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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"
Site Services Checklist:
√ Law Library Software
√ 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.
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