Hi! Would love some help as I'm getting completely muddled.
I have an overarching Marketing Plan board, with all activities where I take notes during meetings.
Then a separate "doing board" broken down by month, week, day lists. I'd love to be able to when taking notes in the Marketing Plan board, create an item in the checklist of card and then when it has a due date assigned to it, have it automatically create a card in my "doing" board lists. So I don't have to duplicate across two boards which I can see getting out of date and not working quickly.
Any help appreciate on how to best do this.
Thanks so much!
Hi @Dominik Elias
It's Mary from Planyway calendar for Trello
Thanks @Maria , that was really helpful. How do you suggest I do the checklist completion rule? I cant figure out what I should select. Would it be a new rule, from my to do list board, back to the planning board?
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Your trigger might be as the 4th:
Apply the first rule:
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Thanks for your time in getting back to me Maria, but I am completely lost. Managed to get at least the checklist item creating a task in the doing board. Haven't figured out how to get the due date to come across, or how to close the loop with the checklist completion. But this will have to do for now.
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Can you share your current automation setup?
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when a due date is set on a checklist item, create a new card with title "{checklistitemname}" in list "To Do" on board "Marketing Daily Board", and move the card to the top of list "To Do" on board "Marketing Daily Board"
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