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Question about how checklists are sorted in the drop down when "copying"

Jason Martin
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June 6, 2024

I use A LOT of checklists, and often use the "copy check list" feature. It's a huge pain to find the most recent list (or any list really) because I can not tell how those checklists are sorted or organized in the drop down. It would be REALLY helpful if that list was sorted alphabetically, by date saved, or add a "search" feature. 

If I am missing something please let me know. I has to go "checklist fishing" every time I copy and it feels stupid. 

2 answers

0 votes
Mutya A
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
June 17, 2024

Hi Jason!

Just reiterating what Hannah has suggested above. If you are copying checklists on a regular basis, I would highly recommend using card template to save your 'Master checklist'. You can even create multiple master checklists from this one card: https://support.atlassian.com/trello/docs/creating-template-cards/ 

Since this is sorted alphabetically, you can also name your card template in a way that you'll see it first in the dropdown. 

I hope this helps, but let us know if you have any questions!
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Hannah Humbert - Simpla Workflows
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 7, 2024

@Jason Martin I think ordered alphabetically by card name. Then under each card name is the list of checklists ordered alphabetically as well. Is there a checklist that you're using frequently? You could look at creating template cards and name them in a way so they appear at the top of the list.

Are there patterns that could be automated? For example, are you adding the same checklist when a certain event happens? You could copy checklists automatically when a card is moved to a certain list, a label is added, etc. using automation rules. Or, if it's more random, you could create a card button that copies a checklist automatically when you manually select the button. 

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