Are you in the loop? Keep up with the latest by making sure you're subscribed to Community Announcements. Just click Watch and select Articles.

×
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

How can I use a checklist to COPY cards to a list on the SAME board?

Edited

We offer a buffet of services to our clients. So I have a checklist for the sales rep to check. 

I want to have each "checked" item copy over the cards associated with that "item"

Example 

Site Services Checklist:

√ Law Library Software

   Commissary

   Inmate Email

√ Inmate SMS

Only 2 are "checked" so I ONLY want the cards associated with those "items" to copy over to the board this checklist is on. 

Each service in the checklist has a "list" of cards. Be even better if the whole LIST for each Service could copy over to the new list. 

 

1 answer

0 votes
milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
Dec 20, 2022

@Mary Lawrence 
The is a find card under “cascade” you can use. There are 2 options there depending on whether the item is plain text or a card link. 

Cascade? I am fairly new to this software and roll. Can you walk me through it? 

Thank you

milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
Dec 21, 2022

@Mary Lawrence 

After setting up a trigger, the actions are categorization into different buckets eg checklist, fields, content...etc and one of the is Cascade

I can link back to the original card but I cannot seem to find a way to just COPY a card. Since I reuse these cards constantly and differently for each client, I want it to ONLY copy the card to the new list. Sorry I am so confused on Trello I really wish they had better training. I spend so much time watching video's and reading trying to find answers, I get little accomplished. 

@milynnus I did it! Thank you!!!! Using Cascade

when the "Fast Case" item is checked in a checklist named "Site Services Checklist" by anyone, find a card titled "Fast Case Sales Tasks" in list "Fast Case" on board "Fast Case Template", and copy the card to the top of list "Building Board"

SUPER appreciative!!!! I kept playing in Cascades and figured it out! TY TY TY

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events