youngmon/atlassian-qna huggingface dataset:
Can I automate a weekly export to excel via email?
Asked by Delwyn I Jones:

I am a VERY new user to Trello - and I'm loving what it has to offer so far!  
However, I do need to regularly share some of my board information with non users.

I'm able to export to excel without issue, but I'd really love to be able to automate this...

Any help or pointers would be greatly appreciated! I'm also not very technically literate so would appreciate the "dummy's guide"


Answers:
author: Alina Kurishko
body: Hi there,

Welcome to the Atlassian Community! ?

There isn't currently an option to automate board export, but I can suggest a workaround for that.

Have you tried using the Board Snapshot feature? You can schedule a snapshot to be sent to specific email addresses. Email recipients won't be able to view the details of each card, but at least there'll be a list of all cards on the board.

If you want to provide more detailed information about the board, you can look into creating a customized report which can also be sent when scheduled.

You can find more about it here: <https://support.atlassian.com/trello/docs/creating-reports-with-butler/>

Hope this information helps!

Alina \| The Trello Team

comments: author: Delwyn I Jones
body: Thank you Alina ?


Tags: automation

export
Checklist items not copying over when I select "copy items from--" How to fix?
Asked by fpbsunderwriting:

I use this feature a lot. But now it is not working. When I try and copy a checklist from another card on my board, it only shows a blank checklist. How can I copy my items. My boss pays for this account and if we can't get a work around on this, I'll have to find a replacement for Trello before the next payment is due. I really like Trelllo, but if this can't be fixed, this is 98% of my workflow that has to be done tediously by typing in every single checklist item over and over. That's not going to work. Please help.


Answers:
author: Trish clubstuff
body: I was having the same problem, it was on a template workspace - which I believe was the problem. I'm assuming there was something on it I'm not aware of. -The copying issue would not work - within the same card, and onto a different card on the same list. I haven't narrowed down the syncing specific issue, but was able to COPY the checklist, onto a list IN a different workspace, still copying FROM the original list (I was trying to use/copy). SO, My conclusion is that I could copy paste, to another board. Hope that helps...


author: Gaurav Kataria
body: I just tested it and it works fine. Could you please provide additional details about your workspace and the board so that the support team can help troubleshoot. Scroll to the bottom of this page and fill out the contact support information <https://trello.com/contact#/>


author: milynnus
body: *[@fpbsunderwriting](/t5/user/viewprofilepage/user-id/5437079)*

*Populating cards with checklist(s) from another card via automation has always worked for me. My clients would be chasing me to fix them as many are using them on their boards. Perhaps it might be good to engage a consultant to help you.*
Can I have a card that summerize all the undone of the other checklists in the board?
Asked by Sara Bolis:

I have some card in the board and many checklist inside them. Is it possible to have one card where all the points of the checklist that are not flagged goes automatically, and if I flag them in this "big" list automatically are checked also in the principal card/project? it would be like a preview of all the to do list, but in the same time they are also organized. I hope it is clear what I mean...


Answers:
author: Humashankar VJ
body: Hi [@Sara Bolis](/t5/user/viewprofilepage/user-id/5437033)

Yup it is possible to create a card that summarizes all the undone checklist items from other cards in the board. You can use Trello's feature, "Checklist Rollup", to try this follow below steps

* Create a new card, let's call it "Master Checklist".
* Add a checklist to the Master Checklist card.
* Go to the other cards that have checklists you want to roll up.
* Click on the three dots at the top right of each checklist.
* Select "Roll up" and choose the Master Checklist card.

Now, all the undone checklist items from the other cards will be automatically added to the Master Checklist card. When you flag an item in the Master Checklist, it will also be checked off in the original card/project.

This way, you'll have a centralized preview of all the to-do list items, while keeping them organized in their respective cards.

PS: This response inputs might also carry some research outcomes from the open source / blogs / user guide

Hope this helps - Happy to help further!!  
Thank you very much and have a great one!

Warm regards

comments: author: Sara Bolis
body: Hi,

thanks for the answer. Actually I can't find the 3 dot on top of checklist, and neither the rollup option (with the 3 dot on the top of the card)

Best regards,

Sara


author: Humashankar VJ
body: Hi [@Sara Bolis](/t5/user/viewprofilepage/user-id/5437033)

You able to make the Click the "+" button in the top right corner to create a new card and then Select "Summary" from the card types ?  


author: Sara Bolis
body: no, I can't see summary


author: Humashankar VJ
body: Ho that strange - let me get some screen reference for your reference.
Is there a way to keep track of daily hours without having to export my data daily?
Asked by Ashish Dobriyal:

I have Custom Fields: Operator Name, Daily Hours and Total Hours.

I have an automation which when you input a Daily Hour it gets added to Total Hours and then Daily Hours deletes itself. Now if I entered 4 Hours today and 6 hours the next day, is there some way I can see the 4 and 6 so if exported the data I can see Operator worked these many hours on specific date other than removing the part in the automation to clear the Daily Hours and exporting the data every time I input the Daily Hours.


Answers:
author: Dreamsuite Mike
body: There are many weird and wonderful ways of doing this, I could get really carried away. However I think the starting point is the simplest way....

[Bluecat Reports](https://trello.com/power-ups/5d9c90aa18965066fcd44730/reports-by-blue-cat) can do this and you can take out a free trial to test it...

comments: author: Ashish Dobriyal
body: Will Bluecat Reports work without having the operator as a member of the board?


author: Lucas Pessoa
body: Have you thought about using an actual time tracker? Would that work for your company?

comments: author: Ashish Dobriyal
body: Yes, but I don't have the Operators as members of the board and actual time tracker apps I've downloaded only keep track of time of members.


author: Lucas Pessoa
body: Is not having the Operators as members a financial decision or is it about not sharing more information than the necessary from a board?
Due date rule parameter about time isn't clear.
Asked by Duncan McDougal:

When Setting a Due Date Automation it has a trigger selection that has the option to do something a certain amount of time before the due date. This time duration is confusing in what it might do. Let me explain. In this trigger it has

"\[quantity of time selection\] \[type of duration selection\] \[before or after selection\] a card \[advanced parameter selection, such as a applying rule to a specific list\] is due \["at" time selection\]."

Example: " 7 days before a card in "to do list" is due at 5 pm "

My issue is that I am not sure if this "at 5 pm" means that it will apply the rule at 5 pm, or if it will apply the rule if the due date is at 5 pm. From the way the trigger is worded, it could be either.

Would anyone be able to clarify this for me? Thank you in advance!


Answers:
author: Dreamsuite Mike
body: Hi,

The first one is right. It isn't triggering on the due date time being 5pm it is saying if a card is due that day, regardless of the due date time, execute the command at 5pm

comments: author: Duncan McDougal
body: ok, thanks, I appreciate the help


Tags: automation

due-date
Label automatically being added to card when in a certain list. No current rule for it.
Asked by Enertech:

Hello, I have a multi board workspace and on one of the boards when a card is being moved into a specific list - a green label is being added.

I've checked my rules and automation... I dont have any rules to do with labels. I am wondering if there is a different section for maybe list rules? and this rule was created a while back that I dont remember.

Also, what makes me think its a rule is I changed the list name by adding a - to the end of it and the label doesnt apply. I must be just missing where the rule is located... I would assume they are all under the automation tab.


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: [@Enertech](/t5/user/viewprofilepage/user-id/4874050)

From what I know, the automation should go like this:

```
when a card is added to list "List", add the green label to the card
```

Did you check for this kind of automation?


Tags: automation

label

rule
i cant get my bug report to work with trello by api
Asked by Kevin Ponsen:

i cant figure it out whats wrong  

<br />

<br />

this is my typescript code

```
import React, { useState, ChangeEvent, FormEvent } from 'react';
import axios from 'axios';

const BugReportPage = () => {
const [bugDetails, setBugDetails] = useState({
email: '',
description: '',
});

const handleInputChange = (e: ChangeEvent<HTMLInputElement | HTMLTextAreaElement>) => {
const { name, value } = e.target;
setBugDetails({
...bugDetails,
[name]: value,
});
};

const submitBugReport = async () => {
const apiKey = 'apikey'; // Replace with your new API key
const token = 'secretkey'; // Replace with the new token you generate
const boardId = 'boardid';

const url = `https://api.trello.com/1/cards?key=${apiKey}&token=${token}&idList=${boardId}`;

try {
const response = await axios.post(url, bugDetails);
console.log('Bug report submitted successfully:', response.data);
// Optionally, reset the form or show a success message
} catch (error) {
console.error('Error submitting bug report:', error);
// Handle error, show an error message, etc.
}
};

const handleSubmit = (e: FormEvent) => {
e.preventDefault();
submitBugReport();
};

return (
<div>
<h1>Bug Report Page</h1>
<form onSubmit={handleSubmit}>
<label>Email:</label><br />
<input
type="email"
name="email"
value={bugDetails.email}
onChange={handleInputChange}
required
/>

<br /><label>Bug Description:</label><br />
<textarea
name="description"
value={bugDetails.description}
onChange={handleInputChange}
required
/>

<button type="submit">Submit Bug Report</button>
</form>
</div>
);
};

export default BugReportPage;



```

![BLg3DgxUTXC6vaibtaRK1g](https://community.atlassian.com/t5/image/serverpage/image-id/308210i2CF8ED88F2474D7D/image-size/large?v=v2&px=999 "BLg3DgxUTXC6vaibtaRK1g")  
after submit i get this error

![cjt5eS1mT4uFXxlyKzZO9w](https://community.atlassian.com/t5/image/serverpage/image-id/308211i868EB2616A7F6448/image-size/large?v=v2&px=999 "cjt5eS1mT4uFXxlyKzZO9w")

i hope someone can give me a headsup whats wrong   

thanks in advance


Answers:
author: Adam Cao
body: Two things:

1. You should be targeting a list ID instead of a board ID
2. bugDetails is not the expected format of a Trello card.

Try something like this instead:

```
const submitBugReport = async () => {
  const apiKey = 'apikey'; // Replace with your new API key
  const token = 'secretkey'; // Replace with the new token you generate
  const listId = 'listId'; // cards go into lists so make sure this is a list id and not a board id

  const url = `https://api.trello.com/1/cards?key=${apiKey}&token=${token}&idList=${listId}`;

  const body = {
    name: `Bug report: ${bugDetails.description}`,
    desc: `From: ${bugDetails.email} \n \n ${bugDetails.description}`
  };

  try {
    const response = await axios.post(url, body);
    console.log('Bug report submitted successfully:', response.data);
  // Optionally, reset the form or show a success message
  } catch (error) {
    console.error('Error submitting bug report:', error);
    // Handle error, show an error message, etc.
  }
};
```


Tags: api

error
Is there a way to create a button for members to choose and assign tasks to themselves?
Asked by Vandana Orie:

Hello,

I was wondering if there a way to create a button on cards for members to choose and assign tasks to themselves instead of those tasks needing to be individually assigned to each member? And then once a task is chosen it gets moved to an Assigned list so no one else can choose it.


Answers:
author: Gaurav Kataria
body: Did you know that there is a Trello shortcut -- if the user hovers their mouse over a card and presses the spacebar on the keyboard, then it automatically assigns that card to the user.

![spacebarshortcut.gif](https://community.atlassian.com/t5/image/serverpage/image-id/308229iE754F53AA384AD56/image-size/large?v=v2&px=999 "spacebarshortcut.gif")

comments: author: Vandana Orie
body: This looks easy to do. I'll try it out. Thank you!


author: Andrea Crawford
body: If you prefer to create an automation button, I was able to to create one that meets your requirements with the following steps:

- Click Automation in the board header

- Click Buttons

- Select Card Buttons on the left under custom buttons

- Click Create Button on the top right

- Choose an icon and title for your button, then click Add Action

- Add the list Assigned to the list name on the top row so it reads "Move the card to the top of/bottom of the list Assigned" and then click the plus button on the right to add this action to the button

- Select Members, then click the plus button on the right next to "Join the card"

- Click Save, then open a card to try your new button

![Screenshot 2024-02-22 at 5.10.36?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/308257iEA736CD2A3AA19DB/image-size/large?v=v2&px=999 "Screenshot 2024-02-22 at 5.10.36?PM.png")

comments: author: Vandana Orie
body: I will definitely keep this in mind. Thank you for the detailed instructions!


author: Maria
body: Hi [@Vandana Orie](/t5/user/viewprofilepage/user-id/5436485)   

It's Mary from [Planyway power-up for Trello](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions).

One of the ideas which seems quite straightforward is to use the timeline grouped by users. In [Planyway](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) you have the option to drag\&drop cards from the board to the timeline lane and assign cards this way.

![Feature image](https://files.planyway.com/assets/3.0.558/img/trello/features/drag-n-drop.png)

comments: author: Vandana Orie
body: I've gotten a few options but I will check this out and keep it as another option. Thank you!
Trello is not working anymore
Asked by Joshua Hendrix:

I have been using the Create Card for a while on a daily basis. Now all the sudden it opens and just has a spinning circle at the bottom. Please help

![Screenshot 2024-02-22 at 11.21.54?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/308182iCDC596D3163533BC/image-size/large?v=v2&px=999 "Screenshot 2024-02-22 at 11.21.54?AM.png")


Answers:
author: Joshua Hendrix
body: Can't delete this non answer so I'm writing this stupid sentence.
? possivel tirar um relatorio do quadro, estilo planilha?
Asked by Manuela Amaral:

Relat?rio estilo planilha


Answers:
author: Sal
body: Oi [@Manuela Amaral](/t5/user/viewprofilepage/user-id/5436243)! O Trello n?o oferece nenhuma forma de voc? gerar relat?rios nativamente. Por?m, existe Power-Ups desenvolvidos por terceiros que podem te ajudar com isso. Voc? pode ver mais sobre eles atrav?s deste link: <https://trello.com/power-ups/category/analytics-reporting>

Al?m disso, dependendo do seu caso, eu at? recomendaria que voc? desse uma olhada no Jira Work Management (JWM), para caso seja uma melhor solu??o ao inv?s do Trello. Voc? pode saber mais atrav?s deste link: <https://www.atlassian.com/software/jira/work-management>

Espero ter ajudado!
I can't associate a member into a task
Asked by Veronica Longhi:

Hello.

In my board LEKIP-DIRECCI?N, I can't associate members to new tasks created. I could in the past and I still can in other boards, but not in this one.

Could you inform me which is the cause of this problem please?

How can I solve it?

A am looking for your request as soon as you can.

Regards,

Ver?nica


Answers:
author: Nikola Perisic
body: Welcome to the community [@Veronica Longhi](/t5/user/viewprofilepage/user-id/5436203) !

On that Trello board can you check your Trello settings and more specifically the Permissions section that has the **Adding and removing members**?

comments: author: Veronica Longhi
body: Yes I can add o remove members.. but I cant mentioned the members in new tasks. I could do it in the past, but in this specific board I can't right now. I haven't found the cause yet.
Automation Buttons Not Showing Up On Android Tablet
Asked by Eisley Yates HVAC:

I created 3 buttons on a card. All send emails at different points in the process. They work fine on Windows 10 and 11 on my computer. When I view the card remotely via a share on an android tablet they are not there. Is there a solution?


Answers:
author: Sal
body: Hey [@Eisley Yates HVAC](/t5/user/viewprofilepage/user-id/5434121)! I don't think I'm following you correctly here. What did you mean by "*view the card remotely via share*"? Are you sharing the card link and trying to view it on your Android tablet? Or are you sharing your Android tablet's screen with your computer and not seeing the Automation buttons? It would be super helpful if you could give me more context and details.
Do the button automations work on IOS?
Asked by Eisley Yates HVAC:

I am setting up a bunch of techs in the field. I'm testing tablets to use with Trello. With the first Android tablet tested the buttons I created on the card did not show up at all when viewed in the field by technicians. Are the automation button functions, set up on a central Windows 10 Surface Pro, able to show up and work on IOS iPad Air tablets in the field?


Answers:
author: Nikola Perisic
body: Hello [@Eisley Yates HVAC](/t5/user/viewprofilepage/user-id/5434121) ,

![Screenshot 2024-02-22 at 14.59.42.png](https://community.atlassian.com/t5/image/serverpage/image-id/308140iD4F9E0FABC223257/image-dimensions/373x324?v=v2 "Screenshot 2024-02-22 at 14.59.42.png")

I have used the simulator for iPad and the Automation is showing below the "Add power ups" option. Can you double check on your android as well? And also are you using the web app or the mobile app?

comments: author: Eisley Yates HVAC
body: It shows up without the three AUTOMATION buttons I've already created to REQUEST QUOTE, ACCEPT QUOTE, REJECT QUOTE. The only place the buttons show up are on my central machine not with any members linked to the board ACCESSING IT REMOTELY on other computers or tablets, running any operating system.


author: Eisley Yates HVAC
body: I have determined that the AUTOMATION commands for creating buttons only work on the source computer and once created do not show up on any other device running any operating system. I've tested this on 2 IOS devices, 2 Windows Devices, an iPhone, and an Android tablet. If there is a setting I'm missing please advise. Thank you.


author: Nikola Perisic
body: So this is happening on the web applications on your devices, correct? Are you running them from the web browser?


author: Eisley Yates HVAC
body: Running from the web browser because techs found the user interface on the app way too confusing and the web version easier to understand and use. They reviewed both options at our office.


author: Nikola Perisic
body: Understood, can you post the pictures for android, ipad and iphone versions having this issue - blur out the information that you do not want to be seen, since this is a public site?


author: Eisley Yates HVAC
body: It just has the AUTOMATIONS title with no buttons visible. I solved the issue a different way since I'm pressed for time. Buttons do not work on cards except on the resident computer it was created on. Very disappointing.
Calendar Power-up not syncing with Outlook 365
Asked by Caitlin Simmons:

Hi all,

I have read a few articles and noticed that this does not have a clear answer yet. But how do we get the Trello iCalendar feed to automatically sync with Outlook? I have gone through all permissions, all send-receive times and it still won't automatically update.


Answers:
author: Maria
body: Hi [@Caitlin Simmons](/t5/user/viewprofilepage/user-id/5436010)   

It's Mary from [Planyway calendar for Trello](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions).

You can use Planyway to set up this integration both ways. Please check out this instruction:

[See Trello cards in Outlook](https://planyway.com/help/integrations/ical-integration#export-planyway-calendar-using-ical-url?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)  
[See and edit Outlook events in Planyway calendar with Trello cards](https://planyway.com/help/integrations/outlook-calendar-integration?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)


author: Dreamsuite Mike
body: Correct,

It won't sync, it is an additional calendar.

The [Cronofy](https://trello.com/power-ups/5a1d81359fcdfd9011c0a698/cronofy) power-up will sync your calendar. It is simple, free (for 1 board) and very effective.
managing all projects
Asked by gabriela_hernandez:

There is any app to managing and see all projects that we are doing and planning? I did some tests but I am having problem to see all projects that we are planning,

I need something to see everything we are doing and planning, a kind of dashboard. The most important that I need to see is what we are planning to organize and criate a priorization.

Tks for any help.


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: [@gabriela_hernandez](/t5/user/viewprofilepage/user-id/5435993)

For getting the large picture of all of your projects, the Views feature of Trello can be useful. They for example allows you to display cards from all your projects in different ways and filter them to your liking. Read more about them here: <https://trello.com/views>


author: Maria
body: Hi [@gabriela_hernandez](/t5/user/viewprofilepage/user-id/5435993)   

It's Mary from [Planyway calendar, timeline, time tracking for Trello](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions).

If you work with scheduled cards, then you may like the idea of having a master calendar or timeline view that [Planyway](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) provides that let you view cards across boards.

![Feature image](https://files.planyway.com/assets/3.0.558/img/trello/features/boards.png)
Bamboo artifact interpret HTML
Asked by itnJonasRottmann:

Hi,

We are using Bamboo 6.8.0.

At the End of our build an html file(with css, and js files) gets generated which is defined as an artifact.

Now I want to be able to view this website by clicking on the artifact ( I thought this was possible before but perhaps this was in an earlier version).

Did this behaviour change, or is there some way to do that?

Thanks!


Answers:
author: Foong
body: <https://jira.atlassian.com/browse/BAM-18622>

Have to enable the option "Resolve artifacts content type by extension" at **Administration \> Security \> Security settings** but may have security issue.

comments: author: Brittany Wispell
body: Hi [@Foong](/t5/user/viewprofilepage/user-id/502088)

I am not seeing "Resolve artifacts content type by extension" as an option to enable when following the steps you have provided. Has this changed recently?

We are on version 6.10.4

Thanks!   
Brittany


author: Wapice licenses
body: Hi,

Also not visible at 7.0.4.


author: Foong
body: The option is renamed as **Allow artifacts to be embedded in Bamboo pages**


Tags: artefact

html