Automation for Completed Task Cards

Lucas Yoshida July 18, 2024

 

 

How can I automate completed checklists and cards to move to a "Completed Tasks" list? I would also like to ask for ideas and suggestions on how to automate and evaluate completed tasks in a more organized and productive way. Thank you very much for the help.

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Brittany Joiner
Community Leader
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July 21, 2024

@Lucas Yoshida to answer your initial question, you'll want to use a trigger for "when all checklists are completed in a card" 

image.png

and then choose the action for "move card to __" and pick your completed list!

You can find the automation section by clicking hte lightning bolt at the top toolbar in Trello and then choosing "Rules". Then go to the "Create Automation" and "Add Trigger" and in the checklists section, you should see an option like the screenshot above. 

Click the plue plus button at the end of the row and then you should see the "move card" action.

image.png

 

You can select the list you want to move to, click the blue plus button again, then save your rule!

Brittany Joiner
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 29, 2024

@Lucas Yoshida was this helpful? If so, would you mind clicking the Accept Answer button so folks who are looking for the same know there's an answer in here? 

Also, if you're wanting to learn more Trello, check out the Trello Trailblazers Atlassian Community Events chapter! We have events each month talking about how to do cool things in Trello: https://ace.atlassian.com/trello-trailblazers/

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milynnus
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July 18, 2024

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