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Can you add a time constraint to actions in Trello Scheduled Automation Reports?

Kamiah Overaa April 21, 2023

I've recently started using Scheduled Automation Reports to keep my clients up to date on projects.

Our lists per client are straightforward -  they are labelled:

1. To-do

2. In Progress

3. Testing and Sign Off

4. Blocked

5. Done

Using patterns, I have made these the headers for each weekly email report. However, I can't currently include "Done" because the list generated is too long for a weekly email.

Is it possible to add in some time constraint logic to Reports within Scheduled Automation? E.g., Create a report with all cards in list "Done", limited to only cards added to that list within the last 14 days?

The only other thing I can think of is to regularly archive cards from Done - but the alternative would be preferable as some tasks can be flexible in our industry.

Thank you!

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Dreamsuite Mike
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April 21, 2023

There are a few options I can think of:

  1. Your suggestion, archive cards when they have been in the list a certain amount of time
  2. You can use automation to set a due date in 14 days on the cards in done, then then when the 14 days has passed remove the due date.  Then in your report, you can filter only cards with a due date. 
  3. You could have 2 lists, Done and Closed. They sit in Done for 14 days before automatically moving to closed. Closed can be used to store cards that are closed - not done too.  
Kamiah Overaa April 24, 2023

Thank you Mike! I've gone ahead with option 3 - essentially using Closed as our own archive list without actually archiving. I've set an automation to move anything in Done 14+ days old to Closed every Friday, and then the Email Reports are created every Monday.

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 24, 2023

Glad I could help @Kamiah Overaa 

🙂

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