Hannah Humbert - Simpla Workflows Community Champion

@Devon Heroux are you using the old butler bot where you create rules in a separate application? Since Trello acquired Butler, it's now an inbuilt feature in all Trello boards. Try creating the rule with the new version - it should look like this:

@Shelley Barendregt no, Butler wouldn't sync comments, the cards would work completely independently from one another. It sounds like using Unito would be your best bet. With Board Sync, you connect boards together and you do have the choice to sync all cards from board A and board B, but you can also create rules to only…

Hi @Devon Heroux ! The way to go would be to use Butler to automate this for you. Do you use a custom field or label to mark cards that are high priority? Also, do you want the cards to copy to this list, or move? Depending on what you want, the Butler rule would read something like: "When the dropdown custom field…

@kbaumgardner no, you can use Unito on any Trello plan. It is a 3rd-party application though, so they do have their own pricing.

Hi @Shelley Barendregt ! Butler is able to copy and link cards for the moment, so this means the card is copied and attached to the card. I also know that Trello is working on being able to mirror cards, but I believe this would only be one-way syncing (so updates on your board may not sync back). Which Unito product were…

Hi @Lucy Nye Thanks for explaining all of that - sorry to hear you had a tough time with Unito. Agree it can be hard to dedicate time to these sorts of things, and it can get tricky, especially if there are lots of moving pieces. I would have offered to help, but I'm based in NZ and my working hours are generally opposite…

Ok, I see. Trello's native Team Tables would give you an overview of many boards in a table view which you can filter to see specific cards. If you're looking to have an overview as a master board rather than a list view, Unito would be the way to go.

This would create a copy of the original card though, it's not the same card living across different boards meaning updates to cards will also update the copies. Would you need syncing functionality? 

Sounds like you're referring to Jira maybe?

It's not possible to create custom fields at the card level - only at the board level. This is the case with all power ups I believe. Would it make sense to split up the boards? It sounds like each template card serves a different function/workflow. I don't know your process in depth, so this might not make sense for your…

If I understand correctly, the statement would be: When a card is added to the board, copy the card to the top of list "new" on board "X", and copy the card to the top of list "new" on board "Y". So you're creating a trigger with two actions of you need the card to be copied to two boards.

I would recommend using Unito board sync to connect your boards into a master Dev planner board. The idea is to connect the relevant boards, and then set the logic - for example "all cards labelled with "Dev" should sync to the master planner board". You could have it all syncing one-way to the master, or set it to…

@Lucy Nye because the start date field is new, Unito doesn't currently support it, but it's planned to be released in the next few weeks I believe! It sounds like Unito would do what you want - what do you mean by "it duped an entire board instead of updating"? What was the expected vs actual behaviour?

@Silvia Pineda I wouldn't recommend assigning cards to multiple members. It's best to assign the main owner of the deliverable, and if there are multiple people that need to collaborate on this deliverable, break it out into check-items and assign those items to the relevant members. Once all the check-items are complete,…

Hi @kbaumgardner ! Are you able to expand a bit on what you mean by "high level content"? Are you looking to flag specific cards (like milestones for example) from the origin boards and sync them into a master board?

I can help on the Unito end if you need. It might be easier to do a quick screen share, so if you're open to that, let me know and we can set something up :) 

You would need to upgrade to the Business plan to use the Team Tables feature which gives you an overview. This is only in a list-view though, so if you're looking to see a timeline/Gantt chart view, you'd need to use a paid power-up to achieve this. If you'd prefer a free option, I'd recommend exploring Clickup or Asana -…

Hi @marcus_osterdahl ! For the moment, Trello doesn't support "multi-homing" of cards. However, you can achieve this with a 3rd-party like Unito! Happy to help answer any questions on how that works if you need :) 

@Axel Hoga Mirroring what SGi Admin said - Unito would be the way to go to create this workflow. I'd be happy to help guide you on how to build it in Unito if you need!

Hi @Catherine Ashton ! You mentioned Unito - are you already using this to connect your boards? You should be able to achieve this with Unito alone. If you want to use Butler, I can think of a way to achieve it, but it would involve a lot of rules. Here's what they would look like for each board: Grant writing calendar…

Hi @Julika Zimmermann ! How many clients are you working with? Would it make sense to create a dedicated board for each of your clients? That would answer the question of seeing all the cards related to a specific client. You can then mirror cards from the origin board to the respective client boards to ensure they stay in…

Yes, the idea with Unito is to set up the rules between your boards, and once that's done, Unito would just work in the background and automatically sync your cards based on your rules. For example, only sync cards with Yael as a member to "Yael's to-do board". Now anytime a card gets assigned to you from any board, it…

Hi @Synesia ! Trello doesn't have a native way to achieve this for the moment, but you can accomplish this using a 3rd-party tool like Unito. The idea would be to create a master board that consolidates all necessary cards, and from that master board, you can use Trello's native calendar view. If you're interested in…

@Daniele Semeraro this chrome extension might help: https://chrome.google.com/webstore/detail/ultimello-the-features-pa/hahbfgjfimnmogoinnenhheepfcphnmm The idea would be to use a numerical custom field using the custom fields powerup, and the chrome extension would sum up the values from all the cards in each list. 

Hi @yael.sherill! I'm not sure if there's a way to prevent the cards from opening in a new tab. Is the ultimate goal to just work out of one place, rather than many boards? If so, there are a couple of solutions to that: 1. Use Trello's team table. This will give you a view of all cards in a table view, and you can filter…

Hi @Jill Kennelly Card mirroring would be the way to go. Trello is about to release the ability to mirror cards, but I believe they would be read-only. So if you made an update to the mirrored card, that won't sync back to the original card. Unito would allow you to build a workflow where any card you assign to a team…

@dgutierrez also mirroring what Zack said - Unito should be able to achieve what you want. It basically allows you to build workflows between your boards. I've worked with clients who have the same use-case, so if you need a hand with getting started, let me know!

@Jacquie Polanco mirroring what Michael said - using a tool like Unito could work really well. This would enable you to keep the teams in their respective tools, and gave a 2-way sync. If you need a hand with getting the integration all setup, I'd be happy to help.…

Power up is here https://trello.com/power-ups/595e989fa8f137d2af456fd4/boards-connected-and-synced-with-unito And website is here: https://unito.io/

You should see it there when selecting "due date".