Repeated Tasks

[Ahmed Afifi]

What is the best, most efficient, simplest way to just add regular tasks to repeat.

For example, 3 times a week a team member to do task X.

How can we make a card repeat on the next selected interval (weekly for example) after the current active task X is completed or whatever? Thank you

Card Repeater does not change the dates and Planyway is too complex and offers things beyond the scope of simply repeating a quick task.

[Stephen Wright _Elabor8_ · Accepted solution]

Hi @Ahmed Afifi 

Butler, Trello's built-in automation tool might work!

Butler is labelled "Automation" in Trello, available from the buttons near the top of your board. 

Specifically, I think Calendar Commands would be worth checking out for your need - with options to set date fields based on various actions.

If you'd like help with a specific command - let us know the details so we can assist further!

Ste

[Ahmed Afifi]

Thank you. Butler opened up a new world for me. 
it doesn’t seem like you can add 2 Date Actions. 
what’s the logical process for completing a task and then repeating the card in the future? 
set due date as checked.

then created a new card with the same information on the new day!

thank you 

or is there a better logic?

[Stephen Wright _Elabor8_]

Hi @Ahmed Afifi 

Can I confirm is the need (option 1)...

• Task will be completed 3x a week
• Task 1 is closed on a Monday, Task 2 should then immediately generate with a due date X days in the future
• Task 3 will follow a similar path, and generate when Task 2 closes

Or (option 2)...

• Task will be completed 3x a week
• Tasks will be created on specific days - eg. Monday, Wednesday, Friday

Both are possible using Butler, but use different commands to accomplish them :)

Ste

[Ahmed Afifi]

I would like to learn both for my education.  But it seems for this first task we decided to repeat it Mon thru Friday ☺️. Any advice is appreciated.

[Stephen Wright _Elabor8_]

Hi @Ahmed Afifi 

I've listed both options below (option 2 should meet your current need).

---

Option 1

This option uses the "Rules" command from the left-hand menu

• Trigger: Card Move
  
  • Use the - when a card is moved into list - trigger
    • Filter (icon next to when a card...) - filter for the relevant unique parameter to identify this card, eg. a label, or custom field populated, etc
    • Action = moved into
    • List = Done/Closed
• Action: Add/Remove
  • Use the - create a new card - action
    • Set relevant parameters from here - eg. card name, description, date fields, etc
    • You can use variables to copy data from the "trigger card" and the new one - eg. {triggercardname} would copy the title into the new card - see more on variables on this help page

---

Option 2

This option uses the "Calendar" command from the left-hand menu

• Trigger: every <day here>
  • You can set day/time
• Action: Add Card
  • Set relevant parameters from here - eg. card name, description, date fields, etc

Note: You need 3 separate rules for this - catering for each day a Task is created

---

Let us know if these work for you!

Ste

[Ahmed Afifi]

Perfect and thank you. Another new world has been opened. I am grateful. 

[Stephen Wright _Elabor8_]

No worries :)

If this answer helped resolve your query, could you accept it? This helps other users who might find this question in future understand the answer can help them!

Ste