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Checklist Items as cards in another board automation rule..?

Jaspreet Singh
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April 23, 2024

Hello,

 

A basic Trello user back to it after a long gap. I am trying to figure out how to achieve this automation for our immigration business:

List of Clients (First List) -> Pending Clients (a Card in this List) -> PR Clients (a checklist in this card) -> Lee, Adam, Ahmed, Katie (items in this checklist)

I want to set up an automation rule/s so that these checklist items (& whichever i eventually add) get converted into individual cards with the same title (Lee, Adam..) under PR Ongoing (Second List).

Please guide. Pardon my foolishness if its too basic/easy.

 

Have a good day!

1 answer

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Dreamsuite Mike
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April 23, 2024

Hi @Jaspreet Singh 

There is an article here that may help:

https://community.atlassian.com/t5/Trello-articles/Mikes-Trello-Tips-Parent-Child-Card-Linking/ba-p/2418149 

This explains how to convert checklist items to linked cards and how to reflect back changes from child card to parent card.  

 

I hope it helps.

Mike

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