youngmon/atlassian-qna huggingface dataset:
How can I consolidate items from multiple cards?
Asked by John McQuiggan:

I use a separate Trello card for each of 10 one-on-one meetings I have regularly. Besides my notes of each meeting, each card contains a checklist of agenda items and a checklist for follow-ups from the discussion. Unfortunately, that gives me 10 separate cards with follow-up checklists on them. Any suggestions for consolidating those follow-up items on one list that I could call up to see the items I need to follow up on from all my meetings?

Some thoughts I've had:

1) Create a new card with the follow-up item without closing the "meeting card" I'm working in. Is there a way or a power-up to do that?

2) Automatically generate new cards from each follow-up item I put on the checklist. Is that possible?

3) Re-think my scheme of using a separate card for each person I meet with.

4) Suck it up and keep using the consolidated follow-ups list that I've been manually updating.

Any suggestions appreciated.


Answers:
author: Katrin Anger
body: [@John McQuiggan](/t5/user/viewprofilepage/user-id/2914527)

Hi John,

with the Butler Power-Up you can do a lot of automations in Trello, and certainly the kind of automations you are thinking of.

The workflow you are describing contains a number of steps, so it is too much to describe here. But if you want an experts opinion on this task and advice how to implement it, feel free to get in touch with me. Contact info in my profile.


author: Iain Dooley
body: [@John McQuiggan](/t5/user/viewprofilepage/user-id/2914527)Butler would allow you to do something like:

*When a card is moved to the "Create Action Items" list convert all items in list "Action Items" into linked cards in list "{triggercardname} Action Items {date}" and move the card to the "Pending Meeting" list and rename checklist "Action Items" to "Action Items Processed {date}"*

So each week you have the meeting the move the card to Create Action Items, it will create a fresh list with cards linked back to the original.

You can then do something like:

*When a card is archived find the first card linked in the description and check item "{triggercardlink}"*

This means that each time you archive one of the created linked cards, the corresponding checklist item will get checked off in your meeting card

You could also have a scheduled command like:

*Every Monday at 7am for each card in list "Pending Meeting" add checklist "Action Items"*

so that you have a fresh checklist each item. These commands are written in "Butler Bot" language, you may find implementation details slightly different in the power up.

The same 3 functions in Trellinator would look like this:

<https://gist.github.com/iaindooley/6f4bae7a58ecd15acb10b47729fce571>

You can see how to set up Trellinator here:

<https://community.atlassian.com/t5/Marketplace-Apps-articles/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271>
Multiple Team Board Limits?
Asked by Jennifer Wilder:

Per the May 1st, 2019 update to Trello's Free Teams being limited to 10 boards per team, can I create multiple teams with up to 10 boards each? What is the limit for Free Teams per account?


Answers:
author: Mike
body: Hi Jennifer,

Yes, you can absolutely create additional free teams, each with their own 10 board limit. The limit on number of teams is purely a technical one, so high that there's not really any danger of hitting it.

The other option is to use Personal Boards (no team) instead. These will work the same as on a team, and you can still collaborate with others on your board, and there's no limit to the number of boards you can have as Personal Boards.

More information on that is here: <https://help.trello.com/article/1177-personal-vs-team-boards>


author: Kelley King
body: Same question. Can I have more than 10 boards as an individual?


Tags: board
Custom Field List
Asked by Lynxxx:

Hi everyone

I recently started using Trello and like it quiet a lot. I use the Power-Up 'Custom Fields' and noticed that there is no list type. Is there a reason for this? I would love to be able to add a list field to my cards.

Kind regards,

Simon


Answers:
author: Mark Knowlton
body: When you click the custom field powerup on the back of the card you will see a *+ New Field* . When you click that you will find one of two lists. The first is a standard checklist the second and probably what you looking for is called Dropdown within that a field will open a field called *Options*. There you will fill the values for your list. Please note you may edit those fields anytime. Hope this helps.

comments: author: Lynxxx
body: Hi Mark

<br />

Thanks for your reply. Both the 'Checkbox' and the 'Dropdown' types are not what I need. I would like to have a custom field where I can select multiple entries for each card. For example a dropdown with multi-selection or simply a field where i can manually enter multiple entries. Even the type text would be sufficient if it could have more than one line:

Custom Field X:

-bli

-bla

-blu

I hope you understand what I mean.

Kind regards,

Simon


author: Iain Dooley
body: [@Lynxxx](/t5/user/viewprofilepage/user-id/100585) I get what you mean, unfortunately this feature isn't available, you can submit a feature request here:

<https://help.trello.com/article/724-submitting-feature-requests-for-trello>

In the meantime, you can just use markdown formatting to create a list in the description:

<https://help.trello.com/article/821-using-markdown-in-trello>


Tags: custom-field
Invite non trello users to a team
Asked by Pelle Chamliden:

I wonder if you can invite users to a team board that are not yet a trello users yet?


Answers:
author: Iain Dooley
body: [@Pelle Chamliden](/t5/user/viewprofilepage/user-id/2911542) You can invite anyone to join a board by email address. If they don't yet have a Trello account, they will be added as a "virtual" user. They'll get an invitation email that has a "join board" button in it. When they click that, they will be prompted to create an account. They won't be able to interact with the board until they create the account.

If you're a business class customer, you can add users as observers to your boards. They will still need to sign up for a Trello account:

<https://help.trello.com/article/732-adding-observers-to-boards>


author: Katrin Anger
body: [@Pelle Chamliden](/t5/user/viewprofilepage/user-id/2911542)

"Invited" users need to have a username. And a username is connected to a Trello account.

If you want them to do things (like adding or removing comments, labels, due dates) in a Trello board, you need to invite them.

If you only want them to be able to read, it would be enough to make a board "public".
Why can't i see the boards that others have added to Teams on my landing page?
Asked by Daniel Gallagher:

When i get to my landing page i can see the boards that i created but i can't see the boards that others have created unless i click into "Boards" on for each Team. Can i add the other boards to my landing page?


Answers:
author: Iain Dooley
body: [@Daniel Gallagher](/t5/user/viewprofilepage/user-id/2909714) your boards page shows boards you are a member of.

The boards page for a team shows you boards that either you are a member of, or that are team visible even if you're not a member.

The admin of a board can set whether or not a board enables "self join" for team members, and whether or not admin rights are required to invite others.
How to move my own desc to the team group ?
Asked by MEGA KOTLETA:

We already have a desc in my profile, but we can't connect slack to it. So how can i move/copy desc to the team group ?


Answers:
author: Iain Dooley
body: [@MEGA KOTLETA](/t5/user/viewprofilepage/user-id/2908151) I'm not sure what you're referring to, are you able to provide screenshots or maybe a screencast using something like useloom.com to provide more details?
How to add spaces in description field to align text?
Asked by Brian Frankey:

Hi,

These Trello cards each represent a quote and lead. The Description field contains all the quote details. For readability the information should be presented with the data values lined up. See attached images of an example card. Is there any way to space out the values to the right of the of the value names on the left?

Thanks!![Screenshot 2019-03-21 13.32.47.png](/t5/image/serverpage/image-id/49294iE4E2B17B74DEE1BF/image-size/large?v=v2&px=999 "Screenshot 2019-03-21 13.32.47.png")![Screenshot 2019-03-21 13.32.57.png](/t5/image/serverpage/image-id/49295iD86AC7288656EEEC/image-size/large?v=v2&px=999 "Screenshot 2019-03-21 13.32.57.png")


Answers:
author: Katrin Anger
body: [@Brian Frankey](/t5/user/viewprofilepage/user-id/2908074)

Hi Brian,

the language behind this is Markdown. Unfortunately, Markdown doesn't support any indents.


Tags: format
Complex dates using Butler
Asked by cjohnsonredrocktechsolutions:

I'm trying to set up a weekly recurring task for my team. We have a rolling set of "Live" lists that get archived after three weeks, and we need to create new boards weekly. We use the format "Live YYYYMMDD (Week)", but the date represented is one week in advance, on Sunday. So, at the time of this writing, last week's list was "Live 20190317 (10)", making this week's list "Live 20190324 (11)".

Using the Butler Variables help page, I've been able to get next week's number and the year, but I haven't been able to find a way to get next week's month or next week's month-day. Is there a way to do this?

Thanks!


Answers:
author: cjohnsonredrocktechsolutions
body: Nevermind - somehow missed this when I was going over the Butler help several times: <https://help.trello.com/article/1158-arithmetic-in-date-variables>


Tags: butler

date
How do duplicate a card to another board and ensure the content gets updated in each card?
Asked by Cathy Lawrence:

I have different teams created for the same project, as I need to report different info to different groups of the team, as some info is sensitive. But in the case of when some cards are relevant to each board, how do I copy a card and ensure when I update one card it gets updated in all the duplicate cards?


Answers:
author: Jodi LeBlanc
body: Hi [@Cathy Lawrence](/t5/user/viewprofilepage/user-id/2907486) I would recommend the Unito Power-up as it syncs cards across boards. Here is a link that you may find helpful:

<https://blog.trello.com/trello-unito-power-up>

Thanks,

Jodi

comments: author: Cathy Lawrence
body: Thanks, [@Jodi LeBlanc](/t5/user/viewprofilepage/user-id/1186643) , that is helpful. Looks like I need to do some research on Unito and its filters, but at first glance, it is likely the ticket to syncing my cards!


author: Jodi LeBlanc
body: Thanks so much Cathy!


author: Qasim
body: Hey [@Cathy Lawrence](/t5/user/viewprofilepage/user-id/2907486),

Did you happen to try out the Unito app? I'd love to know your thoughts. If you have any questions, or need any help whatsoever please don't hesitate to reach out to me here, or to our support team through our website!

Helpful Links:

Trello + Trello (<http://bit.ly/2ZXqwhe>)

Master Board Webinar (<http://bit.ly/2OB4oIa>)

Best,

Unito


Tags: card
how to handle 2 members with same abbreviation of name?
Asked by MireilleS:

I have 2 teammembers who's names start with the same letters. Both are given RW in Trello as team member, but that is not efficient.


Answers:
author: Jodi LeBlanc
body: I would recommend you have them add their photos to their Trello profiles so people can distinguish between the two immediately by seeing the differences in their head shot.

Thanks,

Jodi


author: MireilleS
body: Thank you so much. I will use your suggestions. In the meantime also figured out that you can change the abbreviation in your profilesettings! So there are multiple options for this problem :-)

comments: author: Jodi LeBlanc
body: That's great to hear [@MireilleS](/t5/user/viewprofilepage/user-id/2907183) - thanks for sharing :)


author: Claudio Steiner
body: [@MireilleS](/t5/user/viewprofilepage/user-id/2907183) Can you please explain where this option can be found?

I can just change the Public Name and the Account Name in the atlassian-profile-options but nothing regarding the abbreviation....

Same Problem in the Trello-Profile-Options. Just possible to change the username but no option for the abbreviation. :(

Thanks!


author: Iain Dooley
body: [@MireilleS](/t5/user/viewprofilepage/user-id/2907183) in addition to the suggestion from [@Jodi LeBlanc](/t5/user/viewprofilepage/user-id/1186643) for people who don't like having their photos (which happens from time to time), you can also put emoji as the abbreviation.

So they can be ? for example :)


author: MireilleS
body: Is there a way to change RW into Rick or something else?
How do I create a trigger with conditional logic (AND/OR)?
Asked by Che Fisher:

I would like to create a rule with a trigger like this:

```
when a card with the "blue label" with the "{black || sky || lime || pink} label" is added to the board...
```

Or, in more descriptive psuedocode:

```
When a card with the blue label that also has the black OR sky OR lime OR pink label is added to the board...
```

It's not super clear but seems like this should be possible given this description from the Butler maintainers:
> In conditions that match the name or description of a card, or the name of a list or label, you can use a "wildcard" (or more than one) to match variable text...

Taken from here: <https://trello.com/c/jgWL5gAb/214-condition-reference>


Answers:
author: Iain Dooley
body: [@Che Fisher](/t5/user/viewprofilepage/user-id/2905293) I think this would have been possible with Butler Bot, but I can't see anywhere in the power up that you can do if/else or match/against operations.

I think what you'd have to do with the power up is create multiple rules, one for card with blue and black, one for cards with blue and sky, one for cards with blue and link, one for cards with blue and pink.

Here's the code that would do it in Trellinator:

<https://gist.github.com/iaindooley/27eeb2c6b27537c06e3e638da9b1525f>

You can see how to install Trellinator here:

<https://community.atlassian.com/t5/Marketplace-Apps-articles/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271>

comments: author: Che Fisher
body: Thanks, will certainly look into Trellinator a bit later when I have time. Am just in the middle of writing a custom Google Sheets function to help with our OKR alignment actually - not my first foray into the strange world of Google Scripts. Cheers!


Tags: butler
How to populate a live excel tracker from your Trello board?
Asked by Matthew Ryan:

I've been unable to find a power-up solution for a workflow i'd like to implement:   

I want my Trello cards to link through to a live Excel tracker and populate cells in real time as updates happen on cards.   

For example, once I tick off a checklist, I would like for that to trigger an action in my live tracker that updates a cell.   

Is anyone aware of a way in which this may be possible?  

Thanks.


Answers:
author: Iain Dooley
body: [@Matthew Ryan](/t5/user/viewprofilepage/user-id/2906427) if you can use Google Sheets rather than Excel this simple Trellinator command would do it:

<https://gist.github.com/iaindooley/eee1753fe310463505d11769fa009c9a>

You can see how to set up Trellinator here:

<https://community.atlassian.com/t5/Marketplace-Apps-articles/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271>

comments: author: Matthew Ryan
body: Thanks Ian i'll have a look at this, appreciated.


author: Ricky Charpentier
body: It depends. Where is the live tracker located? Is it through another online service? Is the excel tracker just giving you live updates of an actual Excel file that's sitting somewhere (such as Google Drive, etc.)?

comments: author: Matthew Ryan
body: Thanks for the quick reply.   

We have existing trackers that are located in Sharepoint via Microsoft teams. Employees open trackers locally. The trackers autosave as they are updated so changes appear in real time.   

Ideally, we would like for either 1. These trackers to link specific cells/columns to trello cards which update accordingly or 2. Updates on Trello cards to filter through to our trackers.   

Hope that makes sense.


Tags: ms-excel
Confluence to Slack integration using page labels
Asked by Christopher Brown:

I want to set up a Slack channel that automatically posts when a new Confluence page with a specific label is created. Is there a way to do this using page labels?

In our Confluence, these pages will be created in multiple spaces, so the simple Slack notifications functionality won't work for this use case.


Answers:
author: Brant Schroeder
body: [@Christopher Brown](/t5/user/viewprofilepage/user-id/3874576) There are global notifications that you can setup but there is not a way to filter on labels. <https://jsoftconnector.atlassian.net/wiki/spaces/JS/pages/17203255/Confluence+slack+global+notification>


Tags: cloud

confluence-cloud
License model
Asked by sidddharth joshi:

Hi

We want to buy only limited user licenses who will write/contribute to confluence.

The remaining users will only use it to consume the data (read-only).

I am aware that anonymous access for read-only should work, for which we dont need to buy license. However I dont want the entire world to be able to read the public spaces/pages.

Can someone please advice if this is achievable?

Many thanks

Siddharth


Answers:
author: Daniel Ebers
body: Hi [@sidddharth joshi](/t5/user/viewprofilepage/user-id/4449861)

while we do not have many details about your environment probably the new feature for External Collaboration in Confluence Cloud could be worth having a look at:

<https://community.atlassian.com/t5/Confluence-articles/Introducing-External-Collaboration-for-Confluence/ba-p/1731502>

As this feature is brand-new I am unsure about the licensing details but it could be a good idea to ask for the specifics in the thread linked above.

Also I am not sure if you are using a Cloud product - the presented feature is, as far as I know, one for Confluence Cloud.

Cheers,  
Daniel


author: Tansu Akdeniz
body: Hi [@sidddharth joshi](/t5/user/viewprofilepage/user-id/4449861)

Welcome to community.

In cloud, you can configure IP allowlisting. In server, you can install behind the firewall.

Please check [this link.](https://confluence.atlassian.com/confeval/confluence-evaluator-resources/confluence-read-only-access-and-licensing)
I want to import a Word Document into a Page, but when I open/edit the page only option is export
Asked by dasawey:

I have a Confluence Page called Documentation where I want to post my documents by Report category. When I open the Documentation Page, select edit, then access the ... to select Import, the only option I see is Export. I know I did this yesterday and it worked as indicated in the help topics, but today it will not. Please let me know what I am doing wrong. I have just joined the Confluence team and am trying to set up a Space for my Team.

![insert option question.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/148602iDB7951D57C35742E/image-size/large?v=v2&px=999 "insert option question.jpg")


Answers:
author: dasawey
body: I figured it out. I created a new page, selected Import on the pop-out on the right side of the page and selected my file on my laptop. It imported it, I clicked finish and, voila!, I can save it and move it as a sub-page under Documentation.

comments: author: Jack Brickey
body: you can drag and drop too


author: dasawey
body: Thanks. I tried that, but all I got was the image. This seemed to work, but my document is filled with a lot of formatting which doesn't transfer, so I think I need to try something different. I have several documents I want to use, and didn't really want to retype or reformat them, but that may be my only option. I appreciate your help. D


author: Jack Brickey
body: Sorry I guess I misunderstood. I thought you simply wanted to add the document link to the page. Rather it seems like you want to add the text from the document directly into your confluence page. In that case I personally and typically cut and paste information in depending on formatting between the two.


author: dasawey
body: That is where I think I am going to have to go. I did, however, attach the Word and PDF documents to the page as attachments, so if a User wants to see or download the actual document, they can do so. I appreciate your input. Thank you very much. D
Confiforms OnModified - Only update fields that have changed
Asked by Jason Walsh:

I have a form with several fields and there is the possibility of times where 2 people can be reviewing the same record at the same time. For example, if I have a date field set to today's date and user 1 changes that date to tomorrow and saves the record, the field behaves as intended and updates to tomorrow. If user 2 updates another field and saves the form after user 1, that date change is overwritten with today's date as that was the initial value and what is current on the record (as per the view on user 2's screen)

Is there a way to code an IFTTT macro to only update fields that have changed? This would help us avoid collision.


Answers:
author: Alex Medved _ConfiForms_
body: Hi

This is the normal behaviour, as users work with data snapshot and send their version of data for submission. This happens everywhere.

Last submission wins

The solution might be to use individual edits (enabled via "view" macro) or add a "version" field type (definition) to enable the form to be versionable which makes the second submit fail, telling the data has been updated in between and needs to be refreshed first

Alex

comments: author: Jason Walsh
body: Thanks for the quick reply and sorry for the late response.

Sounds like the version field type would be my best bet to prevent collision, however, I've never used that field before (we recently updated our Confiforms version finally) and am wondering if it's as simple as injecting that field into my form? Tried looking for some detailed documentation of a version field type and how to use it but was unsuccessful.


author: Alex Medved _ConfiForms_
body: Just add a ConfiForms Field Definition with type "Version" into your form and that's it.

Alex


author: Jason Walsh
body: Easy fix all along, thanks so much!


Tags: confiforms

confluence-server

server