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Two processes/Automatisions - possible? (add checklist with deadline + new teammember autoadd List)

Edited

Hello,

in Engl. (bottom in german):

Business Class available - question if this is possible at all / currently:

Basic idea: the boss should see who has watched which document or (board:)training video.

Sequence:
If in a CARD, a member is added:
Automatically create with this member a checklist entry with a deadline of 10 days from creation date.
Send 4 days before expiration, an email to the person via email with Text123.
Send 1 day before expiration - Text456

***This is about checklist entries with deadlines***.

-----
Other automation:
When a new employee is added to the team, I want them to be automatically added as a member to all of the "Training Video" board cards at lists 01 and 02.
This would save me a lot of work with new employees.

Translated with www.DeepL.com/Translator (free version)

Thank you.

 

In German:

Business Class vorhanden – Frage ob das überhaupt / Aktuell möglich ist:

Grundidee: Der Chef soll sehen, wer welches Dokument oder (board:)SchulungsVideo angeschaut hat. Und die Mitarbeiter sollen auch selbst sehen, was sie abgehackt haben und was nicht.

Ablauf:
Wenn in einer Karte, ein Mitglied hinzugefügt wird:

Erstelle automatisch mit diesem Mitglied ein Checklisten Eintrag mit einer Deadline von 10 Tagen ab Erstelldatum.

Sende 4 Tage vor Ablauf, eine Email an die Person per email mit Text123.

1 Tag vor Ablauf – Text456

***Es geht hier um Checklisten Einträge mit Deadlines***

-----

Andere Automatisation:

Wenn ein neuer Mitarbeiter dem Team hinzugefügt wird, soll dieser automatisch als Mitglied in alle Karten des Boards „Schulungsvideo“ bei den Listen 01 und 02 hinzugefügt werden.

Dadurch würde ich mir bei neuen Mitarbeiter ein großteil der Arbeit sparen.

Vielen Dank und beste Grüße gehen raus.

2 answers

1 accepted

0 votes
Answer accepted

Ok, Solution is done with a workaround. Sorry, we would only Sell(Consulting) this, because it costs over 40 Hours and there are MANY Rules. We have now Templates / Workarounds. [Businessclass needed]

This was really really hard work for my employe. Hint: In some weeks he will forget it ;)

Still thanks all here.

have the solution - will post later - because its not so easy and maybe helpful for others.

need first finetuning ;)

1, NO SOLUTION - Because: Checklist ITEMS can have a deadline.. yeah thats great, but Butler or Overview cannot handle it....

2. Solution in work without Checklist Item & Deadlines.. And without Mirror Cards (Today they not released), but with Butler Magic. When its finished i will post here.  

Trello doesnt make it easy for us :D

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