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Automate - add a dashcard at the top of each new list

I have an archive board setup, where archived cards from multiple boards get moved. 

This board creates a new list at the start of each month that cards archived that month get moved into. 

When it creates the list you can automate it copying an existing dashcard into a named list, but you can't ask it to copy into the next list along. 

When creating a rule, you can set it to move a card to the next or previous list, but it appears that isn't an option when a date is triggering the action:


Option on setting a rule:
Options for rules.png


vs Setting a calendar trigger on the 1st of each month.


Options for calendar.png

I hope it's clear what I'm trying to do!



1 answer

0 votes
Hannah Morgan Community Leader Jan 31, 2022

Hi @Andrew Parker ! Would it work to create a list on your archive board called "Template" and just have a template dashcard in that list? So then the command would just copy that template card each month. So something like this:

copy dashcard.gif

Thank you Hannah, I didn't realise you could use {monthname} {year} in the 'list' field to define that the cards should be moved to the list you've just created. 

We're about to roll into a new month in 2 minutes, so it will be a good test of whether it works or not

Hannah Morgan Community Leader Jan 31, 2022

@Andrew Parker hope that works for you! Not sure what your rule looks like to move/copy cards into the archive board, but you could do something similar like "every month, move all cards in the "Done" list to list "{monthname} {year}".

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