Hannah Humbert - Simpla Workflows Community Champion

@milynnus Ah you're right! That would make sense. I guess the only option around it would be to add your client to the board as an observer, or create a separate board for the client and just copy over the relevant cards that you need to share with them. This would require your client to create a login, but if they're only…

Yeah, there have been changes with Trello's attachment API so I believe all attachment URLs are going to be private. Maybe try this power-up https://trello.com/power-ups/60d93bb780ee244d5d2b1edd/external-share It's paid, but only like $1 p/month.

I would suggest looking into linked cards! Have a look here: https://www.loom.com/share/74d53d9e0ce640d38b4e773cbc3944c6

Hi Julie! Another option is using the calendar view/power-up. Here's a video that shows it in a bit more detail: https://www.loom.com/share/36c34a04e9764fd6910a0f8a2bb9f675

Got it! I've worked with plenty of clients that use both Trello and Jira in their organization. One client I worked with used Trello predominantly for the creative teams, and Jira was for more technical teams. Trello worked well for teams who preferred a more user-friendly/visual tool, and Jira was used more by the devs.…

Blue Cat Reports is a great power-up if you need to see the board (or multiple boards) in a list view. Could be a good option if you don't need all the features of the business plan 

Yep! It's a keyboard shortcut. You can use that in different views as well, like the calendar power-up, or just the native calendar/timeline views. I think what probably happened was that the board was filtered to only show cards with you as a member, and then the card you highlighted was added _after_ you applied the…

Yes, I guess in most cases, you wouldn't want to be notified of every single card on the board. Assuming it's a shared board with lots of cards assigned to different people, you would typically only want notifications for the cards assigned to you. If you create a board dedicated to just your tasks, I can see why you would…

@Flora yes, you should be able to achieve that! You can create different types of filters to determine what cards should sync. You could have it so only cards in one list should sync to another board, you could do it based on a label - so any card with a specific label across any list should sync. Same goes for cards with…

It sounds like you're wanting to create task dependencies/parent-child relationships, right? Potentially using checklists could achieve this for you? There are some other solutions mentioned in these articles here as well: https://help.trello.com/article/1165-task-dependencies…

What sort of projects/teams would be in Jira? Its main use is for bug tracking/agile software project management, so it would work well if you have technical teams needing a solution to manage their work. You could use it for non-technical projects, but it is a reasonably heavy project management tool, so not all…

@chrismilousis seems strange! That's definitely not the expected behavior. Are you sure there isn't another filter applied to make that card appear? Can you try clearing all filters and then select "Q" on your keyboard? 

@Thomas Benner you're welcome! Hope that helped :) 

@Leszek yes, it seems as though the reason you're not receiving notifications is that you're not a watcher/member of the card. It seems as though Trello doesn't automatically make you a card watcher even if you're the author of the card. Would you want to be notified of every card within that board? You can set up a Butler…

I guess it depends on your requirements and how you're using Trello. Business has more features than Gold. Gold is cheaper but only really gives you 2 extra power-up spaces and more Butler quotas. If you need >10 boards per workspace, different views, unlimited power-ups, advanced checklists, more security/user types,…

It's definitely still supported! I received emails today notifying me of a card due soon. Are you a member of the card or watching it? Do you see the notifications in Trello?

@Thomas Benner yes, you can filter your trigger. Just make sure you have the advanced option turned on 

@Kanchan Pasricha you need to make sure all members are on the destination board before copying the list over

Hi @Joanna Maslowska this post here might answer your question!

How about using a separate board to sync cards to if they have that particular label, and then just use that secondary board with your calendar? There are multiple no-code options to get cards with a specific label from your main board to the secondary board: * Butler This wouldn't necessarily be a true sync, but you could…

Unito has two power-ups: Mirror, and Board Sync. Mirror is at the card level and is a bit more of a manual process, plus you can only mirror cards within the same workspace as you mentioned. Board Sync is at the board level and you can sync across different workspaces. It's more automatic as you can set rules as to what…

Thanks, Laura! Understand Trello doesn't offer customization of notifications. Looking to set up a workaround - would you happen to know how to create a report with Butler to get a summary of certain notifications? 

You can do that via https://id.atlassian.com/manage-profile/account-preferences

1. Butler automation rules should be able to achieve this for you. You can trigger an email when a certain thing happens. The email subject and body can be customized to what you want and you can send the email to multiple people. You'll find the action to send an email under "Content" when creating your Butler rule. 2.…

@Brian Gross great! Unito could definitely help you build an overview dashboard. I've helped build very similar workflows in the past using Unito. There are lots of ways you could design the overview board, so if you need a hand, let me know!

To add on from the solutions provided above, you could also go to https://trello.com/{username}/cards and swap out the user name with your team member's username. This will show all their assigned cards and activity, and you can sort by due date to see what's overdue, what's due this week, etc. You can also access other…

Is the automation copying a checklist, or is it creating it from scratch? If it's copying a checklist from another card, it would just be a matter of editing the checklist from the origin card. If the Butler automation is creating it from scratch, you would just need to edit the rule, remove the action around creating a…

Hi Mike! For the moment, Trello doesn't have a native way of achieving this. I definitely think it's a needed feature, so I'd reach out to Trello and request it as a feature. The only way to see your upcoming check-items is in the "Home" section of Trello under "My Items".

Hi Tonima! Not exactly what you're looking for, but when you filter your board, it gives you a unique URL like so: You can bookmark these URLs and name them based on what the filter is (e.g. "Priority Items). If there are multiple filtered views you'd like to save, I'd recommend creating a bookmark folder so it would start…

What do the lists represent? Will the lists continue to be added over time? Potentially there's a different way to layout the board to make it easier to use? There is a chrome extension that allows you to "stack" lists which might help:…