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Managing yearly events

Lisa Hansell
I'm New Here
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December 5, 2023

I am new to Trello. When managing yearly events, what is the best way to "re-use" the same tasks each year? I created several Trello boards for yearly events and found them very helpful. But how can I use these same cards/tasks each year? If all my tasks have due dates and/or have been marked as done, is there a way to re-set all of it? Maybe I'm looking to create a template that is copied each year.

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Hannah Humbert - Simpla Workflows
Community Champion
December 5, 2023

Hi @Lisa Hansell ! Welcome to the community 😊 yes you're on the right track! One way to do it is to create board templates. Whenever you need to start planning an event, you can create a new board from your template and customize the newly created board with due dates, etc.

If you're on a premium or enterprise plan, you can convert a board to a template. Or, you could simply create a regular board, prefix it with "template" and just copy the board when needed.

Lisa Hansell
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!
December 5, 2023

@Hannah Humbert - Simpla Workflows thank you for replying. We are using the free version but deciding if we want to upgrade. The benefit of converting a board to template is one good reason.

0 votes
Mike - Dreamsuite Consulting
Community Champion
December 5, 2023

Hi @Lisa Hansell 

I think you can have 1 simple automation to get what you want:

Screenshot 2023-12-06 05.29.30.png

This same automation could be change to weekly, monthly, 6 monthly by adding more labels and change the move by...

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