Automatic priority ranking (and sorting) by synthesis of notes assigned by multiple users

[TINATUR - Cyrille MENGUY]

Hi there,

We are four small companies partnering in the use of a software specific to our activities. For its development we use an IT service provider.
We therefore use Trello for pooling development requests, monitoring their developments, report bugs,...

But, until today, the use of Trello is really satisfying, and it's for one reason: the development cards are not sorted by priority.
It would be easy to 'manually' assign a priority to each development card if only one person decided. But we use Trello precisely for sharing and joint decision-making. That's why prioritizing the cards must be done by synthesizing the priorities given by each of the four partners.
So, I would like to set up a system allowing each of the four partners to assign to each card a rating, for example, of importance and urgency, and that a calculation make a synthesis of these ratings in order to automatically sort the cards by the priority resulting.
However, after various attempts using custom fields, automation, voting power-ups or calculated fields... I have never managed to set up a system that responds to this process entirely.
And yet I am sure that we are not the only ones to use Trello exactly for this type of use and that it must be precisely the collaborative tool adapted to do this type of thing... but for the moment I don't know how to go about it..

That's why, I welcome any help from the Trello community.
Thanking you in advance.

Cyrille
In charge of setting up and monitoring the collaborative tool ;-)

[Dreamsuite Mike]

Hi @TINATUR - Cyrille MENGUY 

There are all sorts of very clever and complicated ways I can think of to achieve this but...

As you are just 4 companies, could you just have a custom field per company?

There is a row per company

The rank is set automatically based on this logic:

Urgency	Importance	Rank
Urgent	Important	1
Urgent	Not Important	2
Not Urgent	Important	3
Not Urgent	Not Important	4

You need the following automations for this:

when custom field {*} Importance is set to "Important" in a card with custom field "{wildcard1} Urgency" set to "Urgent", set the custom field "{wildcard1} Rank" to 1

when custom field {*} Importance is set to "Not Important" in a card with custom field "{wildcard1} Urgency" set to "Urgent", set the custom field "{wildcard1} Rank" to 2

when custom field {*} Importance is set to "Important" in a card with custom field "{wildcard1} Urgency" set to "Not Urgent", set the custom field "{wildcard1} Rank" to 3

when custom field {*} Importance is set to "Not Important" in a card with custom field "{wildcard1} Urgency" set to "Not Urgent", set the custom field "{wildcard1} Rank" to 4

There is an Overall Rank, that averages the 4 values, set by this automation

when custom fields "C1 Rank" and "C2 Rank" and "C3 Rank" and "C4 Rank" are completed, set custom field "Overall Rank" to "({{%C1 Rank}} + {{%C2 Rank}} + {{%C3 Rank}} + {{%C4 Rank}}) / 4"

Finally, you want to sort cards in the list by the overall rank

when custom field "Overall Rank" is set in a card, sort the list {listname} by custom field "Overall Rank" Ascending 

[TINATUR - Cyrille MENGUY]

Thanks a lot for your answer!
With the given tips i'm reconsidering the things to go further.
But i can't find the reference documentation for automations. In fact i'm french and it seems that i can't reach the english part of Trello's website from searches on google.
could you please give me the direct link to the reference documentation for automations please?

[Dreamsuite Mike]

Try this link:

https://support.atlassian.com/trello/docs/butler/