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Card Creation Defaults?

alaina Mogu November 27, 2019

Hi - Is there a way to create card creation defaults? IE anytime I create a new card on a board, a custom field box is automatically checked or a due date is automatically set? Thanks!

2 answers

1 vote
Esme Crutchley
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 30, 2019

Hiya Alaina

Just to add to @Mirek's answer, this is what I've got set up every time I make a new card:

Screenshot 2019-11-30 at 16.48.06.png For clarification, the CC stands for 'card created' so that I know when I made the card. I used to have this in a comment, but I like being able to see the CC date on the front of the card - this is a 'custom field.'

I also have the blue-button added to the card name because my Trello board sync with my Google Calendar and I like to have the visual representation to know what events are in my calendar and which events are linked to Trello.

I also played around with the comment, so I like to have the date in the format that I use which is YY-MM-DD, so every time I add a card to the board, it posts the comment so that I know what date and time I added it, in addition to the 'custom field' that shows on the front of the card.

This rule works for cards added/moved/created/copied, so basically any time anything is added to the board, that'll happen.

Hope that helps

Esme :)

1 vote
Mirek
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 27, 2019

Hi @alaina Mogu 

I think you should be able to achieve this with Butler Power Up - Rules (https://trello.com/power-ups/5935cab6b26816f9d49fd814/butler)

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