youngmon/atlassian-qna huggingface dataset:
One project, multiple boards
Asked by Jaya Phillips:

Hi! I'm going to start using Trello to manage client projects. Looking for some advice on organization. It seems Trello boards are the highest level in the hierarchy? So I would have each client/project as a Trello board. Then would I be limited to just one level of lists for things like each project happening for a client?

I'm trying to figure out how to do the "to do" "doing" "done" lists but also within different categories. IE: I do online business management with some of my clients so

**I'd like to have a hierarchy like this:**

My company team...  
Client name...   
Projects (website, newsletter, social media, etc)...  
lists like to do, doing, done with task cards inside the lists

Is that possible? I used to be able to do it in Asana, but Trello seems better in lots of ways and clients are more easily able to incorporate Trello than Asana, which isn't as visual.

Thanks for your help!


Answers:
author: Mike
body: Hi Jaya,

The only level higher than board is a Team, so you could consider setting up separate teams for each client or project.

Alternatively, Business Class teams have the ability to add "Collections," which are like folders to organize their boards. That would create an additional layer between the team and boards. That way, you could maintain one team to house all of your boards. Keep in mind that Business Class is a team-based upgrade, and it's charged per team-member, but you can always add members directly to a board (instead of to the team) at no extra cost.
is there a way to see workload across all boards/teams that a person is on?
Asked by mariodigi:

trying to figure out who's overloaded or has capacity


Answers:
author: Mike
body: Hi Mario,

Great question!

Just as you can view your own Cards page at <https://trello.com/my/cards>, you can also view others Cards page by changing /my/ to their username. This will only show you cards that you're otherwise able to see, like cards on boards that you're also a member of.

Alternatively, if you upgrade to Trello Business Class, you do get access to a little more information to view each team members' cards across the entire team, and using that, you can see how many cards are assigned to each team member.
Restricted Permisions for Clients
Asked by Gonzalo Zapata:

Hi Guys,

I?m triying to give permition for a client only to some cards on a bord, specifically the "client to do cards".

Some body know if exist any way to do it?

Thanks in advance...


Answers:
author: Matthew N
body: Gonzalo

Permissions in Trello are board specific, and there's currently not functionality to allow card or list specific permissions. You'd need to have separate boards for privacy.

Perhaps send a [feature suggestion](http://help.trello.com/article/724-submitting-feature-requests-for-trello).
something wrong with using trello
Asked by phitrieu:

The trello display 's wrong . it cant show the logo . please help me

![Capture.trello.PNG](/t5/image/serverpage/image-id/11761i936EFB6308580D23/image-size/large?v=v2&px=999 "Capture.trello.PNG")


Answers:
author: Matthew N
body: Try clearing your browser cache, close the browser and reload.

Is the same issue occuring if you use a different web browser?

comments: author: phitrieu
body: i use gg chrome, it's fault. But if i use microsoft edge, everything's normal.


author: Matthew N
body: Did you clear cache in chrome?


author: phitrieu
body: yes, i did . any other way ?
Importing old task from teamgantt into Trello
Asked by Marnix Verhoeven:

I'm trying to import all my task/phases of my gantt chart made in teamgantt into trello. I knwo how to link trello \& teamgantt but I cannot create a new board starting from my data in teamgantt. Only new cards created in trello will appear in teamgant, and new tasks in teamgantt will appear in trello. How however do I import all my old teamgantt tasks into an empty trello board?

Hope this was clear,

thx.


Answers:
author: Mike
body: Hi Marnix,

This is correct, unfortunately, and that's not how the TeamGantt Power-Up is designed to work, so you'd need to import those tasks another way.

Because Trello cards can be almost anything (not necessarily just a task), there isn't always an easy way to import data, but this can be easier if you can first *export* the data needed from TeamGantt. Once you have that, you can take a look at this page for some more information and detail: <http://help.trello.com/article/751-importing-data-into-trello>
Attachments: Instapaper Article
Asked by Jabari Garland:

I'd like to attach a specific Instapaper article to a Trello card so I can click on it and it opens the article in the iOS Instapaper app on my iPhone. Similar to the way we can attach a Google Drive file and the app opens to the specific file. Is this possible with Instapaper or should I switch to a different read-it-later app that can facilitate this workflow in iOS?


Answers:
author: Mike
body: Hi Jabari,

Great question---I can't find any way to do this, unfortunately. I can't see any way to generate a link to the Instapaper document, which would be the first step. Any link generated from Instapaper ends up going straight to the source article, not the Instapaper view. Even if that did happen, it would be up to the Instapaper app to determine if the link forwarded to the app or the website, so I can't say for sure what the intention is.


Tags: attachment
Protecting list titles and position on a board
Asked by Ray Ratliff:

Hello. I haven't found relevant questions or FAQ results for this question... I am trying to determine if there is a way to prevent members of a board from changing the titles of the lists contained within the board. Additionally, is it possible to prevent the other board members from shuffling the order the lists appear in?

Thank you for any feedback you may have!


Answers:
author: Matthew N
body: Ray

There's not a way to prevent members of a board from taking actions such as renaming lists or moving the order of lists.

You can, however, track when a card name is changed using Butlerbot.

To add custom automation using Butlerbot, follow these steps:

1) Add Butlerbot to your board [here](https://www.butlerfortrello.com/dashboard.html):   
-- A new list will be created titled "Butler"  
2) Add a new card to the Butler list, using the follow text

*when the title of a card changes, post comment "@{username} changed the title of this card from '{textbefore}' to '{textafter}'*

Butler will write a comment with the name of the user who changed the title along with the before/after title.

![title change.png](https://community.atlassian.com/t5/image/serverpage/image-id/11757i86F883BAAD26EC13/image-size/large?v=v2&px=999 "title change.png")

comments: author: Ray Ratliff
body: Thank you for the info Matthew!
Organization - using the calendar to post daily/weekly college course schedule
Asked by Blaire:

I have enabled the Calendar on my board and attempted to use the Card Repeater to allow me to post my daily english class from 8:00-8:50 without replicating the card manually for each day of the month. After reading the tutorial on using that Power-Up it seems that is the way to do it, but the 'Power-Up' list doesnt show up on the board detail screen where it is indicated on the tutorial (between 'Add' and 'Activity'). Once enabled, how do I access and utilize the feature? Is there an easier way to auto load a calendar with repeating class schedule meeting times?


Answers:
author: Matthew N
body: Hi Blaire

You need to enable the Card Repeater Power Up in order to be able to use the repeat feature.

Once you have the Card Repeater Power Up enabled, you'll have the option to use it on the card

![repeat.png](https://community.atlassian.com/t5/image/serverpage/image-id/11755iE3DB27C4FB0DCCE9/image-size/large?v=v2&px=999 "repeat.png")

comments: author: Matthew N
body: ![repeatpower.png](https://community.atlassian.com/t5/image/serverpage/image-id/11756i9AF300D365741C60/image-size/large?v=v2&px=999 "repeatpower.png")


author: Blaire
body: Thank you Matthew. I have already enabled the Card Repeater, and while there are '2' Power Ups' listed on the card currently (Calendar, and Card Repeater), the Card Repeater option does NOT come up as an option on the card as indicated in the first image above.![Screen Shot 2017-12-29 at 7.29.57 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/11759iE0C140BC7D2B02C5/image-size/large?v=v2&px=999 "Screen Shot 2017-12-29 at 7.29.57 AM.png")

![Screen Shot 2017-12-29 at 7.29.12 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/11760i1AC475F46CFDCEB6/image-size/large?v=v2&px=999 "Screen Shot 2017-12-29 at 7.29.12 AM.png")


author: Blaire
body: Actually, 3 Power Ups.....Google Drive, Calendar, Card Repeater, yet the Card Repeater does not show up in the list to be used. What am I missing in the process of 'Enabling' the Card Repeater?


author: Matthew N
body: Try clearing your browser cache and then close/reload the browser and your Trello board. See if the option then shows.


author: Blaire
body: Fantastic!! So thankful for your help...should not have spent 2 hours trying to troubleshoot on my own last night before posting the question. Have a blessed day. Thanks again.


author: Matthew N
body: It's all good, glad you posted here and I was able to help! Happy new year to you!


author: Blaire
body: Matthew,

Now all of my course cards are set to repeat according to my class schedule during the week...victory! But I thought they would appear on the calendar as such, and when I click on the calendar there are no cards. Do I have to do something else to get them to show on the calendar, besides setting them to repeat at certain times on designated days?
How to get the Outlook plug in?
Asked by Adam Pressman:

Is there still such a thing? There's a help page at <http://help.trello.com/article/1075-outlook-add-in> that says, "In Outlook 2013 or 2016, click on "Store" from the Home tab on the ribbon" I don't have "Store" on my Outlook 2016 ribbon. How else to get the plugin if it's still available?


Answers:
author: Caity
body: Hi Adam,

We'd suggest contacting Microsoft directly for any problems related to the Trello add-in for Outlook. You can reach them at trelloaddin@service.microsoft.com.

It does also look like the email administrator can configure whether or not the Store button appears. You can find some more information about that in this Microsoft forum:

<https://social.technet.microsoft.com/Forums/en-US/36051a90-a9d1-4748-a1de-4b19848add59/removal-of-the-store-icon-from-office-2016?forum=Office2016ITPro>


author: Adam Pressman
body: It is confusing at <http://help.trello.com/article/1075-outlook-add-in>

where the supported platforms are listed. Perhaps wording so that it's more obvious that an Exchange server or Outlook.com account is required. Standalone Outlook (using IMAP mail for instance) is not. Thanks.


Tags: ms-outlook
How to synchronize planio communication to trello?
Asked by Abhay Kumar:

I am trying to integrate plan.io with trello so that issue, bug e.t.c communication on planio get synchronized to trello dashboard.

On internet I am only getting link for redmine to integrate to trello.

Also I found [https://zapier.com](https://zapier.com "Zapier") which only allow to integrate redemine to trello. It doesn't have planio app in their database(searching plainio in search bar after login found no result) to link.

Any lead highly appreciated.

Thank you.


Answers:
author: Caity
body: Hi Abhay,

Currently, there isn't an integration available between Trello and Planio. However, if Planio has an API available, you may be able to use the API to create your own integration.

<br />

Trello's API is fully documented at <https://developers.trello.com/>.


Tags: bitbucket

confluence

jira

jira-service-desk

redmine
Can I add a note box to a card that stays (doesn't get moved down like a comment)?
Asked by Karen Derrick-Davis:

I would like to add a note to a card that is not in the description box and is not a comment that gets moved. Is there a way to do this?


Answers:
author: Matthew N
body: Hi Karen

There's not a way to accomplish this other than using the description field.

comments: author: Karen Derrick-Davis
body: OK, thanks. Would really like to have the option to pick and choose the items for the menu bar for cards.
Is there any possibility of copying just checklists not the whole cards?
Asked by Dorota Pa?czyk:

I'm using the same checklists many times, and I wish to easy copy them among the cards or inside the same card - is it anyhow possible? Now I have to copy every item manually and with about 50 items it takes lots of time unproductive...


Answers:
author: Matthew N
body: Dorota

When you add a checklist to a card, you have the opportunity to use existing checklists. ![check.png](https://community.atlassian.com/t5/image/serverpage/image-id/11642iA28D87ED750B4C26/image-size/large?v=v2&px=999 "check.png")
Edit button not working
Asked by Jeff Vanderlaan:

I am unable to click the 'pencil' icon to edit my cards on any of my Trello boards.


Answers:
author: Caity
body: Hi Jeff,

Thanks for writing to us!

Would you mind letting us know what browser you're seeing this problem in? If you open Trello in a different browser, do you see the same problem there?

Also, just to confirm, are you able to *see* the pencil icon but not click on it, or are you not seeing the pencil button at all?

While we're looking into this, you can also edit your cards by clicking on a card to open it. From there, you can edit any part of the card.

comments: author: Jeff Vanderlaan
body: Thank you for the reply! Yes, I can see the pencil icon, but I can not click on it. I did check this morning and it appears to be only happening in Chrome 63.0.3239.84 (Official Build) (64-bit).

I was able to successfully click on the icon and edit in Firefox. I am using Firefox ESR 52.5.3 (64-bit).


author: Caity
body: Hi Jeff,

Could you try clearing your cache on Chrome to see if that resolves the issue? You can find instructions on how to do that here: [http://support.google.com/chrome/bin/answer.py?hl=en\&answer=95582](http://support.google.com/chrome/bin/answer.py?hl=en&answer=95582)

If you're seeing the same problem after clearing your cache, we'll want to check for any conflicts with browser extensions. You can check for that by temporarily disabling all of your Chrome extensions, and then reloading Trello to see if the problem is resolved. If it is, you can re-enable your extensions one by one to find out which one is causing the problem.


author: Jeff Vanderlaan
body: It appears to be an extension problem. I will start going through my extensions one by one to figure out which one is causing the problem. Thank you for your help.


author: Tracy J
body: I started having this same problem after installing the Slack extension. I can no longer click on the pencil icon. I see it, but can't click it. I can click the card and edit just fine that way, but the pencil icon is no longer clickable.


author: Tracy J
body: UPDATE: I installed the connection between Slack and Trello from the Slack side. Once I updated the integration from the Trello side, the pencil icon began working again. All I did was...  

1 - Under Trello Team Settings, scroll down to Slack Team Linking (The link to my Slack team was already showing up)

2 - Click Add to Slack

3 - Click Allow

The page refreshed and the same exact information appeared as before (same link to my Slack team), but now the pencil icon works.
How do i make it so non-board-members can not add cards/boards.
Asked by OutlookGamez:

So i have a public trello that i will use for adding ideas to my game and i have a invite link but anyone who clicks it is able to delete/edit cards and i have no idea how to turn this off, please help.


Answers:
author: Matthew N
body: When you use the "Invite people by giving them a special link..." option under the invite tab, just give them the URL to the board instead. This way, you're not adding them as a member to the board, instead they can view it only since it's a public board.

comments: author: OutlookGamez
body: so i would use this?

![blah.png](https://community.atlassian.com/t5/image/serverpage/image-id/11794iE4C0B7C2E9F544FD/image-size/large?v=v2&px=999 "blah.png")


author: Matthew N
body: Yes, exactly. That way you're not having them join the board as a member, only view it.


author: OutlookGamez
body: thanks!!
How can I change board name?
Asked by Chie Masuko:

Hi there  

I would like to change board name which is Japanese name, so I checked this page.  
<http://help.trello.com/article/775-changing-a-boards-title-and-description>  
'open the board and click on the title in the top-left of the board. Once you do so, a dialog will appear,'   
I did it many times and tried to change browser Firefox, Chrome and IE11, but a dialog did not appear.  
Please tell me how to change it.  

Thank you


Answers:
author: Matthew N
body: Hi Chie

In order to change a board name, you must be admin of the board. Are you admin of the board you're wanting to change?

comments: author: Chie Masuko
body: Hi Matthew  
Thank you for your reply.

I'm admin of this team, but I don't know where to look if I'm admin or not of the board. Could you tell me where that is.


author: Ai Hirama
body: You can find your status by using the steps described in this page:  
[Admin indicators, and gold crowns on user avatars](http://help.trello.com/article/753-presence-and-admin-indicators-and-gold-crowns-on-user-avatars)

You can choose Japanese from the menu at the bottom-right corner in this page.

If any problems, please feel free to let me know!


Tags: board
Can I use Trello clone in my portfolio?
Asked by DogoCap:

Hi folks,

I made a Trello clone to show off my web development skills.

I'm wondering if I can use it in my portfolio page with the name Trello clone.

Thanks you.


Answers:
author: Caity
body: Hi Idan,

We're not able to endorse the use of our trademark by third parties. If you do end up including this on their portfolio page, you'll need to include the following disclaimer:

"We are not affiliated, associated, authorized, endorsed by or in any way officially connected to Trello, Inc. ([www.trello.com](http://www.trello.com/))."

Additionally, you'll need to use the trademark symbol whenever you say "Trello" on that page.

We have more guidance on how to work with Trello's trademark here: <http://help.trello.com/article/840-trellos-trademark>.

Let us know if you have any questions!
Suggesting : Can you change the year in the due date in the Trello iOS app
Asked by Duc-Nhi PHO:

This is a feature I ish for ?


Answers:
author: Matthew N
body: Hi Duc

For any date that is greater than today's date, the year will show as next year.

ie: today is December 27, 2017. I add a due date for December 26, the the due date will appear as December 26, 2018.

comments: author: Duc-Nhi PHO
body: Thanks Matthew for your reply!

But what if I want to plan 3 or more years ahead? Do I have to keep on scrolling the dates?

Cheers!

Duc
Issues creating bullet points
Asked by Alyss white:

I have a lot of lists on my cards with Trello and though they are in Bullet format on Google Docs it doesn't seem to be transcribing well to Trello. I tried to follow the guide on the tips/FAQ section and it doesn't seem to be taking. Any tips on creating bullet points on my Trello cards?

Thank you for your time and assistance.


Answers:
author: Torben_trello
body: As the formatting of the Google Doc might be different, the bullet points might now be showing up when copied to Trello.

How about attaching the Google Doc directly to a card? This way you do not need to copy any data across to the card: <http://help.trello.com/article/769-adding-attachments-to-cards>


Tags: organization
All due dates for all cards
Asked by Heidi Johnson:

Hi there \~

Is there a way to see all due dates for all cards in chronological order? I know I can sort and look at all cards assigned to me but it doesn't create a list...

Thanks!

Heidi


Answers:
author: Matthew N
body: Hey Heidi

If you go to [www.trello.com/my/cards](http://www.trello.com/my/cards), you can sort the cards assigned to you by due date.

Alternatively, you can use [Butlerbot](https://trello.com/b/2dLsEE9t/butler-for-trello)to make a copy of all cards when you're added to them, and put them in a separate list, and then you can sort the list by due date.

To add custom automation using [Butlerbot](https://trello.com/b/2dLsEE9t/butler-for-trello), follow these steps:

1) Add Butlerbot to your board [here](https://www.butlerfortrello.com/dashboard.html):   
-- A new list will be created titled "Butler"  
2) Add a new card to the Butler list, using the follow text

*when I am added to a card, copy the card to list "List name"*

comments: author: Heidi Johnson
body: the Butlerbot is genius! Thanks for the suggestion Matthew!


Tags: due-date
Regarding Privacy and Security
Asked by Guddu:

Hi, I am about to use Trello for my personal and work. And I have some queries:

1) How secure and private are my confidential notes in Trello?

2) Can any Trello employee access and see my confidential notes? I know people can see my boards and notes only if I give access to them but here I am talking about trello employees.  

3) Is there any way to prevent trello from auto-saving into the cloud and make trello to save the notes on my PC?  

<br />

Thanks in advance.

Guddu


Answers:
author: Nic Brough -Adaptavist-
body: 1) They're protected by password, so they're as secure as any other ssl cloud system using passwords are, but see the rest of the answers

2) Support can become administrators and get into them.

3) Trello is essentially a Cloud system. The whole point is that is saves into the Cloud

comments: author: Mike
body: The Trello Support team can **not** become administrators and access any board data. We have access to some very basic metadata, like the number of boards, and number of cards on a board, but absolutely no private information.

When submitting a request for help from the support team, you can grant temporary access to your account to help us diagnose any problems, but that must be granted for us to have any access at all, and that access can be revoked at any time.


author: Guddu
body: [@Mike](/t5/user/viewprofilepage/user-id/1126328) Thank you so much for the ++**correct info**++ . I was worried that **how can anyone and even the** trello**support team** can**just become administrators** and "**see and access**" my notes and stuff. I am glad you cleared that out. I was literally thinking how could it be haha.

I can now use Trello peacefully :)

One more thing, for granting the access, I would be given a hyperlink to click on for granting the access to the support team if I require any sort of technical help right?  

Thanks in advance.  
Guddu


author: Mike
body: When you use the Contact form to reach out, there's a checkbox that you can use to grant or deny account access.

Sometimes, the team might ask for access during a support conversation if that access wasn't previously granted, and in that case, that's done via a hyperlink, yes.


Tags: access

privacy

security