youngmon/atlassian-qna huggingface dataset:
How should I set up and sync my personal and business workspaces?
Asked by Julie Plasse:

I have a design business and two long-term freelance gigs. My design biz needs multiple boards, two members, and guests down the line. My two freelance gigs are only me, and one board (each?). How should I set this up? Is there a way I can I see and sync all of MY tasks from all of these boards (and workspaces?) on one board?

Are there any workarounds in the free version? What's worth paying for in this set up?


Answers:
author: milynnus
body: [@Julie Plasse](/t5/user/viewprofilepage/user-id/4899612)

For each of my projects, I have a client collaboration board in 2 free workspace for projects. My clients participate as single board guest.

I used another board for correspondences using a CRM like power up with email templates for renewal notice, invoices, invitations, etc.

As I have enough old boards with custom fields prior to Aug 24 last year I was able to reuse them for my projects. I used a program to automate archival and moving them to a archival board and \*\*delete\*\* cards.

While I have developed my own MirrorSync I never really need to use it for my work with the above arrangement. I had MirrorSync Lite built entirely using Trello Automation and some backend programs.

Unito would be a COTS to use if you need to master board.

If you have a paid workspace you cannot avoid paying for workspace members.
Using Checklists for Project management
Asked by Meghan Harrison:

I have several major projects coming up that I'm trying to sort out. I have a spreadsheet with these columns on it for all the individual project tasks:

Parent Card Title

Parent Due Date

Checklist Task

Due Date

Label

I figured out a way to make a button in Automation to convert all the checklist items on a card to individual cards, but it looks like I have to make a button for each checklist. Is there a different way to do this?

The result I would love is to have a parent card with a due date and a label, then the linked child cards that have the naming convention "Checklist Item - Parent Card Title" with a due date 2 weeks before the parent due date.

I know I can set this up manually, but would love to automate it as these projects recur annually. Thanks!


Answers:
author: Meghan Harrison
body: I didn't even know about advanced checklists! I think I have it to a place where I can make a card template and the use rules to add checklists, but I'm now trying to work out how to set item due dates on the checklists automatically based on the card's due date. So it seems like the steps will be:

1. Create a card in a specific list

2. Rule - when a due date is added to a card in the list add a specific checklist

3. rule - When the checklist is added to a card in this list, set the due dates

It's that step 3 I can't get, I tried this but it didn't work:

when checklist "MCAS Checklist" is added to a card, set the item due on the date in custom field "{cardduedate-14d}"

It does have a note that this automation is only available on paid boards, and I believe I have a premium account (at least I paid for it in December!) so would think that would work.

comments: author: Hannah Humbert - Simpla Workflows
body: [@Meghan Harrison](/t5/user/viewprofilepage/user-id/4899670) it's possible to achieve this with a secondary custom due date field. Here's an example:  

![checklist due date 2.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/195426iDF6FBB14985C4426/image-size/large?v=v2&px=999 "checklist due date 2.PNG")  

You might want to make the rule conditional on a certain thing so you can customize what checklist items get added. E.g. "when a due date is set on a card in list "Fruit", set custom due date, add item "Apple", etc."


author: milynnus
body: [@Meghan Harrison](/t5/user/viewprofilepage/user-id/4899670)

Please see the page and click on Solutions

<https://github.com/xu2xulim/Trello-Email>

The closest fit would be the project for **Email to Advanced Checklist** where you can create a card on any board with advanced checklist from a numbered list.
Cannot get Slack to integrate with Trello after connecting to Atlassian account
Asked by dodddddd:

I logged into Trello for the first time in a while, and I got the "Action required: Connect your Trello account to Atlassian" email. I followed those instructions, though there were some funny jumps in trying to connect/sign in.

<br />

Now, no matter which way I try, I cannot connect Trello to Slack.  

When I try from Slack, I get sent to <https://trello.com/platforms/slack> where I choose the workspace I want to connect, and that sends me to the workspace settings page where I click on "Add to Slack."

That takes me to the "requesting permission" page, where I click again on "Allow".

That in turn opens a new page that shows loading forever, and never completes an action or shows me any result.  

<br />

I have also tried from within Trello to connect to Slack via the powerup. When I try to connect to Slack team, I get the below additional pop-up which never resolves - it simply shows the opaque Loading... button forever and nothing happens. I can't click on anything, and when I close it, I am sent back to the connect to Slack settings.

![Screen Shot 2022-04-27 at 4.16.51 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/194924i2AE74019FC762AD5/image-size/large?v=v2&px=999 "Screen Shot 2022-04-27 at 4.16.51 PM.png")

This seems like it should be a straightforward connection, and I can't get it to work! help please??


Answers:
author: Michael Pryor
body: Can you try to login to Trello from an incognito window? Then add the powerup and connect that way? If you do it all in an incognito window and it works, then its likely some cookie weirdness and Id have you delete you Trello and Slack cookies/cache (which you might have to do in both Chrome and Safari depending on your OS).


Tags: slack
My client has a button that adds a checklist to a card. Suddenly, these adds are failing.
Asked by Larry Larson:

I have a template with buttons that add checklists to the card. After a year, these butler actions are failing with the error "  
Running "Trial" on board "Main Process Board"  
Trello error: Request could not be fulfilled. Too many checklists in cards load.  
Total operations: 1"


Answers:
author: Michael Pryor
body: There is a limit of 15,000 checklists per board. It sounds like you might have gone over that?

<https://developer.atlassian.com/cloud/trello/guides/rest-api/limits/>

You could make a new board and move over your active stuff to that board.

comments: author: Jacob
body: How can I find out if I reached the limit?


Tags: butler
Managed vs. Billable Users
Asked by S_ Langevine:

I have a client that has a small number of Service Management users (10) but the entire company (\~150) will be service management customers. Based on the documentation, I understand that an Atlassian Access license isn't needed for someone who will only be a Service Management customer, however, many of these customers are also Trello users. They don't necessarily need to be managed at this time in terms of their Trello access and usage, but they should be managed with regard to their Jira customer access.  
Is it possible to manage them as customers without needing an Access license, since they are also existing Trello users? With the current setup, it seems we would have to have Atlassian access set up for all 150 users.


Answers:
author: Alex W
body: Hey [@S_ Langevine](/t5/user/viewprofilepage/user-id/4707411) - I feel like the Access community would be better suited to answer your question as I can't answer questions re: JSM, do you mind raising this at <https://community.atlassian.com/t5/Atlassian-Access/ct-p/identity-manager>

What I will say from Trello's side is if you want a user to not be billable in Access if they have a Trello account is to put them in a non-billable policy.


Tags: atlassian-guard

licence
While using the checklist feature in Trello is there any way to edit the field(add addtl info)
Asked by Holli-Michelle Davis:

Example -

Once a checklist item has been entered - can a bullet point be added under it to provide status or addtl information?


Answers:
author: Andrea Crawford
body: If you click on the checklist item you can edit the text, but you can't make an item multiple lines (add a bullet point below). One way that I add additional information before I'm ready to complete the item is by typing the additional information in backticks, which makes it stand out from the rest of the checklist item text. Hope this helps!

![Screen Shot 2022-04-27 at 1.53.40 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/194922i6053758E8A852B12/image-size/large?v=v2&px=999 "Screen Shot 2022-04-27 at 1.53.40 PM.png")
We are trying to more efficiently have our Trello boards integrate with our Google Calandar
Asked by Kevin Bingham:

We want our Trello checklist to trigger calendar invites. Is this possible?


Answers:
author: Michael Pryor
body: I'm not sure if it is - but I do know that this is one of the most advanced add-ons for Trello's calendar: <https://planyway.com/>
Erro no card
Asked by Erico da Paz Cordeiro:

Todos os cards aparecem com uma linha vermelha contendo o seguite:

Error retrieving card details.

J? limpei o cache do navegador Chrome n?o resolveu.

o que pode ser?


Answers:
author: Michael Pryor
body: Can you paste a picture or screenshot of what you are seeing?

comments: author: Erico da Paz Cordeiro
body: ![trello.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/197318iAC872A42DEE2C60A/image-size/large?v=v2&px=999 "trello.PNG")

Fica desta forma, a? parece que o Trello se atualiza e volta ao normal e logo em seguida erro novamente, as vezes fica somente no erro, mas o interior do card fica OK.


author: Garrett
body: Hi [@Erico da Paz Cordeiro](/t5/user/viewprofilepage/user-id/4899229)

I'm not entirely sure where that error could be originating from. Would you mind submitting a ticket at <https://trello.com/contact> please?

We'll be happy to take a closer look at this with you!

--

N?o tenho certeza absoluta de onde esse erro pode ser originado. Voc? se importaria de enviar um bilhete para <https://trello.com/contact>, por favor?

Teremos o maior prazer em analisar isto mais de perto com voc?!
Moving personal board from personal to professional workspace
Asked by Annie Watson-Johnson:

We've managed to copy a board that a work associate created on her personal account, over to our company's professional account...for her team to use. She wants to get rid of it on her personal account, but when we "close" it on her personal account, it closes the one we copied as well.

That seems weird to me, if we've actually copied the whole thing into the new environment/workspace, shouldn't we be able to login to her personal account and "close" it?

Literally, "asking for a friend." Thanks


Answers:
author: Michael Pryor
body: Each trello board has a unique URL, so for example it might look like

<https://trello.com/b/ABCD9Jb4/sample-board>

See the part where it says: ABCD9Jb4?

That is the UNIQUE board id.

I think maybe you didn't copy the board - you just moved it, so there is only ONE board. But you can make sure for yourself.

Go to the board you think is in the professional workspace - look at the URL - write down the ID.

Now go to the board in the personal workspace and look at the url. Is it the same ID?


Tags: board

copy

workspace
Overview of cards across workspaces
Asked by Tania Ellis:

Hi,  

I run a small company with different projects and associated freelancers connected to a small handful of dedicated workspaces. And so as the chief commander, I really need to have a full picture of what I need to take care of across the different workspaces.

Ideally, I would like to in my own personal workspace, be able to link to cards across the other workspaces, so I can create my own weekly plan.

It looks as if there isn't a solution to this as it is right now. Is this correct?  

PS. I've also posted this question in the Atlassian Community.


Answers:
author: milynnus
body: [@Tania Ellis](/t5/user/viewprofilepage/user-id/4898926)

I saw your post here and in another post.

Based on limited testing, it seems that with Dashcard Power Up, you can make a copy of the card and moved it to another board on another workspace and both cards remains in sync.

Try it.

Got this message when I attempted to rename the card on the master board. I was confirming that with my MirrorSync the name change would be reflected on the secondary card.

![Screen Shot 2022-04-28 at 6.31.52 AM.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/194936i78B68FFD0DB40DC9/image-size/large?v=v2&px=999 "Screen Shot 2022-04-28 at 6.31.52 AM.jpg")

comments: author: Tania Ellis
body: Hi [@milynnus](/t5/user/viewprofilepage/user-id/3947182) , many thanks for the tip on the Dashcard Power Up! I tried it out, and it certainly gives a useful overview of cards across workspaces, so I'll give that a try now. The only thing I couldn't get to work was the duplication of cards so they remain in sync. I can copy a card and move it to another board, but they are not syncing, so a bit unsure how to do that. But the overview of cards across workspaces alone is a great help. Thanks!


author: milynnus
body: [@Tania Ellis](/t5/user/viewprofilepage/user-id/4898926)

I am glad to hear that. You have to make sure that Dashcard power up is also enabled on the board before you make a copy of the Dashcard.


author: Tania Ellis
body: Thank you!
Color labels changing automatically by start date
Asked by Lars:

Hi,

I have Butler/Automatization used for the following rules

1. set start date to now

2. set label to green

3. Sort list by ascending sort order (do it daily as well as when I edit this list)

So far so good.

How can I add triggers that every day the color label is checked and changed to yellow/orange/red based on x days after the start date.

E.g. I want the label color change to yellow 2 days after the start date, then to orange 4 days after the start date.... and so on.

I cant figure the corresponding trigger for that.

Thank you for your help guys

Cheers


Answers:
author: Brittany Joiner
body: [@Lars](/t5/user/viewprofilepage/user-id/4898871) welcome to the community! Couple thoughts for you here.

I know how to do that with DUE date, but i don't think those triggers exist for the start date field. Could you reverse it to work backwards and say maybe x days before due date? If so, then you just need to go to the "Due Date" section of rules and your triggers will be in there! (This would probably be the easiest solution.)

If you're trying to get to how many days the card has been opened, you might want to use something like the [Time in List Power-Up](https://trello.com/power-ups/5b4765f383dd7c75d8e57be4/time-in-list). (Not exactly what you're asking for, but a possible solution to what I think might be your use case.)

If you really want to stick with Butler and do exactly what you described above, i can think of a **very** convoluted process to do it ? But it's not very straightforward. I think you could probably make a custom field called Days, and another Custom field called "original list", then add about four rules.

Rule 1: (Rules) When a card is added to the board, update the \`Orignal List\` field to the name of the List it's created it and update Days to "1".

Rule 2: (Calendar Rule) Every day, move cards with "Days" to list "Add One" (or name of some list that we'll trigger in the next rule).

Rule 3: (Rules) When a card is moved into the "Add One" list, increment the "Days" value by 1, move the card to \`Original List\`.

Rule 4: (Rules) When custom field Days is 2, add yellow label.

That's super convoluted and I can't guarantee it would work, and also would probably be pretty performance intensive depending on how many cards you have on your board. But i _think_ that could be roughly one way to accomplish what you're describing.

comments: author: Lars
body: Thank you Brittany!

TIme in List Power Up is not really what I am looking for, as it adds the time stamps to every card on the board, not a specific list I want.

For now I am trying to set up a workaround with the due date as suggested by you.

Anyhow, then I am missing the start date, which is important for me.

If I add both, start and due date, it will make my list look more bloated and also adds colors if the due date is ahead soon, which is annoying.

For now this is a workaround, but it would be great if such an easier feature good by added with Automation.
Notification about checklist item due date & view checklist item in calendar
Asked by babi:

Hi there,

I've 3 question about checklist item.   
1) Is there any notification (push or email) for checklist due date?

2) Is it possible setting calendar view for checklist item? at moment I think I can see only a card in calendar view and not an item. Isn't it?  

3) at the moment I can't see in calendar if a card is expired (due date is passed). Do you know if there will be this option?

thank you so much!


Answers:
author: milynnus
body: [@babi](/t5/user/viewprofilepage/user-id/4898042)

(1) there is none so I built one <https://github.com/xu2xulim/Trello-Item-Alert>

(2) Yes items with due date will show in calendar

(3) Not sure

comments: author: babi
body: Thank you so much!


author: Daniel Tan
body: hi is the due date notification to everyone or just the person that set the due date. and will everyone see the due date?


Tags: checklist

due-date

notification
Rechnung
Asked by Roman Divoky:

Warum kommt es zu diesen zus?tzlichen Geb?hren?

|--------------------------------------------------------------------------------------------------------------|--------|
| Anteilige Geb?hr f?r Trello Premium mit 1 mehr Benutzer(n) f?r den Zeitraum 27. April 2022 bis 17. May 2022. | $-8.33 |

Besten Dank

Roman


Answers:
author: Michael Pryor
body: That looks like a credit - there is a minus sign in front of the dollar amount. I think you probably deactivated a user maybe and then you received a partial credit for the remainder of when you paid for them.

It could also be that you added someone and you already had a yearly subscription, so you were charged for the remainder of the year after you added them to your subscription.

comments: author: Roman Divoky
body: no charge are always shown with a minus sign in front of the dollar amount.

How many users are included in trello premium?

How can I see the users in Trello?


author: Michael Pryor
body: Pricing is PER USER. You can find all the details here: <https://trello.com/pricing> or on your billing page.
I can't find my old boards
Asked by Darren Greaves:

Hello, I've been using Trello for years and have lots of old closed boards that I sometimes need to reference. I was on Trello Gold for years also but am now on free. I've only ever had one account throughout.

Today I went to look for an old board and I can't find it at all. I also looked for some others and they are missing too. I never delete old boards so not sure where they have gone.

Is this something to do with the 10 board limit in workspaces? I checked the closed boards under each of my three workspaces but they're not there.

Thanks in advance for any help.


Answers:
author: Andrea Crawford
body: Hi Darren,

If you go to <https://trello.com/{yourusername}/boards> and scroll to the bottom, there should be a button for "View all closed boards." Does that show you the boards you're looking for?

comments: author: Darren Greaves
body: That's it, thanks!


author: Julie Cazjh
body: I tried that and still can't find the boards. I haven't used them for a while, but had lots of reference data on boards. Have they been deleted? I wasn't aware that my records would drop away!


author: Andrea Crawford
body: Hi [@Julie Cazjh](/t5/user/viewprofilepage/user-id/5233250) , sorry for the trouble you're having. Trello doesn't delete your boards unless you tell us to. Is it possible you have two accounts with separate email addresses, and the boards you're looking for belong to the other account? Do you have the URL of any of the missing boards? If so, you could reach out to Trello support at <https://trello.com/contact> and we can help you find them.


author: Darren Greaves
body: I've managed to find the old boards via searching for them but I can't see how to list all my old boards.

It says they're in a workspace that I'm not a member of - but these are private boards that have only ever belonged to me.

Happy to have found my boards but I still want to know how I can access them other than my searching.

.![Screenshot 2022-04-27 at 10.01.58.png](https://community.atlassian.com/t5/image/serverpage/image-id/194826i4C923E5C70880C82/image-size/large?v=v2&px=999 "Screenshot 2022-04-27 at 10.01.58.png")
Q about Rules and Templates
Asked by Karen Cleveland:

I'm designing a Trello workflow for a client to manage the creation and publishing of an anthology book. The workflow involves two boards (one for the book-level tasks and another for the author-level tasks which run in parallel) and lots of advanced Butler rules. I link author-specific cards between the two boards but I've also specified the board name in some of the rules.

My plan is to define board templates with rules and replicate them for each new anthology project (and there will be multiple simultaneous book projects.) I'm starting to suspect this isn't going to be as smooth as I'd hoped!

Are the rules going to replicate with the board templates?

Have there been any updates to the Command Libraries since Aug 2021 when this article was written? ( <https://help.trello.com/article/1139-command-libraries>)

Is there a way to link Boards together (with Trello Premium) and avoid using specific board references in rules? Maybe this defaults when cards on the boards are linked?

Thx! Karen


Answers:
author: milynnus
body: [@Karen Cleveland](/t5/user/viewprofilepage/user-id/4896173)

I think the fundamental design/constraint is that command is created and owned by the author. They can be shared within the workspace and in some cases the member need to activate them. So it depends on the author to set the sharing and or enabling parameters for the command.   

In the case of a UK Dr client who wanted to publish the equivalent of a book, he had two parent cards from which copies of them are created as chapters and topics each containing checklists to be checked off by the user. The input is an spreadsheet of chapters and topics. His objective was to be able to add, delete, rename and reorder the items across the \~1200 cards automatically. So he has one board for each book. Trello automation is primarily used to trigger a bot that will process the change automatically - each taking 20-30 minutes to go through the entire board. Because of the number of updates, a paid plan was required and this was his primary concern.

comments: author: Karen Cleveland
body: Thanks [@milynnus](/t5/user/viewprofilepage/user-id/3947182)

My automations are quite specific within a Board:

When THIS Checklist in THIS list is completed, add ANOTHER Checklist to the Card, and move the Card to THAT LIst. I'm setting up and testing the Board individually and haven't started testing multiple boards simultaneously. Maybe there won't be any problems with rules getting triggered in Board A by changes in Board B - but I'm looking for any "gotchas" before they get me!


author: milynnus
body: [@Karen Cleveland](/t5/user/viewprofilepage/user-id/4896173)

Based on what you have described, Trello automation should be able to handle it. As far as triggering across boards it will depend on board design - for example you can trigger when a checklist is completed on one board to move a linked card in another board since they are linked. So it depends a lot on design. There are different techniques eg liked structured naming convention.


Tags: rule

template