I have a main project board where all incoming leads begin. They go through a few stages before a full project board is created.
I'm wondering if there is a way to have an action (moving to a particular list/clicking a butler button/etc) that would trigger two things:
I've been able to easily copy the card (using a rule) to the top position of an existing board, but cannot find a way to have it first create the new board. Any suggestions appreciated!
@Pamela Sandall this is the exact workflow I used in my introduction to the Trellinator system:
You can see a video showing how this works on the Trellinator homepage
Hi
Open a card, on the right hand side, you can chose the "Nested" option to create a board from the selected card.
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