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Pre-made Checklist sheets

Jen Hobbs I'm New Here Oct 15, 2020

Can I make saved checklists that can be applied to a new board, depending on the topic that would be easily selected? AKA - we are in mortgage, so a VA Purchase checklist, REFI checklist, etc depending on the loan type for each? Thank you!

1 answer


you can use a butler rule like this 

when custom field "loanType" is set, add the "{{%loanType}}" checklist from card "saved checklists"  to the card


Create a template card named "saved checklists" containing all useful checklists. 

Create a custom field "loanType" dropdown type with all checklistnames. 

After having created a new card, set the custom field, 

Verify that appropriate checklist is copied to the new card. 

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