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Is there a way to use a rule or butler button to create a new board from a card?

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:

  • First, creating a duplicate board or using a template board, then 
  • Second, sending the selected card to the first position in the first list of the new board.

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!

2 answers


Open a card, on the right hand side, you can chose the "Nested" option to create a board from the selected card.

0 votes
Iain Dooley Community Leader Mar 02, 2020

@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

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