youngmon/atlassian-qna huggingface dataset:
How can I automate archiving a card to a specific board/list based on label?
Asked by Catherine Ashton:

Hi smart people! Automation question:

* I have a board that serves as a calendar (a grant writing calendar to be specific). Each card is assigned to a specific month based on due date, then labeled with a client's name.   

* When a card is closed out, it's moved to an archive board. Right now, I'm doing that manually. For instance, "Cool Company" card on my grant dashboard would be moved to the "Cool Company" list on the archive board.  

* I'd love to automate this either with Butler or Unito but can't quite wrap my head around it. What I am pretty sure I need is something like:
  * **When a card is labeled "completed" move it to \[specific list name\] based on \[specific label\].**

Thank all! I'm not a program manager by nature so I've been struggling with this piece of my automation puzzle!

**Grant dashboard example:**

**![Screenshot 2021-03-16 at 7.52.29 PM.png](/t5/image/serverpage/image-id/134707i18B9B145849A9F5F/image-size/large?v=v2&px=999 "Screenshot 2021-03-16 at 7.52.29 PM.png")**

**Archive board example:**

**![Screenshot 2021-03-16 at 7.56.14 PM.png](/t5/image/serverpage/image-id/134708iDBF95B50245F62C7/image-size/large?v=v2&px=999 "Screenshot 2021-03-16 at 7.56.14 PM.png")**


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Catherine Ashton](/t5/user/viewprofilepage/user-id/4308487) ! You mentioned Unito - are you already using this to connect your boards? You *should* be able to achieve this with Unito alone.   

If you want to use Butler, I can think of a way to achieve it, but it would involve a lot of rules. Here's what they would look like for each board:  

**Grant writing calendar board:** "When the "completed" label is added to a card, move it to the archive board"  

**Archive board:**   
When the "Access Youth" label is applied to a card, move it to the "Access Youth" list.  
When the "Austin Wardolf" label is applied to a card, move it to the "Austin Wardolf" list.  
...and so on...

comments: author: Catherine Ashton
body: Yes, I have Unito already. I guess I need to poke around to see the best way to accomplish this! I definitely don't want mone million rues if I use Butler :)


author: Hannah Humbert - Simpla Workflows
body: I can help on the Unito end if you need. It might be easier to do a quick screen share, so if you're open to that, let me know and we can set something up :)


author: milynnus
body: [@Catherine Ashton](/t5/user/viewprofilepage/user-id/4308487)

Is this what you want? You can remove the label before the move.

when the red "Completed" label is added to a card

move the card to the top of list {triggercardname} on board Backup
How do you remove a card on Gantt Chart in BigPicture without deleting a card on the Trello board?
Asked by MK:

Is there a way to remove a **card or list** from the Gantt Chart in BigPicture so the Gantt Chart only displays selected cards or list that is from the main Trello board rather than displaying all cards and lists from the Trello board? Much help is appreciated, thank you.


Answers:
author: Adam _SoftwarePlant_
body: Hello [@MK](/t5/user/viewprofilepage/user-id/4262978)

When it comes to the described situation, the current logic between Trello Board - BigPicture is that each and every list and item created on Board will be synchronized back to the BigPicture app. The good news is, that we already have a task in our backlog created in order to enable the filtering of synchronized tasks - please kindly take a look at the link below:

- [Filtering Trello cards on Gantt](https://jira.softwareplant.com/browse/ONE-13521)

As a workaround, you can try to "Archive" the unwanted cards/lists on your Trello board, since such items will not be displayed in BigPicture list of tasks.

Best regards,

Adam

comments: author: MK
body: Thank you Adam! You are very helpful!


Tags: big-picture
Control Key press moves cursor
Asked by Dave Bahr:

Hi, I am totally blind in trying to use Trello on Windows. Whenever I press the control key and I am in a card it moves me to an edit box of some sort. I need the control key to do things like move to the top and bottom of my window using the control plus Home and control plus End commands. Is there a way I can get into the API on my own machine to modify the keyboard shortcuts. Since I can't see, I can't really provide a good screenshot either. But if I can't use the control key for a modifier, I really can't use the app very well on my PC and have been using it on my phone primarily which is kind of clunky with Voiceover on my iPhone. When I look at the keyboard shortcuts, I don't see anything about pressing the control key except the control plus enter shortcut when in an edit box. I am using JAWS as my screen reader. Any help is appreciated, thanks.


Answers:
author: Garrett
body: Hi Dave,

Sorry to hear about that trouble using the keyboard shortcuts. I'm afraid there's not a way to adjust those currently, but we would like to do a bit more digging into the overall issue with you.

Would you mind reaching out to us over on the contact form please?

<https://trello.com/contact>


Tags: accessibility

visual-impairment
How can I leave a TRELLO board?
Asked by Emanuela Rebecchi:

Hi Community!!  
I'm trying to leave boards but I cannot find the "leave the board" option and  
Same if I want to leave a closed board and it says to "click on the board you want to leave" it says "unable"... grrrrrr   
Please HELP!!!   
Thank you!!!


Answers:
author: Clark Everson
body: Hi [@Emanuela Rebecchi](/t5/user/viewprofilepage/user-id/4307939)

Welcome to the community, it definitely isn't as clear as it could be. But if you go to the board and click on your icon (initials or picture) and click leave board, that should work

Best,  
Clark

comments: author: Clark Everson
body: ![Screen Shot 2021-03-16 at 1.38.46 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/134654i4F98A06FF3F8F32F/image-size/large?v=v2&px=999 "Screen Shot 2021-03-16 at 1.38.46 PM.png")


author: Emanuela Rebecchi
body: Hi Clark, thank you for your warm welcome and reply.  
I found out that I've been invited to the boards but I'm not a member.   
I joined the boards and left... but they still there...   
What I would like to do now is to delete them from my account since the boards are counted in the "10 free boards" count  
I have 7 cards of which 4 I don't need ...   
Do you know how can I do it?...   
Have a lovely day!
Use Butler to automate checklist item to assign due date and move card
Asked by Amall Jajjo:

I have cards with checklists, under lists.

Would like to automate when a specific checklist item is checked as complete, automation begins to 1) assign the next item on the checklist a due date that is 6 weeks out, and 2) to move the card to another specific list. Would like to add this automation to certain checklist items not by default to all within the card.

If this is possible, how would I do this?

Thank you so much!


Answers:
author: milynnus
body: [@Amall Jajjo](/t5/user/viewprofilepage/user-id/4307866)

Butler does not have a rule that tells you what is the next checklist item. You need some coding to implement this. I have an example here

<https://trello.com/c/C1JJ8ydR>

comments: author: Amall Jajjo
body: Thank you for your help! I may not have explained my question well enough to understand. I would like Butler to assign a due date six weeks away, to the next checklist item in line, not tell me what the next one is. Does that make sense?

Thanks again!


author: milynnus
body: [@Amall Jajjo](/t5/user/viewprofilepage/user-id/4307866)

I understand what you said. Unless Butler knows that is the next incomplete item it cannot start to assign a due date. So it is a pre-requisite to implement this capability.


author: Amall Jajjo
body: Ah, got it! Thank you so much!
Trello API Create card + Custom Field
Asked by Andrei Behel:

Hello!

I want to create a card automatically by Jenkins with the help of <https://developer.atlassian.com/cloud/trello/rest/api-group-cards/#api-cards-post> in a DONE column. But also I want to update a "DONE date" field created by Custom Filed. I don't know the Id of the card which is creating.

Is there a way to update the "DONE date" in one creation command? Or other solutions?

Thanks,


Answers:
author: Andrei Behel
body: I've found a solution by parsing creation result and receiving id with the help of "jq".

comments: author: J Perez
body: Hello. I'm having a similar problem. Could you add code or more data here? Thank you very much.


author: Andrei Behel
body: Hi,

CardName1 contains the name of the card.

CardName2 contains the name with adding one more space at the end.

```
CARD_ID=\$(curl -X GET \$URL1 | jq -r --arg NAME1 "\${CARD_NAME1}" --arg NAME2 "\${CARD_NAME2}" '.[] | select((.name==\$NAME1) or (.name==\$NAME2)) | .id')
```


author: Andrei Behel
body: URL variable contains request to the trello api to the the specific List ID


author: J Perez
body: Thank you very much, i will try.
How do you Refresh Gantt Chart in Big Picture?
Asked by MK:

Is there a way to refresh the Gantt Chart whenever someone makes changes without having to refresh the entire page and having to go to the main board on Trello and then clicking back on the BigPicture icon to see the changes?


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

Please try to use the Re-sync option. You will find it in the 'Data' tab \>\> re-sync.

comments: author: MK
body: Super helpful Anna, thank you for your response!


author: Anna-BigPicture
body: [@MK](/t5/user/viewprofilepage/user-id/4262978)just let me known if you have further questions. I will gladly answer them.


Tags: big-picture
Can you remove labels in BigPicture?
Asked by MK:

![Pink Labels.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/134631iFE9E51A00F234F1E/image-size/large?v=v2&px=999 "Pink Labels.PNG")

In the picture above, I think it would look more aesthetically pleasing if I am able to remove the labels in the card and instead just have the outside labels, I think it would be more convenient. I would appreciate if anyone knows how to delete the inside labels so that it would only show a pink bar. Thank you.


Answers:
author: Adam _SoftwarePlant_
body: Hello [@MK](/t5/user/viewprofilepage/user-id/4262978)

When it comes to removing a task label entirely on the Gantt timeline in BigPicture for Trello, we sadly do not have such functionality yet available. Alternatively, you can play a bit with the "Smart Labeling" functionality, in the "View" menu, to check if you can set the Gantt according to your needs.

![smart labeling.png](https://community.atlassian.com/t5/image/serverpage/image-id/134791iDC06142C54D4A6B0/image-size/large?v=v2&px=999 "smart labeling.png")

Once this is activated, the task label will adjust automatically to the taskbar length, and in case there is not enough space for the label to fit - it will then be displayed next to a bar on the timeline.

Please also take a look at our BigPicture Roadmap for 2021 to check what new features will be implemented in our product in the future:

- [BigPicture Roadmap 2021](https://wiki.softwareplant.com/doc/all/faqs/bigpicture-roadmap-2021)

I hope this helps!

Regards,

Adam

comments: author: MK
body: Thank you for the response Adam, you were very helpful!


author: Adam _SoftwarePlant_
body: You're very welcome [@MK](/t5/user/viewprofilepage/user-id/4262978) :) I am happy to hear that


Tags: big-picture
Removing users and permissions
Asked by damien smith:

In TRELLO I have some staff members who have left the studio but still has access to company boards and ownersship of other boards. how do i remove them and reassign bioard ownership? thanks


Answers:
author: Vero Rivas
body: Hi [@damien smith](/t5/user/viewprofilepage/user-id/4307685)

Look at this posts, maybe can help you

<https://help.trello.com/article/791-changing-permissions-on-a-board>

<https://help.trello.com/article/779-removing-a-member-from-a-board>

<https://help.trello.com/article/762-deleting-a-team>

Cheers

comments: author: damien smith
body: Thanks - but doesnt answer my problem. I cant see how I manage members and board permissions - my own permissions appear to be limited and I cant see how I correct these (Im MD and billpayer so \*should\* be admin) Ive contacted support directly.
Trello Consultant / Specialist - London
Asked by Daisy Rylance:

Hello!

We are a Production Company in London who are thinking about onboarding Trello for everyone in the company to use. I wanted to know if there are any Trello Experts out there who could come in and teach us how to use everything.

Does anyone have any suggestions?

Thanks,

Daisy


Answers:
author: Dan Ivory
body: Hey [@Daisy Rylance](/t5/user/viewprofilepage/user-id/4307747) we might be able to help with this. We're a London based Platinum Atlassian Partner and have a range of Trello solutions and Power-Ups.

Would you mind filling out this form so we get your details and can take it from there? Note this page is about custom Power-Ups but the details will come through to me anyway. (saves me from posting my email address publically here!)

<https://www.adaptavist.com/solutions/trello-services>

Thanks,

Dan

comments: author: Daisy Rylance
body: Hey Dan,

OK great! I will fill out the form then we can chat via email.

Thanks for your help.

Daisy


author: Vero Rivas
body: Hi [@Daisy Rylance](/t5/user/viewprofilepage/user-id/4307747)

There's two options I can think of:

* [**Atlassian Partner**](https://partnerdirectory.atlassian.com/): Search for an Atlassian Partner who can analyse your needs! You can search by location and product, so you could find a Partner who specialises in Trello.
* **Community:** Explain your processes and needs to this Community. There are some great Trello experts on here, who will be able to impart knowledge and answer questions!

Cheers

comments: author: Daisy Rylance
body: Thanks so much!


Tags: consultant
How to create linked cards from a checklists on a different board?
Asked by Lukas Linhart:

I have a rule

```
when a card is moved into list "Doing" by anyone, for each checklist item, convert the item to a linked card at the bottom of list "To Do" copying members
```

I want to do just that---but have the card appear in that list, but on a different board. How do I do that? I don't see any option to do "...on the board X".

Thanks!


Answers:
author: milynnus
body: *[@Lukas Linhart](/t5/user/viewprofilepage/user-id/4307600)*

*I have a design that allows you to build job cards on another board where you assign a member. My profile page has my contact details.*


author: Vero Rivas
body: Hi [@Lukas Linhart](/t5/user/viewprofilepage/user-id/4307600)

Look at the post, is similar, maybe can help you

<https://community.atlassian.com/t5/Trello-questions/Using-Butler-to-Create-New-Cards-from-a-Checklist-with-Source/qaq-p/1474311>

Cheers

comments: author: Lukas Linhart
body: Hi [@Vero Rivas](/t5/user/viewprofilepage/user-id/3912760) ,

thanks! How have you managed to put the

```
on board "UI Feedback"
```

part into the linked rules?

Cheers,

--- Lukas


Tags: butler
Copy checklists
Asked by Sander Zweistra:

Hi,

I have six checklists added to one card. I have to copy those checklists to a lot of other existing cards. Can I copy six checklists at once? Or do I have to select every checklist individually?

Thanks!


Answers:
author: milynnus
body: [@Sander Zweistra](/t5/user/viewprofilepage/user-id/4307578)

I have a design that allows you to build a custom job card with different checklists and assign it to a member. Did this for a vehicle grooming shop. My profile page has my contact details.   

comments: author: Sander Zweistra
body: How do you mean that you can assign it to a member?

I think it's important to know that I already have a board with around 100 card which has to be unchanged.


author: milynnus
body: [@Sander Zweistra](/t5/user/viewprofilepage/user-id/4307578)

Your reply gives me a better context of what you are trying to do. You are fix existing cards and not to have a way to added multiple checklist to a card with Butler.  
From cascade collect the cards into a Temp checklist, for each card linked from item in Temp Checklist  
add the "A" checklist from card {foundcardlink} to the card  
add the "B" checklist from card {foundcardlink} to the card  
add the "C" checklist from card {foundcardlink} to the card  
Try it. Be mindful about you butler quota.


author: Sander Zweistra
body: Thank you, I used the butler and it's very useful!


Tags: checklist
How do you add a card to a Gantt Chart in BigPicture without having to add a card on Trello board?
Asked by MK:

I am in the process of creating parent and sub cards. However, I have to add another card in the Trello board in order to set up the parent card. Is there a way to create a parent card on BigPicture without having to add a card on the main Trello board? ![grey.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/134614i7E8E023921DE12B0/image-size/large?v=v2&px=999 "grey.PNG")


Answers:
author: Anna-BigPicture
body: Hello [@MK](/t5/user/viewprofilepage/user-id/4262978) ,

Currently, there is no possibility to add artificial tasks visible only in BigPicture powerup. But stay tuned, we are working on a new version on BigPicture with more functionalities.

comments: author: MK
body: Your answer was helpful. Thank you!


Tags: big-picture
Sprint planning in Trello
Asked by Alina Voronenko:

Hello guys,

I need some help. I want to improve our Sprint planning. Now We have a board, where we have 1 main card, which collected all the tasks from the sprint (in the checklists). We have columns: to do, initial stage, content doing, design doing, SEO doing, Distribution, Review, Clarification required, Done. We use labels, we use custom fields to prioritize tasks. Not all cards have the deadlines, cause usuallly we set up a dedaline in the main card with checklists, which include all tasks. It doesn't sync (can I set up somehow that the deadline in checklist will sync with the card itself?)

Now I'm searching for a solution which will help me:

- to track the sprint itself and to see the progress within the sprint.

- I want to estimate tasks in T-Shirt sizes or Storypoints or hours.

- I want to set up some automation on board, but don't know what exactly will help me.

Maybe also you will share some best practices on how to work with Marketing in Trello. Some insights and ideas that will help me to make it better and easier for team.

Thank you so much!


Answers:
author: milynnus
body: [@Alina Voronenko](/t5/user/viewprofilepage/user-id/4307526)

Happy to share some ideas on board design for the purposes you mentioned. See my profile for more details.

comments: author: Alina Voronenko
body: [@milynnus](/t5/user/viewprofilepage/user-id/3947182) can you please share your ideas if you have anything?


author: milynnus
body: [@Alina Voronenko](/t5/user/viewprofilepage/user-id/4307526)

I have recently update my profile page. It has board gallery and my contact info there.


author: milynnus
body: [@Alina Voronenko](/t5/user/viewprofilepage/user-id/4307526)

Probably too much to elaborate here but I take each sprint state and manage it in a list and return to the get more work assigned so as to ensure each stage yield the desired business benefits.


Tags: atlassian-marketplace

scrum

sprint
does collabotation of basic and business user work?
Asked by andrea karl:

As roles in projects are different, some will "only" have to fulfill some tasks on cards, other are the project owner and as the board owner they need a broader view to lead the project. Question: can basic and business users work together? Can a business user give a task to a basic user? And can the basic user then comment on it? And if so: will the basic user still be free of charge?

Or will the company be charged for anybody who fulfils a task?

How about external parties such as agencys - can we collaborate with a trello board?

Thanks!


Answers:
author: Michael Pryor
body: All boards live inside a Team (or what will soon be called a Workspace).

You can add members to the Team/Workspace, and then you have to pay for those people.

You can alternatively, add people \*directly\* to each board. These are called Guests. If you add someone to one board, they are free. If you add them to two or more, then they are paid.

Regardless of the billing, all boards inside a Team/Workspace that you have paid for will have Business Class features.

comments: author: andrea karl
body: Thanks Michael. So basically e.g. if a marketing person is in different projects (not as owner/leader of board/project) and needs to fulfill specific tasks in different project boards, this person would then need to be paid for as he/she is working on different boards.

So as it will not be realistic that a lot of persons only working on 1 board - which would be free. As I understand it, it does not matter if the person works on my 4 different boards or if the person works on one board of 4 different collegues, correct?

so we would need the Business Version for many more collegues even if they only have to do specific taks?


Tags: collaboration
Does anyone know a course to use Trello full potential ?
Asked by Louisiane de Boissel:

I'm new here and I'm looking for an online course / tutorial / certification regarding Trello ? Can anyone help ? I know that it is changing constantly but I could use some help regarding the Butler and Mirror cards.

Thanks in advance !


Answers:
author: Dan Ivory
body: Hey [@Louisiane de Boissel](/t5/user/viewprofilepage/user-id/4307451)

If it helps, I've been posting up Trello new and tutorials on YouTube recently. Here are a couple that might be of interest..

- A round-up of the test Trello updates - <https://www.youtube.com/watch?v=olpqnhm2x54>

- What we know so far about Mirror cards - <https://www.youtube.com/watch?v=tyQS-kf8OG8>

Hope that helps :)

Dan


author: Vero Rivas
body: Hi [@Louisiane de Boissel](/t5/user/viewprofilepage/user-id/4307451)

Look at this posts, maybe can help you:

<https://community.atlassian.com/t5/Education/Courses-You-Can-Do-Before-The-End-Of-2020/ba-p/1550466>

<https://community.atlassian.com/t5/Trello-articles/Trello-inspiration-how-OU-professor-uses-Trello-and-Dropbox/ba-p/1494293>

Cheers

comments: author: Louisiane de Boissel
body: Thank you ! Will do right away


author: Vero Rivas
body: If you found the answer useful, could you please accept it?

Thank you


Tags: training
Checklist notifications
Asked by clw4000:

I like the paid-for feature of assigning checklist items to people with a deadline, but I understand no notifications are sent when the checklist deadline is approaching. Is there any workaround to enable checklist notifications to get sent?


Answers:
author: milynnus
body: [@clw4000](/t5/user/viewprofilepage/user-id/4303649)

Due date and member assigned to item do not have a Butler variable so cannot avoid having to code to extract the member id and due to set it on a proxy card. A webhook will be needed to watch the board for any change to checklists.

comments: author: clw4000
body: It's clearly well beyond a beginner level but I appreciate you taking the time to reply.


Tags: checklist

notification