Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
Community Members
Community Events
Community Groups

Advanced Checklist Automation?

We use Trello daily for our Focus Room and Top Actions.  We also use it for new hires, and we manage their first 90 days with checklists of actions to get accomplished.  I'm looking for a way to create a list (Excel seems like the easiest) of actions, dates and members then dump those into a checklist and have it create the individual items in the list.

I can do this for checklists without dates and assigned members, but I need to do this with the dates.  The issue is we have 30-40 actions.  They start on day 1 of the new hire onboarding, and I would prefer not to have to go item by item to add dates and owners.  Is this possible?  I can't find anything to help.

1 answer

@John Cole 

I have worked with advanced checklist in several projects. The most recently is MirrorSync that supports advanced checklist.

I cannot recall a power up or services that does it. It is definitely achievable with code. Creating it on a existing card would be more challenging vs create a new card with the checklist.

One of the requirements is to ensure there is a proper translation of the assigned member to the idMember and a properly structured date.

I will insert here a service I built to created new cards with existing custom fields. The same concept can be applied to creating a checklist.

I have another project that turned numbered list into a checklist via an email. I would imagine that it can be enhanced to inspect each item for @username %date before creating the checklist on the card.

While I'm not as robust a user in Trello, I have some experience with different applications and automation?  Where would I start to learn to use code to accomplish this on my own?

So far, I'm trying Zapier.  I can use Excel to add items to the checklist, but I can't find a way to assign due dates to those actions.

@John Cole 

In Zapier you would probably be looping through an array to create the checklist. You will need to insert some code after the built, if possible, to update the items with idMember and the due date. I just checked Trello API for checklist, I am not 100% that has has the ability to update the idMember and due on an item. I am using a python wrapper but in Zapier you cannot import that library. So you need to pass the data to an endpoint to handle it for you.

@John Cole

Testing out this concept


 Screen Shot 2022-04-06 at 8.29.03 AM.jpg

That would be awesome. How would I implement something like that?

@John Cole 

Completed converting my email2board to handle the above.

A bit more work will need to be done to parse out the username and dates since I assumed that there is only 1 space between item name, username and date.

Update : more intelligent parsing implemented, with a register for board and user credentials

If you are interested in test it drop me a note. My profile page has my contact. 

Like John Cole likes this

@John Cole 

Zapier has a transfer feature that allows you to load data from Sheet or Excel and otheres. It can call a post request to create the Advanced Checklist with assignment and due dates. It requires a premium plan on Zapier/

An endpoint would look something like

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted in Trello

Taco Tuesday: New years' resolutions with Trello

Congratulations to @Laura Holton , our latest winner of Taco Tuesday! And thanks to @Kristján Geir Mathiesen for sharing the picture of Taco having fun with his new friend  B...

2,261 views 27 40
Join discussion

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you