Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Setting up Butler workflows across boards

Hello,

I'm trying to figure out how to create automations across boards, and perhaps I'm just overlooking the obvious.

First, creating a report.  I understand how to create a report within a board.  But I want to create a report based on one board, then have it appear in a master board, ideally in a card specific to that board in an attachment or comment (not in the description).

Second, I've been trying to play with some of the native features, but is it possible to set a rule that when a card is moved to Done that a checklist on a master board is automatically checked?  Or even create the card as an item in a checklist on the master board when it reaches Done?  I don't want to mirror cards to the master board, only provide a high level update or status.

Hope that makes sense!

Thanks,

Julia

 

1 answer

0 votes
Iain Dooley Community Leader Jul 23, 2020

@Julia Barbalace 

First, creating a report.  I understand how to create a report within a board.  But I want to create a report based on one board, then have it appear in a master board, ideally in a card specific to that board in an attachment or comment (not in the description).

When you create a report, you can assign it to a variable and then post the content to the description or as a comment on another card, and you can create that card in:

2020-07-24 at 3.19 pm.png

Second, I've been trying to play with some of the native features, but is it possible to set a rule that when a card is moved to Done that a checklist on a master board is automatically checked?  Or even create the card as an item in a checklist on the master board when it reaches Done?  I don't want to mirror cards to the master board, only provide a high level update or status.

One option would be to link to the card on which you want to check the item, by sub-tasking from there in the first place, I wrote about sub-tasking with linked cards here:

https://community.atlassian.com/t5/Trello-articles/Trello-Subtasks-with-Butler/ba-p/1060392

Hi Iain, thank you for the reply!

I'll take a look at the report option.  But this would need to be as a button, a more manual effort vs. setting automation?  I'm hoping to be able to schedule a report to run on a date/time for one board, but show up on another board (e.g. a status report for management so they don't have to go digging into the other boards to figure out what's what).

I'll take a look at your sub-tasking article and see if that helps.  I do a lot of this already, outside of Butler, with checklists that link back to other, more specific, cards.

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Trello

📹 What is Trello?

Hello Community!  My name is Brittany Joiner and I am a Trello enthusiast and Atlassian Community Leader. I'll be sharing with you a series of videos with my top tips on how to best use Trello...

780 views 13 30
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you