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Report for checklist due date: overdue

Hello fam,

 

I have a very mundane report automation need.

 

I'd like to create a daily email report. The report should include all the checklist items that have an overdue due date.

 

The way I use Trello is that one card has many different tasks with different due dates set.

 

Thanks for your help!

 

Ivan

2 answers

Hi @Ivan !

Silvia from Blue Cat here, we specialize in power-ups that focus on reporting and we love tracking cards in Trello 😺

Have you checked our reporting tool? You can easily create a list of overdue checklist items and set up a daily/weekly email update to any inbox.

When you sign up for a trial with us at Blue Cat, you can reach out to our support through the app and we are happy to help with creating a report as the above or anything else you might need.

0 votes
Brittany Joiner Community Leader Sep 18, 2022

@Ivan hi there! Hmm, so it might be a little tricky to do that because i don't think there's a ton of automation tied to the checklist item dates. Tbh i try to avoid using those advanced checklists for those reasons haha, instead if i want a checklist item, I'll usually created a link card checklist item and then keep those in sync, because there's a lot more automation with those cards! (See an example of how I do it here: https://youtu.be/IMaZ3tso914 )

So for instance, you can set that up, and then create a report that every day sends you a report of cards due today, or overdue cards. You could use a rule like this if you're working with cards: 

image.png

Is trello planning to create automation for checklists?
As I checked, there are a lot of people trying to use this feature. It would be beneficial to develop this further.
If I implemented your suggestion, it would create even more cards, which is not what I want.

I'm curious if you were aware that blue cat has this feature? They might be a helpful addition for your team. 

Brittany Joiner Community Leader Sep 22, 2022

@Ivan i wasn't aware! but i don't really use checklist items with members and due dates in my workflows so it's not something I've really researched much

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