Hannah Humbert - Simpla Workflows Community Champion

@Cory Bender there are such things as guests in Trello. If you only share at the board level, this user is considered a guest. This means they only see the boards that have been shared with them. This would make sense if you're working with an external collaborator, like a contractor, client, or freelancer. For your…

Hi @Bruce Midlock Trello doesn't offer that specific functionality natively, so in order to achieve that exact workflow, you would need to use a power-up like Unito's board sync. This would come at an additional cost, but they do offer a free trial if you're interested in testing it out. If you're open to using a paid…

Hi @Hannah Weiland you could try automate it with butler to make things a bit easier! Is there a certain event that would trigger a checklist being added to a card? For example, a new card is added to the board, a card moves from one list to another, a certain member is added to the card, a specific label is applied, etc.…

@Deborah Brown there are a lot of different ways you can approach it using butler; you could have the cards automatically copy as soon as they are added to the board, or filter it based on a certain criteria. For example: when the "master" label is added to a card, copy the card to the bottom of list "Inbox" on board…

Will the checklist and checklist items be the same each time? Similar to what's mentioned above, you could add all the checklists to a template card and have the button pull from that template card. E.g. add the "Main Assembly" checklist from card "Template" to the card, add the "Tasks" checklist from card "Template"…

Oops, sorry I misread your post. If everything's templated, then you should be able to automate it with butler. Do you want it to be triggered when you create a checklist item? For example, something like: "When an item is added to a checklist, add the {checklistitemname} checklist from card "Templates" to the card." So…

Hi, @Matt Juric Trello doesn't offer the ability to add a checklist item underneath another checklist item, however, you can create a sort of parent-child hierarchy with 3 levels using linked checklist items. This is useful if you need to add more information to the checklist items like descriptions, comments, or another…

There's a bit of information in this article under "Scheduled repeating cards".

I'm not sure if it's possible with Placker. With Unito you can map the board name into a custom field or the description. You can also auto-label incoming cards in the master with the board name. As an alternative, you could create a butler rule that automatically pre-fixes the card's name with the board name. This would…

@Grace Vargas you can just select the "+" to add the trigger without specifying the checklist ☺️

@Альона Пантелеєва welcome to the community :) on both the Standard and Premium plans, you can have an unlimited number of boards within your workspace, so there are no limits there. The same goes with members; there is no limit on the Standard or Premium plans. It would make sense to add the 11 employees as workspace…

@Deborah Brown welcome to the community :) how are you mirroring the cards currently? Are you using butler automation, a power-up like Unito, or something else? The answer will depend on what method you're using :)

@Vicki Rapson ok, gotcha, so you'd like the schedule to start next year? I'm not sure if you can specify that in the power-up 🤔have a look into creating repeating cards using butler. You can create a schedule command and it's much more customizable than the power-up. You can specify the start date amongst other things.

@Vicki Rapson welcome to the community :) can you share a screenshot of what you see? On my end, I can select a date e.g. April 20, 2024, and then it says it will repeat this card on April 20, 2025.

@Jonedaaa I believe it has something to do with the due date being complete. Trello no longer sees the card as due, so it doesn't apply to the trigger. If a due date is complete, you should also no longer receive the default due date reminders. If you try saying "when a card in list X with labels A and B is due, archive…

@Grace Vargas try something like this: when an item is checked in a card in list "Tasks List", find a card titled "X" in list "In Progress", and add item "{checklistitemname}" to checklist "Tasks" This will trigger when any checklist item is checked, so you might want to filter this further depending on your specific…

@Wynston Lyles welcome to the community :) can you share the rule you've created and maybe a bit more info about your workflow? You might be able to achieve it by using something like: "When list "B" has fewer than 3 cards, find a card titled "xxx" and move it to list "B"" I'm not sure this would make sense for your…

Hi @Scott Deranger welcome to the community! Board members can just follow the board and receive default notifications (see here). If the default notifications aren't enough, you can create custom notifications using butler automation. You would need to create a separate rule for each action you'd like the members to be…

That's true, there is some cost involved if you want to use custom fields. Have fun experimenting! 🧪

@Kelly Gabel yay glad that's working the way you want! 😄 it's pretty cool how much you can do with butler for pretty much free! 

Try this: when custom field "regex:/.*(Expenses|Revenue).*/" is set, set custom field "Profit" to "{{%Revenue}} - {{%Expenses}}" Regex is used here to create an OR statement; so you're saying: when either the expenses or revenue fields are set, then update the profit field. "Set" is when the field is either completed or…

Hi @STEPHANE TRICART welcome to the community :) you just need to tweak your rule's trigger a bit. There are a couple of ways to approach it depending on when you want the action to happen: 1. The exact moment a card is due: 2. Just after the due date is passed:

@Kelly Gabel you should be able to use butler to calculate that. Have a look at this article here down the bottom under Custom Field Arithmetic. Let me know if you need any help setting it up 😊

@Kelly Gabel can you expand a bit around what you want to achieve? It is possible to perform basic arithmetic operations with numerical custom fields, but it's pretty limited.

You're welcome!!😄 Easy to miss! Glad that's working for you now 😊

Hi @Catherine Sim welcome to the community :) Trello doesn't offer the ability to organise your boards in folders. You could pre-fix board names so it shows in a particular order like so: Or you could use the collections feature which is basically a way to categorize boards into groups (only available on the premium plan).

@monica_avila can you share what you tried? This is the rule that should do what you want:

Hi @monica_avila ! Just to clarify, are you wanting to populate a custom date field, or the default due date field? If it's the latter, you can use the below rule: when anyone enters a card description containing a date, set due on the date If it's a custom field, you can use wildcards to achieve this: when the description…

Hi @Tamás Mogyorósi ! Sorry for the late reply - I've been offline for a couple of weeks. It's not possible to customize the email sender or edit/remove the inscription at the footer of the email. You can add images to your email but it's not very customizable. The way to do it is using markdown. You can add the following…

@David Kesecker have you tried specifying the exact checklist in your rule as mentioned in my initial suggestion? It could be pulling from somewhere that has an outdated version of the checklist. I'm assuming you have a template card that has the newest version of the checklist, so in your rule you would say: "add the…