We are trying to find the best way to assign tasks to multiple users within a card

Chris Harman
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January 21, 2025

We have a process to produce a fairly technical report on a real estate asset and was wondering how we can best assign multiple users to a task AND is there a way to create a report for a user to understand what tasks they are assigned for an individual assignment (that is represented by a Trello Card). 

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DiMaggio Tucci
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January 21, 2025

Use automation. Here's an example:

When a user is added to a card, find a card titled "{addedusername} Report", and set card description to "{foundcarddescription}\nAdded to {triggercardname} on {date} at {time}"

 

If you want to create a report card if it doesn't exist, have a separate automation that does the above but starts with "create a unique card". It will create the report card if it doesn't exist. If it does exist, nothing will happen, so the original automation will handle that case.

You can edit the automation to put the card wherever you want it.

You can use similar automation to add a line when a user is removed, when a card that the user is added to is completed, and tons of other things.

You could remove the line in the report with a more complex wildcard automation, or have other automations to create monthly reports, for example. I have done this before. Let me know if you have further requirements and I'd be happy to assist!

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