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

What's the best way to create a new board based on last year's completed project?

We run annual events. Each year we make improvements to our project to dos.

We have previously used Basecamp which has the option to create a template based on a completed project - all items are in their correct categories ('lists') and we only need to go through and allocate people and dates to each item.

Is there any way to replicate this process in Trello? I don't believe a template will work as we add new to do items as we go which we want to include in the following year, but other items may have been completed and moved to a complete list or archived already.

We could move all to a complete list but this is not ideal as it clogs up the screen and means we would have to reallocate every card to its correct list each year.

We would prefer to archive completed cards, but there doesn't appear to be a way to restore all archived cards to their respective lists at the end of the project, is there?

Would love any suggestions as to how to have the most up to date project list to start our event process every year, without a lot of admin moving individual cards around. 

We are on the free version currently but looking to upgrade to Business Class soon. 

1 answer

mm, how about just copying the current board. Menu>More>Copy Board. Then creating something in Butler (only enabled during this yearly event) that will go through all the cards, removing all people, due dates, etc? Comments and Activity are not copied over when you Copy Board

One way to do the rule is via Card Button:
image.png

You can also remove stickers or all manner of things as well. Be careful that the first command is Links and not Linked Items as that will add an attachment to every card. The last 2 command is just to clean up after itself.

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...

814 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