youngmon/atlassian-qna huggingface dataset:
Email to board from CRM
Asked by Nathan Ondricek:

I'm setting up an 'email to board' functionality from my company's CRM (DealCloud) to Trello. We have a form in our CRM that someone fills out when they want a project completed, and once they've completed it a CRM system generated email is automatically sent off to Trello, which creates a card and then the team responsible for completing it takes it from there.

My question is this - right now I have to tie that 'email to board' setting to a particular user on the board (me right now), but I'd like to make it a little clearer that these projects are coming from our CRM, not just me. Is it possible to generate an email to board address which can be tied back to our CRM somehow instead of me? I suppose I could add a whole new user to Trello called "CRM support" or something and use that user's email to board (but I'm loth to do that since I'm on the paid plan and I'm cheap - don't want to pay for another license - ha). Thoughts?


Answers:
author: Michael Pryor
body: I think the answer is no. You'd have to make a user - but if you just add that user to one board only and not the team then you wouldn't pay for them.

If you use a Power-Up that does the same thing, maybe [@Iain Dooley](/t5/user/viewprofilepage/user-id/3292023) knows... eventually we will have Power-Up actions show as the Power-Up (I'm not sure if this shipped yet though).

comments: author: Nathan Ondricek
body: I see what you mean. Yeah I think that would work.


author: ?i?dem B?y?ka?ik
body: Hi! You can definitely do it using the [Hipporello Service Desk power-up](https://www.hipporello.com/). It creates one or more generic email-to-board addresses that your team can use. You can also forward any emails coming to your support@ domains to your Trello board as cards with Hipporello. Hope you find it useful!

comments: author: Nathan Ondricek
body: Thanks, I'll take a look.


Tags: email-to-board
View and re-open closed boards in a Team
Asked by Marty:

I am in an admin in a Team in Trello and I can see all the boards that are open.

Now with closed boards I only see a few and also I cannot re-open them.

We have another admin user in the same Team that sees a lot more boards in the closed boards section and is able to re-open those additional boards. This user is also not able to re-open the boards that same boards I see.

Is this a bug or am I using my admin role wrong?

PS: I activated free Business-Class trial, to see if this helps, but it doesn't change anything.


Answers:
author: Michael Pryor
body: You can only see closed boards in the menu that you were a *board* admin on.

comments: author: Marty
body: Thanks for the info.

I have some follow up questions in this case.  

1. What happens to these boards if the board admin leaves that Team

2. Do I really have to re-open all closed board just to change the board admin and close them all again or is there an easier option?

3. If I am looking for a specific closed board but I don't know who the admin of this board was, do I really have to ask every member of the board to check their closed boards?

EDIT:

I tried deactivating the board admin, but this still doesn't give me access to his boards.
Why I cant add or move cards in one of trello boards?
Asked by Clau Diaz:

One of the boards that i have in my team doesnt allow me to add cards or move them. Iam the administratior and the only member of the board

Also i checked if i had the same problem with the rest of the boards, and everything seem to be ok

Please help me. Trello is a very important tool in my work

Thank you,

Claudia


Answers:
author: Michael Pryor
body: Can you share a screenshot of the board where it would show you as a member at the top?

And also a screenshot of the bottom of one of the lists where it usually says "+ Add another card"

comments: author: Clau Diaz
body: ![Screenshot_20210216-090909.png](https://community.atlassian.com/t5/image/serverpage/image-id/130671i51D4E13F55E5E0C5/image-size/large?v=v2&px=999 "Screenshot_20210216-090909.png")


author: Clau Diaz
body: ![Screenshot_20210216-090928.png](https://community.atlassian.com/t5/image/serverpage/image-id/130673i58C4AC529F0BC464/image-size/large?v=v2&px=999 "Screenshot_20210216-090928.png")


author: Michael Pryor
body: What do you see when you click "Add Card" at the bottom of that list?
????? ?????????? ?????????? ????? ???????? ?? ?????????
Asked by Lubov Fednova:

?????????? ?????????? ????? ?????????? ????? ????????/ ???????????? ?? ????????? ? ?????????? ?????? ??????, ?????? ??? ????? ??????? ? ?????? ??????????


Answers:
author: Soumyadeep Mandal - SaM
body: Hi [@Lubov Fednova](/t5/user/viewprofilepage/user-id/4266190)

Welcome to the Atlassian Community!

You can use this power-up for time tracking

<https://trello.com/power-ups/5d367a59d5db032812ddbf22/time-tracking-reporting>

and you can install any one power-up in a board while using Trello free plan!

<https://trello.com/power-ups/category/analytics-reporting>
Is it possible to buy only the Advanced Checklist feature?
Asked by Keren Ame:

I'd like to buy and use the Advanced Checklist feature without having to upgrade to Business Class. Is this possible? Upgrading would be too much for my team as we only need the Advanced Checklist.


Answers:
author: Michael Pryor
body: Unfortunately, no. Advanced checklists are only available in Business Class.

We are also shipping a load of new features today for Business Class. Stay tuned on the blog.


Tags: checklist
How to send an card by email without adding myself as a member
Asked by martijn:

I want to automatically create cards on a board by forwarding certain emails, but it automatically makes me a member of that card, which is unwanted.

Is there a way to email a card without becoming a member? Is there a toggle, or a more generic email address not linked to a specific account?


Answers:
author: ?i?dem B?y?ka?ik
body: Hi! I've been doing the same, but I don't think it automatically makes me a member on the card. I might be missing something there.  

But about creating a more generic email address, you can definitely use the Hipporello power-up. With Hipporello you can create one or more generic email-to-board addresses and forward your emails to these. It then creates cards for each sent email.


Tags: email

member
Business class trial: will power-ups installed during trial stay or be deleted after trial ends ?
Asked by Professor Beagle:

I'm just testing the business class version of trello and was wondering if the power-ups I'm installing now and all the settings I've been changing will remain or if everything will be deactivated when the trial period is ending ? What happens with the teams that I've added ?

Thanks


Answers:
author: Soumyadeep Mandal - SaM
body: Hi [@Professor Beagle](/t5/user/viewprofilepage/user-id/4265960)

Welcome to the Atlassian Community!

After the trial ends, the team you have created will remain the same only if you have more than 10 boards in a team then except for the first 10 boards all boards will be archived! You can unarchive the boards too after you reduce the no. of boards on the free plan!

Except for the 1st power-up that you have installed, all other power-ups will be disabled!

comments: author: Professor Beagle
body: Thanks for the quick reply.

What exactly do you mean by "You can unarchive the boards too after you reduce the no. of boards on the free plan"

I've to decide which boards I want to keep and the other ones will be gone/archived for ever ? Or will they go back being "private" boards ?


author: Soumyadeep Mandal - SaM
body: Hi [@Professor Beagle](/t5/user/viewprofilepage/user-id/4265960)

*What exactly do you mean by "You can unarchive the boards too after you reduce the no. of boards on the free plan"*

**If you have**

**board 1**

**board 2**

**board 3**

**...**

**board 9**

**board 10**

**board 11**

**board 12**

**in a team, then after the trial ends the 1st 10 board will be visible in the team**

**board 11 \& 12 will be archived!**

**If you upgrade your plan you can unarchive these 2 boards again!**

**or you can move 2 boards to another team then you can also unarchive board 11 \& 12.**

I've to decide which boards I want to keep and the other ones will be gone/archived for ever ? Or will they go back being "private" boards ?

**You can't choose the board which will be archived it will do automatically just like I told you above.**

**None of your boards will be GONE FOREVER! you can recover/unarchive them easily by following the above method I shared.**


author: Michael Pryor
body: Like email in gmail, when your boards are archived, they do not disappear forever. But you have to go to the closed boards and reopen them to use them again. You can only reopen them if you have less than 10 boards (or if you upgrade to Business Class).


author: Professor Beagle
body: [@Soumyadeep Mandal - SaM](/t5/user/viewprofilepage/user-id/4216583) [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556)

Thanks for the explanation. I will open a new team and split up the boards for the moment.
Problem creating new board
Asked by Mitmania:

Hi everyone, I have the following problem: when I have to create a new board, it is automatically created within a group that I have already created previously. I want this board to be external, but it doesn't want to know. Where am I wrong? I have already created 13 independent personal boards and a group with 2 boards inside. Have I exceeded the limits set by the free account? Thank you


Answers:
author: Vero Rivas
body: Hi [@Mitmania](/t5/user/viewprofilepage/user-id/4265298)

Look at this post:

<https://help.trello.com/article/1241-why-cant-i-create-a-board-outside-of-a-team-anymore>

But a private board has to be in a team/workspace.

You can create a team where you are alone and that way it will only be for you

<https://help.trello.com/article/707-creating-a-new-board>

Cheers

comments: author: Mitmania
body: Thanks!!!!


author: Vero Rivas
body: Plis, If this response has answered your question can you please mark it as accepted so that other users can see it is correct when searching for similar answers.

Thanks as you well


Tags: board

issue
I ASKED YOU NOT TO CHARGE ME AND YOU DID ANY WAY. I WANT A FULL REFUND
Asked by Kerrie-Ann LeBlanc:

REFUND MY ACCOUNT


Answers:
author: Nic Brough -Adaptavist-
body: We can't. We're not Atlassian, just people here to talk about Atlassian.

I suggest you try Atlassian / Trello support instead of shouting at us. Try <https://trello.com/en-GB/contact>

comments: author: Kerrie-Ann LeBlanc
body: Why am I directed to this site to ask a question if you can not help me??? Thank you for the address


author: Nic Brough -Adaptavist-
body: I do not know what you are clicking on, but my best guess is that you are hitting links for "help with the software" rather than "help with billing"
Share board, but protect from editing
Asked by D_ van Dooren:

We have made a board, that we want to share with others. we want them not to be a member of the team, but we want to send them the link so they are able to make a copy of the board.   
We also want to protect the template board, so the 'visitors' can not accidentally edit the template.   
The board should only be visible for team members and visitors.  

How do we set this up? We have tried several options, but didn't succeed in protecting the board.   

<br />


Answers:
author: D_ van Dooren
body: Thanks for your reaction.

Today I discovered that I can invite people as member (guest) and as spectator in the Business Class membership. I think that viewer/spectator is what we need.

comments: author: Michael Pryor
body: What people can see is unrelated to their membership status as a paid member.   

If they are added to the team they are billable and they are a Team Member.   
If they are added directly to the board they are a Guest and whether they are billable or not depends on how many boards they are a Guest.   

Any member of a board (a Team Member or a Guest) can be an Observer. This just limits what they can do on that board but does not have anything to do with whether they are billable or not.


author: Michael Pryor
body: I don't think you can do this given the constraints you set out.

You could make the template public, but that violates "The board should only be visible for team members and visitors."

You could add them to the team, and make the template "team visible", but that violates " we want them not to be a member of the team".

You could add them to the template but that violates "We also want to protect the template board, so the 'visitors' can not accidentally edit the template. ".

One of those things has to change - i.e. you have to pay for the user, or make it public, or trust them not to mess up the template.
Is there a way to visualize and add task dependencies in trello graphically?
Asked by MK:

I found a Youtube video that showed that Trello was able to visualize task dependencies in the way the picture I attached is shown. Is there a way to visualize task dependencies on trello the way I have in the picture? Thank you.  

<br />

![dependencies.png](https://community.atlassian.com/t5/image/serverpage/image-id/130559i1737827FF8950D04/image-size/large?v=v2&px=999 "dependencies.png")


Answers:
author: Vero Rivas
body: Hi [@MK](/t5/user/viewprofilepage/user-id/4262978)

Look at this power up

<https://trello.com/power-ups/590f10d117d6ebad37ed3dd5/projects-by-placker>

Cheers
when I enter a card name containing a date, set due on the date - minus one day
Asked by Giulia De Monte:

I am setting some automations for Butler Trello and I found this very useful this rule :

*when I enter a card name containing a date, set due on the date*

However, I was trying to understand if it is customizable in some way.

I mean: this formula takes the date in the card title and transforms it in due date.

Would it be possible, with Butler, to add a step \<\< decrease the extract date by 1 day \>\> ?


Answers:
author: Dan Ivory
body: Hey [@Giulia De Monte](/t5/user/viewprofilepage/user-id/1559428)

I made a tutorial video here for the basic set up of this rule.

<https://www.youtube.com/watch?v=c8S_psCM7mU>

But then to customise it further to move the due date back by one day you can use this extra step - "move the due date to the previous day".

Below shows you the full command.

![Screenshot 2021-02-16 at 08.58.22.png](https://community.atlassian.com/t5/image/serverpage/image-id/130617i07D9FECD01FBC650/image-size/large?v=v2&px=999 "Screenshot 2021-02-16 at 08.58.22.png")

And here is how to find this option

Actions -\> Dates - \> Move the due date 'to the same day next week' (edit this option to be 'the previous day') As shown below...

![Screenshot 2021-02-16 at 08.56.38.png](https://community.atlassian.com/t5/image/serverpage/image-id/130618i5253E35677DBBE80/image-size/large?v=v2&px=999 "Screenshot 2021-02-16 at 08.56.38.png")

Hope that helps! Give me a shout if you get stuck :)

Thanks,

Dan

comments: author: Giulia De Monte
body: Hi [@Dan Ivory](/t5/user/viewprofilepage/user-id/1842230)

thanks for the tip. It works, and it helps me a lot!


Tags: butler

due-date
The users I have invited to my board cannot see the power-up that I added
Asked by Tony Hart:

I created a power-up on an 'Issues List' board that I created. The intent of the power-up is to move the card to another column when the designated issue has been fixed. The users that I invited to my board cannot see the power-up that I added. The button that completes my power-up action is not visible on the cards for them but I see them fine.


Answers:
author: Ryan
body: Hi Tony, it might be useful to ask this question in our developer's forum here: <https://community.developer.atlassian.com/t/welcome-to-the-new-trello-developer-forum/30430>. This is where you'll find other Power-up developers and some Trello developers who might be able to help you out with your question.

Thanks,

Ryan
Trello Butler - Is it possible that the current user join a card when the card is moved to a list?
Asked by Malvina Pauchard:

Dear Community,

Is it possible that the current user joins a card when the card is moved to a list (and not me as I built the rules)?

For example, when a card is moved into the list "In dev", the person who moved the card should automatically join it (and not me). I tried the following but I'm always the only one joining the card.

*when a card is moved into list "In dev" by anyone, join the card*

Best,

Malvina


Answers:
author: Felix
body: Hey [@Malvina Pauchard](/t5/user/viewprofilepage/user-id/4264856)

Yes, this is possible, using [Butler's Variables .](https://help.trello.com/article/1157-variables)

You'll want to create a rule like:

```
when a card is moved into list "In dev" by anyone, add member @{username} to the card?
```

comments: author: Malvina Pauchard
body: Hi [@Felix](/t5/user/viewprofilepage/user-id/853253) ,

Unlikely *add member @{username} to the card* doesn't work at you need to precise the name of the member to add.

My goal is that the developer that is pulling the card from the backlog to the list "In Dev" is automatically assigned to the card (so I know who is developing it).

Best,

Malvina


author: Felix
body: Use *"{username}"* (literally that, don't replace it with the username, Butler will do this for you when it runs the rule).

Butler will replace "{username}" with the username of the Trello member who triggered the rule.
I have one member of a board stuck on Virtual.
Asked by Polly Maria Bond:

I have one member of a board stuck on Virtual on the free version he is the 4th member and he has signed in. It still will not allow him to see or comment.

It will not let me change him over as he it says he has to log in however he has tried on several occasions.

Can I duplicate the board and try again,  

how can he be denied access still please?


Answers:
author: Michael Pryor
body: You have to invite the email address of the account he signed up with. That virtual user is not his account.   

Let me give an example to demonstrate:

1. You invite bobsmith@gmail.com to your board. This account doesn't have a trello account. We add a "virtual" user to your board for that account.   
2. they sign up for trello but use bob.smith@gmail.com (note the period)

3. they have a trello account but that account does not have access to your board because it's a different email than the one you invite.
Create linked cards from checklist items that are assigned to me
Asked by Lasse Pedersen:

Hi everyone,

Is there a way to create a butler rule that automatically creates linked checklist items (Like this one [here](https://medium.com/workflow-automation-with-trello/creating-workflows-in-trello-that-involve-checklists-884d979788d3)) for those checklist items that are assigned to me?

The goal is to automatically create Cards in my personal board from checklist items in a team board so that they don't get lost.

Thank you for your help


Answers:
author: Lara
body: Hi Lasse,

Thanks for reaching out!

Felix is correct here -- we currently don't have a lot Butler support for Advanced Checklist items yet.

That said, there *is* a workaround, but it will only work if you are @mentioned on a checklist item - not assigned.

Here's an example rule:

![Image 2021-02-18 at 10.34.18 am.png](https://community.atlassian.com/t5/image/serverpage/image-id/130992i91978B9C30EF80DC/image-size/large?v=v2&px=999 "Image 2021-02-18 at 10.34.18 am.png")

This rule will need to be enabled on the team board.

Also, please note that the linked card title will include the [@mention](/t5/user/viewprofilepage/user-id/732788) since that is title of the checklist item.

I hope that helps!

All the best,

Lara  
The Trello Team

comments: author: Kate Tobin
body: Please keep this in mind for future Butler updates! I would love to have the capability to automatically create a new card on my personal board when assigned to an item on a checklist.

I am having trouble finding the "Convert the item to a linked card" anywhere on the Butler rules.


author: Felix
body: Currently, no.

Butler doesn't support the advanced checklist features (due dates and assignee on check items) yet.
Cannot see my cards
Asked by Sara Immel:

Hi, for some reason when I open my Trello board I can see the lists that I made but not the cards. I can only see how many cards were added to the list. My colleague however, can see the cards that were up on my board.


Answers:
author: Soumyadeep Mandal - SaM
body: Hi [@Sara Immel](/t5/user/viewprofilepage/user-id/4264354)

Welcome to the Atlassian Community!

I think you have filtered your board!

Follow this documentation/guide/article to know more about filtering \& searching <https://help.trello.com/article/972-filtering-vs-searching>

You just need to click on the green button on the top right corner named "**Filtering is on**" and everything will become normal!


Tags: card
How can I see text on marks?
Asked by ????? ?????:

Hello!

I have two different computers with Trello in Google Chrome by one account. But in one I see text on marks and in another I can't see text on marks.

Explain please is it special customatization? How can I turn on possability to see text on marks?


Answers:
author: Nic Brough -Adaptavist-
body: Could you explain what "text on marks" is? I am sorry, but I can't work out what you are looking at from that phrase.

comments: author: ????? ?????
body: Thank you for your attention) I mean text on labels. I wrote some text on labels but text isn't shown when label is on card

![2021-02-18_20-16-33.png](https://community.atlassian.com/t5/image/serverpage/image-id/131128i56719150413F60FB/image-size/large?v=v2&px=999 "2021-02-18_20-16-33.png")![2021-02-18_20-16-51.png](https://community.atlassian.com/t5/image/serverpage/image-id/131129iDA40A5F907FFDA4E/image-size/large?v=v2&px=999 "2021-02-18_20-16-51.png")


author: Nic Brough -Adaptavist-
body: Ah, the text of the labels, ok.

I'm afraid the text of labels does not show on the cards, they would take up a lot of space on a card Atlassian prefer to give over to other fields.


author: ????? ?????
body: But I can't understand the logick, The same account on the other computer in the same browser shows text on labels.


author: ????? ?????
body: Success!

I got an answer. You need to click on label and text will be shown again!


author: Nic Brough -Adaptavist-
body: Sorry, I meant to go back and edit that comment as I missed the last sentence I wanted to add, which was along the lines of

But they are expandable if you click on them

Glad you found that for yourself :-)


author: ????? ?????
body: Thank you)