youngmon/atlassian-qna huggingface dataset:
Relative due dates for checklist
Asked by Jairo Levi:

I have some projects, for which I create a card with a "due date."

<br />

<br />

Each card has the same checklist:  

- Do A

- Do B

- Do C  

Is it possible to automate:  

- Do A (due date in 2 days, assign to me)  
- Do B (due date 3 months before the card "due date", assign to me)

- Do C (due date 1 month before the card "due date", assign to me)  

<br />

I have been googling and checking the community, and I have not been able to find it.  

Thank you,

<br />

Jairo.


Answers:
author: Vongsawat
body: So. This solution assumes that you can just sequentially create a checklist item, then immediately assign it a member/duedate, and Trello won't be confused on which checklist item you're referring to... Can't check as don't have Premium currently activated..

But, assuming that the above works. And that the checklist contents is the same every time. Then you can just embed the checklist items in to the automation itself. It does however require a custom field to temporarily store the card's due date, as you can access them when setting a due date, but not the card's actual due date for some reason.
> remove the "TODO" checklist from the card, add item "Do A" to checklist "TODO", set the item due in 2 days, assign the item to me, set custom field "x" to "{cardduedate}", add item "Do B" to checklist "TODO", assign the item to me, set the item due on the date in custom field "x" minus 3 months, add item "Do C" to checklist "TODO", assign the item to me, and set the item due on the date in custom field "x" minus 1 months

Hit back if it turns out you can't just assign things to checklist items in the way I listed.

comments: author: Jairo Levi
body: OMG U R a genius!  

It took me a few tries but I got it going with your help!  

Here is how it ended up:  

add an empty checklist named "Trip Booked" to the card, add item "Final Payment Invoice - Flights - ShoreEx - Upgrade - Dining XRef" to checklist "Trip Booked", set the item due in 1 days, assign the item to me, add item "Final Payment 2 WEEKS!!" to checklist "Trip Booked", assign the item to me, set the item due on the date in custom field "Final Payment Date" minus 2 weeks, add item "Final Payment" to checklist "Trip Booked", set the item due on the date in custom field "Final Payment Date", assign the item to me, add item "Travel Date" to checklist "Trip Booked", set the item due on the date in custom field "Travel Date", assign the item to me, add item "Return Date" to checklist "Trip Booked", set the item due on the date in custom field "Return Date", and assign the item to me  

![2023-05-10_20-24-42.png](https://community.atlassian.com/t5/image/serverpage/image-id/256486i51C25D61787D98DB/image-size/large?v=v2&px=999 "2023-05-10_20-24-42.png")  

Thank you very much for your help!  

Jairo.


Tags: automation

checklist

due-date
Updated attachments are not being saved to the card
Asked by Bill Hoffman:

I'm sure this is a rookie mistake. But I have an excel sheet which needs to be accessed off a card and periodically updated. I can make changes to the spreadsheet (after "allow editing") from the copy on the Trello card. But when I hit "Save" manually (since it doesn't save automatically) and close the spreadsheet the changes are NOT saved to the attachment on the card. When I open the attachment again from the card all prior changes are gone. I uploaded the attachment from my computer (and the copy on the computer is also not being updated with changes). Thanks for thoughts and help.


Answers:
author: Alina Kurishko
body: Hi Bill,

Welcome to the Atlassian Community!

To be honest, I'm unsure how exactly you're updating the files within Trello, because whenever I upload an .xls or .csv file I'm unable to edit it, but only to download it back to my computer.

With that said, Trello doesn't offer a two-way sync with files stored on your computer. You can regard files uploaded to Trello as static attachments. If you update a file on your machine, you'll have to re-upload an updated version to Trello and delete the previous file.

If you want to be able to view live updates in your spreadsheets, I'd suggest using Google Sheets instead. That way, once you upload a Google Sheet file to Trello, whenever you update it separately, you'll be redirected to the updated file from Trello when attempting to view a file.

Hope this helps!

Alina \| The Trello Team

comments: author: Bill Hoffman
body: Thanks, Alina. I changed so the Trello attachment is the OneDrive version of the spreadsheet. Now I can double click in Trello which brings up the attachment from OneDrive, edit it and the revisions are on the OneDrive version (and accessible within Trello). So that did solve my problem - appreciate the insights.


author: Alina Kurishko
body: Perfect! I'm glad I could be of help, Bill ?
Trello automatic description for new cards
Asked by Ya Le:

Hello,

I'm trying to extract a part of the description from Card A when a new Card B is automatically created after a checklist item is validated.

Here's an example of Card A description:

{{S1_SU001}} bla bla...

{{S1_SU002}} blublu ...

etc

the rul:

when an item is checked in a card in list "Sprint Backlog" with a name starting with "Sprint", convert the item to a linked card copying labels, move the card to the top of list "Sprint en cours", add the "Etapes Dev" checklist to the card, and set the card's description to {extract(triggerCardDescription, "{{" \& left(trim(checkedItemName), 8) \& "}}(.\*?){{", 1)}

the new card was generated but get nothing in the description.

I also tried {triggerCardDescription}, but it didn't work either.

Can you help me extract the description from Card A and add it to Card B? And how can I correct the expression

{extract(triggerCardDescription, "{{" \& left(trim(checkedItemName), 8) \& "}}(.\*?){{", 1)} )

Thanks a lot for your time.


Answers:
author: Dreamsuite Mike
body: This is not compatible with Trello automation. You can use markdown for formatting and you can use Regex to extract particular parts of the description of card A. Lets start with the basics though:

Your command will work if you do:

```
when an item is checked in a card in list "Sprint Backlog" with a name starting with "Sprint", convert the item to a linked card copying labels, move the card to the top of list "Sprint en cours", add the "Etapes Dev" checklist to the card, and set the card's description to {triggercarddescription}
```

or...

```
when an item is checked in a card in list "Sprint Backlog" with a name starting with "Sprint", convert the item to a linked card copying labels, move the card to the top of list "Sprint en cours", add the "Etapes Dev" checklist to the card, and set the card's description to {triggercarddescription}: {checklistitemname}
```

comments: author: Ya Le
body: ok i got

the description

or

the description : the cheklistitemname

It look like only trigger can have regex so I try:

when the description of a card contains "regex:/({cardname}\[\\s\\S\]+:{cardname})", set the card's description to "{matchedtext}", and rename the card to "{cardname} ()"

but it dosent work...


author: Ya Le
body: ok have it whithout regex =)

when the description of a card in list "Sprint en cours" contains "{cardname}{\*}{cardname}", set the card's description to "{matchedtext}", and rename the card to "{cardname} ()"

thanks for help
Lists with animal names being added automatically?
Asked by Laura:

1. I'm getting lists added to my boards with animal names like "clever cassowary" - does anyone know how to turn these off? Thanks


Answers:
author: Dreamsuite Mike
body: Despite no information, I think this could be a something whacky Trello are doing.

To try and find out more, contact <https://trello.com/contact>

If you find out what it is about, let me know
refund request
Asked by Josef Banya:

Hi,

we only tried to add someone to the workspace and remove them again, we were charged the full amount for the year. Can we ask for a refund somewhere?


Answers:
author: Dreamsuite Mike
body: HI [@Josef Banya](/t5/user/viewprofilepage/user-id/5215357)

<br />

Generally speaking, this is non-refundable. Once you pay for a years subscription for a member, you can't get it back. What you get instead is a license that can be reassigned to someone else.

Looking through the terms and conditions, there is the possibility of refund within the first 30 days:

<https://support.atlassian.com/subscriptions-and-billing/docs/request-a-refund/>

I presume you can request the refund by contacting Trello here:

<https://trello.com/contact>

For future, take a look at this guide here to be sure of how Trello billing works:

<https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>
Unable to access boards
Asked by Marjorie Seymour:

There's probably a simple answer. I had to clear my cache and browsing history. I had two boards that I created and was unable to access either. Today, I can access one because I previously shared it with someone and they shared it back. However, I am only a Member now and not the Admin. I have another board that must have been mistakenly set up under my personal email, but when I log in, the board isn't listed. I tried the bookmark and it takes me to [Trello](https://trello.com/b/gzFHSS1x/customer-success-management) with the message 'Request Sent'. I'm not receiving any emails or otherwise. Can anyone provide help on how I can find my boards, move them to a single account where I am the Admin?


Answers:
author: Alina Kurishko
body: Hi Marjorie,

Welcome to the Atlassian Community!

I'm sorry to hear you've experienced this issue, it must be frustrating. But it sounds like there's been a mix-up with your accounts ? I was able to locate the board, and it seems like you're the admin of it, but only under another account.

I don't want to share the username or email address listed on the board for privacy considerations but encourage you to look at any account you might have created under your company's email address.

If you're still having trouble locating the correct account, please submit a ticket at <https://trello.com/contact> so we could help you directly.

Have a nice day!

Alina \| The Trello Team
Is it possible to see details of when a card is moved from list to list?
Asked by The Clay Date:

We create a card for every order. We have lists for every portion of the process to complete the order. We move the card from list to list as that portion of the process is completed. In the Activity details, it doesn't show the date or time when a card is moved from list to list. Is it possible to track this information?


Answers:
author: Dreamsuite Mike
body: Have you got details hidden?

![Screenshot 2023-05-09 163017.png](https://community.atlassian.com/t5/image/serverpage/image-id/256158i3816552189C8D54F/image-size/large?v=v2&px=999 "Screenshot 2023-05-09 163017.png")

If you have, click Show details and you'll see all info, including when a card is moved to the list:

![Screenshot 2023-05-09 163002.png](https://community.atlassian.com/t5/image/serverpage/image-id/256159i68DC4419B56090D9/image-size/large?v=v2&px=999 "Screenshot 2023-05-09 163002.png")

The date will show as how long ago it was done...

If that isn't good enough, you can do an automation:

"when a card is moved into {listname}, post a comment "Moved to {listname} on {date} at {time} by @{username}"
Is there a way to filter activity by user tagged in a comment?
Asked by Gemma Tregunna:

Hi all, I am wanting to find all the comments I have been tagged in across a trello board but can't seem to filter out all activity. Is there a way of doing this yet or is the only option to look through all the recent activity and try to find my name? Thanks!


Answers:
author: Dreamsuite Mike
body: Hi [@Gemma Tregunna](/t5/user/viewprofilepage/user-id/5214931) you could do this by automation

```
when a comment containing "@mike" is posted to a card, find a card titled "Mike Mentions", and add item "{triggercardlink}" to checklist "Mentions"
```

You will have to create the card that I have called "Mike Mentions" on your board, call it whatever you want

Replace mike with your username

Replace the card title and checklist name to ones of your choice

comments: author: Gemma Tregunna
body: Thanks for this Mike - so useful! For some reason, I am not having any luck in running this rule. I have set up as below and tried a few different variations too. There are no obvious errors when I check the automation log:  

*when a comment containing "@gemma" is posted to a card by anyone, find a card titled "Gemma Mentions", and add item "{triggercardlink}" to checklist "Mentions"*

Would you have any suggestions?


author: Gemma Tregunna
body: Hi Mike, not to worry - think I have fixed this!


author: Dreamsuite Mike
body: Make sure you have created a blank checklist called Mentions in the Gemma Mentions card.

also make sure the @\[deleted\] part is your exact Trello username, which you can see by hovering over your member icon like below:

![Screenshot 2023-05-09 162342.png](https://community.atlassian.com/t5/image/serverpage/image-id/256155iA6AC7308CA6D4E06/image-size/large?v=v2&px=999 "Screenshot 2023-05-09 162342.png")
How do I import Notion board to Trello?
Asked by Elise Cooper:

I've got Trello premium now so I'd like to transfer my Notion board to Trello. Does anyone know how to do that?

Notion make it very easy to import Trello boards to Notion but struggling to find a way to import Notion to Trello......


Answers:
author: Dreamsuite Mike
body: I notice that Notion, Clickup, Monday.com all have tools for easy import to Trello.

I think the reason why there isn't something similar for Trello is that These solutions are all newer or with a much smaller user base so they are actively seeking to gain users from Trello. Trello on the other hand has been established for a long time and doesn't necessarily need to pull customers from the other solutions. Also Atlassian are quite focused on enterprise, where this is less of a requirement.

Once option is to export your data from notion to CSV and import to Trello using something like [Import to Trello by Blue Cat](https://trello.com/power-ups/61fa6cd2cc14647c2c9ee821/import-to-trello-by-blue-cat-csv-excel) powerup.

You could also use a solution like Zapier, Make or Integrately to sync data to Trello (my personal favourite is Integrately)

comments: author: Elise Cooper
body: Thank you!
Auto email into a card
Asked by Chris Charlick-Roberts:

I want to set up a board that receives emails from an intranet request system. How do i do this?

So for example, a user opens our intranet and goes to the IT request form, they then request a new VPN connection for example. They would add in all of their details and hit send. How do I get this to open a new card in Trello that isnt sent from a specific trello user email?

I hope this makes sense.


Answers:
author: Christl_Email for Trello
body: Hi [@Chris Charlick-Roberts](/t5/user/viewprofilepage/user-id/5214744) ?Welcome to the Community!

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

Yes, this is possible with our Power-Up. When an email is received, cards are automatically created on your board from where you can view emails and reply directly from within Trello. It works like normal email seamlessly integrated with Trello so you can leverage all the power and functionality from Trello. It might be worth mentioning that you can also set a custom email address - this means that you can configure the sent "*From* " and the "*Reply-To*" address.

Check out this video for a quick overview of the Power-Up: [Email for Trello Demo](https://www.youtube.com/watch?v=XdAsEp14SVs)

You're welcome to pop over any questions to hello@sendboard.com or simply [add the Email for Trello Power-Up](https://trello.com/power-ups/5d4c0b80452f202510cce4cc/email-for-trello) to give it a try with a free trial.

Hope that helps!

comments: author: Chris Charlick-Roberts
body: Hi Christl,

This is just what i was looking for! it would be great if we could discuss the subscription for this and what i would need for this.

Thanks

Chris


author: Christl_Email for Trello
body: That's great [@Chris Charlick-Roberts](/t5/user/viewprofilepage/user-id/5214744)

You can check out our pricing and compare features on our [website](https://www.sendboard.com/pricing) but if you can pop us an email at hello@sendboard.com we'll be happy to advise on the best plan for your needs and help you get up and running.
Cant access a board despite having signed up and confirmed email address
Asked by Lucy Langham:

I have a Trello account, and a working personal workspace I use regularly. Yet I have been invited to join another board, but I am unable to edit or use. Under my user icon to states 'This user will be able to access this board once they sign up with Trello and confirm their email address', however I have already done this. can someone help?


Answers:
author: Dreamsuite Mike
body: One thing worth trying, if you are able to is to ask the person who shared the board with you to share an invite link:

![Screenshot 2023-05-09 151430.png](https://community.atlassian.com/t5/image/serverpage/image-id/256133i989C38BF2CC8147F/image-size/large?v=v2&px=999 "Screenshot 2023-05-09 151430.png")

Then access the board by the link.

In terms of why it didn't work the other way round, you could ask them to hover over the pending invite and see the exact name of the user and make sure it is your one. Did you ever have more than 1 account attached to different email addresses? It is quite easy to add the wrong person on Trello
How did lists get added to my board by me but it was not me?
Asked by Lindsay Smith:

On one of my boards, 3 LISTS appeared that according to the activity record, i added BUT I did not add the LISTS.


Answers:
author: Sam
body: Hi, Lindsay.  

If those lists are auto-generated when you double tap anywhere on the board in your Trello iOS app, and have animal names like "Talented Tasmanian Devil", "Comfy Koala", "Clever Cassowary", etc., then it's a known bug.  

There has been a number of threads reporting it.
Billing
Asked by Dimitri Raemdonck:

Hi,

Where can I see the billing history of my Trello workspace?


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Dimitri Raemdonck](/t5/user/viewprofilepage/user-id/5214646) and welcome to the community,

Follow the instructions in this link <https://support.atlassian.com/trello/docs/invoices-and-receipts-for-your-trello-subscription/>
> * Go to [trello.com](https://trello.com/),
> * Click the Workspaces dropdown option from the top navigation bar
> * Select the Workspace
> * In the sidebar, click "Settings"
> * From the dropdown options, click "Billing"

comments: author: Riya Sharma
body: HI Team   

We not using the any paid plan please cancelled the current invoice and share credit note  
I am attaching the invoice


author: Catjaxsam
body: Hi there! I've been incorrectly billed for multi-user. Can someone give me the quickest path to correcting this? Thanks!


author: Riya Sharma
body: WE are not using any paid plan why are generating invoices


author: Ollie Guan
body: Hi [@Dimitri Raemdonck](/t5/user/viewprofilepage/user-id/5214646) ,

<https://www.iorad.com/player/2117600/Trello---How-to-view-billing-history-#trysteps-1>

comments: author: Riya Sharma
body: Hi


Tags: billing
I need an answer please
Asked by ?i?dem B?y?ka?ik:

Hi, I just posted an article and see that it's been removed now. Can I learn why it's removed? I'd appreciate it if I can get an email of a contact for that.  

Plus, I find it weird that articles are removed without any notice or clarification. I probably expect better processes with communications because it's "Atlassian".


Answers:
author: ?i?dem B?y?ka?ik
body: Hi again [@Dave Mathijs](/t5/user/viewprofilepage/user-id/2662590), it seems the article has been moved to Apps and Integrations. And I have the same questions about the process. The Trello \> Articles section has examples where marketplace partners give links to their products. Whom can I talk to about this? Frustrating.

comments: author: Dave Mathijs
body: Group moderators can move issues to another group, so can community leaders. I suggest to contact your community manager for more info.


author: ?i?dem B?y?ka?ik
body: That's exactly what I'm asking in fact. I have no idea whom I can contact.


author: Dreamsuite Mike
body: Is it this one?

<https://community.atlassian.com/t5/Marketplace-Apps-Integrations/How-to-integrate-clients-into-your-Trello-workflow/ba-p/2354133>


author: Dave Mathijs
body: Hi [@?i?dem B?y?ka?ik](/t5/user/viewprofilepage/user-id/4239237) do you have a direct link to the articles you posted? Maybe I can help you find where it's located now or if it's under moderation.

If you mention your marketplace app in the article, chances are it will be moved to the **Apps \& Integrations** product group.

comments: author: ?i?dem B?y?ka?ik
body: Thanks for the answer [@Dave Mathijs](/t5/user/viewprofilepage/user-id/2662590), I don't have a link because it's removed :) I did mention our app in the article, just like others, which are not removed. That's exactly why I need an answer.


author: Dave Mathijs
body: Community leaders don't delete articles/questions without any notice.

Is it perhaps the article [@Dreamsuite Mike](/t5/user/viewprofilepage/user-id/5153180) mentioned in the answer above?

If it's not, do you remember the title or a keyword of the article?


author: ?i?dem B?y?ka?ik
body: Where can I send the article links I took as an example? Shall I post them here right away so I can get a clear answer because this has been happening multiple times and it's frustrating to see rules valid for some only.


author: ?i?dem B?y?ka?ik
body: Yes, it's back now. The link exactly said, the article was not available a few hours ago. That's why I started this question. Thank you Dave.   

Good to know that posts aren't deleted without notice.


author: Dave Mathijs
body: Thanks to click the green Accept answer button (both) if it helped you.
Color Code Boards?
Asked by Coding Dragons:

Has there been any discussion about color coding or adding a color dot like we can in Macs for folders and apply that thinking to Boards? A star is only so useful, but it would be cool to apply a color code to a board.

![colorcode.jpg](/t5/image/serverpage/image-id/255934i9D6A570380F27E62/image-size/large?v=v2&px=999 "colorcode.jpg")


Answers:
author: Dreamsuite Mike
body: Hi,

Annoyingly, I took some time to reply to this morning, it posted and I could see the post and now it has disappeared without explanation. I will try again.

There are some tools in the Trello armoury to help with this:

1. The sidebar shows the boards by background colour. You can use those to colour code and categorise boards
2. You can use emoji's in your board name to replicate the effect you have above
3. You can use a naming convention with pre-fixes to group or categorise board types, this works well in combination with 1 and 2

Some examples are below:

![Screenshot 2023-05-09 114827.png](https://community.atlassian.com/t5/image/serverpage/image-id/256104iCB6BE42D302B36B4/image-size/large?v=v2&px=999 "Screenshot 2023-05-09 114827.png")![Screenshot 2023-05-09 114853.png](https://community.atlassian.com/t5/image/serverpage/image-id/256103i640F725D4B4A5107/image-size/large?v=v2&px=999 "Screenshot 2023-05-09 114853.png")

comments: author: Coding Dragons
body: Thank you so much! This is awesome. I'm not seeing where you go to do that though. I looked everywhere. Do you mind recording a loom or showing me the flow?

This \> That \> Here \> To there \>

Thank you


Tags: colour