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How do I create dynamic checklists in Trello

Caryn Morgan
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May 22, 2023

I have a number of software installations that require different things based on the purchase.  How can I set parameters that then bring in the appropriate checklist into my card?

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May 22, 2023

An alternate option is to have it trigger off of labels instead. If you want to maintain lists for other means of organization.

when the orange "Software" label is added to a card without checklist "Software Checklist", add the "Software Checklist" checklist from card "ArchivedTemplateCard" to the card

Because labels can be removed (unlike Alex's solution), its good to ensure that the checklist only ever gets added once.

And though slightly overkill, you can ensure that the Software Checklist is always the correct one by explicitly pointing it to a source card (which can be hidden away by being archived)

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Alex Koxaras _Relational_
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May 22, 2023

Hi @Caryn Morgan and welcome to the community,

You can setup a rule to copy the checklist based on the list you create the card:

rule trello.png

So e.g. if you want to have a list for a "software" product you can create a card on the corresponding list and then the rule will copy the "software checklist" to these cards.

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