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

Matthew Goodman
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February 26, 2022

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 Curry
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 4, 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

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