Comments
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This could be done with automation. You would need several things. * A 'lookup' card with the member information * It would have to be that you build the checklist from a checklist template so that on the working card, only when an item is checked, does the next unchecked item get added. * When it gets added, you could do…
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Yes this can be done with automation and works well but it is very convoluted. It is worth looking at the planning power-ups like Planyway to get similar capability
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A free way to do this, which gets you it in tabular view would be to use Dashcards.
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Hi Greg, I have pre-built automation libraries for the following recurring task scenario: Recurrence of tasks set daily, weekly, monthly, 6 monthly, yearly. New card created. Upon completion of a card, reset the date to a years time (as your example mentions) I would tend to side with making a new task for each recurrence…
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The beauty of Trello is that it is a blank canvas but that often is its curse, there are so many ways to use it it and it is so open to different interpretations. It really depends on your use but some reasons I would use a new board would be: Different context, often involving different custom fields. For example I would…
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Hi Lili, There are various ways you could do this, for example: * Natively in Trello you could have a second board that they are a member of and mirror the card on it with only the information you want them to see using Trello automation * You could look into using Hipporello, which allows for access to a portal which can…
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Hi Chandler, Always great to see someone from hospitality interested in Trello, there is huge potential in that industry. You don't have experience in writing proposals but that is okay. 90% of the time a deck of slides does nothing more than distract people. I have spent my working life proposing solutions to sceptics so…
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I really hope Trello will provide us with variables for dates and members of checklist items. I would also like to see the same filter options available for when a date is set. I've been crying out for this for ages. I have come up with some pretty ugly ways to circumvent it but this is the simplest... There is a textual…
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I think Trello must playing with Checklists, one of my clients has lots of card links in checklist and they aren't formatting correctly for him and all his users, however, my account on his board seems to have gotten an upgrade
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You can add a picture to a card and pin the card to the top using a label and automation command to sort the list so that the card is always at the top. Remember you can use GIF's too, which people seem to love or hate. I would also recommend: * Dashcards as the header cards Dashcards Powerup * TinyPowerups Card Covers to…
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I'm not sure if this will work for you, its a very simple example: * Create a custom date field * Automation: "When card due date is set, set the Date custom field to {cardduedate}" * Automation: "When an item containing 📅{* } is added to checklist Tasks, set the item due on date in custom field "Date" minus {wildcard1}…