How do I create a task list for a functional role? For instance I have a project that has multiple roles that will contribute to, can I create a task task for a role from a template and apply it to that project? Can I create a custom task list that can be saved? Can I modify task list, adding or deleting tasks, from an existing list?
@Sherman Klassen you can create a checklist and use that in multiple cards. For instance, you can have a checklist for designer tasks, and add a series of tasks there. Then when you want to add this checklist to other cards, you just click checklist and then copy from, and select that checklist to add it to a card!
You could also have an entire card that is a templated card- just create the card with the checklists and labels etc that you want and then you can easily create a new card that will be just like that templated card!
Let me know if that helps!
I was looking at using functional Roles more like this, can I do this?
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@Michael Lawrence hmm, as far as I know, there's definitely not a simple way to do that out of the box. But i bet you could build something like that with Butler? Tbh, might not be worth the complication to build, since I think there'd have to be quite a lot of workarounds, depending on how complicated the checklists are. But i guess in theory you could have a custom field on the card with the trello username of the person who is the seller, another field with who is the agent, and another field with the person who is the coordinator.
And then you can make a rule that builds the checklist as those roles are assigned. So as the "seller" custom field is set, it will add an item to a checklist and add that person to the item. Like this, but you'll need to duplicate the last two steps for each item on the checklist.
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