Hannah Humbert - Simpla Workflows Community Champion

Hi @colleen ! Welcome to the community :) it looks like you have a restriction around who can be invited to boards. You can change this in your workspace settings here: If you can't see that, you'll need to ask a workspace admin to update it.

Hi @Helena Wiebe ! Welcome to the community :) I don't believe there is a way to add a description to a checklist 🤔 what would be the use-case? The only method I can think of is to create something that looks like this using emojis/markdown so it stands out a bit more:

Great! You're welcome ☺️

Awesome! Hope it ends up doing what you want.

Hi Brandon! Welcome to the Trello community :) Trello isn't really geared for email campaigns per se, so you might want to use a purpose-built tool like Mailchimp, Campaign Monitor, or a CRM like Hubspot or Salesforce that has a marketing hub portion. Trello could then be used to coordinate your campaigns from a sort of…

Awesome! Glad that helped. Yes, there's so much you can do with Butler! Wishing you all the best on your Trello journey 😊

Hi @Alex ! Welcome to the community :) you'll want to add variables to the body of the email in your butler button command. Take a look at this documentation around creating Butler reports and this one around variables. So you'll want to use something like this: [{cardname}]({cardlink}) {cardlabelnames} Hope that helps! 

Hi @YO ! What would the trigger be? Would it just be when all the items in that specific checklist are complete? Would something like this make sense?

They should work on existing cards as well as new cards. Can you try opening an existing card, creating a test checklist, adding some checkitems and completing all of them? Just looking at the date ones again, you might have to change these rules to due date rules depending on how you want the automation to work. The…

Hey @Anthony de Wouters to answer the part around having cards roll up to an overview board, what would be the purpose of the overview board? When you say parent-child boards, does the overview board act as a sort of high-level board containing the epics/milestones, and the child boards contain the tasks (so kind of like…

Hey @[deleted] ! Welcome to the community :) when did the triggers occur? Before or after the rules were created? I.e. let's say you created the 1st rule around all checklists being completed 7 days ago; is there an example of a card that had all its checklists complete <7 days ago? Just note that Butler automation isn't…

Do you have a premium workspace? If so, any workspace admin can see all boards within that workspace, regardless of if it's private or not. (see documentation here). If you want to make the board truly private, you might want to look at creating a separate private workspace and then move that board into the separate…

Hi @Merewyn ! Oh no, I'm sure it's recoverable! Are the actual attachments gone, or are the card cover images just gone? So if you open a card, do you see anything there within the attachments? Have you tried accessing Trello from a different browser/incognito browser? 

Hey @Isak Gunnarsson ! No, there is no way to modify Trello shortcuts for the moment. It would be cool to do that though! The only modifiable shortcuts I know of are in the Trello desktop app where you can set custom shortcuts for launching the app/creating a card from anywhere. Out of interest, what does the custom button…

Hi @Gawain Bonell ! Not sure if I fully understand the workflow, but you can use Butler board buttons to copy a full list of cards. It looks like your screenshot is from the mobile app, so board buttons work there as well. A couple of issues though with this workflow: 1. The cards aren't synced (not sure if you need that?)…

Hi Todd! Welcome to the community :) Billing works at the Workspace level, not the user level. So if you're working with an external person, and they have their own workspace that they're paying for, and you then invite them as a workspace member to your workspace, then you'll also need to pay for them. You'd probably want…

@tuuksijii Another alternative is to use the search function (trello.com/search) to do a filtered search using operators like is:archived board:"Board Name". So it'll look something like this: It doesn't look like it's sorted by list name, but rather when the card was archived. You could add a list operator onto your…

Hi @tuuksijii Welcome to the community :) when opening an archived card, you can see the list it's in here: However, when looking at the full list of archived cards, you're right that there's no way to organize them based on any criteria. As an alternative, you could look at moving these cards to a sort of "Archive" board…

Oh, I see! Well, it might work as well if you incorporate a "lookup" action to your rule so that the action of finding the custom field value is being applied to a different card rather than the trigger card. I guess this would only work if there was some sort of relationship between the trigger card and the lookup card -…

Oh :/ it seems to be working for me! This is how I've set mine up. Maybe it's not exactly what you're trying to achieve? https://www.loom.com/share/355c9a19055143968807cc47d5f3cfb4

Hey Robert! Welcome to the community :) just to make sure I understand, so you've archived a list and all its cards. You're now wanting to retrieve an item (card?) within this archived list. However, you don't want to unarchive the card, you just want to find it. Is that right? You should be able to search for it like so:

Hey Jerry! You want to be using the {customfieldvalue} variable to get the value of the field in your email. Try {{%Field Name}}{customfieldvalue}.

Hi Isak! Adding on from what Laura posted: Auto-create a new card when a card containing a phrase is moved to the "Done" list. Would there be any sort of logic around this, or is it more ad-hoc? As in, are there patterns that you could re-use and apply to many cards? If so, I'd recommend using Butler to automate that…

Hi Jen! Welcome to Trello :) It is possible to create a rule to copy cards from one board to another and set it to trigger on certain days of the week. You'll need to create a calendar command in Butler - something along the lines of this: I'm not sure how scalable this option is though for a few reasons: 1. The cards on…

Hi Elva! Welcome to the community :) the little eyeball icon you see there on the front of the card is actually letting you know that you're watching the card. You can manually watch, or unwatch a card, and you'll automatically become a watcher of a card when you're added as a member or @mentioned in a card. When you're a…

Hey Jerònia! There are a few options to achieve this: 1. The free option: use My Cards - this allows you to see a consolidation of all your cards in one view (you need to be added as a member of the card to see it here). You can then sort by due date to see your upcoming tasks. 2. Another free option: sync all boards into…

Hi Justina! Welcome to the community :) at the moment, Trello doesn't offer any native options for syncing cards or sharing only specific cards in a board. However, there are definitely ways to achieve what you want using add-ons! 1. Use the External Share Power-Up. This allows you to share specific cards with your…

Hey Codi! Welcome to the community :) yes, you can definitely create reports and set up regular emails to be sent to specific people! A couple options: 1. Butler reports - this is the native option. The idea would be to create a schedule command so it's sent at a particular time every day. 2. Use a reporting tool like Blue…

Hi Elroy! Yes, this is possible :) try: when a card is moved into list "Done", find the first card linked in the attachments, and check item "{triggercardlink}"

Hi @Copois Pierre ! Welcome to the community :) There's no real native way to see someone else's checkitems in a single place. However, if the checkitems have due dates, you can open the calendar view in your board (either the native calendar or calendar power up) and then use the board filter to filter on a particular…