Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,299,589
Community Members
 
Community Events
165
Community Groups

custom fields, and card move

Hi, I need to build a Trello board to streamline rental/ lease expiry dates.

I need to show custom fields, along with commencement dates and expiration dates. I need a renewal reminder which is 4 months before and a renewal due reminder which is 3 months. This board is shared with multiple users so I would like LISTs for the different properties locations, then as it gets urgent it moves to another LIST called RENEWAL REMINDER then another to RENEWAL DUE. Once a lease has been renewed we can put it back into the original LIST of the property location.

 

does that make sense?

3 answers

1 vote
Brittany Joiner Community Leader Sep 23, 2021

@ABDUL MAJID can definitely be done with Trello, I'm not even sure you'd need the custom fields, you can use start and due dates for commencement and expiry, and then use Butler/Automation for moving it to other lists based on due dates (just go to Automation --> Due dates)

@ABDUL MAJID 

Sounds like something doable. Is there a blocker you are facing? 

0 votes
Iain Dooley Community Leader Sep 23, 2021

@ABDUL MAJID the only thing there that I think you'll have issues with is moving back to the original list. You might need something like setting a "Location" custom field then move to the list named with that Location after the lease is renewed.

You could also use labels to indicate urgent renewals, move those cards to the top of the list and post a notification or something. That way you could easily filter the board based on labels to see all your urgent renews.

Also if you're communicating via email, my BenkoDesk product would allow you to easily send out emails by simply posting comments to cards (Gmail only right now):

https://www.benkodesk.com/

Suggest an answer

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

Taco Tuesday: New years' resolutions with Trello

Congratulations to @Laura Holton , our latest winner of Taco Tuesday! And thanks to @Kristján Geir Mathiesen for sharing the picture of Taco having fun with his new friend  B...

2,392 views 28 41
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