youngmon/atlassian-qna huggingface dataset:
Board sync
Asked by Oostas Bot:

I'm relatively new to Trello. However my job uses it heavily so I'm trying to sort out all the options and features in our account. Does anyone know if there is a difference between these two things on our boards?

![Screen Shot 2022-04-14 at 11.06.55 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/192983i9164ACBFDCD3D56C/image-size/large?v=v2&px=999 "Screen Shot 2022-04-14 at 11.06.55 AM.png")


Answers:
author: Hannah Humbert - Simpla Workflows
body: As Sagar mentioned, Card Mirror is at the card level, and Board Sync is at the board level. Card Mirror allows you to open a specific card and mirror it to another board within the same workspace - so it's a more manual process. Board Sync is more automatic and allows you to create flows by connecting two or more boards together within the same workspace, or across different workspaces. It's the main offering of Unito and much more powerful. You can build triggers and rules into your flows so only certain cards sync, or just sync all cards between boards.   

There's more detail here: <https://guide.unito.io/en/articles/3478289-what-s-the-difference-between-the-mirror-power-up-for-trello-and-unito-s-other-power-ups>


author: Sagar Rao
body: Hi!

I believe as the name suggests, one would work on Card Level and the other on the board level.

Sagar
I cannot see my cards
Asked by Lenka Havl??kov?:

Hello,

I accidentally clicked on something in trello and suddenly I cannot see my cards :(

I am about to cry honestly!

All I can see is the name of my List and under it is says for example 4 cards and that is it. How can I unpack these hidden cards please???

THANK YOU for your advice!!!

Lenka


Answers:
author: Hana Ku?erov?
body: Hi [@Lenka Havl??kov?](/t5/user/viewprofilepage/user-id/4877601) ,

probably some sort of filter is applied, so you cannot see the cards.

Please try to hit 'x' on your keyboard to remove this filter.

comments: author: Lenka Havl??kov?
body: Hi Hana :)

Ou yeeees, it helped!!! OMG!! you are the best!!!

Thank you million times!!! You honestly saved my ass :)

Thank you, thank you, thank you!!


author: Michael Pryor
body: In the future, look at the top of your board (toward the right) and you will see the filter and there is also an X you can click to turn it off.

The keyboard shortcut to turn ON the filter is F.
This is about assigning a task to ONE person only
Asked by Dante:

Adding a member is not a good solution because when later I run a search with that person name, it will return me tasks in which that person is ALSO a member but not necessarily the person in charge.   
It's quite strange that a PM tool like TRELLO does have this basic function.....


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Dante](/t5/user/viewprofilepage/user-id/4877259) Welcome to the community! Typically the member field is used as the way to communicate who's assigned to the card, but some people add themselves as members if they are a collaborator or want to be notified of the card.   

I'd suggest making it a standard rule that members should only be used as the assignee, and there should only be one member per card. If someone is a collaborator, then a checklist item within that card can be assigned to them, or if they're just wanting to follow the card, they can simply watch the card to be notified of changes.  

An alternative would be to use a separate field to clarify the main owner or person responsible like a dropdown custom field or a label (see [Roxanne's post](https://community.atlassian.com/t5/Trello-questions/Is-there-an-option-to-assign-a-specific-individual-to-a-trello/qaq-p/2002852)).


author: Roxanne Dockter
body: I just asked this question too

<https://community.atlassian.com/t5/Trello-questions/Is-there-an-option-to-assign-a-specific-individual-to-a-trello/qaq-p/2002852>
Do I need to grant a user workspace access for him to access one of my board?
Asked by Ching Ching Lee:

Hi,

I'm engaging a freelancer in for one of my project and I only want him to see the project board. Is it possible not to grant him workspace access?

Thank you

Ching Ching


Answers:
author: Tasha
body: Hi Ching Ching,

You do not need to add your freelancer as a workspace member in order for them to work on the project board. Standard or Premium workspace users have the ability to add temporary collaborators as a [board gues](https://help.trello.com/article/1236-board-guests)t. I hope this helps, happy collaborating!  
Tasha from Atlassian

comments: author: Anna Saraceno
body: [@Ching Ching Lee](/t5/user/viewprofilepage/user-id/4877112) I will add that the Workspace guest role is also available in free Workspaces, not just paid Workspaces.

A Workspace guest is purely what you're asking for: A user you add to one or more boards in your Workspace, but you don't add them as a member of your Workspace.

If the Workspace is a free Workspace, all guests are free, regardless of how many Workspace boards you add them to.

If the Workspace is paid (Standard, Premium, Enterprise), guests on only one Workspace board aren't billed for, but if a guest is added to two or more boards in the Workspace, they become a billable member of the Workspace.

I hope this is helpful! The support doc linked above provides a lot of helpful details as well.
How does Trello and Jira associate?
Asked by yywu:

Our company has used jira for a few years, and now we are planning to use Trello.

Is there any way to associate Jira and Trello so that we can more convenient?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@yywu](/t5/user/viewprofilepage/user-id/4877293) ! Welcome to the community :) You have different ways to integrate the two tools depending on the workflow you want to achieve. The [integration mentioned by Ops Bot](https://trello.com/power-ups/586be36326cc4c7e9f70beb3) allows you to attach existing Jira issues to Trello cards.   

[Unito also has a 2-way sync](https://trello.com/power-ups/5891fb016d52033680ac9051/jira-trello-two-way-sync) between Jira and Trello. This could be useful if you want specific Jira issues to automatically create Trello cards and have information syncing back and forth (and vice versa with Trello cards syncing to Jira).


author: Ops Bot
body: Considering they are both Atlassian products and that Trello has a free Jira integration power-up I would imagine they sync up pretty well.


Tags: jira
Why does it ask to sign in to see my board even if my board is public?
Asked by Moose:

No matter how I change the settings it won't let anyone with the link view my board. It just says you need to sign in to view it. I have tried all of the settings and nothing is working. What am I doing wrong?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Moose](/t5/user/viewprofilepage/user-id/4877026) ! Welcome to the community. Are you able to share the link to your public board?  

Here's an example of a public board that I just whipped up: <https://trello.com/b/3Ur8sWjP/public-board>  

This is how it looks when I view it in incognito mode:  

![public board.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/193035i3E66DFCA6349FE8F/image-size/large?v=v2&px=999 "public board.PNG")  

If a public member wants to make a comment, they'll need to sign in to do this. Otherwise, anyone can have read-only access to the board.

comments: author: Moose
body: Yes: <https://trello.com/invite/b/BdT59cpz/df6a73e458b60c2713cf67afdd248dc8/commission-queue>

I have tried everything I can think of to make it "public". Does it need to process that or something? I thought maybe after a few hours the problem would be fixed :/


author: Hannah Humbert - Simpla Workflows
body: The link you sent me is an invite link. If a board is set to public, you just need to copy the board URL from your address bar and send that link (i.e. this one <https://trello.com/b/BdT59cpz/commission-queue>)


author: Moose
body: Oh wow thank you so much for your patience! I knew I was doing something wrong haha


author: Hannah Humbert - Simpla Workflows
body: Easy mistake! ? if you need someone to administer or moderate the board, that would be a use-case for inviting them to the board.
Transferring legacy ButlerBot to coworker
Asked by Kirk Wang:

Hello,

I'm leaving my workplace soon and I have a lot of automations set up with the old ButlerBot and I wanted to transfer that to a coworker. Is this possible?

Thanks in advance!


Answers:
author: Felix
body: Hey [@Kirk Wang](/t5/user/viewprofilepage/user-id/1629180)

The ideal thing to do would be to migrate your automations to the UI version of Butler, and off the bot. Butler Bot has been sunset (for years now) \& is no longer officially supported, and while there's no immediate plans to turn it off, that might happen in the future.

I know not all automations that were available in Butler Bot are available in the Butler UI - if you have some that fall into this category, it'd be great to know which ones your team relies on, so we can evaluate \& prioritize adding that functionality to Butler.

Felix


Tags: butler
Auto copy card to another board
Asked by Zico Sit:

i am managing 2 boards in one account.

when I created the card on one board, any rules to copy the created card to another board with the same title and due date?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Zico Sit](/t5/user/viewprofilepage/user-id/4876877) ! Welcome to the community :) Yes, you can achieve this with [butler automation](https://help.trello.com/article/1198-an-intro-to-butler). A simple rule that says something like*"when a card is created, copy it to board X"* should do it!   

Do the cards need to be synced in any way though? So if one card gets updated, the other also receives this update?
Checklist Notification Once Item Is Completed
Asked by Brian Robinson:

Hello,

Our scheduling team uses trello to track our progress going though our scheduling process. Each team member is assigned a individual task in a checklist. I would like a notification to be sent to the other team members whenever someone has marked themselves complete. Is there an option for this?

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/192871i7FD9F52136704950/image-size/large?v=v2&px=999 "image.png")


Answers:
author: milynnus
body: [@Brian Robinson](/t5/user/viewprofilepage/user-id/4876736)

When an item is checked is an existing trigger you can use. I think with @card on the comment it should notify the other members

See <https://help.trello.com/article/765-commenting-on-cards>

For item due alert I have a project that I developed:

<https://github.com/xu2xulim/Trello-Item-Alert>

comments: author: Ops Bot
body: I've played with this and it doesn't seem to work that well since members assigned to checklist items don't seem to count as card members, at least in my attempts I never got anything to trigger.


author: milynnus
body: [@Ops Bot](/t5/user/viewprofilepage/user-id/4837723)

If I am not mistaken, you can assign items only for members of the board. There is not trigger for checklist item. In the project for item alert that I built, if there is someone assigned it will be @username otherwise it will be @card. Obviously it will not work if you do not have it installed on your board.


author: Alex W
body: Hi [@Brian Robinson](/t5/user/viewprofilepage/user-id/4876736) - our Advanced Checklists don't send notifications at this time, but it is something we're looking into adding. However, we're looking into adding due date reminders for notifications, not confirmation that a checklist has been ticked off.


author: Ops Bot
body: If you have a set team who you would always want to get a notification you can set up an email automation to trigger whenever a checklist item is completed
'OR' commands in Butler
Asked by Bushra Ghaniwala:

Hi,

I'm looking to create a Butler automation like this:  
'When cards moves into the QA list' or 'Stakeholder approval list', post comment "ABC".

I basically want to post a comment only once. Some cards go into both lists but I don't want to get two comments. I just want the comment the first time my condition is met. For example, if I got the comment ABC posted when the card entered the QA list, I don't want a second comment when the card goes from QA to Stakeholder approval. Is there a way I can add an OR to the trigger?


Answers:
author: Felix
body: Butler does not have an OR for triggers - only a single trigger per command. An OR would not solve the problem you're having either, because a card can only be in a single list at once, so having "When card moves into list A OR list B" as a trigger would still trigger the command when the card moves into list A, and again when it moves into list B, and again if it was to move back to list A.

You'll probably need some kind of state marker on your card to allow you to set a condition on the rule - for example you could add a label like "Processed" to the card, and structure your rule(s) like "when a card *without the blue 'Processed' label*is moved into list 'A', \[... do things\]".

Hope this helps,

Felix

comments: author: Bushra Ghaniwala
body: That sounds like a logical solution. Thank you!!


Tags: butler
Someone shared a link for me to include somewhere else: Which URL should I use?
Asked by Anthony Porreco:

Hi Trello!

I have a question about URLs shared to Trello boards:

A member of one of my boards has shared a URL that I'll be embedding in another location online.  
There are two resulting URLs, depending on whether I:   

**Open Link in New Tab** [https://circaworks.com/request-demo/?utm_source=Sponsorship\&utm_medium=Website\&utm_campaign=Sponsorship+-+SHRM+%28Diversity%29%3A+2022](https://circaworks.com/request-demo/?utm_source=Sponsorship&utm_medium=Website&utm_campaign=Sponsorship+-+SHRM+%28Diversity%29%3A+2022)or

**Copy Link Address**

<https://p.circaworks.com/l/911072/2022-04-05/3cws9>

For the purposes of pasting and embedding on another web page, is there a reason(s) I should select one over the other? Said differently, which one should I select, and why?

Thanks so much! :)

Anthony Porreco


Answers:
author: Alex W
body: Hi [@Anthony Porreco](/t5/user/viewprofilepage/user-id/4876189) - not really sure about this question, I don't think members of our Community can advise on what link will work best without understanding your use case more in depth?
How to see an overview of all the boards I manage and which team members are part of those projects
Asked by Erin Mester:

Hi I need a way to see at a glance a list of all of the boards and which team members are involved in those boards. If your home view had a way to show not only the boards but the members on those boards that would work great but it doesn't appear to do this. Is there some way I can easily use trello to see this information?

Thanks for your help!


Answers:
author: Andrea Crawford
body: Hi Erin, if the boards you're looking at are part of a Premium Workspace, perhaps the [Workspace table](https://help.trello.com/article/1235-workspace-table-view) would help. You can start a [Premium free trial](https://trello.com/free-trial) if your workspace is currently free and you'd like to see it for yourself.

comments: author: Erin Mester
body: Thank you [@Andrea Crawford](/t5/user/viewprofilepage/user-id/1248191)

I appreciate you getting back to me! I checked out the workspace table article and it says Trello's Workspace table view is an easy-to-use feature to see cards from multiple boards across your Trello Workspace in a compact, manageable table format. Select the Workspace boards you want to view and you'll see an aggregated list of cards that can be filtered by lists, labels, members, and due dates.

I was actually looking for a list of boards with members rather than a view of cards so that doesn't sound like its going to do what I need it to but thanks for responding. I was hoping I could just do this within trello so it would stay up to date automatically but if there isnt a way to do it I will go ahead and create that somewhere else like on excel or something.

Have a lovely day!
auto email
Asked by CellBotics Training:

We give tech support to company's employees. We need a manager or what we call an account owner, to get an email every time a person enters a support ticket. So for example Sally calls in cause she needs support, we enter the ticket and help her, and once we finish a copy of the ticket goes to sally.

2nd we need statistics like how many times sally contacted over 6 months and things like that, is there any way to do this?


Answers:
author: Christl_Email for Trello
body: Hi there,

Christl from SendBoard here - makers of the [Email for Trello Power-Up](https://trello.com/power-ups/5d4c0b80452f202510cce4cc).

We bring email into Trello so that you can leverage the power of Trello and butler automations, collaborate with your team and engage with your customers all in one place. Feel free to reach out if you have any questions about [automating emails](https://www.sendboard.com/blog/a-beginners-guide-to-trello-automation-rules) or [setting up notifications](https://www.sendboard.com/blog/email-reply-notifications-in-trello).

In terms of statistics, there are some great reporting PowerUps (like [Blue cat reports](https://trello.com/power-ups/5d9c90aa18965066fcd44730/reports-by-blue-cat)) that you can look into depending on the stats you want and the way your boards are set up.

Hope that helps!


author: Ops Bot
body: You can set up Butler rules to send out an email to someone using multiple different methods such as when a card enters or exits a list, when they are assigned as a member etc. Just be aware that depending on your account level there are restrictions on the number of emails that can be sent each month

As far as statistics tracking for what you mentioned that is a little more tricky to do natively within Trello depending on what your process within Trello looks like and your card builds.
Leaving the workplace
Asked by Giorgi Kikiani:

Hello, I have a question regarding what happens to the workplace after its creator (which would be me in this case) leaves it?

Thing is that I am moving to another company, however, I would like to leave behind the workplace I created on trello for my current job. There are other admins for the workplace, but given that a lot of hours went into creating the boards there, I want to be sure that after I leave the workplace, nothing will happen to the boards there (boards have other admins too). So, is my assumption correct? Nothing changes after I leave the workplace, right?

Cheers!


Answers:
author: Michael Pryor
body: As long as there are other admins for the Workspace, you will be fine.
????Trello
Asked by ???:

???????Trello???


Answers:
author: Nic Brough -Adaptavist-
body: ???? Atlassian ???  
Trello ?????????????????? ???"?? Trello"?

???????????? Trello ???????? ????????

Welcome to the Atlassian Community!

Trello is software as a service, not a downloadable server. You can not "download Trello".

Do you mean you are trying to download a Trello client application? Which one are you trying to download?
Automating copying card to another board when placed in a list
Asked by Amber Wright:

I am trying to copy a card from one board to another board when I place it in a particular list. I am using the automation to set up this rule:

when a card is added to list "Design" by anyone, copy the card to the bottom of list "Design Requests" on board "Design Tasks"

The rule is enabled on the board where the "Design" list is located. When I try to move or create a card in the "Design" list, this is the message I get in the usage logs:

*Tuesday, April 12, 2022 3:51 PM*   
*Running command on board.*

*I can't find a board called "Design Tasks". Is the board name spelled correctly?*

*The command finished running.*

This doesn't make sense though because when I created the rule, I picked the board name from the drop down, so I didn't even type it in. So it should know that it exists, correct? I am also a member of both boards. Maybe a permissions problem? I don't know how to fix this... please help! Thank you!


Answers:
author: Ops Bot
body: Your rule sounds the same as mine

![cardcopy.png](https://community.atlassian.com/t5/image/serverpage/image-id/192794i0BEE08BF21B09B9E/image-size/large?v=v2&px=999 "cardcopy.png")

And my rule works every time. Is it possible someone accidentally changed the destination board name? Maybe accidentally misspelling a word?

You could also try deleting and recreating the rule from scratch, I've run into similar issues on other automations and oddly enough simply redoing it from the beginning has fixed some issues.

comments: author: Amber Wright
body: I've tried removing and deleting the rule multiple times, it still doesn't work and gives me the same message:  
*Running command on board.*  
*I can't find a board called "Design Tasks". Is the board name spelled correctly?*  
*The command finished running.*

I've also tried enabling the rule on both boards. Also doesn't seem to help.

Mine seems to look exactly like yours, the only difference is that it is "when a card is added \<list name\> **by anyone"**, mine has the "by anyone" at the end.


author: Max Egert
body: Hi Amber,

Were you ever provided a resolution to your issue? I am having the same problem with my automation and cant seem to find the root cause.

Thank you!


author: Amber Wright
body: Hi Max,

Unfortunately no, Bot's suggestion did not work for me. I ended up just copying it over manually each time :/


author: Max Egert
body: I was able to correct the automation by changing the board name to one word. Not sure why this fixed it but it did :). Thank you for your feedback!


Tags: automation

butler
Is it possible to create a "smart" Workspace View based on List names?
Asked by Zach Anthony:

We use the same List names on each board we create for a new project, e.g. Backlog, In Process, Blocked, Complete.

Is it possible to setup a "smart" Workspace View that it automatically shows cards filtered by List names that match a rule like "contains: backlog"?

The ultimate goal is to have a View that automatically picks up cards in new boards with the same common List names we always use.

So far I've only been able to create a View where you manually select each List from each Board that you want included. As a result, new Boards are missed out until they are added.

Thanks in advance for any help.


Answers:
author: Alex W
body: Hey [@Zach Anthony](/t5/user/viewprofilepage/user-id/2918275) - I'm a bit confused on what the 'smart' aspect would be. Can you describe exactly what you're looking for?

Are you looking for a view that automatically is created, or automatically brings in new boards? We don't offer both of those options, and definitely don't offer the latter as there's a limit on the number of boards that can be added to a view.

comments: author: Zach Anthony
body: Hi Alex, I'm looking for a view that always includes cards from Lists called "Backlog" on any Board that exists.   

The goal is that if I create a new Board with this List, it will get picked up automatically, without me having to manually add the Lists from that Board to the View.


author: Zach Anthony
body: Hi [@Alex _ Trello](/t5/user/viewprofilepage/user-id/4469170) just wondering if you had any update on my reply above?