Moving Lists within a board automatically based on set criteria
Asked by PJRanson:

Hi.

So I have a kind of sales funnel setup where each LIST represents a client, and CARDS within that list are there, with the top card (pinned) representing the Client info and then additional, individual cards, associated as jobs specific 'projects' associated to that client - then each job card I use checklists to manage associated tasks applicable to that Job/Client etc...

It works for me, everything is self contained, when Jobs are DONE, (and paid for) the card is archived and the list can either be collapsed (using the new list collapse feature) and dragged over into the historical clients section of the board.

What I'm looking for though is a means to pull out a Client LIST and have it migrate to the Top (LEFT hand side of board) - assuming it's a client who I've already done some work for, and they're returning, or it's a client I may have on hold, or whatever, the point is, I have multiple Lists and dragging (by hand) a Client out of the 'History Section' and into Live Projects can be laborious - so was wondering if there's a way an entire List can be moved to the TOP in a board.

That's all.

I suspect the answer is no, but I wondered if anyone may have a solution?

It might be I setup a new board for Historical Clients, and have Lists move from one board to another? if that's doable (I've not looked into it)

Any thoughts/tips/ideas welcome.

Cheers


Answers:
author: Jan Gebauer
body: Hello,

there is not out of the box solution and I couldn't find a PowerUp for this. Nonetheless, it is possible to make one. Is that something you would be interested in?

Regards,

Jan

comments: author: PJRanson
body: Thanks Jan,

It depends on what's involved and how simple a solution it is.  

Since posting the question I found the 'move list' option in the 'list specific menu options' - which (for now at least) provides a quick(er) way to push the list to the top in just a few clicks. Previously I was dragging and dropping the list which was just bonkers.


author: Jan Gebauer
body: Hi,

I imagine it would be about the same amount of clicks as your new-found solution.

1. open a new modal/window on the board (button next to filter, automations, etc.)
2. type in the name of the list or pick from a dropdown menu
3. click push to top

Is your new flow this?

1. ctrl+f
2. search for the name of the list/client
3. enter
4. move list to position 1


author: PJRanson
body: Not quite. The whole point of finding a client is to add notes or update associated tasks (which are exposed in calendar shares and/or planyway - eventually trickling onto my phone calendar widgets so I always have oversight of trackable tasks in my hand)

The idea of being able to automatically move lists (based on criteria (in my case, literally any change to a card within that list)) is to bring it to the top of the board so any clients (and ergo "related project") I've recently interacted with are front and center and upper most on the board, rather than buried under dozens of other clients I may (or may not have) spoken to in a while.

So whilst you're right in the first 3 steps, there's also a step 3.5 where I'll update the record/tasks/labels etc - at which point I'd then need to remember to move the list to the top.

If it was automated based on any change it would be a step removed therefore improving my workflow incrementally.

Kaizen in action.

??


author: Jan Gebauer
body: Yeah, I see what you mean.

That seems possible. Let me verify this and get back to you.


author: Jan Gebauer
body: Hi,

I've looked into it as promised and I don't have good news. The webhooks, that I thought would work, are not available. So the only other option is that the powerup would check every minute/hour/etc. and re-order your lists based on the latest activity.

Obviously not ideal but let me know if that kaizens your process.


author: PJRanson
body: That doesn't sound too bad actually. There's often a delay anyway with many of the automations so it's not altogether unfamiliar behaviour.

Apologies for my delay in responding btw - I've been unavailable.

Thanks you Jan, that would be fabulous. ?


author: Jan Gebauer
body: Amazing, I'll get to it.


author: PJRanson
body: Great thanks. ?


author: Jan Gebauer
body: Hi, so version 0.0.1 is out.

<https://tools.sunshineworks.online/>

1. Connect with Trello
2. Add a new push, one per user for now
3. You can check your existing push, and delete it if you'd like

Since it looks the way it looks, I'll be sprucing it up in the coming days. Note that it is not an official Trello Power-Up. If you have any questions, you can reach me at trello@sunshineworks.eu, or here.


Tags: boards

cloud

lists

moving-lists

trello-cloud