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Repeat cards with the ability to manipulate independently


Hi there, 

Is there a way, for example, to create a card, have it repeat as a "placeholder" and then be able to update each card independent of each other without affecting future cards?

As an example, I want to track monthly bills and put a "placeholder" card on the 1st of each month and then I want to be able to open any given month's card and change it for THAT month only, without having future cards change if that makes sense?

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Luciana Munhoz
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Mar 14, 2023

Hi David! Welcome to the community!

Yes, it is possible to create a new card to track your monthly bill and you can update just the card for that month.

That could be done in several ways, but I'll give you 3 examples so you can see which best is closer to your needs. But you can update it or add new actions that works better for you.

1- You can do it using automation, by creating a rule (automation > rules > calendar) where on every 1st day of the month a card is created in certain list. As example:

every month on the 1st, create a new card with title "{monthname} Bill" in list "Bills"

This will create an empty card with the title "March Bill" (the variable monthname will get use the name of the current month).

2- You can create a card-template where you can use it to create manually a card from that template. 

3- You can create a card-template and create a button (automation > buttons) to use on that template. So every month you click on that button and will creates a new card from the template with the name of the current month to a certain list. As the example below:

copy the card to the top of list "Bills", and rename the card to "Bill of {monthname}"

Here's some documentation for additional information.

Card templates:

Hope that can helps you!

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