Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

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

Where does Butler look for checklists?

Edited

Hello I am new and testing Trello to see how I can make it work for me.

I want it to create a monthly task to produce a report on our advertising spend and conversions, etc. This involves several steps that should be in a checklist.

Butler allows me to trigger the task (create a card) on a schedule, and *seems* to allow me to insert a checklist into the card, BUT...

Where is Butler going to look for the checklist to use?

I did the only logical thing I could see as a test, creating a card on the same board with a multi-step checklist. I gave that checklist a name. Then, in Butler, I used the exact same name for the checklist to be added to the card that is to be created by Butler on a schedule. 

In my test run, I got an error, that the specified checklist could not be found. 

I don't know where to post a checklist, if I didn't do it correctly here. I created that checklist on a card, moved it over to a "Done" list and figured that, based on the name of the checklist, Butler would "find" it, but that did not work.

I don't see any other central place to post checklists...

Guidance appreciated! 

1 answer

0 votes

I have a Card that I've set to be a Template (one of the Actions you can select on the card) for a task that I do regularly and it has a checklist included. In my Template Card, at the bottom is the Share button which will allow you to get the Link to the Card - Copy that link. 

Screen Shot 2021-03-24 at 10.36.05 AM.png

When you create your Schedule Command Action, add in the checklist name and then use the 'checklist from card' option (looks like a little target). In the box it notes to enter the 'Card link or name'. Paste the link you copied from your template card there.

Screen Shot 2021-03-24 at 10.38.01 AM.png

This should create the new card and attach the checklist from the template. 

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Posted in Trello

Taco Tuesday: Your favorite Trello blog takeaway

Hello friends! From the community that brought you Welcome Wednesday, Throwback Thursday and Friday Fun, welcome to Taco Tuesday, a weekly discussion about all things Trello. The best part? One Tac...

391 views 14 12
Join discussion

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