youngmon/atlassian-qna huggingface dataset:
Can I copy a board or board template and have it include the card members?
Asked by Nathan Ross:

We have a board template that we use for each product we develop. Each card is assigned to the same people each time. However, if I try to copy an old board or make a copy from our template, the members of the cards do not copy over. That means I have to add members to every card every time I copy the board. This seems crazy and there must be a workaround?

Thanks for your help.


Answers:
author: RenoT
body: You might try out Placker to copy/mirror/move the board, it will keep all the info you had on the original card.

comments: author: Nathan Ross
body: Thanks RenoT. I'll take a look at this.


author: Iain Dooley
body: [@Nathan Ross](/t5/user/viewprofilepage/user-id/3779491) the problem is that when you copy a board, it doesn't retain the members.

If you set up your template board so that it has all the members you want, then label each card with the members' username, then this Trellinator function would copy the board, retain the board members and then loop through all cards, adding members to the correct cards where the cards contained a label that was a username of a board member, removing said label in the process and ignoring any other labels that weren't usernames:

<https://gist.github.com/iaindooley/77fa9c7bcbdd1ac09bb6adf3d41b4c07>

You can read more about Trellinator here:

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

comments: author: Nathan Ross
body: Thanks lain_Dooley. I think this might be above my skill set to implement, but looks interesting. Seems like a big workaround for something that seems so basic of a need. Is what I'm trying to accomplish really that unique that many people wouldn't also need this function? Seems weird. Thanks again.


author: Evie Sams
body: I've been looking everywhere for this feature. It doesn't make sense that a card template has the ability to retain members but a board template does not? I would love to see this implemented without the need for additional steps.
Can I display a list of my cards rather than the cards themselves?
Asked by jarlt:

If I want to see my activities on the upcoming days I open my account and select cards. To be honest the overview I get here is not what I would expect. Only 3 in a row and depending on each cards size only a few rows, all centralzed on a screen is a lot of wasted space for me.

Other tools are capable of displaying a list or table view of these tasks - each card one row with all the information in the same row and the capability of sorting on each attribute.

Is there any way to customize the my card view?

Regards

Juergen


Answers:
author: Ludo
body: Hi

You should try a chrome extension

<https://chrome.google.com/webstore/detail/list-layouts-for-trello/aldklnbenbdgfgfbflalmlddkkndgnlc?hl=fr>

which allows you to toggle the Trello board layout from horizontal to grid to vertical by clicking the icon.

comments: author: jarlt
body: That does not really solve the problem of having a list or table view of all my tasks to achieve a better overview.

A list like this grouped on dates or boards would be helpful.

![Zwischenablagebild.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/84633iCF34AF561591EB2B/image-size/large?v=v2&px=999 "Zwischenablagebild.jpg")
Active Power Up Vanished - Cronofy
Asked by Phillip_Spina:

I have been using the free version of Trello because I did not need any of the features offered by Gold or Business.  

I have been using Cronofy for awhile and just recently noticed my outlook calendar stopped updating. I took a look and the power up was missing entirely.  

I tried to add it back but it just kept going through an endless cycle of clicking "Add" with nothing happening. I tried other power ups as well but nothing worked.  

I went to another Board I use for storage in lieu of archiving and I was able to add Cronofy just fine. It is only on the one board that is not working.  

Has anyone experienced a similar issue?


Answers:
author: Michael Pryor
body: Could you make a video with loom.com and share? (make sure nothing personal is in the video - or email to support@trello )

Adding the board url is helpful as well.


Tags: cronofy

power-up
Trello: Restrict card movements to specified lists
Asked by Charry2014:

How is it possible to restrict card movements to go along a defined workflow. For example in a work flow that usually progresses from 'Open' to In-Progress to Completed to Closed in sequence I would like to prevent the leap directly from Open to Completed. There is a power-up called '[Workflows](https://trello.com/power-ups/5b9b85e8d8a7fe23f90d957a/workflows)' but this is labelled as not in compliance with Atlassian's privacy policy.

Are there any better alternatives?


Answers:
author: Ludo
body: Hi,

You can create a rule like this which avoids to move a card from open to completed list

```
when a card in list "open" is added to list "completed", move the card to the top of list "{triggercardpreviouslistname}"
```

And duplicate the rule for each unauthorised card movement

[@Charry2014](/t5/user/viewprofilepage/user-id/3627272)

By using operator not in, you can do this just with 2 rules

```
when a card not in list "in progress" is added to list "completed", move the card to the top of list "{triggercardpreviouslistname}"
```

```
when a card not in list "completed" is added to list "closed", move the card to the top of list "{triggercardpreviouslistname}"
```

comments: author: Charry2014
body: Thanks [@Ludo](/t5/user/viewprofilepage/user-id/3603216) - took a bit of digging to find the advanced button to switch on the rest of the options and then a few rules later and it does indeed work. But... I am surprised that there is not a more universal/intuitive/concise way to do this.


author: Ramanathan Yegyanarayanan
body: You can set rules. Have a good read <https://blog.trello.com/butler-power-up-trello-automation>

comments: author: Charry2014
body: Thank you for the link - I had seen that, and read it but perhaps my short attention span times out before I get to the relevant section :)


Tags: butler

list-name

restriction

workflow
Can Butler sync cards across boards?
Asked by Andie Lopez:

Hello!

I've been trying to have Butler link cards on different boards and create actions based on the activity of one card to the other. Is that possible? I've been reading lots of articles about what to achieve with Butler on Trello but everything I can find is from the old Power-Up and not the new integrated feature. I tried adding rules but it's unable to, for example, find a checklist from a card that's on a different board.

What I would like is the following:

1. When Card A on Board B is moved to the done List, the item on Checklist C, from Card D on Board E, which is called A (just like the card on Board B) gets marked as checked.
2. When item A on Checklist C from Card D, Board E is checked, Card D moves to List F (All within Board E)
3. And so on with each item on Checklist C, moving along the different Lists of Board E

Does that make sense?

Thanks in advance!


Answers:
author: Ludo
body: Hi,

I suggest you to apply this rules

The first rule allows to check item in the task when the sub task is done

```
when a card is added to list "Done", for each card linked in the attachments, check item "{triggercardlink}"
```

The second rule allows to consider a task as done when all checklists are completed

```
when all checklists are completed in a card, move the card to the top of list "Done"
```

It is complicate to define the new list of a card when a item is checked, except if the name of checked item corresponds to the name of the new list. In this case, you can use a rule like this

```
when the "{*}" item is checked, move the card to the top of list "{wildcard1}"
```

<https://help.trello.com/article/1156-pattern-matching-and-wildcards>

Or you can use a rule like this

```
when the "{*}" item is checked, move the card to the next list on the board
```

comments: author: Iain Dooley
body: [@Andie Lopez](/t5/user/viewprofilepage/user-id/3777405) [@Ludo](/t5/user/viewprofilepage/user-id/3603216) I think for the second part of the requirements Andie is looking for something like this:

when an item is checked, find a card with link "{checklistitemname}", and move the card to the "Done" list

Since you're working with linked cards both ways this should deal with things across boards just fine. You'll install the first command Board B and the second command on Board E


author: Andie Lopez
body: Thank you both [@Iain Dooley](/t5/user/viewprofilepage/user-id/1416112) and [@Ludo](/t5/user/viewprofilepage/user-id/3603216) ! I'll try this as soon as I discover where to submit this code directly? The way Butler works now is that it leads you through certain pre-made choices and lets you modify as you go, but I can't find a place where to input the commands as you've suggested above!


author: Andie Lopez
body: YES! I got the first command running! Sadly free Trello only allows me to write one rule :( But that's a huge advance! Thank you so much!!!


Tags: butler

dependency

pattern
I am trying to attach dropbox but the login authentication flashes for moments then goes away
Asked by Dena Davis Team:

I read the instructions on how to get the popup for dropbox to integrate. And it is working on my office managers trello . On mine This first photo is what I see. So I go to Choose a folder because I saw that was also a way to authenticate... But I cant login to dropbox because the login screen that pops up only does so in a flash. Can anyone help? Much appreciated!![Screen Shot 2020-02-24 at 6.02.49 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/84259iA4A4F63A53315B88/image-size/large?v=v2&px=999 "Screen Shot 2020-02-24 at 6.02.49 PM.png")![Screen Shot 2020-02-24 at 6.03.08 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/84260i5A3AB71DA5690951/image-size/large?v=v2&px=999 "Screen Shot 2020-02-24 at 6.03.08 PM.png")


Answers:
author: Garrett
body: Hey Dena,

Usually the blocker in these kinds of situations is something at the browser level. Would you mind making sure that you don't have any ad-blockers or browser extensions currently enabled.

I'd also recommend adding dropbox.com to your list of allowed sites in your browser settings. If you're using something like Chrome, you can jump to that with this link: <chrome://settings/content/cookies>

![Screen Shot 2020-02-26 at 1.13.20 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/84504i7C40BB783B87E269/image-dimensions/526x132?v=v2 "Screen Shot 2020-02-26 at 1.13.20 PM.png")

Can you give that a try? Hopefully that will help you get your Dropbox account authorized.
Reducing notifications for one of the admins
Asked by Jay:

My friend and I use a free account. Both of us are admins on all of the boards and only one of us wants to receive specific notifications for all boards. Is there a way to do that for him and keep all his privileges as admin?


Answers:
author: RenoT
body: You can change Notification setting for each account,

Click your name Icon on the top right corner just before the notification bell

Click "Settings" in the pull down list

You can change your Notification preference as per your requested, either by email frequency or just a Desktop Notification...

comments: author: Jay
body: **I guess that I forgot to mention that initially I created an account for my self and invited my friend over and made him an admin as well.**

**By doing what you recommend, I do not think that my friend will get less notifications and I can continue to receive everything on the list.**


author: RenoT
body: Hey Jay, your friend need to do that in her/his end, not from you...


author: Jay
body: Got it. Thanks!
Deleted the Timecamp Power-up. How do I get rid of the bar on the far left?
Asked by Nikki DeCausmaker:

It is a pop-out for fast access but, I thought it would be gone when I deactivated the power up.


Answers:
author: Vini
body: Hi Nikki,

I'm not sure what you are seeing, I was not able to reproduce it on my side. I would either ask you to contact Trello Support (trello.com/contact) and send us a screenshot, or contacting Timecamp directly.
Has Trello changed the way its Power Ups are working?
Asked by Ron_Bailey:

I have used Trello for some time with the Google Drive power-up. I use it for a mission-critical process. When presented with an open card I used to have the Google Drive option on the right-hand side. This seems to have vanished.

Even with an older card which did have the Googe Drive power app option and which I used to create a link, the Google Drive option has now vanished. I need this function immediately. Is it a Trello failure or has the Power Up authorisation process changed?

Many thanks

Ron Bailey


Answers:
author: Esme Crutchley
body: Hi [@Ron_Bailey](/t5/user/viewprofilepage/user-id/1961237)

On the board that it should be enabled on, can you click on 'show menu' on the top right of the board and under PowerUps, see if it's listed there?

![Screenshot 2020-02-25 at 15.55.17.png](https://community.atlassian.com/t5/image/serverpage/image-id/84354iEFFAD9CF5B495E72/image-size/large?v=v2&px=999 "Screenshot 2020-02-25 at 15.55.17.png")

Let us know if it's there and we'll see where we are :)

comments: author: Ron_Bailey
body: No I have this

![Screenshot 2020-02-26 at 18.19.39.png](https://community.atlassian.com/t5/image/serverpage/image-id/84509i06AE26DF6FDEDE47/image-size/large?v=v2&px=999 "Screenshot 2020-02-26 at 18.19.39.png")


author: Michael Pryor
body: I don't think it has changed. Does it not look like this on the right hand side? Is the power-up actually enabled on that board (check the sidebar - 'w' key will toggle open and closed)

![Screen Shot 2020-02-25 at 10.33.27 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/84348i424007A9B0F690B0/image-size/large?v=v2&px=999 "Screen Shot 2020-02-25 at 10.33.27 AM.png")


Tags: google-drive
We are working on a new home build project and we want to keep everything on track.
Asked by Darryl Polite:

We are working on a new home build project and is this a cool tool that me and my wife can use for building the new home, and selling the old one. Do we need (2) accounts , or can we co-share, so we are looking at the same things? How good is the Calendaring tools? And will this integrate with Outlook.?

Thank you

Darryl


Answers:
author: kemobetter
body: Can I use this platform to sell a house too? I would rather not pay real estate agents' fees and get more money for the house. Is it a good idea to sell it directly to the builders?  
This idea looks appealing to me, especially because they would probably offer more money and will be less stingy about the state of the house. [A local veteran-owned agency called Flagship Builders](https://www.flagshipbuilders.net/) offers this opportunity here in Baltimore, and I tend to believe them.  
What would you say about that? Did anyone of you have some experience with such sales? It looks like a much better option.

comments: author: Jack Brickey
body: Trello is not a replacement for a real estate agent. It can be used to track projects and activities and collections and similar.


author: Michael Pryor
body: 1. Don't share accounts. Trello accounts are free to create. You should each have one.

2. Check out the Calendar Power-Up. You can enable added functionality via Power-Ups on boards.

3. Outlook: <https://help.trello.com/article/1075-outlook-add-in>


author: Jack Brickey
body: while you could share the same account and password I would not go that direction. Accounts are free for the basic version and the will allow the two of you to distinguish between each other's input.
My company has a business class account. Can I create a personal board until ready to share?
Asked by Bill Slayton:

I just want to get the board built before anyone has access to it. Can I develop the board privately until such time that I'm ready to pull the team onboard?

Thanks,

Bill


Answers:
author: RenoT
body: Sure you can, just need change the team after you completed,

Click "... Show Menu" on the right upper corner of Trello Board,

Click "... More" on the top portion of the list

Click " Settings" on the top of the list

Click "Change Team..." on the top of the list

There is pull down list you could choose which team you would like to move to, in your case, you need move to team under your company business class.

Then click "Invite" Button to invite anyone you need added onto this board.

comments: author: Benjamin LEVAILLANT
body: Will the admin be able to access it or not even?


author: Michael Pryor
body: If it is not in the Business Class team, then no the admin cannot access it.

However if you are in a Trello Enterprise, admins do have access to all of your boards.


author: Benjamin LEVAILLANT
body: Perfect :P  
Thanks for the help

++
Within Butler I would like to use a Month function on a Date Custom field
Asked by Xavier Lecomte:

Hello

When a certain Date Custom field value is set , I would like to get the Month Number and then make a simple arithmetic o with this Month number. Is there a syntax for that ?

I have tried :

when custom field "Probable Start Date" is set to a date, set custom field "PROB MONTH" to "{monthnumbercustomfieldvalue}"

Thank you


Answers:
author: Ludo
body: Hi

You can use this pattern to format start date

{{%startdate}\~MM}

For more details see this

<https://help.trello.com/article/1159-arithmetic-in-date-variables>

<https://momentjs.com/docs/#/displaying/>

comments: author: Xavier Lecomte
body: Greta ! That works ! Thank you Ludo!


author: Ludo
body: Good news, I just replace old by new trello link.


author: Xavier Lecomte
body: I have posted another question as with the result of this parsing I need to do some basic arithmetics but cannot get a simple substraction to work


Tags: butler

custom-field

date

variable
Copied comments with card repeater?
Asked by kkiernan:

I am trying to use card repeater so I do not have to manually copy boards each week/month. Unfortunately I noticed that the comments keep being copied each week and I can not delete them. Has anyone found a way to use the repeater and comments not be copied?

I know how to copy the board without comments... I am specifically trying to utilize card repeater.

Thank you for your help


Answers:
author: marcelo
body: We'd like this too.

comments: author: marcelo
body: (and I'm not new here haha, i"ve been using Trello since day one, before Atlassian)


author: Garrett
body: There isn't a way to set a card to repeat without comments---that's its default behavior currently.

To work around that, I'd recommend manually copying the card without the comments then set that new copy to be the card set to repeat instead.

Let me know if that helps!
The sort function is not working for my Trello cards
Asked by Stefanie Hughes:

When I click on the . . . at the top right of my board, it shows the options as:

Move card

Duplicate card

Copy link

Watch

Archive card

Delete card

where did sort cards go? Sometimes it shows up and then sometimes it disappears.

Thanks for help!!!!


Answers:
author: RenoT
body: Is that possible to have a screen shot? Since what I saw is exactly as what Michael showed abovem I cannot see "Duplicate Card""Copy link"...


author: Michael Pryor
body: There has to be at least two cards in the list, but it should appear here:

![Screen Shot 2020-02-24 at 12.28.42 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/84222i9C73DD9BFF062E39/image-size/large?v=v2&px=999 "Screen Shot 2020-02-24 at 12.28.42 PM.png")
Testing power ups as a gold user
Asked by ahmed nur:

Hi, I was wondering if it was possible to test power-ups. As I would like to trial a few on my board however I wanted to know if once I implement it will it be permanent or can I remove it and if anyone has more information about Trello gold powerups and how they work?

As I don't want to select one without trying other power-ups and find out I'm stuck with it for a long time.


Answers:
author: Michael Pryor
body: You can turn one on for free. And you can turn it off at any point and turn on a different one too.
Styling automated report emails
Asked by Mat Jones:

Hi,

I'm trying to create an automated report which will be sent on the 1st of the month. The email will show completed and incompleted tasks from the previous month.

I have followed the instructions on the Trello page <https://help.trello.com/article/1192-creating-reports-with-butler> and the email includes the information that I need. However, the items are all on the same line which doesn't look great.

This is what I've put into Trello, can someone advise what I'm doing wrong?

Complete:\\n\\n{$Complete}\\n\\nIncomplete:\\n\\n{$Incomplete}

Many thanks,

Mat


Answers:
author: Ludo
body: Hi

You should add spaces before and after \\n sequence.


Tags: butler

report
Trello: Automatically fill custom fields from data in card body
Asked by Charry2014:

Following advice from another post I am using Zapier to preformat data that arrive as new cards by email. This works great. When the cards are created they have Description with a structured format like this:

```
FromName:Real Name
FromEmail:Real name real.name@company.com
DateSent:Sun, 23 Feb 2020 21:12:14 +0000
SenderIP:[123.456.789.100]

Request:My request is blah blah, nonsense, rhubarb...
```

It would be awesome if these values could automagically be transported into custom fields.

There must be a way; can anyone tell me how? It would be five lines of Python, or perhaps some cunning power-up and Butler...


Answers:
author: Ludo
body: Hi

You can create patterns and fill custom fields with matchted texts. See this :

<https://help.trello.com/article/1156-pattern-matching-and-wildcards>

comments: author: Charry2014
body: Thank you - that looks like it might do the trick. I would also point out that Zapier is also capable of doing a lot, I had missed a few things back from when I initially set the board up.


author: Katharine
body: Hi Ludo, I've also been trying to automatically populate my custom fields using data in the card body/description, but haven't been successful. I was wondering if you've had any success with pattern matching/wildcards?

I feel like what I'm trying to achieve should be simple, but it hasn't been working for me. See screenshot attached.

![Picture1.png](https://community.atlassian.com/t5/image/serverpage/image-id/165799iC950DF20435C3F41/image-size/large?v=v2&px=999 "Picture1.png")

I was wondering if you could share any progress you've made.

Thanks,

Niall


Tags: custom-field

default
personal/Public
Asked by coachingbylabyrinth:

Hallo and good morning,

how can I change public in private visibility?


Answers:
author: Nicolas Werle _Decadis AG_
body: Hey [@coachingbylabyrinth](/t5/user/viewprofilepage/user-id/3776033)

which Trello plan do you use?   
Best regards,   
Nicolas

comments: author: coachingbylabyrinth
body: Basic

mfg

Lothar


author: RenoT
body: Hey [@coachingbylabyrinth](/t5/user/viewprofilepage/user-id/3776033)

It depend on whether you are the admin of that board or not, if you are, Yes you could change it from Private to Public or from Public back to Private.
Einstellung: Privat
Asked by coachingbylabyrinth:

Hallo in die Runde,

warum kann ich den Button "privat" nicht bet?tigen?

Es bleibt immer die Einstellung "?ffentlich""

Mfg

Lothar


Answers:
author: RenoT
body: You could have your Admin change your Permission Level to Admin, then you could change it...


author: RenoT
body: Maybe you are not the admin for that board...

comments: author: coachingbylabyrinth
body: That's it. But how can I become Administrator?
Board Button
Asked by olyabildanova:

I created a Board Button. Is it visible for other membets of this board or not?


Answers:
author: RenoT
body: Yes, you could make your choice after Buttons setup,

\* Enabled on this board

\* Enabled on all boards on this team

\* Shared with team


author: Ludo
body: Hi

It is visible by other board members. Note that board button is not activ on mobil app.