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Is it possible to automate set checklists, based on colour labelling of cards Edited

Hello all!

 

I am wondering if you can assist. I work in marketing and PR. As an example of some cards that may appear on my lists - Press Release, Newsletter, Blog.

 

The team have set checklists they need to work through for each type of work task/card. What I would like to know is, is there some way I can label a card, and when I apply this label, the checklist that matches the label will automatically sync,

 

For example. If I can somehow label when a card is a NEWSLETTER, I would ideally like a checklist to appear such:

as decide on aims, create text content, create graphics, input links, proofread, schedule.

 

At the moment we have not got a way of colour coordinating or labelling what a card is related to eg Newsletter, and we are manually inputting checklists on each card.

1 answer

0 votes
Iain Dooley Community Leader May 06, 2020

@Cairan Macleod yep you can do this with Butler:

2020-05-07 at 10.52 am.png

Hi Iain! Thanks so much for getting back to me on this.

 

Is there a way to pre-set labels: Eg anything with a RED label is a Newsletter, anything with a yellow label is a BLOG. And when I add these colour labels, Butler recognises these, and the checklist to match that label automatically appears on that card?

 

Sorry if this is making no sense, I am finding it hard to put into words.

Esme Crutchley Community Leader May 07, 2020

Hi @Cairan Macleod 

You can rename labels if that would make things easier for you?

On any board, go to Show Menu > More > Labels and click on the pencil - you can rename them:

Screenshot 2020-05-07 at 12.40.14.png

(Excuse these random labels - I have our Doggie board open at the moment, so I just took a screenshot of that!)

Esme :)

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