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How to move a checklist item from To Do checklist to Done checklist within the same card?

When I add a card, 2 blank checklists are added: To Do and Done. 

I will add items to the To Do checklist

When I check an item, I want that checked item to move to Done check list. 

Struggling :?

 

Appreciate the help

 

1 answer

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Answer accepted
Hannah Morgan
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 26, 2023

Hi @Service _ Warranty Ion Outdoors ! Welcome to the community 😊 I'm guessing the cards in your case are acting as some sort of project/client and the check-items are the related tasks? A common way to organise the board is to have the cards as the tasks, and then the vertical lists on your boards is your workflow (to do, doing, done). Like this:

images.jpeg

There's no one way to do it, so if you wanted to "nest" those tasks within a card that's also a very common way to organise the board. 

Is the goal to organise your checklists so you can easily see what's incomplete? You could just have one big checklist and then have it so check-items disappear when they're completed like this:

Screenshot_20231027_144351_Chrome.jpg

Or if you're really set on having a separate "done" checklist as well as marking items as complete, you could set up an automation to auto-move completed items to that checklist. It doesn't look like there's a straightforward automation to achieve this probably because it's not a very common workflow, but you should be able to do it by removing the item and the adding it to the done checklist.

Hello! 

Yes, each list serves as a list of action items per client. Although I agree with your suggestion to split out the lists in To Do, Doing & Done, the team does not use Trello and I am the person that manages service and warranty items for our customers. Our group uses OneNote to capture and track the info, then view on an iPhone :/ Trello is far easier for me to manage. I created a scheduled automation to email the lists, then distribute to the team. 

I want to automate for an item to be removed from To do list when checked, then add to Done list. I found How to from an earlier communicate request. The issue is that the statements don't line up. 

Trigger: When an item is checked in a checklist named 
To Do

Action: remove item "Checklistname" (In the community example: it is remove checklist item where I am being forced to Name the check list item) I can't do it. 

From checklist

To Do

Can you help me with how to not have to enter the actual checklist item name, please? 

 

Many thanks, 

Melissa

Hannah Morgan
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 31, 2023

Understood! You'll need to use a variable in this case. Try something like:

when an item is checked, remove item "{checklistitemname}", add item "{checklistitemname}" to checklist "Done", and check item "{checklistitemname}"

B-I-N-G-O!!

 

thanks so much for your help! I appreciate you. 

Like Hannah Morgan likes this
Hannah Morgan
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 31, 2023

Awesome!! You're very welcome 😄

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