Add a member to the card when assigning it to a checklist

baptiste-gilles March 29, 2023

I cannot automatically add a member to a card when assigning this member in a item checklist.

Please note, I am talking here about assigning an item from a checklist to a member (Premium function) and not the simple mention in the item itself.

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Ashley Joyce _USWDS_Digital_gov Contractor_ She_Her_
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February 14, 2024

Hi! I wanted to bump this to see if its been solved. We're in desperate need of this functionality!

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Oday Rafeh
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March 29, 2023

Hi @baptiste-gilles 

it is not possible to automatically add a member to a card when assigning them to a checklist item.

When you assign a member to a checklist item, it only associates their avatar with the item and does not add them as a member to the card. (that's what I know!) 

You can manually add the member to the card after assigning them to the checklist item.

 

Regards

Oday

baptiste-gilles March 29, 2023

I'm disappointed to learn this. This should be an important possibility available to users.
Thank you for your reply.

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baptiste-gilles March 29, 2023

"You can manually add the member to the card after assigning them to the checklist item." That's what I do but there's no point in having automation if you have to add the person twice to a task.
Can we filter the cards visible on the cards of which I am a member + the cards where I am assigned in a checklist item?

Oday Rafeh
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March 29, 2023

Sorry @baptiste-gilles , there is no native way to filter cards by both being a member of the card and being assigned to a checklist item.

One thing You could use is a third-party Power-Up like Butler or Trellinator to automate this process.

With Butler, you could create a rule that adds you as a member to the card when you are assigned to a checklist item, and with Trellinator, you could create a custom script that filters cards based on membership and checklist item assignment.

 

I hope this helps!

Regards

Oday 

baptiste-gilles March 29, 2023

I have Butler, so how to do this ?

Oday Rafeh
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March 29, 2023

You can follow these steps:

  • Open the board where you want to create the rule and click on the Butler button in the top right corner.
  • Click on the "Create Rule" button to start creating a new rule.
  • In the "When" section, select the trigger that corresponds to a checklist item being assigned to you. For example, you can choose "When a checklist item is assigned to me".
  • In the "Do" section, select the action that adds you as a member to the card. For example, you can choose "Add me to the card".
  • Customize the rule as needed and give it a name.
  • Save the rule and test it by assigning a checklist item to yourself in a card.
baptiste-gilles March 29, 2023

"When a checklist item is assigned to me" don't exist :/
Capture d’écran 2023-03-29 à 14.36.56.png

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John August 9, 2023

Hey, @baptiste-gilles did you ever find a solution for this? I am trying to do something similar. We have subtasks in cards that are assigned to different users, and need a way to be sure those users are automagically added to cards where this is happening so the overall card task shows up in their workload stream tracking. 

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Kim
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March 15, 2024

Bumping this up as I'm struggling with this, too! Feels like a big oversight.

 

At the very least, an option to notify the Trello manager when checklist items are assigned but the card is not? 

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