youngmon/atlassian-qna huggingface dataset:
Trello / Welcome email integration
Asked by Gleth's team:

Hello, I am trying to achieve something quite specific and thought maybe someone here has experience with this.

I greet my new customers automatically with a welcome email. This welcome email includes a button which directs them to their trello board where they can organise their tasks. However I would want to have one board per customer. Knowing the email format is automatic and always sends the same information, how could i send a unique board link to each new customer automatically to avoid all customers joining the same board?

Thanks in advance!


Answers:
author: Renato Fagaraz
body: Hi, Gleth! Welcome to the Atlassian Community!

For your specific case, looks like you could make use of Trello's API to create a new board for each client and retrieve the unique board link to include in the automated welcome email.  

Here's a brief outline of the process:

1. Set up a system to trigger the Trello API when a new customer signs up.
2. Use the Trello API to create a new board for the customer (one board per customer).
3. Retrieve the unique board link for the newly created board.
4. Include the unique board link in the button of the automated welcome email sent to the new customer.

The following page includes instructions on making an API call to create a new board: <https://developer.atlassian.com/cloud/trello/rest/api-group-boards/#api-boards-post>

Hopefully, this helps you find what you need to make that work! If you have any questions, feel free to ask! Also, if you're delving into Trello's API, maybe the [Atlassian Developer Community](https://community.developer.atlassian.com/) can help you as well!

Have a great one!
Cannot highlight/select text in card comments & dsecription
Asked by Yung Thai:

Started happening about 1 month ago (?), within the *web app* one cannot highlight/select text in card comments \& description.

Has anyone else experienced this issue?

Similar to this issue (back in 2019) which was applicable to the desktop app.

<https://community.atlassian.com/t5/Trello-questions/Can-no-longer-highlight-select-text-in-card-comments-on-Trello/qaq-p/1043264>


Answers:
author: David Martin
body: I have seen the same...  
However, from what I've noticed: The text IS being selected, it's just not being highlighted on screen anymore.

comments: author: Zachary Yaro
body: That is what is happening for me. I wrote a browser extension to fix it until Trello changes it on their end---<https://zmyaro.com/extensions/trellohighlight>.


author: David Martin
body: Thank you Zach... It works perfectly. ?


author: Fergal Hanley
body: This is also happening on my instance of Chrome running on Mac running Monterey.


author: Tom?? Kout
body: I have the same issue on Linux Mint, latest Chrome. Interesting is, that it happens only on one of the computers I use, the other is fine. In both I use same Chrome user account etc., eg. same extensions and settings. On other pages I see the selection highlighted as usual, even when it is modified by CSS (via \`::selection\`). The only difference between the two computers is the version of Linux Mint, the problematic is the Mint version 21.1.

Incognito mode or wiping out cache and local storage doesn't help either.


author: Luciana Munhoz
body: Hi Yung Thai! Hope you are doing well!

I tested here but I wasn't able to reproduce this issue. I'd suggest you do this [browser troubleshooting](https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello/). If none of that works, please [open](https://trello.com/en/contact#/) a ticket to our support team so we can take a further investigation.

Any concerns let us know! :)
Trello board as a Lead Magnet
Asked by Corinna Curry:

I am creating a Trello board for step-by-step instructions for a Dubsado account setup. I would like to offer it as a free lead magnet. How would I go about copying the board and sharing it with others that sign up with their email address? Is this possible? Obviously, I want them to receive a copy and be able to add it to their account to use and make changes as needed while leaving my master copy unaffected.


Answers:
author: Dreamsuite Mike
body: Just based on what you have said, are they signing up via a website?   
If so you can use the page controls in your website builder to only make the page available to signed up members. On that page, you can embed the Trello board.

The caveat is you would still have to make the board public for it to work so a signed up member could theoretically inspect the page and share a link to the board but I'm not sure many would go to those lengths. Try and trivialise the Trello part so the pages only available to signed up members holds the value, not just the Trello board


author: Kristj?n Geir Mathiesen
body: Hey [@Brittany Joiner](/t5/user/viewprofilepage/user-id/1692248) isn't this your cup of tea? :)

comments: author: Brittany Joiner
body: [@Kristj?n Geir Mathiesen](/t5/user/viewprofilepage/user-id/1909016) hahah it really should be, but admittedly i havent found an effective way of gating it!

[@Corinna Curry](/t5/user/viewprofilepage/user-id/5189288) easiest way to do this is to create the board as a public template, and then when they send you an email, send them a link to the template. They won't be able to edit it but they can view and make their own copy! The only thing here is - the link is technically public. Aka, they can share that link to the template with other people without requiring those other people to send over their email. In my opinion, it's probably still worth it, because the alternative would be to create a workspace for the template and each person who gives their email is added to the workspace and has permission to view that board, not edit. That would prevent link sharing, but could be a lot of work back and forth to set up those permissions and add them as a guest to that board each time they sign up. I'd have to think more through the logistics of this part, as I guess in theory you could invite them to your workspace and as long as it's a free workspace, you wouldn't pay for any members in there. So maybe that would actually work to be a bit more secure than a public template.


author: Corinna Curry
body: [@Kristj?n Geir Mathiesen](https://community.atlassian.com/t5/user/viewprofilepage/user-id/1909016)Hmm! Interesting.. Thanks for responding. I need to think about it. I thought it was a good idea, but it sounds a bit complicated now.
Automate applying due date set on a Trello card to the attached card on another board
Asked by Alan Burnce:

I am trying to do this through automation but I cannot figure it out. I've referenced [this article](https://support.atlassian.com/trello/docs/synchronizing-cards/).

I have used automation to create a new card on an overview board every time I add a card to one of several project boards. That's working fine. But I then want to be able to set due dates on these cards in the project board and have that date automatically added to the linked card on the overview board. I don't want to use a full mirroring solution like Unito because I'm a solo freelancer and don't need to pay for something that robust and designed for teams. From what it seems, I should be able to do this, just in one direction (overview board would never be directly altered). But I can't figure out how.

Help? TIA.


Answers:
author: Dreamsuite Mike
body: First of all, you should...

When a card is added to the board, , copy the card to the overview board and link the cards together

Second, this is a bit rubbish but you can't port the due date directly to the linked card directly. The best option is to use a date custom field, I'll call it date_mirror for this example.

Set an automation,

when a due date is set on a card, find the first card linked in the attachments and set custom field "date_mirror" to {triggercardduedate}

Lastly, create an automation on the overview board,

when the custom field date_mirror is set, set the due date to {customfieldvalue}
Criar etiqueta com o nome de um cart?o com butler
Asked by Susanna Aune:

Ol?!

Gostaria de saber se existe a possibilidade do Butler criar uma nova etiqueta a partir do comando:

*quando um cart?o for adicionado ? lista XXXX...*

*...Criar uma etiqueta com o nome do cart?o no quadro*

Essa funcionalidade me ajudaria muito no fluxo com a equipe ao identificar o nome do projeto no master board

Agrade?o,


Answers:
author: Luciana Munhoz
body: Oi Susanna! Bem vinda a comunidade do Trello!

Eu fiz uns testes e dei uma busca, por?m n?o h? no momento, um jeito de criar etiquetas usando automa??o. Quando uma regra ? criada, existe a op??o de selecionar etiquetas j? criadas previamente para ser adicionada nos cart?es de uma lista.

Exemplo: when a card is added to list 'XXXX" add the "XXXX" label to the card

O que daria pra fazer, por?m n?o sei se atenderia ao que precisa, seria que quando um cart?o fosse adicionado a lista XX, adicionar uma etiqueta a ele e mudar o nome do cart?o para o nome da etiqueta usada. Fazemos isso utilizando a vari?vel {carlabelnames}.

Exemplo: when a card is added to list "Projeto", add the green "Propaganda" label to the card, and rename the card to "{cardlabelnames}"

Vou deixar aqui um documento explicando sobre as v?riaveis: <https://support.atlassian.com/trello/docs/butler-variables/>

Espero que essa informa??o possa te ajudar de alguma forma! Qualquer d?vida estamos ? disposi??o :)
Sound to text using airpods
Asked by razz:

Hi.. On a few occassions when I'm listening to a podcast I've been able to click on the microphone and press play on a podcast. Trello was able to convert the podcast sound into text in the activity field. However it's random. Not sure why it works sometimes only. Is there a setting or preference that needs to be set or a particular way to get this working all the time?

Thanks


Answers:
author: Sal
body: Hey [@razz](/t5/user/viewprofilepage/user-id/5189193)

Welcome to the Atlassian Community!

I'm unsure whether this feature still exists natively on iOS or whether you're using a third-party app to convert audio from your device to text. Can you tell me more about how you convert audio to text on your device and send it to Trello? Because the only way I'm aware of converting audio to text is by using a third-party app on your device, and natively iOS can convert text to audio through shortcuts.

I'd love to hear how you did it.

comments: author: razz
body: Hi.

This has worked at random times which is why I was asking if there is some setting for it.

I'm using a Samsung S21 Ultra + Airpods and no 3rd party add-ons.

Currently you can click on the microphone icon and while in a trello field it will convert your speech into text.

I noticed that on random occasions I would simply click the microphone icon flip to my podcast and it would convert the podcast I'd be listening to into text in the trello field.

This would be a fantastic feature if it were an available in trello.


author: Sal
body: I see! Based on your description, it seems like you're talking about an accessibility feature called speech-to-text, and it's an accessibility feature available on multiple Android and iOS devices by default. So, I'm sure that if you open your keyboard, you'll have a microphone icon at the header of your keyboard that allows your keyboard to convert all your speech to text. I'm unsure if that would work when listening to songs or podcasts and converting them into text, but it could be something you could test as it's a native accessibility feature available on all devices.

Here are some useful resources I've found about the speech-to-text feature on Android, iOS, and when using AirPods:

* [Type with your voice by Google](https://support.google.com/gboard/answer/2781851?hl=en&co=GENIE.Platform%3DAndroid#:~:text=On%20your%20Android%20phone%20or,where%20you%20can%20enter%20text.&text=When%20you%20see%20%22Speak%20now,say%20what%20you%20want%20written.)
* [Dictate text on iPhone](https://support.apple.com/guide/iphone/dictate-text-iph2c0651d2/ios#:~:text=Go%20to%20Settings%20%3E%20General%20%3E%20Keyboard%2C%20then%20turn%20on%20Enable,then%20turning%20off%20Auto%2DPunctuation.)
* [Listen and respond to messages with AirPods](https://support.apple.com/guide/airpods/listen-and-respond-to-messages-dev8c670727e/web#:~:text=Turn%20on%20Announce%20Messages&text=On%20your%20device%2C%20go%20to,Announce%20Notifications%20in%20Settings%20%3E%20Notifications.)

I hope that helps!
automatisation date jour, semaine, mois, ann?e
Asked by Audrey SIMPLICITY BUSINESS:

Bonjour,

Je souhaite savoir comment automatiser les dates svp?

Je souhaite renseigner une date dans Trello qui, une fois la date pass?e, va se remettre automatiquement toutes les semaines, tous les mois et m?me tous les ans.

Par exemple, j'aimerais pouvoir renseigner la date d'anniversaire d'un client et que cela s'affiche dans Trello (notamment le calendrier) tous les ans, et ce sans avoir ? faire moi-m?me la manipulation. Ou un autre exemple, un rendez-vous ou une t?che ? faire tous les mois.

Pouvez-vous m'aider svp?

Bien ? vous.

Audrey


Answers:
author: Alina Kurishko
body: Hi Audrey,

Welcome to the Atlassian Community! I hope you don't mind me answering in English.

Even though it's not exactly what you're looking for, I can suggest setting up Automation to change the Due dates on your cards.

If you create this rule, the only effort you'll have to apply is to mark a Due date on a card as complete (for example, when you've already acted on your client's birthday this year):

![Screenshot 2023-04-07 at 11.34.21.png](https://community.atlassian.com/t5/image/serverpage/image-id/250439i54FB89A7DD91F626/image-size/large?v=v2&px=999 "Screenshot 2023-04-07 at 11.34.21.png")

I hope this helps!

Alina \| The Trello team

comments: author: Audrey SIMPLICITY BUSINESS
body: Bonjour Alina,

Un grand merci pour votre retour et votre aide ! ?


Tags: automation

date
Why can I not receive notifications?
Asked by Rob Withrow:

Notifications are not coming to my inbox. I have gone through this <https://trello.com/test_notifications> and received the email from Trello confirming my emails can receive notification. Then I sent this comment <https://trello.com/c/CSOYM87D/1658-test#comment-642d8d582c703a686046170a> via Trello and no one has received the notification. What else should we do?  


Answers:
author: Rodolfo Moreira
body: Hi Rob, Welcome to the Atlassian Community! I hope you're enjoying Trello.

To receive notifications of certain actions on a card, you must be [watching the card, list, or board](https://help.trello.com/article/799-watching-cards-lists-and-boards) where the card is or you have to be a member of the card in question

If you continue to observe the issue with the card, please feel free to [submit a new ticket](https://trello.com/en/contact#/) with us, allowing us to take a closer look and assist you better.


Tags: email
? poss?vel criar uma automa??o para quando mover um cart?o, arquivar a lista que ele pertencia?
Asked by Isabella Cristine:

Criei a seguinte regra do meu quadro: **when the due date is marked as complete in a card with the dark lime "POSTADO" label by anyone, move the card to the top of list "POSTADOS \| FEED" ,**ap?s o cart?o ser movido para a lista nova, gostaria que a lista a qual ele pertencia, fosse arquivada, ? poss?vel?


Answers:
author: Sal
body: Oi Isabella,

Tudo bem contigo? Bem-vinda a comunidade do Trello!

Infelizmente n?o h? um comando para que tu possa fazer o arquivamento de listas inteiras automaticamente. Entretanto, voc? pode criar um bot?o para o seu quadro para que voc? possa fazer o arquivamento das tuas listas automaticamente. Honestamente, eu acho que isso seria uma boa sugest?o para se adicionar ao conjunto de comandos que temos dispon?veis para automatiza??o de comandos no Trello.

Eu vou passar esse feedback para o nosso time, para que eles saibam que tu tem interesse em ter esse comando dispon?vel no Trello.

Espero ter te ajudado!


Tags: automation
"Depend?ncia de cart?es"
Asked by EDUARDO SOUZA SILVA:

Oi, gostaria de saber se ? poss?vel criar uma "depend?ncia" de cart?es, isto ?, impossibilitar um "cart?o x" de ser movido para uma lista "conclu?do", e fazer com que ele dependa de um "cart?o y" ser conclu?do, para a? sim possibilitar a conclus?o do "cart?o x".


Answers:
author: Sal
body: Oi [@EDUARDO SOUZA SILVA](/t5/user/viewprofilepage/user-id/5188765),

Bem-vindo a comunidade da Atlassian!

Tu definitivamente pode fazer o uso de depend?ncia de cart?es para caso voc? tenha alguma tarefa que dependa de outras para que ela possa ser completada. Utilizando automa??es do Trello, tu pode fazer isso acontecer.

Te recomendo dar uma olhadinha no nosso artigo sobre como criar e gerenciar depend?ncias com o Trello: <https://support.atlassian.com/trello/docs/creating-and-managing-task-dependencies/>.

Espero ter ajudado!

comments: author: EDUARDO SOUZA SILVA
body: Ol?, muito obrigado! ler esta documenta??o ser? de grande ajuda amigo.


author: EDUARDO SOUZA SILVA
body: [@Sal](/t5/user/viewprofilepage/user-id/4788952) queria saber se voc? pode me ajudar em mais uma duvida.
Changing staff
Asked by Mel Hager:

Hello there, one person is leaving our team and another person is joining our team. Since our team is not growing in number we would just like to exchange the names. Is that possible?

Thank you


Answers:
author: Renato Fagaraz
body: Hi, Mel! Welcome to the Atlassian Community!

Absolutely, since licenses are paid based on the number of seats, you can have a new team member occupy the seat of the person who's leaving.

To do this, simply remove the team member who's leaving and then invite the new team member to join your workspace. This way, you're just exchanging the names without increasing the number of seats, keeping your costs the same.

If you need any assistance or have any questions, feel free to reach out. I'm here to help!
Sharing Cards on Trello
Asked by Fredrick Akuamoah:

I wanted to find out if there's a way to share a card on a board without the person you're sharing to seeing the entire board? In other words, is it possible for the person you've shared a card with only seeing the card and not your entire board or list?


Answers:
author: Sushant Verma
body: Hi [@Fredrick Akuamoah](/t5/user/viewprofilepage/user-id/5188673)   

Welcome to the community!  

I don't think it is possible. Trello doesn't support per-card permissions.  

You can do couple workarounds if that helps:

1. Creating separate boards for different permissions levels.

2. Look into the External Share Power Up.  

Regards,  
Sushant Verma

comments: author: Fredrick Akuamoah
body: [@Sushant Verma](/t5/user/viewprofilepage/user-id/2226989) Thank you!


author: Jammie Wilkies
body: Trello is a popular project management tool that allows teams to organize tasks and collaborate on projects. One of its key features is the ability to share cards with team members. Sharing cards on Trello enables users to delegate tasks, share ideas, and track progress more effectively. To share a card, simply click the "Share" button and enter the email address of the person you want to share it with. They will receive an email notification with a link to the card, where they can view and edit it as needed. By utilizing this feature, teams can improve communication and streamline their workflow[.](https://www.jamiewilkes.uk/)

comments: author: ?i?dem B?y?ka?ik
body: Hi [@Jammie Wilkies](/t5/user/viewprofilepage/user-id/5188696), there's no section to enter the email address of a person on my cards. Can you send a screenshot to show what you mean?


Tags: card

share
Is there a way to send an email to a member with card's description on the day the card's due?
Asked by Leena Abu Shmais:

Hi everyone.

I want Trello to send a reminder email, not just a notification of the due date, to a specific member of the board when the card is due, containing certain information. I'm not looking for an automatic reminder, but the ability to compose an email with a specific body and title. I figured maybe there is a way to set the card title to the title I want for the email, add the email body as the card description, then send the card as an email using Butler rules. Is something like this possible? If not, is there maybe a workaround or another way to achieve this?

Much appreciated.


Answers:
author: Christl_Email for Trello
body: Hi [@Leena Abu Shmais](/t5/user/viewprofilepage/user-id/5169601) ?

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

You could use Butler Automation to send the email notification. In that case you can look at including Butler variables to include card details in your notification. You can read more about butler variables here <https://support.atlassian.com/trello/docs/butler-variables/>

You can also the Email for Trello Power-Up and use variables to pull data from the card in to your emails and saved replies. You can read more about Email for Trello variables here <https://help.sendboard.com/en/articles/4219239-include-variables-in-your-emails-and-saved-replies>

<br />

Hope that helps!


Tags: automation

butler

due-date

email
How to get Priority of a Card in Trello using Rest API?
Asked by Rajashree Kamathbola:

We are using Power up for priority.  
Is there any api which will give the Card priority?


Answers:
author: Renato Fagaraz
body: Hi, Rajashree!

Welcome to the Atlassian community!

While we can't provide specific guidance on integrating with the 3rd party power-up for assigning priority, you might consider using custom fields to assign priority instead. In that case, you can refer to this document on the Trello REST API for custom fields: <https://developer.atlassian.com/cloud/trello/rest/api-group-customfields/>.

Hopefully, this helps!
Individual users do not see all columns
Asked by Zuzana Parobkov?:

Hello, is it possible to configure within one dashboard that individual users do not see all columns, but only those in which they have assigned tasks?


Answers:
author: Hana Ku?erov?
body: Hi [@Zuzana Parobkov?](/t5/user/viewprofilepage/user-id/5188562) ,

welcome to the Atlassian Community!

AFAIK there's no such functionality.

Is it possible to share more details, why do you need such thing? Thank you.

comments: author: Zuzana Parobkov?
body: [@Hana Ku?erov?](/t5/user/viewprofilepage/user-id/1226304) Thank you for the not-so-positive answer. :-)

We have 5 users in our team and within one project each of them has their own tasks. However, we often deal with tasks where we don't want some participants to see the details - this is sensitive data.

But we don't want to solve this with new bulletin boards.

Can you think of any ways we could solve this? :)

Thank you!


author: Hana Ku?erov?
body: Thank you, [@Zuzana Parobkov?](/t5/user/viewprofilepage/user-id/5188562) .

To be honest I would leave Trello and use Jira instead. I cannot imagine doing such things in Trello.
Trello add-in that reminds you to follow up on a card?
Asked by KRepair:

Hi guys,

Is there an add-in in trello that reminds you to check back on a card after a certain amount of time? I'd like one where every 1-2 weeks, it tags someone, or sends some alert to remind us to follow up on a case. Thanks!


Answers:
author: Vongsawat
body: There's also the native automation trigger (under Due Date automations) for "X days after a card is due", and you can filter it so it only applies to certain cards etc.

comments: author: KRepair
body: Thanks. I set it up and will test it out.


author: Alex Koxaras _Relational_
body: Hi [@KRepair](/t5/user/viewprofilepage/user-id/4078939)

How about **Expiration Reminder**(/power-up/59ca7d41f3fadd380e67f3b1)?

comments: author: KRepair
body: Thnak you. It looks like this requires an external account to be linked to add expiration items. Ideally, would like it to be simple for the guys to just open the card and set a timer (1 week or so) in which it reminds them to attach an update


Tags: reminder