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Trigger a Checklist item on a different card

Ashley Lyonwood
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September 12, 2023

I would like to know how to create an automation for the following:

 

When a particular item is checked off on one card, I need to notify a member that a checklist on another card needs to be completed. 

 

Is this possible? If so, steps? Since some items repeat across jobs, would I have to automate everytime the checklist is created?

 

1 answer

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Alina Kurishko
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
September 14, 2023

Hi Ashley, 

Welcome to the Atlassian Community! 

Depending on your workflow, there are multiple ways to accomplish that.

If you have 2 specific cards in mind, you can create a rule similar to this one:

when an item is checked in a checklist named "checklist_name", find a card titled "card_title" in list "list_title", and post comment "Please complete the checklist"

Alternatively, you can send an email to a specific email address, card members, or all board members:

when an item is checked in a checklist named "checklist_name", send an email notification to "email@email.com" with subject "Complete the checklist reminder" and message "Here is a reminder to check your checklist" 

You can also add more specifications to the checklist you have in mind when creating a trigger action. 

Both actions about posting a comment or sending an email can be found in the Content section of Automation actions. 

If you're new to Automation, I'd recommend taking a look at these pages:

Hope this helps! 

Alina | The Trello Team

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