Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,294,569
Community Members
 
Community Events
165
Community Groups

Creating an email-to-board Card that is an a specific template

Is it possible to to have the email-to-card configuration automatically create cards that are templates?

1 answer

0 votes
Hannah Morgan Community Leader Apr 19, 2022

Hi @Stuart Gross ! Welcome to the community :) are you using the email-to-card feature or the email-to-board feature? The latter allows you to turn emails into cards by sending an email to your board email address, so I'm assuming you're referring to this?

And are you wanting these cards that come from email to turn into template cards, or are you just wanting them to have an existing template applied to them so they get specific labels, checklists, etc.?

Hi @Hannah Morgan , Thank you for the breakdown. I'm using the email-to-board feature and I'm looking to have an existing template applied to the card that was created. Thank you!

Hannah Morgan Community Leader Apr 20, 2022

Got it! Thanks for clarifying :) The only way to create cards from templates is to either open the template card and create it from there or select the template icon on the bottom right of a list. 

However, you can use automation to apply things to cards automatically if these cards are being created directly on the board, or coming from email or some other automation. What sort of information is in your template card? For example, if it's a label, checklist, and maybe some custom fields pre-populated, you could use butler automation to set these automatically when new cards come in from email.

So, let's say you have all cards from email being sent to an "Email Requests" list in Trello. The automation could say something like:

When a card is added to list "Email Requests", apply the "Request" label, add the checklist from "Request template", and set custom field "X" to "ABC". 

Would that work for your use case?

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Posted in Trello

Taco Tuesday: New years' resolutions with Trello

Congratulations to @Laura Holton , our latest winner of Taco Tuesday! And thanks to @Kristján Geir Mathiesen for sharing the picture of Taco having fun with his new friend  B...

2,303 views 28 40
Join discussion

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you