Hannah Humbert - Simpla Workflows Community Champion

Hi @Longfhy Seng ! Welcome to the community :) You could achieve this with Butler automation. One way to approach it is to create a rule like this: when a card is added to list "Monday", set due date the next monday at 6:00 pm And then duplicate this rule for Tuesday through to Saturday. There could be a more streamlined…

Makes sense! An alternative would be to have the action say "move all cards more than X working days in list "Done". This would only really work if you had a "Done" list (cards could automatically move to this list when the Complete label is applied). That way, if Friday rolls around and a card was only just completed that…

Great! Thanks for letting me know. Glad that's working now.

Ohhhh that makes sense! So having each card as an invoice that then moves dynamically from list to list depending on what stage it's at could be the way to go. It'll be quite tedious to fill out all those fields - can you reduce them a bit? e.g. one entry for address instead of 4? Custom fields would make it easier for…

Maybe the External Share power-up will help here? https://trello.com/power-ups/60d93bb780ee244d5d2b1edd/external-share

Got it! Thanks for explaining your workflow in a bit more detail :) how about using a calendar command? So, for example, "every Friday at 6 pm, move all cards with the COMPLETE label to list "X" on board "Completed Projects". In that example, all completed cards would just pile into one list. You can also make the list…

Got it! That makes sense :) another option could be to create two separate boards for your projects, and then have a 3rd board called "freelancers". Only the freelancers have access to this board, and your internal team members have access to the project boards. From there, you could assign cards to the freelancers using…

@DocDRM welcome :) Trello is so flexible I understand it can be hard to know the best way to start. What I suggest is starting simple and progressively adding on from there as you get more confident with Trello and you understand your needs a bit better. I'm not sure I understand what "customer account collections" are -…

Hi @Kathleen Gier ! Welcome to the community. Free guests are generally considered people that are external stakeholders that just need to be viewing or collaborating on a one-off basis, so they're not really getting as much value as an internal team member that is continuously being assigned to work and actively involved…

Hi @Olivia Henao ! Interested to know more about your workflow. Is the idea to move a card to another list but not immediately, instead wait 2 days and then execute this action? What's the idea/goal behind wanting to do this? I'm not sure it's possible to delay actions in Butler, but I might be able to suggest some other…

Hmm yeah, I can see why that's confusing. You'd think you could create a command that: 1. Creates checklist items 2. Turns these checklist items into linked cards and prefixes the linked cards with a custom field value from the parent card 3. Finds each linked card and sets the custom field to the parent card's It's sort…

@Luiza Kotys definitely seems strange! Keep me posted! :) 

Got it! Thanks for clarifying :) The only way to create cards from templates is to either open the template card and create it from there or select the template icon on the bottom right of a list. However, you can use automation to apply things to cards automatically if these cards are being created directly on the board,…

@Adam Johnson oh strange - it says in the documentation I linked above that you can send DMs. I haven't tried it out myself, but if that looks like what you're wanting to achieve, and you're not able to set it up, maybe reach out to Trello support directly to see what's happening? 

Hi @Adam Johnson ! Welcome to the community :) potentially setting up a custom reminder using butler automation might work for you? It looks like you can set it up to send a DM. So you'd need to set up a due date command that looks something like this: "2 days before a card assigned to me is due at 9:00 am, post message…

Hi @Mostafa Ahmed ! Welcome to the community :) You could use Butler automation to manage duplicates. Have a look at the answer I suggested in this post here for a potential solution. Hope that helps!

Hi @Lynne ! I'm only just noticing now that you replied to this! 🙈 Did you manage to resolve this? I'm thinking the issue is due to the OR statement you're trying to achieve by looking up cards across multiple boards. You may need to create separate rules for each board? 

Hi @My Country Escape ! Welcome to the community :) Are you wanting a one-off import so the data in your spreadsheet populates a Trello board? If so, Blue Cats has an import power-up that might work for you depending on how you've structured your template and how you see it translating into Trello. Or, are you wanting an…

Hi @Stuart Gross ! Welcome to the community :) are you using the email-to-card feature or the email-to-board feature? The latter allows you to turn emails into cards by sending an email to your board email address, so I'm assuming you're referring to this? And are you wanting these cards that come from email to turn into…

Hi @Philippe Gallant ! So just to summarize, you've created a rule that says: when custom field "CBT" is set in a card in list "Trigger", for each card linked from an item in checklist "Process Work", set custom field "CBT" to "{customfieldvalue}" Expected result: All linked cards receive the same CBT custom field value as…

@Luiza Kotys Did you also check the other commands? Potentially there's a due date command or calendar command running? You might also want to reach out to Trello support - they may be able to track down what command is causing that behavior. 

@Mike Hong I had a look just now and was able to successfully submit a ticket. Are you still running into the same issue? Does it happen after you try and submit a ticket? 

Hi @Olivia Henao ! You could make your trigger conditional so it doesn't apply to all cards on the board. One idea is to create a list called "New Requests" and have all cards that come from email default to that list. For your trigger, it could say "when a card not in list "New Requests" is added to the board".

Hi @Luiza Kotys ! Welcome to the community :) All the date change actions look like they were executed at the same time. Do you have another butler rule that triggers off a date change? Maybe test out the "when a card is added to list XXX" rule on a separate test board to narrow down if another rule is interfering with it?

Hi @Parth Agrawal ! A simple butler rule should do it. You can set the trigger to be when any check-item is unchecked, or a specific check-item. For the action, you can simply add a specific label, or replace a label by removing and adding another one like so:

Easy mistake! 😊 if you need someone to administer or moderate the board, that would be a use-case for inviting them to the board. 

The link you sent me is an invite link. If a board is set to public, you just need to copy the board URL from your address bar and send that link (i.e. this one https://trello.com/b/BdT59cpz/commission-queue)

Hi @Zico Sit ! Welcome to the community :) Yes, you can achieve this with butler automation. A simple rule that says something like "when a card is created, copy it to board X" should do it! Do the cards need to be synced in any way though? So if one card gets updated, the other also receives this update?

Hi @Faline ! Welcome to the community. Are you able to share the link to your public board? Here's an example of a public board that I just whipped up: https://trello.com/b/3Ur8sWjP/public-board This is how it looks when I view it in incognito mode: If a public member wants to make a comment, they'll need to sign in to do…

Hi @Dante Welcome to the community! Typically the member field is used as the way to communicate who's assigned to the card, but some people add themselves as members if they are a collaborator or want to be notified of the card. I'd suggest making it a standard rule that members should only be used as the assignee, and…