Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

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
4,464,407
Community Members
 
Community Events
176
Community Groups

How can I add a series of cards, with different due dates for a client?

We use one board for our workflow of onboarding, creating and approving creative, and mailing advertising for clients. Clients have the same due dates each month. 

 

When we onboard a new client, I would like to be able to create 12  cards for annual agreements, based on these due dates, but I want these cards to be from a completed onboarding template card.

 

I've messed with Placker mirroring and Butler, but nothing seems to be able to take existing dates and make a set of templated cards due on those dates.

 

Help?

1 answer

0 votes
Cody C_ Atlassian Team Mar 04, 2022

I think what I would do is create a Card Button that repeats a pattern of Copying the Card, then moving its Due Date to "the same day next month". With that, you could create a new Card for your client using your Template, set a Due date for it, then click the Card Button to begin copying it according to your rule.

In my example I'm copying the card 4 times, but you could create a rule with a similar pattern that would copy it 12 times instead. Something like this:

Image 2022-03-04 at 3.16.19 PM.jpgFollowing this pattern, you would end up with a set of cards like this: 

Image 2022-03-04 at 3.17.43 PM.jpg

Suggest an answer

Log in or Sign up to answer
TAGS

Atlassian Community Events