add them as members to all workspace boards. However, they will be able to see all boards on the home screen/workspace boards section

The idea is to add them to the workspace as a member rather than to each individual board. Does that not resolve things for you?

Have a look at the board settings 

You might be missing the action to pull the actual report into the body of the email. Try adding the report variable to the message of the email like so:

As far as I know, there's no easy way to share a single card with an external member for the moment. I know other PM tools allow you to add guests to your organization, and then you're able to add that guest to a single task - so they only see that one task and not the whole project, but Trello doesn't offer this…

@Luke Huffstutter Butler would be the way to go. You can create a card button that has the action to add multiple members to a card. Alternatively, you could create a butler rule so that when a certain thing happens on a card, it adds all members (e.g. when a title contains a specific phrase, when a specific label is…

Hi @Remi Beaumont ! I specialize in helping businesses get set up in Trello (among other tools) - whether you just need the basics or more advanced best practices. Here's our website if you want to find out more: https://simplaworkflows.com/ I'm also a Unito expert so I can definitely help with that 😉 You're also welcome…

Hi there! The way to go is to add the member to the workspace and make all boards workspace visible. 

Hi Connie - Unito is a 3rd party application/power-up - you can find more information on their website (https://unito.io/), or via the power-up (https://trello.com/power-ups/595e989fa8f137d2af456fd4)

The workspace table will achieve this, but if you're on the free version of Trello, you could utilize butler to send you a report of all the cards you need to see https://help.trello.com/article/1192-creating-reports-with-butler 

One option would be to create two separate boards - a client-facing one, and an internal one, and then connect the two with the Unito power up to ensure they stay in sync. If you want to take it a step further, you could connect your internal-facing master board with individual personal boards for each of your team…

You can go to https://trello.com/{username}/cards to see all your cards (just swap out the username with your own username). If you want to create a board view of all cards assigned to you, you could use something like Unito to consolidate all cards with you as a member into a personal overview board. The idea would be to…

@KOHESION yes, that's right - any member who creates cards, comments, or is added as a member to a card will be picked up as an active user. You can disable some active users in your workspace settings, so that means they will no longer be counted towards your billing. However, if a user who has been disabled gets added as…

Hi @Vijaya Lakshmi If you're using Unito and connecting many boards together, you need to apply filter rules to ensure the correct cards sync between boards. So let's say you connect board A and board B to a master board. If you set this up with no rules, the default will be to sync all cards, so there's nothing stopping a…

@milynnus thanks so much for taking the time to record the video! I finally managed to get it working as expected. The part that I was getting hung up on was that I actually had to create a label called "{customfieldvalue}". Thank you again!

Sorry if I'm not understanding your answer, but would that mean I'd have to create a different rule for each cf value? I currently have a label already created for each cf value, but I want to avoid having to create a separate rule for each cf value. The goal is to just have one rule and I don't have to create a new rule…

Thanks @milynnus for the reply. I can't seem to add a variable into the label action, I only see the option to select an existing label 🤔 what am I missing?

Thanks, @milynnus for the reply. I'm not quite sure I fully understand though. - What would be the trigger in this case? - What would the purpose of adding an @mention in the comment of the card be? - What is your thinking around how the notification would work? Thank you!

Hi CJ! Unito will enable this for you. It's a 3rd party tool, so you can use it on any Trello plan. It is a paid power up by the way. Here's a super basic video showing off how it works https://www.loom.com/share/c7a1141be0e84473a39ec6a96b11223b

So do you mean each board is its own project, so the question is how to template the whole board? If you're on the paid version of Trello, you can turn a board into a template, so that way when you go to create a new project, you can either start from scratch or start from a template. If you're on the free version of…

Hey Nathan! Do you manage all projects in one board? So each list represents a project, and all the cards within that list are all deliverables relating to that project? If the deliverables follow a similar format for each project, you could create a list, call it "Template", add all the necessary cards in there, and then…

You're welcome :)

Great! Glad that helped. Happy to help if you have any further questions around option 1 or 2 :)

Hi Marie! For the moment, if you would like to share a card with a member, you would need to add them to the board, so there's no way to share just the card with someone. The way to go would be to create a dedicated board for each participant and "share" the card with their board. In terms of "sharing" the card with…

Hi Laura! I'd be happy to jump on a quick call to have a chat. I specialise in building tailored workflows within Trello to help with communication, transparency, and productivity. Feel free to email me at hannah@simplaworkflows.com and we can go from there! 

Great! Glad that's working for you 😃