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Can you copy / move an item to another list?

Hi, I'm new to Trello but getting my head around it quickly, I find it intuitive and useful. What I'm still struggling with is how to best definite my task levels, to be specific: I sometimes find it hard to decide where a task should be just an item in a checklist, or yet another card. I also can't think of a good example of how to use multiple checklists within one card.

My question is: what's the best and easiest way to organise my board so that I can move items from any list and any card to my "To do this week" list.

To give you an example of the structure I have in my head, let's imagine this:

Board name: Life admin

List name: Finances

Card name: Budget

This card contains a checklist with the following items:

- Dec 21 summary

- Jan 22 summary

- Feb 22 summary

and so on. 

What I would like to do is: move Dec 21 summary item from that checklist to my "To do this week" list, when I'm planning short-term goals, like a week task planning, for example. Or, set a due date on Dec 21, and use automation so that system does that for me each Sunday evening, by moving all items with a due date in the upcoming week to that bucket. 

It seems to me that it is easy to move cards around, and I've already applied automation to some cards, however, items of that level of details like I listed above, fit more into a Checklist in my head, than being separate cards.

I hope someone can help me here with sharing their ideas, thank you.

Ania

 

1 answer

0 votes
Sagar Rao Atlassian Team Feb 08, 2022

Hi Ania,

Trello is an open platform and people explore to find ways to use Trello! In your case, yes it seems your tasks are better off as a checklist but there is no option to move checklists. You can try converting the checklist item to a card and then move that card. 

A bit of a hassle but gets the job done :) 

Sagar

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