Hannah Humbert - Simpla Workflows Community Champion

@Axel Hoga Unito is definitely a great tool to achieve those workflows between the different team member boards and main team boards. Let me know if the above solution answers your question, or if you still need more help :)

You're welcome @Catriona Mouland :) 

If you're looking for a 2-way synchronization of cards, go with Unito's Board Sync Power Up. You can setup rules so that only cards with you as a member sync to your personal board for example, and only certain things from your personal board sync back (i.e. the cards from the team board). If you're being assigned to cards…

Someone might have a better idea, but you could create a custom date field called "last modified". Then, use Butler to create rules to say "when this happens, set the custom field date to now". Not sure if you could create a general trigger to say "when any change happens", but you could create multiple rules for when…

You can achieve this by creating a rule in Butler :) * Open Butler on your board 1 * Go to "Rules" * Create new rule * Go to the "card changes" tab * Add your trigger using your already made custom label 6. Select the green plus icon to add the trigger 7. Now you set your action which will be under the "move" tab: 8.…

It depends how many people would be using and benefiting from the solution. Unito's pricing is based on users in Trello collaborating on the cards being synced. It starts around $10/month https://unito.io/pricing/

Hey @Axel Hoga ! Just want to make sure I understand: * Board X has a card assigned to member A & B * Unito syncs the card to member A's board * Member A does not have member B added to their board * Expected result: card is created on member A's board with both member A and B assigned * Actual result: card is only…

Hi @Anu Pöppel ! The private notes power-up you mentioned might be able to achieve part of what you're looking to achieve. I believe what it does is separate "internal" and "external" notes. If you post a comment, everyone will see it including the client. If you post a private note, only you will see it. That might be an…

@Mike Shrader Trello doesn't really offer this natively - it's a lot more simplistic in terms of hierarchy compared to Jira which offers Epics, Stories, and sub-tasks (along with linked issues as well). There are power-ups like Hello Epics that allow you to create an Epic card and then relate child cards to them. An…

Got it! So as you said, Butler could achieve this using the cascade option, but you would have to create a separate rule for each label as you mentioned. If you'd like to have a mirror of the cards, there are power-ups as you know, and you can actually customize it so the "trigger" for cards to sync from one board to…

Hi @Mirjam Ries ! Trello has a native calendar view, but it is on a board-by-board basis. To achieve a consolidated calendar view, you'll most likely need to use a 3rd-party app. One option is to use the Unito Board Sync power-up which will allow you to consolidate all of your cards into one master board. From the master…

Amazing - thank you, Lam! All working smoothly 😎

Hi @Nina Medlock ! Would there be more actions you'd like to mirror with these cards (i.e. removing a label, comments, etc)? Also, are the cards you're linking duplicates of one another, or are they different deliverables that are related in some way?

Ok got it - if you're looking to create 2-way syncs between boards, I'd recommend Unito's board sync power up. You choose to sync all cards on both boards, or just choose a subset. For the moment, Trello doesn't natively offer this functionality, so using a 3rd party like Unito is the way to go

@abc123411 I think this would achieve it for you! Have a look around in the "Calendar" section of Butler.

Hi @Blind Man ! Are you wanting to copy cards between different boards, or within the same board?

Thank you!

@洪銘聰 If you're looking to sync a card from A-->B automatically, and also have updates sync back and forth (comments, status, labels, etc.), the way to go would be to use the Unito Board Sync power up. An example workflow would be: "Cards in the "Blue" board that have the "Yellow" label should sync with the "Yellow" board.…

@Julika Zimmermann great - I'm glad that's working :) as for the reporting side of things, I'm not quite sure, to be honest. I would reach out to the Hello Epics teams to see if they're able to give any guidance on how to achieve this! 

Great! Let me know how you get on and if you need any help with that :)

Hi @Bridget Lett! For the moment, it seems as though the new timeline view is on a board-by-board basis, so there's no way to see a consolidated view right now. However, there are other ways you could achieve this using 3rd parties: 1. There are multiple power-ups that give you Gantt chart views of boards (both single…

Hi @Julika Zimmermann ! If you were wanting to have different client cards mixed into the same board, I'd recommend looking into creating parent child relationships to "group" your cards. The idea would be to create a main client card, and then relate other cards back to the main card. There are power ups like Hello Epics…

@K Walters ah, yes, I had another look and you're right - it can be achieved through Butler with the below statement: when a card is added to list "X", copy the card to the bottom of list "{triggercardname}" on board "Board B"

Glad that's working for you! I'll be sure to hit you up next time I'm in Austin ;) 

Hi @Brian Berger ! As far as I know, there isn't a way to have different members of a board have different "views" so that only users see a sort of permanent filter, which would restrict them from seeing certain cards. However, you could create a secondary "Freelancer" board and sync or copy the relevant cards/lists to…

Are you using Jira or Trello? Based on your terminology, it sounds more like Trello. Butler is the native automation tool in Trello, but I don't think there is an action that would allow you to create a new list in the destination board. Zapier should be the way to go. I've worked with clients and have created automation…

@Menachem Pritzker what are you currently using labels for? Trello doesn't record label changes in the activity of a card, so you're not able to see the timestamp of when a label is added or removed from a card. Depending on what you're using labels for, it might be better to use a custom dropdown field instead. Custom…

Hi @[deleted] ! The Butler statement should read something like this: when the name of a card contains "blue", add the blue label to the card, and move the card to the bottom of list "blue" Here's the trigger (you can find this under the "content" part of Butler)

@Carla Dassie Do you want to be notified of every change they make? Or just when they add a card to the board or comment on a card? Butler should be able to help with sending an email notification when these things happen. You could create multiple rules like: 1. When a card is added to the board by member X, send an email…

It doesn't look like it's possible for now. You could type "Q" which would filter for cards with you as a member. If you're looking to have filtered views for each team member, there are alternatives: 1. Team tables - this gives allows you to pull cards from one or many boards into a table view which you can filter. 2.…