Need to to create a rule please

nicola_hall
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November 23, 2024

Hi, I want to create a rule, where when it turns Monday, all the cards from one list automatically move to another list.  

I can't for the life of me figure out how to do it.  

Any suggestions would be greatly appreciated. 

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Liz Tanner
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November 23, 2024

Hey there, @nicola_hall, and welcome to the Atlassian Community! 

Finding the Automation menu can be tricky, since it is labeled with a lightning bolt just to the left of your profile image kin the top right corner (see attached image). You will:

1. Click on that lightning bolt, which opens the Automation menu

2. Select Rule

3. Select Scheduled in left hand menu

4. Select "Create Automation"

5. Select "+Add Trigger"

6. Set "Monday" on the 2nd row. Then, select the "+" button

7. Select "--> Move Cards"

8. The first row is where you will set your full list of cards to move to its destination list. Once you are done, select the "+" button on the far right of that row.

9. Select "Save"

And, you should be good to go with your automation! If you ever want to set a similar rule or forget the steps, the Trello documentation for this rule are here at "Create and manage automations" if you scroll about 2/3 down that page.

 

I hope this gets you set and feel free to @ me on this comment if you have an issues or questions!AutoMenuBolt.png

 

nicola_hall
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I'm New Here
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November 23, 2024

@Liz Tanner you are amazing! 
Thank you so much.  Really appreciate you!

Like Liz Tanner likes this

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