Looking to find a way to track cards leaving a column and being assigned to a member on a weekly basis. Basically we are looking to see what new cards have been assigned in a week and to who.
It's Mary from Planyway
To track cards in Trello that are leaving a specific column (list) and being assigned to a member on a weekly basis, you can use a combination of Trello's built-in features and possibly third-party power-ups. Here are some steps to help you set this up:
Use Labels for Tracking: You can create labels for each week (e.g., "Week 1", "Week 2", etc.) and apply these labels to cards as they are moved out of the column. This will help you identify when the card was moved.
Filtering by Labels: Trello allows you to filter cards by labels. This can be used to quickly see which cards were assigned in a particular week.
Use the Activity Log: Trello's activity log tracks all the movements and assignments of cards. By looking at the activity log, you can see when a card was moved out of a column and who it was assigned to.
Email Notifications: Set up email notifications for when cards are moved or assigned. This will keep a record in your email that you can refer to.
Third-party Power-Ups: There are several power-ups and integrations available for Trello that can enhance its tracking and reporting capabilities. For example, tools like Butler and Zapier can help automate tracking and create reports. Also, I'd recommend trying Planyway to track cards and checklist items visually on the timeline grouped by members.
Board Analytics and Reporting Tools: There are specific power-ups that provide analytics and reporting functionality. These can give you a more detailed insight into card movements, time tracking, and member assignments over a specified period.
Hi @Bobbi-Jo Gabe you could look at creating a report using butler reports or dashcards. When cards are moved out of this list, is the next list always the same? If so, you could filter on that list? If the list is different each time, you could use butler to automatically assign a label to these cards to track them. Your rules could look something like this:
Rule 1:
"when a card is moved out of the list "backlog", apply the grey "tracking" label"
Rule 2:
"Every Friday at 5:00 pm, create a report with all the cards with the grey "tracking" label and send an email notification....etc."
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I hope this helps get you started. You may wish to add the filter to a dashboard or subscription.
When you review the filter you can add a column for the assigned user.
project = "Your Project Name" AND status WAS "Column Name" DURING (startOfWeek(), endOfWeek()) AND assignee CHANGED FROM EMPTY TO *
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