Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Automate Checklist Updates

Ricky Hasan September 10, 2021

I have a rule in place that automatically adds a checklist to a newly created card, based on a checklist I created in a template card on my board.  As we are just starting out using Trello as a small company, we are still trying to figure out what items we want to add to a checklist.  Is there a way to have any new item added to the template checklist automatically flow to the other checklists on cards that were previously created?

1 answer

0 votes
milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
September 10, 2021

My guess is that you want to know where the checklist were previously copied into and or which of the cards are copies of the template card. For the latter the attribute sourceCard contains the id of the template card. For the former there is no such provision except for the fact that it is probably from the template card if the copy is of the entire template card. 

Unfortunately, that attribute is not available as a card variable. I created an extension to create a checklist of links of all the child cards for a template card to allow the child cards to receive updates from the template cards. That way you can iterate through it to add the new item to the copied cards.

See https://trello.com/c/1JfF1AZE

For details you can contact me - details can be found on my profile page. 

**Minor correction** : sourceCard is associated with the copyCard action

milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
September 11, 2021

@Ricky Hasan 

Add a demo video here. Will be available for a few days. Not sure how Loom handles the retention of videos 

https://www.loom.com/share/6b1193a7be304fc6938219324780e814

John Steenson September 12, 2021

Sorry incorrectly posted. 

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events