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Trello templates

dania jawad
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
Sep 24, 2023

Hi - I have a complex situation

I am using Epics by Screenful to organise my cards by hierarchy

My situation is I want to be able to add an Epic as a template and this will automatically add 3 new cards as tasks within that epic.

For example:

I want to create a template for 'Buy House' in the 'Projects' column :

When i add this template I want it to open a new card in 'Projects' column, and then 3 new cards that link to that Epic in the Backlog column with different names and checklists. Is this possible (even via zapier?)

1 answer

0 votes
Carolina Lopez
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Sep 26, 2023

Hi Dania, welcome to the Atlassian Community!

You can probably use Trello Automation for the situation you mention. Automation will allow you to create a card on a specific list and add checklists. Here's an example of a rule you could create:


I'm unfamiliar with the Epics by Screenful Power-Up, so I don't have information on how the Power-Up behaves with Automation. However, I suggest contacting their support and asking this question. You can find their contact info on the Power-Up page:

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