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Help with automations - converting a checklist item with due date, into a card on a seperate board.

Dominik Elias

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 So I don't have to duplicate across two boards which I can see getting out of date and not working quickly.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!

Accepted answers

Mary from Planyway

Hi @Dominik Elias

It's Mary from Planyway calendar for Trello

Step 1: Create a Trigger Based on Checklist Items in Your Marketing Plan Board

Set up a trigger that listens for when a checklist item is added to a card, and perhaps when a due date is assigned to it. For example, your trigger could be "when a checklist item is added to a card with a due date."

Step 2: Set Up an Action to Create a Card in the "Doing" Board

For the action, select "Create a card" and specify the details you want to carry over, such as the name of the checklist item, due date, etc.
Choose the list in your "doing" board where the card should be created. You can specify this based on the due date or other criteria that match your monthly, weekly, daily list structure.

Step 3: Configure Additional Automation (Optional)

Due Date Triggers: If you want further automation, like moving cards between lists (e.g., from "Week 1" to "Week 2") based on due dates or completion status, you can set up additional rules in your "doing" board to handle these scenarios.
Checklist Completion: Consider setting up a rule that, when a card is marked complete (or a specific checklist item is checked off), updates the original card in the Marketing Plan board or marks the item as completed there as well, maintaining synchronization between boards.

All comments

Mary from Planyway

Hi @Dominik Elias

It's Mary from Planyway calendar for Trello

Step 1: Create a Trigger Based on Checklist Items in Your Marketing Plan Board

Set up a trigger that listens for when a checklist item is added to a card, and perhaps when a due date is assigned to it. For example, your trigger could be "when a checklist item is added to a card with a due date."

Step 2: Set Up an Action to Create a Card in the "Doing" Board

For the action, select "Create a card" and specify the details you want to carry over, such as the name of the checklist item, due date, etc.
Choose the list in your "doing" board where the card should be created. You can specify this based on the due date or other criteria that match your monthly, weekly, daily list structure.

Step 3: Configure Additional Automation (Optional)

Due Date Triggers: If you want further automation, like moving cards between lists (e.g., from "Week 1" to "Week 2") based on due dates or completion status, you can set up additional rules in your "doing" board to handle these scenarios.
Checklist Completion: Consider setting up a rule that, when a card is marked complete (or a specific checklist item is checked off), updates the original card in the Marketing Plan board or marks the item as completed there as well, maintaining synchronization between boards.

Dominik Elias

Thanks @Mary from Planyway , 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?

Mary from Planyway

Step 1: Determine the Trigger

Your trigger might be as the 4th: Снимок экрана 2024-02-22 151110.jpg

Step 2: Configure the Rule in the "Doing" Board

Apply the first rule: Снимок экрана 2024-02-22 151234.jpg

Dominik Elias

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.