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Checklist Template Question

hey there guru's!! 

thank you for reading this - hope you can help. this may be sorta long but it's so you have as much detail as possible. 

I created a card - on the card i made a checklist - i turned said card into a template - now when i make a new card, and search for the checklist - let's call it Basic Checklist - there's a basic checklist on a 5 dozen cards. the problem with that is on some cards, because certains steps aren't required, they get removed from the basic checklist. 

Is there a way to manage checklists in a better way or am i just in a pickle? 

Also, if a card is completed, is there a way to not have it show up when one searches for a checklist? 

How do you guys manage templates and checklists? I'd rather not have another powerup bc my manager is all like, 'what's all this crap up here' bc they are too busy to learn new stuff. 

I hope someone can assist me here. Thank you for your time and insight!! 

1 answer

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milynnus
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Feb 13, 2023

@John Chambers 

try this to see it helps. 


Create a list of cards with checklist in it where the checklist name and card name is the use. Use this list as a lookup to find card by name and use the name to create the checklist on the trigger card. 

thank you @milynnus for the fast response - are you saying make the card and the checklist the same name?

I currently do create the checklist via a trigger - the trouble is, i have to sort through all of my old cards to find the checklist i want to use bc they've been edited or something. But if i understand you right, the same name idea could be helpful. 

milynnus
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
Feb 13, 2023

@John Chambers 

yes, that’s the design pattern I used for my clients. In most cases, it seem to work but obviously you have to figure how you want to integrate this into your existing automation. 

Like John Chambers likes this

I will certainly give it a go. Thank you again @milynnus 

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