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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.



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

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