youngmon/atlassian-qna huggingface dataset:
Checklist Automation/Butler
Asked by Taryn Rachelle:

I am trying to set up this automation in Trello and not sure if its possible so if you know if it is and how to do it I would LOVE to know

I create a group of boards for my clients that are a central hub for their business. I have a client who is a web designer and has multiple clients at a time. Which means multiple client boards with tasks in each.

I would love to set up a central calendar for her that shows all of her tasks for that week. I was trying to set up an automation where at the beginning of the week it pulls any tasks inside of checklists that are assigned to her over to her central calendar board.

Is this kind of automation possible?

I could only find where you can copy a board that is assigned to you and not a checklist task assigned to you.

Also when you link a card between two boards is there a way that when you update the card in one board it updates the card in the other board?


Answers:
author: Brittany Joiner
body: [@Taryn Rachelle](/t5/user/viewprofilepage/user-id/4594654) if she is assigned tasks inside checklists, she should be able to see all her items from trello.com at the top under "your items"

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/164788i14A231094780A058/image-dimensions/480x255?v=v2 "image.png")

If she wants it in a board, I think you could set up an automation that creates a card from each checklist item, you could create a new card on another board, but i don't know that you could pull over the due date

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/164789i946C299D109DABFD/image-dimensions/403x177?v=v2 "image.png")

It sounds like what you're probably looking for her is card mirroring. Check out Unito. It's a power-up that does exactly what you're asking about with syncing updates on cards.


Tags: automation

butler

checklist
Formatting Email Requests
Asked by Martin McGovern:

I want to enable Email Requests to Jira Service Desk

Is there a template that I can create for the users to submit an email referencing the fields we use on our customer portal?

Summary, Description, IDs, etc

And can it handle attachments, screenshots?

Thanks

Martin


Answers:
author: Brittany Joiner
body: [@Martin McGovern](/t5/user/viewprofilepage/user-id/4573994) is this a Jira question? You're in the Trello section of the community so you might find an answer fast in the Jira section!


Tags: jira-service-desk
?Puedo tener el mismo Observador en mas de un tablero de mi espacio de trabajo?
Asked by NICOLAS DE LA RUBIA:

Necesito que 3 personas sean "OBSERVADORES" de varios tableros de mi espacio de trabajo, pero No se si esto es posible sin convertirlos en "usuarios" ( y tener que pagar una suscripci?n por cada uno de ellos).

Tengo la intenci?n de que puedan ?nicamente VER lo que sucede en varios tableros, pero sin tener que aumentar el costo total de mi suscripci?n y no se si esto es Factible.


Answers:
author: Brittany Joiner
body: [@NICOLAS DE LA RUBIA](/t5/user/viewprofilepage/user-id/4596044) observers cost the same as users, the only difference is their roles. If you don't want to pay for those users and they truly just need to see the content, if you can make the board publicly visible, you wouldn't need to add them to it, they could see it without even logging into Trello and it would not increase your cost. (Although you'd have to be okay with the fact that anyone on the internet could see that content too.)
Can you have more than one workspace on the same premium account?
Asked by Sarah Rickwood:

We have a premium workspace account connected to Slack but we need to connect another workspace but it is asking us to pay to upgrade it to premium even though it is on the same overall account. Does this mean we need premium for every workspace we require to be connected to Slack and can't have one overall access for multiple workspaces?


Answers:
author: Brittany Joiner
body: [@Sarah Rickwood](/t5/user/viewprofilepage/user-id/4595747) premium is charged per user per workspace, so can't combine workspaces under the same premium plan. Depending on what you want to accomplish, I'm not sure you need Premium for the slack integration though, as it's a Power-Up and you can have as many Power-Ups as you want on the free workspaces. You could also use Zapier depending on what you needed with the connection.
How to migrate domains for members
Asked by Jeff Corbit:

We are migrating domains and I need to figure out a way of how add members on the new domain who are already members on the old domain.

For example: membername@firstdomain.com has access to boards on Trello. I send invite to membername@seconddomain.com and when membername accepts the email invite they are logged in to Trello as membername@firstdomain.com (still on the domain we are migrating off of). I had membername logout of their 'firstdomain.com' account and try to login as membername@seconddomain.com and we receive a message stating the account doesn't exist.

Any suggestions as to how I can assist our members with migrating off our old domain and onto a new one?


Answers:
author: Brittany Joiner
body: [@Jeff Corbit](/t5/user/viewprofilepage/user-id/4590161) someone else might know a way to do this with APIs, but I assume you'd need each person to create their Atlassian account with @seconddomain and then you could create an invite link and then share with everyone who needs to join, and they can login to their seconddomain Atlassian account and accept the invite. You can then remove the old domain user from the board.

comments: author: Jeff Corbit
body: Thank you, just what I needed!
Hello! Can someone help me.....i want to expand the charts on Trello. Please see attachment.
Asked by Arnold van Beek:

![Trello.PNG](/t5/image/serverpage/image-id/164666i05F098CF0CFB8D9F/image-size/large?v=v2&px=999 "Trello.PNG")


Answers:
author: Hannah Humbert - Simpla Workflows
body: It looks like you have a filter! Do you see this?

![Screenshot_20211013-210930_Chrome.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/164670iB52933D7C2B1A944/image-size/large?v=v2&px=999 "Screenshot_20211013-210930_Chrome.jpg")

Try selecting the "X" to remove the filter.

comments: author: Arnold van Beek
body: Yes! Thank you so much for your quick reply.......awesome!
How to unarchive a list using Trello's free version?
Asked by Aveline Advocacia Internacional:

I archived a list by mistake and I need to unarchive it. I have checked the tutorials and the answers on how to do it but I can't find the "More" function in the Board to do it.


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi Raquel, you don't need to be on a paid plan to unarchive lists/cards. Trello's knowledge base article explains how to unarchive lists [here](https://www.google.com/url?sa=t&source=web&rct=j&url=https://help.trello.com/article/786-archiving-lists-deleting-lists%23:~:text%3DUnarchiving,click%2520%2522Switch%2520to%2520lists.%2522&ved=2ahUKEwjFodOCksfzAhUUgtgFHZFWAS8QFnoECAUQBQ&usg=AOvVaw2F3KKV8KD9JSBSGS0kiNnV)

comments: author: Aveline Advocacia Internacional
body: Thanks a lot! I finally found it!


author: Dan Ivory
body: Hey [@Aveline Advocacia Internacional](/t5/user/viewprofilepage/user-id/4595153) I made a handy video on this if it helps :)

<https://www.youtube.com/watch?v=0U2kOrNawsU>

comments: author: Aveline Advocacia Internacional
body: Thanks a Lot! So kind of you!
What is the max number of board members with ordinary account (not premium)?
Asked by ??????? ????????? ????????:

How much members can i invite to ordinary board?


Answers:
author: Brittany Joiner
body: [@??????? ????????? ????????](/t5/user/viewprofilepage/user-id/4589695) current limit is 1600 people per board (you can see current limits here: <https://trello.com/1/resource/limits>)

Note - as far as I understand this is the limit regardless of free, standard, or premium board, so no matter what plan you're on, that's the limit.
Do you get charged to add clients to a board?
Asked by Taryn Rachelle:

I have a client that is wanting to move over to trello from Asana.

She is a website designer and adds her client to their project board. She needs them to be more than observers because they need to check off tasks in cards.

When she is adding clients to a board will she be charged for this? Or is that only if they are on another board as well?

And if not, is there an amount of board guests you can have total? Could she have more than 15 client boards with 1 client on each board? and if so would she be charged for this?


Answers:
author: Brittany Joiner
body: [@Taryn Rachelle](/t5/user/viewprofilepage/user-id/4594654) my understanding is she would only be charged for anyone on more than one board. So if she had 15 unique boards and each client was only one one of those boards, she would not be charged for them.

(Also depending on what features she needed, she may not be charged for anything at all as the free tier has a lot of features, but she would need to create multiple workspaces in that case since you're only allowed 10 per workspace on a free plan.

comments: author: Taryn Rachelle
body: Okay that is what I thought but wanted to make sure before making the switch over. She will be on the premium plan but on asana for her to have that many clients she was going to have to pay a lot of money each month/year and I thought that wasn't the case with Trello so wanted to check before.

I have a second question that I was going to post but maybe you might know this too. She has an assistant who needs to be able to do everything she can. Would she need to be added as a workspace member? and if so do you know how this changes her billing if she is under the premium plan?

Thanks in advance!


author: Brittany Joiner
body: [@Taryn Rachelle](/t5/user/viewprofilepage/user-id/4594654) glad to help! Yeah the assistant would need to be added to the workspace, and sounds like she'd likely be on multiple boards, so she'd be charged for that, i think it's $12.50/per user/per month (or $10 if you pay annually).


author: Taryn Rachelle
body: perfect this is so helpful thank you!!


Tags: customer

zzz
How to Add a Link back to Gmail from Trello
Asked by Gene:

Is there a way to generate an automatic link back to gmail which was used to create a card.

I figured out how to create a card from specific email on both Android \& Windows, but I need to be able to see the link to the original email.

The card has a subject and content that was in the email, but no link.

Thank you.


Answers:
author: Brittany Joiner
body: [@Gene](/t5/user/viewprofilepage/user-id/4595103) what gmail connection are you using? Power-Up? Email to board? Trello button in gmail?

comments: author: Gene
body: I'm using a regular Trello app for android. The one that has a button on the bottom

<https://nimb.ws/kqujUH>

It saves the card, but never creates the link to the email, for quick access.


author: Carol Rose
body: Hi! I have the same question and was wondering if you ever got an answer or figured out how to do it on your own? Thanks!


author: Gene
body: Unfortunately I haven't. Dlit doesn't save a link. There was another plugin, but it was a pain to use.

I wish they were more responsive. I decided to use Tasks app that integrated intuitively with Gmail and saves the link to the email.


author: Carol Rose
body: I was afraid of that... I am so tired of using Tasks and Trello, but have been just for that reason. Honestly, that link would make Trello my single solution.

Thanks for responding! I hope someone hears us... I'm back to my enhancement request plan, I guess.


author: Gene
body: I know. Seems like a simple thing to implement. Hopefully they will add this.

It will surely make things much easier.


author: Brittany Joiner
body: I think you could create something in Zapier so that when you star an email or add a Trello label, it will create a new card in a Trello board, and then you can include the \`Message URL\` variable as part of the card description

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/191614i8E889D3E111A9BBD/image-size/large?v=v2&px=999 "image.png")


author: Carol Rose
body: Hi Brittany! Thanks for hearing us :) This sounds promising... I'm new to Zapier, can you point me to something that can help me develop something like this? Thanks again :)


author: Brittany Joiner
body: [@Carol Rose](/t5/user/viewprofilepage/user-id/3702711) try this link: <https://zapier.com/shared/c7b0779de8a1954f23d1141977a206098f94de49>

You should be able to sign up for zapier, and then just connect your Gmail and trello boards and follow through in there! I think the onboarding should walk you through it, but let me know if it doesn't and I'll record a screen share showing how that zap works.

The only weird part is that you can't send data from gmail to trello anymore (has some weird "only approved apps" thing and I guess Trello isn't on the list), so I added a step of sending the gmail data to a google sheet row THEN sending data from that google sheet row to Trello.

Let me know if a screen share would be helpful and I'll record it!


Tags: gmail
Trello "ICON" bug
Asked by GK:

Hello!

We have a problem with the icons, anyone know how to solve this? (Screen below)

![image.png](/t5/image/serverpage/image-id/164550i5487E7E61D9AE8AA/image-size/large?v=v2&px=999 "image.png")


Answers:
author: jfischer
body: Has the user in question gone to their profile page on Atlassian and see what it looks like there? ou could try changing it to something else then back again?


author: NotFound
body: Usually this kind of thing happens when the website can not connect to the image server. Restarting the internet works, but it looks like a problem on trello's end. All I can say in that case is to wait.
Butler could not run rule
Asked by Kristen Sampson:

Hi,

I created a rule to have the butler archive cards from a list if they were inactive for 30 days:

![Capture1.PNG](/t5/image/serverpage/image-id/164534iA8CACD210707D391/image-size/large?v=v2&px=999 "Capture1.PNG")

(Please forgive the excessively long List name - my team is still learning how we all use Trello together, so there are some reminders in the title).

I received this email, but no further explanation as to why the rule didn't run:

"Here's what you missed...

Butler could not run your rule every monday, archive all the cards more than 30 days in list "Arrived - if it is large (tracked) equipment, please drag to site. This list auto-archives after 3 weeks""

Any suggestions? Thanks!


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi Kristen! Try having a look in the [usage logs](https://help.trello.com/article/1150-opening-the-butler-usage-log). You might see a more descriptive error message there. It could just be that there were no cards older than 30 days to archive on that particular Monday.


Tags: butler

rule
Trying to link cards with same card name
Asked by Brandon:

I have two lists that may have the same task (duplicate cards) and would like to create a rule that will automatically link any two cards with the same card name *without* adding the specific card title into the rule.

So something like, if the card has the same title link the two together.

NOT - If the card has the title Graphic 1 then link with card Graphic 1

It would be based on the title, but not the specific title.

I hope that makes sense :)


Answers:
author: Hannah Humbert - Simpla Workflows
body: Try *when a card is added to the board, find a card titled "{triggercardname}", and link the cards together*

comments: author: NotFound
body: or *When a card is updated, find a card title "{triggercardname}", and link the cards together*


author: Will Ashley
body: This is exactly what I've been after. Thank you so much!


author: NotFound
body: It doesnt seem possible with the current state of tasks.
Labels
Asked by Emil Luplau:

Hello, i need help to remove the labels once a month, would that be possible?


Answers:
author: milynnus
body: [@Emil Luplau](/t5/user/viewprofilepage/user-id/4594077)

You can in a round about way. Create a new card and use that as way to collect the cards you want the labels remove and iterate through the checklist.

comments: author: jfischer
body: [@milynnus](/t5/user/viewprofilepage/user-id/3947182), can you elaborate on OP would execute this operation? I'm even having trouble understanding. Would you be using Butler or what method are you referring to?


author: jfischer
body: After looking through several butler rules (including scheduled ones), unless I'm mistken, I could not find a way to do this through the UI. However, it can be done with the API fairly easily.
Timelime view query
Asked by Jason Garner:

If I decide to use timeline function, do I have to add each member of my team as a "list", so I can view their workload from left-to-right across the screen?


Answers:
author: Brittany Joiner
body: [@Jason Garner](/t5/user/viewprofilepage/user-id/4594044) you should be able to just start using that out of the box as it grabs the data of each member from the cards they are assigned, so if they are already members on cards, you should see their data in the timeline view!

comments: author: Jason Garner
body: Thanks Brittany.  

Could I be the only person with that timeline view?  
just to avoid for whole team paying for premium Trello?


author: Brittany Joiner
body: [@Jason Garner](/t5/user/viewprofilepage/user-id/4594044) great question, so if your team was only on THAT board and no other boards in your workspace, you wouldn't be charged for them, as they would be considered single board guests. So I think you'd be okay as I assume if they are using other boards, that could be on another team that doesn't use Trello Premium.

Another workaround, if you didn't want your team actually *using* that board and you only wanted them on it for you to be able to see their workload, you could use labels for each team member instead of assigning names to them and I believe you can see things sorted by labels in the timeline view.
Cleaning up cards on specific boards
Asked by Sarah Kottke:

Is it possible to remove cards mirrors from all the cards unless this function is being activity used. I find if I add a check list to a card, the list is below a bunch of other options that I am not currently using.


Answers:
author: Brittany Joiner
body: [@Sarah Kottke](/t5/user/viewprofilepage/user-id/4593974) sounds like you might have some butler automation linking turned on? Perhaps go to automation and look through the rules and see if there's something there around checklists or card linking that you can disable.
How can I remove the admin who is longer with the company & no one else had admin right.
Asked by Muhammad Saleem:

The admin has been gone for 3 years and no one else had admin rights. We also need to remove many others that no longer work at the company[,](https://apksprofree.com/game-apk/) but we can't because no one has admin rights. Thanks


Answers:
author: Clark Everson
body: Hi [@Muhammad Saleem](/t5/user/viewprofilepage/user-id/4593218)

Welcome to community. Looking back on previous responses, "the admin account is the only one able to add/remove other administrators for a board. If that person has left the company, your only way to recover the board is to send an email to support@trello.com and explain the situation, as there is no other way for you to change Administrator."

Source: <https://community.atlassian.com/t5/Trello-questions/Trello-How-to-change-the-administrator-of-a-board/qaq-p/897181>

The other article in that board seems to not work any longer.

Best,

Clark
Why does the date on my board not change?
Asked by Andrea Williams:

The tasks completed cannot be dragged into a new board with yesterday's date? Or a Butler can not be set up to automatically change the date on the "Done today" list to be yesterday's date over night.


Answers:
author: Brittany Joiner
body: [@Andrea Williams](/t5/user/viewprofilepage/user-id/4593587) can you show an example of what you're trying to accomplish? I'm not sure I understand. Butler does have a lot of automation with due dates, so you should be able to accomplish what you're looking for under the Automation --\> Due Dates section, and you can use triggers like moving to a new list.
How to make an email disappear ?
Asked by DAVIET Arnaud:

Dear all,

I have understood that as soon as an email has been sent to Trello in a board or in a card, it should disappear from the Gmail Inbox. The goal is to have an empty box

* **Augmentez votre productivit? :** transformez vos e-mails en une \<\< liste de t?ches \>\> dans Trello en un seul clic, et r?duisez votre bo?te de r?ception jusqu'? z?ro e-mail.

How to make them disappear please ?

Br,

Arnaud


Answers:
author: Brittany Joiner
body: [@DAVIET Arnaud](/t5/user/viewprofilepage/user-id/4593546) i don't think it does that automatically, i think the point of that post/comment is that once you move it to a trello board, then you can archive it in your inbox and not have to worry about it.

If you want it to happen automatically, you could probably make something with Zapier (like   

Trigger: starring an email in gmail  
Action: creating a card in Trello with that email and archiving that email from your inbox).

comments: author: DAVIET Arnaud
body: [@Brittany Joiner](/t5/user/viewprofilepage/user-id/1692248) Thanks a lot for your reply. Your suggestion is really interesting. I will try to use Zappier.

Have a nice day


Tags: gmail
zoom meeting
Asked by Elnur Asgarov:

Hello, we try to use trello for our business. But we have some problems about this. Can we meet via zoom? If not give me email address that i can make communicate with you more attentively. Thanks


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Community!

We are just that, a Community of people here to talk Atlassian. We're not support or pre-sales.

We might be able to help you with this, but we'd need you to describe where you are stuck here in the question.

For support from Atlassian's Trello team, ask at <https://trello.com/contact#/> but be aware that they recommend looking here first! (their team is not insubstantial, but last time I saw numbers, there were 2.5 million community people...)


author: milynnus
body: [@Elnur Asgarov](/t5/user/viewprofilepage/user-id/4593366)

My contact is on my profile page including some of the projects I did for clients. Feel free to drop me a note and we can get into a zoom call.
Adding card name to automated emails when checklist completed
Asked by Danielle Masters:

I am creating an automation rule for someone to be notified by email when something is checked as completed in cards.

I have managed to set up the rule but when the email arrives we cannot see which card the email refers to.

How do I add a "card name" field so that the email will include the name of the card?

We are a property management company so each card is an address.

Thanks


Answers:
author: milynnus
body: [@Danielle Masters](/t5/user/viewprofilepage/user-id/4593156)

Use the variable {cardname} as part of the email body.

comments: author: Danielle Masters
body: Thanks I tried that but didn't seem to work. I will try again (I may have had a space in between card and name).


author: milynnus
body: [@Danielle Masters](/t5/user/viewprofilepage/user-id/4593156)

Try also with {triggercardname} because that will pick up the card where the checklist had been completed.


author: Danielle Masters
body: Great - will try that :)


author: Danielle Masters
body: Yay it worked - thanks so much for your help. I really appreciate you taking the time to help a newbie out.