youngmon/atlassian-qna huggingface dataset:
Is it possible for an Automation Rule to create a card via a Template?
Asked by JB:

There is probably a simple solution to this but I can't figure out how to use a Rule to create a card via a template after a certain trigger happens.

I can see how I could build the card I want through automation but I would much prefer that It looks to a template card so that updates can be made more easily. Is this possible? Thanks in advance for the help! :)


Answers:
author: JD
body: Hi [@JB](/t5/user/viewprofilepage/user-id/4321663)

You can use the "Create issue" action to and fill in the appropriate fields within automation (but it sounds like you already know this).

An alternative might be to create your issue in jira and then use the clone action to duplicate it. You'll need to use a branch to search for your template and then perform the clone action and any additional actions under that branch.

![Screen Shot 2021-03-29 at 10.51.02 am.png](https://community.atlassian.com/t5/image/serverpage/image-id/136337i8B3063274F5FB412/image-dimensions/252x498?v=v2 "Screen Shot 2021-03-29 at 10.51.02 am.png")

So in this I just chose a random trigger (use the trigger you need and you might want to add conditions to make sure it doesn't run all the time).

I added a "branch" and used a JQL search to find a specific issue (in this case I searched for the issue key "AUTOM8-108"). Then in the branch I duplicated the issue and transitioned the issue to TODO.

Let me know if that helps.

Thanks,

John


Tags: automation

rule

template
Can I add multiple teams to one Trello board?
Asked by Kathryn McKee:

I have a project that spans multiple departments/teams. Can I add multiple teams to one project board?

Ex. Marketing Team, Ops Team, Technical Team


Answers:
author: Vero Rivas
body: Hi [@Kathryn McKee](/t5/user/viewprofilepage/user-id/2072024)

Each board can only be assigned to one team. This is accomplished by [changing the visibility](http://help.trello.com/article/772-associating-a-board-with-a-team) and associating a team to the board

<https://help.trello.com/article/1123-multi-board-guests>

Cheers
Searching members added to checklist
Asked by Conor Salisbury:

Hello

Is there a way to search for card in which I am added to a checklist using the advanced checklists?   
I can search for cards I am a member of but I'm not always a member of the card I have assigned tasks.

If not is there a way to set a rule to automatically add me as a member of the card once I am assigned to an item in a checklist?


Answers:
author: Ryan
body: Hi Conor,

You can see all checklist items assigned to you by going to trello.com when logged in and viewing your home screen. Under "Your Items" you will see these cards. Alternatively, if the cards have a due date, you can actually filter for your assigned checklist items in the Calendar Power-up. Just open up the calendar Power-up and then go to "Show Menu \> Search Cards" to select yourself.

I've noted down your feedback for a Butler trigger based on being assigned a checklist item!

Thanks!

comments: author: Conor Salisbury
body: Hi Ryan,

Thanks for that. Is there a way to see my items on the board within the lists?

In each card there is 15-20 checklist items with each person being assigned to 4-5 items so viewing "Your Items" is a bit much, it would be easier to be able to select a user in the search function and instead of only seeing cards they are members of, also seeing items assigned.   
In the calendar power-up I can only see cards I am a member of rather than cards where I have an item in a checklist assigned to me.
Karten werden nicht mehr angezeigt
Asked by Marco W?thrich:

Hallo Zusammen

Bin relativ neu bei Trello und habe folgendes Problem

Habe ein neues Board erstellt mit diversen Karten und als ich von einem anderen Board zum testen eine Karte in mein Board schieben wollte zeigt es mir die Karten nicht mehr an.

Es steht zwar z.B. 6 Karten aber sie werden nicht angezeigt.

W?re sehr dankbar um Hilfe....

Lg Marco


Answers:
author: Torben_trello
body: Ist es m?glich, dass hier ein Filter in der Boardsuche aktiv ist?

Es werden dann nur Karten angezeigt, die auf diese Suche zutreffen. Sehen Sie einen gr?nen Banner? Auf diesem ist ein "x" mit dem Sie die Suche auf dem Board deaktivieren.

Ich hoffe das hilft!

comments: author: Marco W?thrich
body: Hei Torben

Genau das war das Problem, danke viel mal!!! :)


author: Sylvia Gottschalk
body: Habe dasselbe Problem bei einer Liste auf einem Board, dass zwar die Anzahl der dort befindlichen Karten, aber nicht die Karten selbst angezeigt werden. Ein gr?nes Banner, auf dem ich mit einem "x" die Suche deaktivieren kann, finde ich nicht.


author: Sylvia Gottschalk
body: Hallo Torben,

habe dasselbe Problem bei einer Liste auf einem Board, dass zwar die Anzahl der dort befindlichen Karten, aber nicht die Karten selbst angezeigt werden. Ein gr?nes Banner, auf dem ich mit einem "x" die Suche deaktivieren kann, finde ich nicht.


author: Daniel Schuster
body: Hallo Torben,

ich habe genau das gleiche Problem wie Sylvia schildert, bei mir ist auch kein Filter ersichtlich, kannst du mir bitte weiterhelfen?

Sch?ne Gr??e  
Daniel


author: Igor Duric
body: Das Problem ist die Suchanzeige im Filter, wenn da ein Stichwort reingeschrieben ist, dass er nicht findet, schlierst er alle Karten. Einfach Begriff l?schen.

![Screenshot 2023-05-17 121555.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/257759iDB66DB383823316E/image-dimensions/484x326?v=v2 "Screenshot 2023-05-17 121555.jpg")


author: Daniel Schuster
body: Kann mir zu meinem Problem, wie am 13.10.2022 geschildert jemand helfen? Ich benutze Trello beruflich und habe auch die bezahlte Version. Kann es aber leider so nicht mehr nutzen.
Board buttons for filtering?
Asked by Lukasz:

Hello All,

I'd like to have a button at the top of one of my boards to act as a trigger to filter/unfilter the whole board by a label, or other custom criteria. I'd like this button to appear for other team members, who can each cutsomise the button for their own preferred criteria.

I'd also like a button trigger to filter for cards assigned to myself. I'm currently doing this by going to menu and searching for myself to filter, and clicking the green button "search results" to unfilter, but would like a permanent button.

Thanks for any suggestions how to do it


Answers:
author: Iain Dooley
body: [@Lukasz](/t5/user/viewprofilepage/user-id/4268233) you can't do this with a board button, but when you apply a filter to a board, it's shown in the URL, so if you wanted to you could have a card with a bunch of those links on it and click them to see the various filters you wanted


author: Hannah Humbert - Simpla Workflows
body: It doesn't look like it's possible for now. You could type "Q" which would filter for cards with you as a member. If you're looking to have filtered views for each team member, there are alternatives:  

1. [Team tables](https://help.trello.com/article/1235-team-table-view) - this gives allows you to pull cards from one or many boards into a table view which you can filter.  

2. Create boards for each team member and then sync cards from the main board to each individual's board using [Unito.](https://trello.com/power-ups/595e989fa8f137d2af456fd4/boards-connected-and-synced-with-unito) When connecting the main board to someone else's board, you would create unique rules based on what cards they need to see synced to their personal board. If you have cards assigned to you across many boards, you could also consolidate cards from multiple boards into your one personal board, meaning you just need to work out of one board, and you only see the cards you need to see, allowing you to have a more focused view. Any change you make to cards on your personal board will sync back to the original cards.


author: krysalead
body: Don't look possible from my knowledge, but look like a nice feature :)
Butler rules for repeating & archiving variant lists
Asked by K Walters:

Our meeting takes place every week on a Monday and I would like to create a new list of agenda items each week and archive the previous one. The list should contain the date of that meeting. Bit stuck on how I do this and would appreciate some guidance.

To explain further:

So every Monday the current list of agenda items (e.g. 'weekly meeting - date of meeting'), should archive (list \& cards in the list) and the next day (every Tuesday) Butler should create a new list which has the date of next week's meeting in the list title. This cycle should repeat; every Monday the list archives after the meeting takes place and the next day a new list is ready for the meeting next week.

Can anyone help please?

Thanks!


Answers:
author: Iain Dooley
body: [@K Walters](/t5/user/viewprofilepage/user-id/4320560) something like this would do it:

![2021-03-25 at 11.17 am.png](https://community.atlassian.com/t5/image/serverpage/image-id/135816iA55F7A9FF644324B/image-size/large?v=v2&px=999 "2021-03-25 at 11.17 am.png")

If the list should have a bunch of cards prepopulated you could also use "copy list" instead of creating a new one.

The "every tuesday" trigger is in then "Calendar" section of Butler.

comments: author: K Walters
body: Thanks! Will give it a try. Appreciate your help.


author: milynnus
body: [@K Walters](/t5/user/viewprofilepage/user-id/4320560)

You probably need a set of cards on a list somewhere on the board. Use the calendar to set a trigger card which will in turn be triggered to gather all the cards in that list into link on a temp checklist and for each card linked to item in Temp, copy over the card to a list using something like "Weekly Meeting - {isodate}" and then find trigger card and archive it.
How can you make a checklist that can be checked off, but reoccur the next day to be checked off?
Asked by Jen:

I have created a checklist and like the check off feature but want this to be reoccurring everyday. Have the checklist clear daily for a fresh start the next day.


Answers:
author: Iain Dooley
body: [@Jen](/t5/user/viewprofilepage/user-id/4320495) you could do something like this:

![2021-03-25 at 11.21 am.png](https://community.atlassian.com/t5/image/serverpage/image-id/135817iC33FEF607D857AB8/image-size/large?v=v2&px=999 "2021-03-25 at 11.21 am.png")

Instead of the "green" label you might create a label called something like "Recurring".


author: Brant Schroeder
body: [@Jen](/t5/user/viewprofilepage/user-id/4320495)

Welcome to the community. You can make a board with a of cards that acts as your checklist. You can use butler to reset them each day so you can move them on the board. I created a template daily tasks that you can take a look at that does something similar.
Limita??o no n?mero de quadros
Asked by Rafaela Ribeiro Reis:

Estou com problemas para usar o Trello na vers?o gratuita. Quando tento gerar um novo quadro, aparece a seguinte mensagem: Voc? j? usou 5 dos seus 10 quadro gratuitos. Mas, outros usu?rios, conseguem gerar quadros de forma ilimitada, mesmo na vers?o gratuita. N?o sei o que pode estar acontecendo. Outra d?vida seria em rela??o aos meus quadros compartilhados, quando outras pessoas compartilham seus quadros comigo, eu consigo mexer apenas usando o link, ele n?o fica salvo na minha p?gina inicial do Trello, deve ser devido ? este problema com a limita??o do n?mero de quadros. Preciso resolver com urg?ncia, pois n?o estou mais conseguindo trabalhar no Trello. Obrigada!


Answers:
author: Vero Rivas
body: Hi [@Rafaela Ribeiro Reis](/t5/user/viewprofilepage/user-id/4320481)

<https://help.trello.com/article/1237-why-cant-i-create-a-board>

Cheers
Gostaria de saber se eu posso contratar o Trello Business, usar suas funcionalidades dentro de um qu
Asked by Bruno Almeida:

Boa noite!

<br />

Gostaria de saber se eu posso contratar o Trello Business, usar suas funcionalidades dentro de um quadro com minha equipe dentro - no caso a equipe com o plano free.

<br />

Exemplo: nesse quadro com minha equipe eu vou poder colocar datas e respons?veis nos itens do check-list. Eles poder?o visualizar e finalizar os itens do check-list, s? n?o v?o poder criar, correto?


Answers:
author: Vero Rivas
body: Hi [@Bruno Almeida](/t5/user/viewprofilepage/user-id/4320444)

Look at this posts, maybe can help you

<https://help.trello.com/article/831-trello-business-class-vs-trello-gold>

<https://help.trello.com/article/714-business-class-user-guide>

Cheers
Account disappeared
Asked by Francesco Mangini:

Hi,

after a few weeks of not using it, today I tried to log in but Trello didn't recognize me.

I was previously connected by the google sign-on and I had a lot of boards with a lot of cards. So, I reconnect with Google and my gmail account and...ALL MY STUFFS DISAPPEARED!!!! I'm a new user!!!!  
I've open a ticket with the Atlassian support, I'm waiting...


Answers:
author: Brant Schroeder
body: [@Francesco Mangini](/t5/user/viewprofilepage/user-id/4320381) Welcome to the community. The only thing I can think of is that the account was removed due to inactivity. Did you get an email letting you know it was going to be removed? Regardless of if you did or not the support team is the team who will restore it and has the tools to do so. The community is made up of individuals who use the products and like supporting each other. Let me know if they do not get back to you by tomorrow and I can try and escalate it.

comments: author: Brant Schroeder
body: Glad to hear you got it all figured out.


author: Francesco Mangini
body: Ok, my mistake. I had changed my Atlassian account email a month ago. I've always used Trello through the app. If I log into Trello with the new email address, I find all my data.  
I'm a moron, sorry ...


author: Francesco Mangini
body: Hi Brant,

yeah, I just wanted to know if it happened to anyone else. However the last time I used it was less than a month ago and I have not received any mail about inactivity issue.

Thank you for the support!

comments: author: Michael Pryor
body: We don't currently remove accounts due to inactivity. But if we did, we'd likely notify the email address before we did that.


author: Brant Schroeder
body: Good to know


author: Steve White
body: It just happened to me - I suspect I had been using explicit email/password but this last time unthinkingly hit the 'log in using your google account' lozenge (with the same email). The scary part is it created a completely empty (new) account and now the old login doesn't work anymore


author: david_rose12_hotmail_com
body: can you share how you opened a ticket with Atliassian please. I can't see how you can actually enter into dialogue with them.

Thanks

David


author: Steve White
body: Here's what I was told on a different thread and it worked for me!

You should submit support issue to Atlassian here: <https://support.atlassian.com/contact/>
How to become a known application
Asked by krysalead:

Hi,

I am trying to build some CICD integration with Trello, mainly moving cards in list when the PR is created, the build is done, the load is done...

Modifying a card requires some special permissions but I can see that the token I am creating is assigned to **an unknown application** which has not the permissions. This is due to the DEV_KEY I am using which is my personal dev key maybe? How can I bypass this restriction and become a known application (as I am building an app for me, so well known) or is there another way to grand permission?


Answers:
author: krysalead
body: Hi,

I finally found the right url to use to create a valid token with write permission

```
https://trello.com/1/connect?key=yourkey&name=your_board_name&expiration=never&response_type=token&scope=read,write
```

Replace youkey with your devkey and your_board_name with the name of your board. Then you can autorise and voila you have a token that can move card!


author: krysalead
body: Please if my question is not clear, let me know I will rephrase, but I haven't found any hint googling. Is there a certification to pass, a plan to move to...


author: milynnus
body: [@krysalead](/t5/user/viewprofilepage/user-id/3438500)

I will speak from my development experience. You will need to get your api key and token and set on a client or where it is required a Trello API.   
Trello app would generally be a Power Up and there is a place to register that.

comments: author: krysalead
body: Thanks for your answer the problem is the generated token which has rights restriction. I have the dev key and application token. But the token is associated to what Trello call an Unknown Application which is not granted to modify cards.


Tags: api

permission
Trello Auto-logout
Asked by Mason Kincaid:

For the past week or two, team members have been reporting that they Trello has been logging them out of their sessions (see screenshot). This is occurring on PCs and Macs in web browsers across at several devices about every 60 minutes. This is a tool we us heavily 24-7 and it's a huge annoyance to everyone to have to keep logging back in.

Does anyone have an idea what is going on here? Any recommendations for fix![Screen Shot 2021-03-24 at 12.35.43 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/135775i0596429FA52C5E5E/image-size/large?v=v2&px=999 "Screen Shot 2021-03-24 at 12.35.43 PM.png")


Answers:
author: Brle
body: Why Trello log me out whenever I close trello app (windows desktop app)?


author: Felix
body: Trello sessions don't expire, as long as they are being used. There is a limit to the number of active sessions we allow though - any chance your users are sharing an account? If so, once a new login session is created, the oldest session is evicted - if you're account sharing, this means someone will get logged out.

Note that we do not support account sharing, and expect each person to have their own account.

comments: author: Mason Kincaid
body: That's helpful. Team members I'm asking on behalf of are working in a large veterinary ER hospital where all of the machines are shared/common. Staff don't have individual email accounts or logins for anything and machines are logged in 24/7. So, yes multiple machines are logged in to the same account at any given time.

Is there a limit to the number of sessions that can be logged in at once? Any recommendations for a simple solution?


author: Felix
body: There is a limit, but it's not a published one, and it may change down the track.

In your scenario, I'd maybe try making an account for each machine, and just leaving that logged, instead of having a single account for all machines. Would need to add each "machine account" to the relevant boards as well.

Would highly recommend setting up per-user accounts though ?

Many Trello features really only work if the logged in account is a person (assigning members to cards, mentioning people).


author: Mason Kincaid
body: Thank for walking me through the way things work on your end. I'll let the team know what they're going to need to do to solve their problem.

For future development, I'd love to see a solution that was less of an administrative headache for teams like this.
How to use trello gold
Asked by Aishwary Mishra:

Hi, please guide me through the process of using trello gold. I tried but couldn't add more powerups


Answers:
author: Vero Rivas
body: Hi [@Aishwary Mishra](/t5/user/viewprofilepage/user-id/4320244)

I hope this guide helps you, as for the power ups, I do not understand why you can not see them, make sure you do not have any filter or something that does not allow you to see them

Look at this post

<https://help.trello.com/article/817-trello-gold-user-guide>

Cheers
Trello to Google Calendar Colors
Asked by Samantha Lavin:

Hi, I use planyway and create calendars from boards and sync them to my Google calendar. Is there a way to assign the colors that google uses? In planyway it mentions using the "Trello" label color but I'm not sure what that means.


Answers:
author: Maria
body: Hello Samantha,

My name is Tania, I'm a customer support manager at Planyway and will be happy to advise. When you sync one of your Planyway boards with your Google calendar you have the following parameters to configure:

<br />

![Screen Shot 2021-03-25 at 14.59.50.png](https://community.atlassian.com/t5/image/serverpage/image-id/135848i8EDAB8BCB21EBDBD/image-dimensions/259x185?v=v2 "Screen Shot 2021-03-25 at 14.59.50.png")

<br />

If you choose to set event color in Google Calendar by default, the calendar that will be created out of your Planyway board in your Google calendar will be attributed a particular color which you'll be able to change later:?

<br />

![Screen Shot 2021-03-25 at 15.04.11.png](https://community.atlassian.com/t5/image/serverpage/image-id/135849i7A60297B70160F4B/image-dimensions/238x213?v=v2 "Screen Shot 2021-03-25 at 15.04.11.png")

And if you choose the second option, same as Trello label, your Planyway cards will be labeled in the Google calendar in the same colors they're labeled in Planyway.

Hope it helps. Let me know if you have any questions or concerns left.

Warm regards,  
Tania

comments: author: Samantha Lavin
body: Hi Tania.... I guess the question behind the question is how do I label boards in either Trello or Planyway so that they can be reflected in my Google Calendar? Your answer tells me how to do the 2nd part but not the first. Thanks so much for your help!!!


author: Maria
body: Hi Samantha,

You don't need (and it wouldn't be possible) to label your boards in Trello or Planyway, you can do it in your Google calendar after you sync your board (s):![pic.png](https://community.atlassian.com/t5/image/serverpage/image-id/136759i6673D0E3E57DBD49/image-size/large?v=v2&px=999 "pic.png")