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How to reference a specific cardname when auto generating new cards?

scrawford
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June 30, 2023

Hello,

I am hoping to use Trello for automating new cards that give tasks to a variety of team members. I have already seen that it is pretty easy to create a rule that adds a few new cards to a to-do list when a new card is added to a "New Project" list. However, I want more customization over the name of those new cards that are automatically generated. How can I create custom cardnames in rules that take {cardname} (from the card added to "New Project" list) + "Given Task?"

For example, let's say I added a new card to the "New Project" list that is named "Starbucks Website." With the help of my rule, three cards are automatically added to the "To-Do" list called "Upload Images," "Install Plugins," and "Setup Site Theme." However, these auto generated cards in the To-Do list are not helpful unless there is only one current project; otherwise, there is no way to distinguish cards between multiple projects. My goal would be for the auto generated cards to be named "Starbucks Website - Upload Images" and "Starbucks Website - Install Plugins" and so on. Any ideas on how to do this? Thanks

 

Sincerely,

Stevie

1 answer

1 vote
Dreamsuite Mike
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 1, 2023

I would do this by using a checklist from the project card to create the tasks.

Have the rules,

 

When a card is added to list "New Project", add the blank checklist "Tasks" to the card

 

When an item is added to checklist "Tasks" in a card in list "New Project", convert the item to a linked card in list "To-Do" and renamed the card to "{triggercardname} - {cardname}

 

With these rules in place, when you add a task item to the checklist "Tasks", it converts it to a card in To-Do and renames it.  

You can also do this to automatically check the item off in the project card once the task card is done:

 

When a card is added to list "Done", find the first card linked in attachments and check the item {triggercardlink}

scrawford
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
July 5, 2023

Hey,

Thanks for your help. The checklist is definitely the right way forward with this. I made a few changes to your ideas to allow more customization with the names. Here are my rules.

when an item is added to checklist "Stevie Tasks", create a new card with title "{triggercardname} - {checklistitemname}" in list "To Do - Stevie" and add member @scrawford32 to the card, and set due in 70 days

when a card with the blue "Web Projects" label is added to list "Projects in Progress", add an empty checklist named "Stevie Tasks" to the card, add item "Install Plugins" to checklist "Stevie Tasks", add item "Setup Site Theme" to checklist "Stevie Tasks", and add item "Add Media" to checklist "Stevie Tasks"

Thanks for getting me on track!

Like Dreamsuite Mike likes this

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