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Thanks to everyone for their posts, especially some great tips on using Butler on day 6, automations are such a powerful part of Trello.
Today I want to save you time getting your cards created in Trello. Whether you are a sales team, an HR team, a marketing team or who knows what else. The first time you see cards getting created automatically from the form you published you're gonna be like
Sales team? Create a contact form for your website for people to enter their details, they then become a lead on your Trello board.
Content team? Create a form for people to make new content requests.
HR team? Use Trello as a simple applicant tracker with a form for people to apply for open roles.
Help desk team? Use a form for people to create new tickets. Set required fields to be sure people enter the data you need
Let's see how it works
Firstly get the blue cat forms for Trello Power-Up, just add it to the board you want to create a form for.
Drag and drop the fields you want onto the form
You can add your custom fields as well as attachments and labels.
Then publish your form
Because the data entered can be stored in custom fields you can make use of Butler automations, Trello exports and other Power-Ups which work with custom fields for things like reports and sending emails
That's all for now, enjoy the rest of your holiday countdown :)
Robin Warren
Rising StarFounder
Cherry Wood Software
17 accepted answers
4 comments