youngmon/atlassian-qna huggingface dataset:
Use templates in Butler
Asked by Guy LaRochelle:

Hello

It's nice that Trello now has templates and the possibility to create cards via previously defined templates, but it would be even nicer if it was possible to use these templates in Butler actions.

So for example, every 25th of the month, I'd like to create a card from a template, place it in a specific board and list, with a due date.

Please consider adding this! Or perhaps it's already there and I can't see it?


Answers:
author: Mike
body: Great idea---Butler can't currently copy cards in scheduled commands, though you can do that in Rules, by first _finding_ the card via its link (<https://help.trello.com/article/1193-butler-card-lookups>) and then copying that card. Not quite the same but might still be helpful!

comments: author: Guy LaRochelle
body: Thanks but I'm not using Rules here... It needs to be in the scheduled commands.


author: Francisco J Sanchez Rodas
body: Now I can use Butler to copy cards, or move, but. Do I can create cards from template?


author: mcapitao
body: Any update here? It would be extremely useful to be able to create a new card from a template in Butler

comments: author: antonanton31
body: No updates :( It looks like no one needs this feature. But I know that it is needed!


Tags: butler
How do I control what is shown on the front of my Trello cards?
Asked by Elliot Schwartz:

I want to show my label on the front of the card and I do not want to show the custom fields. Unfortunately, the opposite is happening by default.


Answers:
author: Michael Pryor
body: The labels always show on the front of the card (unless you set the cover mode color/image and choose to fill the entire card with the color/image).

For custom fields, there is a setting for each field where you decide if it shows on the front.

comments: author: Elliot Schwartz
body: [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556) Thanks for your quick response! Could you send me some screen shots that illustrate the setting? I don't see anything that enables me to decide if the field shows on the front. Thanks!


author: Elliot Schwartz
body: [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556) I figured out how to control the custom fields, but my label is not showing on the front of the card. How can I control that?


author: Michael Pryor
body: It's not showing in this help doc but if you edit the field in addition to the name and the values for the field there is a checkbox:

<https://help.trello.com/article/1067-using-the-custom-fields-power-up>


author: Michael Pryor
body: Please post pic of your label-less card and I'll see


author: Elliot Schwartz
body: ![Test Card.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/112489i5079A0DC090C6506/image-size/large?v=v2&px=999 "Test Card.PNG")


author: Michael Pryor
body: That font looks different to me. Are you not using the web browser?


author: Elliot Schwartz
body: I am using the Chrome browser on my PC.


author: Elliot Schwartz
body: [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556) I made some progress--the label is displayed on the front of the card when I select any label other than the gray one. Is there something special about the gray one that it does not appear?


author: Michael Pryor
body: Grey is actually "no color" and those labels do not show on the front of the card.

![Screen Shot 2020-09-30 at 5.05.15 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/112507i46C9647F7CCE9277/image-dimensions/326x365?v=v2 "Screen Shot 2020-09-30 at 5.05.15 PM.png")


author: Elliot Schwartz
body: [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556) Thank you! I'm all set.
N?o consigo achar onde que muda a cor do avatar que fica com as iniciais do nome...
Asked by T?rsis Deleon:

Era cinza e ficou roxo e n?o acho o lugar para voltar a cor ou trocar por outra ...  
O que eu fa?o ?


Answers:
author: Michael Pryor
body: <https://help.trello.com/article/760-changing-your-profile-picture-avatar>

You may have to upload a new image.

comments: author: T?rsis Deleon
body: Mas eu n?o quero colocar uma imagem, eu queria que ficasse com as iniciais do meu nome como est? porem com o fundo cinza igual tava.  
Ficou roxo e n?o foi eu que mudei e n?o achei nenhum lugar que altere.


author: Denise Bacha
body: Estou com o mesmo problema. N?o consigo alterar a cor. S? consigo colocar foto, Mas quero voltar para cor anterior.
Why is it sooooo hard to edit the back of a trello card?
Asked by Mark Jones:

![Cursor_and_Engineering_Retro_9_30_20___Trello.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/112405i87B279DDA4694FB8/image-size/large?v=v2&px=999 "Cursor_and_Engineering_Retro_9_30_20___Trello.jpg")

You click on the pencil you get the menu which is conspicuously missing "vote", "edit back", other things?, you click anywhere else NOTHING HAPPENS. How are you supposed to edit the back? I'm using Chrome, on a Mac and this is a royal PITA. Why is it not the dropdown menu? What Sadist designed this UI?


Answers:
author: Mark Jones
body: Turns out this is a BUG in Trello. Once I brought up Firefox window it works as expected, but the fact that I can see the URL change means the event is being seen. Also a hard reload in chrome fixed the problem, but why is that needed? Someone on the packaging team isn't doing their job and the JS code is not being versioned correctly. Open the inspector and look at the network tab for JS files, several files are loaded WITHOUT any versions on them.

Also, why is the react-devtools-backend.js being released to production?

This is a billion $ company with an 11.9MB download to load the page and it took 5.76 seconds! Put some resources on this to improve the product experience.

<br />

power-up.min.js  
powerup.js


author: Mark Jones
body: Of course it would have not been as noticeable had the designer not prohibited the edit card option in the dropdown menu in the first place. To intentionally leave this out of the product should be considered an anti pattern. Like making a stove where you have to click the eye to change the setting. That would be an obviously stupid idea. In my opinion, leaving edit card to a hidden click zone is equally stupid.


Tags: card
Is it common for comments on some cards to disappear?
Asked by Diego Fernandes de Souza:

I just noticed that the comments in the field "Activity" of some cards just disappeared making me lose important information. Why this could happen?

![Trello bug.JPG](/t5/image/serverpage/image-id/112391iE91A4B25BA014329/image-size/large?v=v2&px=999 "Trello bug.JPG")


Answers:
author: Michael Pryor
body: Just to confirm, click the Show Details button there to make sure you are seeing everything (regardless, comments should never actually be hidden).

comments: author: Diego Fernandes de Souza
body: Hi Michael,

Thanks for your reponse, but even clinking in button "Show Details" keep appearing no one comment registered before.
Need to inform all logged on users on my company's Trello at the same time once a month
Asked by Stefano Vidonis:

Is there any way to send a notification, or a pop-up message to all my logged users in Trello ?


Answers:
author: Michael Pryor
body: Not really.

You could make a board called Announcements and add everyone in your company to the board and then once a month on a card use the @board mention to give everyone a notification.
How to schedule auto card filtering at a specific time of the day ?
Asked by Zahoor Ahmed:

I have a board in which I have a list named "Incoming". In this list I have a lot of cards each one with a label (e.g. labels are like "Office", "Family" etc).

Now I want to create an automated filter that can filter each label at a specific time of the day. This means for example at 08:00 am cards with label "office" should be automatically filter and no cards with any other label should be visible. Then at 12:00 pm Filter should change to "Family" so that only cards with label "Family" are visible and so on. How can I achieve this with butler.

I tried to use basic as well as global butler commands but so far could not achieve this. Looking forward for a quick help from community. Thanks!


Answers:
author: Mike
body: Hi Zahoor,

Unfortunately, Butler can't filter the board view---Butler can only issue API commands to interact with Trello, where filtering takes place entirely at the client level. Beyond Butler, there's no ability to automate that, I'm afraid! I'll make sure the team knows that's something you're looking for, though!


Tags: automation

butler

filter

schedule
Why one of my team initial are red
Asked by Daniel de Vries:

One of the team has his initials on all our cards a bright shade of![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/112294i937224410EF65FEF/image-size/large?v=v2&px=999 "Capture.PNG") red. Everyone else is grey and he doesn't know how he did it. We want to change the colour of our initials as well. Have inserted an image to show you. No one else in the organisation has managed to achieve this!


Answers:
author: Stephen Addis
body: DV ... you might get away with downloading your logo from here, see that its red, or do a SNIP in windows, and crop to have something to upload.


author: Stephen Addis
body: LMAO dude (and dudette) ... you see my intials are blue on the left here ... same trick.  

Brings a whole new meaning to SEEING RED.  

Make that man the administrator ... he's clearly thinking outside the box.  

So, how's it done.  

Just download your logo, or a screen dump, or even easier, just set a small SQUARE graphics image in PAINT ... then, choose your background colour, and then put the text in it and save.  

Then, upload this as your photo, instead of a photo.  

Might take a couple of attempts if you have not thought about where the circle will crop text off, and to try and make the text as big as it can be for easy viewing, but thats how its done.  

Letting you know the answer to this, thats gotta be a big HIGH 5.


author: Amy Scott
body: I have the same question.

comments: author: Stephen Addis
body: See the answer below ... I'm just laughing ... sorry.   

Now you know, you can think outside the box. Same goes for powerup work arounds.  

Hint ... go look at chrome extensions too, Pro4Trello ... Trello Folds, and Trello Aging are my recommendations.
Completion roll ups
Asked by Nanci Brown:

I'm looking to create a company strategic plan using Trello. I'm thinking that I'd create a master dashboard that links out to already existing cards in other boards. (I know that I'll need one or more power-ups to do this.) Our team will need to update their various cards weekly with the latest status and % completion.

What I'd like to know is, is there some way that we can make all of the child card status' 'roll up' to the parent card? So that the parent card will automatically show a status that's the average percentage completion of all of its child card percentage completion?

Thank you for your help!

Nanci


Answers:
author: Iain Dooley
body: [@Nanci Brown](/t5/user/viewprofilepage/user-id/4105356) yep if you subtask your cards as linked checklist items you can automatically complete the corresponding checklist item on the linked card when the subtask is archived (or moved to Done or whatever you want):

<https://community.atlassian.com/t5/Trello-articles/Trello-Subtasks-with-Butler/ba-p/1060392>

comments: author: Nanci Brown
body: Hey [@Iain Dooley](/t5/user/viewprofilepage/user-id/1416112) sounds very cool, will check it out. Thanks for your help!
Copy card to another board and create a link
Asked by Kim Cramer:

I'm looking to create a link between 2 cards on 2 different boards when I copy them. I know I can use butler to do this by creating a rule to copying a card to another board and link it, but that involves knowing ahead of time what board and list you want it to go to. I also know I can manually copy a card to another board but I don't see a way to also link it - is there a way to link back to the original card as well?


Answers:
author: milynnus
body: [@Kim Cramer](/t5/user/viewprofilepage/user-id/1127210) I tested this with on the target board with a manual copy

```
when a card is added to the board, link the cards together
```

This rule has to be on boards where you would potential be copying to.

In Butler rules, telling it to copy a card will need its destination of board/list but the above will be triggered as well. Tested this

```
when the due date is marked as complete in a card, copy the card to the top of list "List 1" on board "Test Board"
```

Am I missing something here?

comments: author: Kim Cramer
body: No, as I mentioned above I know I can do that. I was trying to see if there was another option without using butler but still getting cards to link together.   

thank you though ??


author: milynnus
body: [@Kim Cramer](/t5/user/viewprofilepage/user-id/1127210) I was about to suggest using webhook and watch for idModel = board_id but I remembered you want to do it for any board which means many such webhooks - which is pretty much equivalent to inserting the Butler commands on every board.

Presumably, it also for any user?


author: Kim Cramer
body: Yes, if possible. It would totally work if Trello added the share function for a card as it does for a board. That's exactly what I need. (I use Apple products) Then it would automatically link back to the original source. No rules necessary ??


author: Iain Dooley
body: [@Kim Cramer](/t5/user/viewprofilepage/user-id/1127210) you could create several labels like "Copy to Board 1" and then create Butler rules for each of those labels to copy and link the cards.

You might also be able to trigger when a card is created in a board, find the card that it was copied from using the {sourcecardlink} variable and link them together. You would have to enable that rule in all the boards into which cards were being copied, though, rather than the board from which you were copying the cards.

comments: author: Kim Cramer
body: Yes but this is again using butler?   
and I would have to think thru / create rules for each board before I was able to copy cards.   
I was trying to see if there was another way
Deleting An Account
Asked by Torreh Pearl:

Is it possible to delete an account and create a new one with the same email address? Thanks!


Answers:
author: Stephen Addis
body: Other one is to tell the system you have another email address ... I use my decoy spam one for that ... then you might get the usage in a bit quicker as it will forget the old one ... think it has the memory retention of a goldfish ... but will have to make sure its the Atlasan (not sure if the Trello acc is dead after migration, but if not, there too).


author: Iain Dooley
body: [@Torreh Pearl](/t5/user/viewprofilepage/user-id/4105344) yep, you need to delete it from Atlassian (login at id.atlassian.com) and then wait 14 days for it to actually be deleted.
Enterprise members (Not Managed vs showing email address)
Asked by Johny:

Hello

When I look at enterprise members, for some I see "Not Managed" and for some I see their email address under their name.

Can you please let me know what is the difference between these two accounts.

Should all enterprise members be managed?

Please let me know.

Thanks

Johny


Answers:
author: Johny
body: Thanks

1. How do I make this member managed? I still have licenses available. When I click on check box before user name I do not see any option to grant license.

2. I do not find this user in "Free managed account". I find this user only in Enterprise member and he uses domain email address.

3. Per my understanding if I make him managed, then he can use powerups, if not no.

comments: author: Michael Pryor
body: I was actually confused.

*Licensed* users should have access to unlimited PUPs and other paid features. The member you're referring to is already licensed if they're appearing in the "Enterprise members" tab. This is why you're not seeing a "Grant License" button.  
A user's *managed* status only dictates the level of access/control the enterprise admin has over that account and its content. Users become managed one of 3 ways:

1. Their account was created on a domain that has been claimed by your enterprise (this only applies to accounts that were created *after* the domain was claimed)
2. Auto transfer (this usually happens after an enterprise claims a domain or domains)
3. They follow a manual "Transfer Account to Enterprise" link and consent to having their account

If a user is not managed, they can certainly still be a licensed enterprise member *unless* the enterprise's settings explicitly prohibit non-managed members.  
I realize this is super confusing. You can make the member go and be managed by having them follow the url below but you have to put your enterprise name into the url (you can get that by looking at the enterprise name in the url when looking at the enterprise dashboard)

<https://trello.com/enterprise/enterpris_name_here/transfer-account>


author: Michael Pryor
body: These are people from your domain that are not currently "managed" or licensed by you.

You are not currently paying for those users and so the Enterprise settings you have are not currently being applied to those users.

I would say that normally, yes, you should manage all members from your domain but ultimately that may be a decision that you make to not manage those users.
How do I remove a member from a board?
Asked by Anita Dungey:

I would like to remove a member from a board. How is that done?


Answers:
author: Michael Pryor
body: Click on the person's icon at the top of the board and select "Remove from board".

[https://help.trello.com/article/779-removing-a-member-from-a-board#:\~:text=To%20remove%20a%20member%20from,select%20%22Remove%20from%20Board%22](https://help.trello.com/article/779-removing-a-member-from-a-board#:~:text=To%20remove%20a%20member%20from,select%20%22Remove%20from%20Board%22).

comments: author: Stephen Addis
body: Your FIRED lol.
How to upgrade to Trello business class w/ tax exemption
Asked by Lauren Pluhar:

My team's free trial of business class ends today, and I need some help to get my upgrade done in time before I have a lapse in service and lose the things that we've done with the business class trial.

I contacted support yesterday and they directed my to upload my tax exemption documents to my billing page under the "tax exempt" tab, however that tab isn't visible to me. They indicated that I needed to login as an admin, but I have no idea how to do that. I've created our teams and boards, and am listed as an admin in our team area, but I feel like I'm missing what logging in as an admin means. I've replied to support, but I'm worried it will be a day before they reply. Can anyone help me out?


Answers:
author: Michael Pryor
body: * Go to [trello.com](https://trello.com/),
* Next to your team click "Settings"
* Choose the tab that says "Billing"
* Look for the section that talks about tax exemption.

Let me know if you have any trouble.

comments: author: Lauren Pluhar
body: Hi, thanks for the reply! It is important to note that I did not have any payment information entered, since I had been using a free account. To keep from risking my business class trial ending and losing any information, I decided to enter payment information. Once my payment method had been entered, several sections under the billing tab appeared, including one about a tax exemption (yay!). I'm hoping that certificate is processed before my card is billed, but regardless, I'm glad to have figured out how to see that section - I was beginning to think I was crazy. :)
Account management.
Asked by Marika:

Hi guys,

I have a question: if I have a business class account and I give my credential to my temporary substitute in my organization, can I access to my account while this person is logged in?


Answers:
author: Michael Pryor
body: Yes, but you won't be able to tell the difference between things they do or things you do in Trello. It will all look like the same account.
How to export a board so that it looks exactly as on the PC screen
Asked by Nicola Tornaletti:

When I use the export or print function the information is laid out in a way that looks different from the look of the board on the PC screen.

Are there ways to export / print the board as it looks on the screen, other than doing a screenshot ?


Answers:
author: Dan Ivory
body: Hey [@Nicola Tornaletti](/t5/user/viewprofilepage/user-id/4104749)

Agree with [@Iain Dooley](/t5/user/viewprofilepage/user-id/1416112) re the screenshot for a full view.

Another option is to use our Board Export Power-Up and export as an image. Then you'll get a similar list/card layout but in a more printable format that's easier to read than a zoomed outboard view.

Check out the gif on this listing to see how it looks <https://trello.com/power-ups/5c9418019e56bd8abf98d83f/board-export>

Hope that helps,

Dan


author: Stephen Addis
body: We've found that if you right click in the general area, and save as ... thats save WEB PAGE as, it brings everything down.  

Kinda cool really ... but make sure your storing down in a directory of say the date, as it brings down various files and makes a few sub directories and stuff so you want to contain it.


author: Iain Dooley
body: [@Nicola Tornaletti](/t5/user/viewprofilepage/user-id/4104749) You could take screenshots of the board, apart from that I don't think there's a view that will print exactly what you see in the interface
Assign Team Member using Butler
Asked by Maxime Leblanc:

Hi all,  

I am facing an issue when running a Butler command that should automatically assign a card to the user that moved it in a specific list.  

I have based my rule on this :  
<https://community.atlassian.com/t5/Trello-questions/Can-you-auto-assign-yourself-a-card-using-Butler/qaq-p/1447920>  

However, the rule log shows that it cannot find the user.  
In fact, all "users" are part of a team and the board is available to the team.  

It seems that @{username} is looking for a member of the board but not for a member within the team linked to the board.


Answers:
author: Iain Dooley
body: [@Maxime Leblanc](/t5/user/viewprofilepage/user-id/4104710) yes that's correct, in order to add a member to a card, they need to be a member of the board.


Tags: assignee

butler

card

team
JIRA Service Desk Knowledge Base display results of Jira Filter
Asked by Sean Smith:

Hi everyone,

I want to add to our Jira Service Desk Knowledge base the result of a Jira issue filter for improvement suggestions. I figured out how to add the filter in confluence, and it works for our regular Jira users, but it doesn't work for service desk users (customers)

The end goal is to display a list of improvement suggestions for clients to up vote, or comment on. Maybe there's a different approach I should be using.

Thanks


Answers:
author: Brant Schroeder
body: [@Sean Smith](/t5/user/viewprofilepage/user-id/4143480) Users would have to have a license to see Jira issues in Confluence. They will also need a license to see the issue and vote on it.


Tags: cloud

confluence-cloud
How do I create a space navigation bar like this one?
Asked by Liz Vaggelatos:

Hi all. Looking for a little guidance. One of the apps we recently purchased has a beautiful sub-menu navigation bar on their pages that I'm looking to create. Anyone have any knowledge of how it was created? Thanks in advance.

![2022-04-05_14-16-46.jpg](/t5/image/serverpage/image-id/191665i4297FDE1F9815301/image-size/large?v=v2&px=999 "2022-04-05_14-16-46.jpg")


Answers:
author: Jack Brickey
body: I have never seen anything like this for Confluence. I guess the question I have is what do you want this menu bar to do within the page? Is it simply like a table of contents that is arranged horizontally or something more elaborate?


Tags: cloud

confluence-cloud

menu

navigation