Checklists not found in trello

Marco Di Iorio November 15, 2022

I have a couple of automations that will create a new card every day with a checklist that has a set of to-do items that my team needs to complete, however, whenever the card is archived, trello is then unable to run the calendar rule that creates a new card at a given time because it can't find the mentioned checklist.

 

Is this a bug, a lack of a feature, or is there something I'm doing wrong? I'd like the automation to create a new card every day with the same checklist, and for that card to be archived every day after it's fully completed.

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XLR8 Work
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November 15, 2022

Hi @Marco Di Iorio 

I think you have two options

  1. Create a base card to store your checklist in that stays on the board (or you could keep it on a different board) and never gets archived or deleted. Treat that original card as a template, or
  2. If you want to pull a checklist from an archived card you can do it by referencing the card directly like below, I have tested and confirmed this will still work even if the card is archived

Personally I prefer method one as you can update the template card if your checklist needs to be modified

 

Before archiving the card, open it, click share and grab the card link

Get card link.PNG

 

Then create a rule that references that card directly

Archived Checklist.PNG

Marco Di Iorio November 16, 2022

I will check this out! Thank you so much! Such a shame we can't just keep checklist templates.

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milynnus
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November 15, 2022

@Marco Di Iorio 

In general, the automation works on open cards. Archived cards are closed and therefore are not processed. 

Marco Di Iorio November 16, 2022

I know that now, such a shame :/

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