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Is there a way to move a card to a different column and have the new checklist automatically load?

Angie Shupe
Angie Shupe November 14, 2021

I have templates created. When I move a card to a new column is there a way for that card to update with the template card I'm moving it to automatically? I'm currently having to copy and paste it.

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Hannah Humbert - Simpla Workflows
Hannah Humbert - Simpla Workflows
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November 14, 2021

Hi Angie! Welcome to the community :) Yes, definitely - you can achieve this with Butler automation. Someone asked about a similar automation in a post yesterday here.

The rule would look something like this for you:

checklist automation 2.PNG

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Angie Shupe
Angie Shupe November 14, 2021

Thank you so much!

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Angie Shupe
Angie Shupe November 14, 2021

I got it! Thank you so much!

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Hannah Humbert - Simpla Workflows
Hannah Humbert - Simpla Workflows
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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November 15, 2021

Awesome! You're welcome ☺️

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