youngmon/atlassian-qna huggingface dataset:
Can I be refunded money that I invested into Trello?
Asked by dannyandjax777:

I started evaulating products from sets for my work for Trello. I invested about 700 dollars into Trello to be able to work. I could not finish a set because Trello kept asking me for more money ( like hundreds of dollars more).

Can I quit this job and be refunded the money I invested into Trello, seeing as I never got paid from you ?


Answers:
author: Alex W
body: Hi [@dannyandjax777](/t5/user/viewprofilepage/user-id/5491225) - welcome to the Community!

As an Atlassian team member, unfortunately I don't know what you mean by this (if you're not describing paying for a subscription in Trello), and I'm a little worried. We would **never ask people to invest in Trello** the way you're describing.

I recommend having a read through this article I've written: <https://community.atlassian.com/t5/Trello-articles/Keep-an-eye-out-for-adversaries-posing-as-Trello-recruiters/ba-p/2645651>

If you think you've been targeted by the adversaries in this article, feel free to let me know and we can have a confidential chat off the Community.


author: Dreamsuite Mike
body: Hi [@dannyandjax777](/t5/user/viewprofilepage/user-id/5491225)

This is a community forum, led by fellow users, consultants, partners and yes of course a handful of Atlassian employees

This is designed as a **community**to help one another and share ideas. As a rule we don't deal with billing issues or disputes. Even if we wanted to, there is very little we can do.

You have to contact Trello about this, although if I am totally honest, if you are outside of the 30 day Atlassian cloud refund policy, it is unlikely.

Trello doesn't just ask for more and more money, they have a per-user billing system and subscription tiers. If you have had to pay more money, either you have added more billable members or upgraded your tier, all of which is very transparent as you go through the process.

Note, please avoid posting duplicate questions as this hampers our abilities to help people. I have locked the post <https://community.atlassian.com/t5/Trello-questions/I-have-been-working-under-an-agent-named-Mrs-Blake-I-lost-money/qaq-p/2690036>

Kind Regards,

Mike
I have been working under an agent named Mrs. Blake. I lost money to Trello. Can I get a refund?
Asked by dannyandjax777:

I started evaulating products from sets for my work for Trello. I invested about 700 dollars into Trello to be able to work. I could not finish a set because Trello kept asking me for more money ( like hundreds of dollars more).

Can I quit this job and be refunded the money I invested into Trello, seeing as I never got paid from you ?


Answers:
author: Dreamsuite Mike
body: Duplicate of <https://community.atlassian.com/t5/Trello-questions/Can-I-be-refunded-money-that-I-invested-into-Trello/qaq-p/2690040>
On "Standard" plan, yet "Custom Fields" option shows an "Start free trial" option
Asked by Patrick SA:

Hello all...  

I'm on a "Standard" plan, and yet when I try to access the "Custom Fields" option on my cards, I get the message "Start free trial", and the "Custom Fields" option is not available?

All the documentation I can find suggests that "Custom Fields" option should be available on all paid plans, from "Standard" upwards (it used to be the case the "Custom Fields" was available on the "Free" plan, but that changed a few years ago to require paid plans).

Is this feature now no longer available to the "Standard" plan/only available on the "Premium" plan (as at May 2024)?

![Custom Fields requires Premium.png](/t5/image/serverpage/image-id/322142i4B6393ECB2569273/image-size/large?v=v2&px=999 "Custom Fields requires Premium.png")


Answers:
author: Alex W
body: Hi [@Patrick SA](/t5/user/viewprofilepage/user-id/5491214) - welcome to the Community!

Let me explain how subscriptions work in Trello.

All boards created in Trello need to sit in a workspace. Upgrading a Workspace is the primary way of upgrading to a paid plan in Trello, and free workspaces can only have a maximum of ten boards open at a time. When you upgrade to Standard or Premium, all users that are considered billable within your workspace will go towards your monthly or annual bill.

Billable users in Standard and Premium are the following:

* Users that have been added directly to the upgraded workspace
* Multi-board guests: users that have been added to two or more boards in the upgraded workspace

Single-board guests - users that have been added to one board in the workspace - are not considered billable users. You can read more about how billing works with Standard and Premium here: <https://help.trello.com/article/855-how-billing-works-with-trello-business-class>

As I'm a member of Trello's support team, I can see you have four Workspaces:

* One is upgraded to Standard
* The other three are free Workspaces, and therefore do not have access to Standard features

I suspect you're trying to use Custom Fields on a board that is in one of your free Workspaces, not in your Standard one. If you need this board to be able to access Custom Fields, you'll need to move it into your Standard Workspace. You can do this by following this tutorial: <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>


Tags: custom-field
How do I check if an admin who is no longer here has created any automations?
Asked by Bhavani Vajrakarur:

Hello,

We have been working on cleaning up users on our Trello Workspace. Our previous admin, who created a lot of boards, is no longer with the company. If we delete or remove this person from Guests, will it delete all the boards she created, remove users, and/or essentially cause us to lose everything (i.e. all our boards) in our account?

I received the following response:

-------

Removing a user will not delete the boards they created. This page has additional details. <https://support.atlassian.com/trello/docs/removing-a-member-from-a-board/>

-------

There's a disclaimer that popped up saying "When a member is removed from a board, automations they have created will also be removed."

++***Question: How do I check if they created any automations?***++

Haven't heard a response yet. If anyone can help, I'd really appreciate it. Thank you!

B


Answers:
author: Lara
body: Hi Bhavani,

Thanks for reaching out!

If you'd like to be able to see rules that other users have created, you'll need to upgrade to Trello Premium. You can start a free trial here: <https://trello.com/free-trial>.

With Trello Premium, if you're a Workspace admin, you'll have admin powers over users' automation and be able to view, enable and disable those rules.

You can read more about that here: <https://support.atlassian.com/trello/docs/administrative-powers-in-butler/>.

You can find all the features included in Trello Premium here: <https://support.atlassian.com/trello/docs/trello-premium-user-guide/>.

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara  
The Trello Team
Updating Template card doesn't update existing cards using that template
Asked by Martin Taylor:

I'm new to Trello and trying to manage/organize my portion of a project.

I've created a Template Card for sites that I'm working on.

The template card has a description of what needs done and contains a checklist.

I created several sites using my template and then I went back and added a line to my checklist in the template card.

I would like to "push" the updated checklist to cards that are already using that template, is there a way to do that?


Answers:
author: Martin Taylor
body: Partially answering my own question:

I do see how I can add a checklist from other cards, so I can manually add a checklist from my template with the updated checklist.

It would be nice if when opening the card, it notified me that checklist had been updated and Trello asks if I want to update my card.


Tags: checklist

template
One board cannot copy cards to another board
Asked by Robert Del Valle:

We have multiple accounts that copy cards to other boards with no problem. One stopped doing this...is there a way to check or restore? Not sure how to fix this.

Thanks.


Answers:
author: Mutya A
body: Hi Robert, welcome to the Community!

Are you perhaps copying cards from a board in your personal Workspace to a board in an Enterprise Workspace or vice versa? If a board is part of an Enterprise Workspace, the board and its lists/cards can't be moved or copied outside of the Enterprise. Board guests can only move/copy lists and cards within the same board.

Boards, lists, and cards in Enterprise Workspaces can only be copied or moved to other Enterprise Workspaces.

For more information:  
<https://support.atlassian.com/trello/docs/what-are-enterprise-data-restrictions/>   

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, please consider the **Accept answer** or **Like** button to help the other users find it more quickly.
Automation Issue
Asked by Heidi Casas:

We have an issue with our customer registration form in our website, here's the link: <https://miraclenoodle.com/pages/customer-registration-form>  
This form is created in Klaviyo and embedded in our website. Once someone fill out the form it will go to our Trello and will create a list per submission. Now for the past weeks we've been getting submission without details but there are also successful submission of the form that goes to our Trello. Klaviyo validated that the form is pulling the data correctly and it's not an issue with the form. Unfortunately until today we are getting   

* for most of the questions the answer that show is "None"
* email address is weird, it shows something like the sample belowl, we tried to send email to these kind of email addresses and it didn't went through (eg. [heidi.est+kl6rzr@gmail.com)](mailto:cathngu.y+kl6rzr@gmail.com)

I cannot replicate the problem since we are also getting successful submission and the information that we need from our customer. I even tried to submit on my end and it works well. So I'm not sure what's really going on if this is a Trello issue or no. For your assistance, thanks.


Answers:
author: Dreamsuite Mike
body: Hi [@Heidi Casas](/t5/user/viewprofilepage/user-id/4103128)

Klaviyo doesn't have an in-built Trello integration so this will surely be connected by something like Zapier or Make.

Can you confirm this?
How do I change a member to an Admin of a Workspace?
Asked by Leah Parrott:

Hello, I need to change one of my team members in my Workspace from "Normal" to "Admin" in the Workspace settings. Not seeing a way to do this.

Thank you,

Leah


Answers:
author: Alex W
body: Hi [@Leah Parrott](/t5/user/viewprofilepage/user-id/5491045) - welcome to the Community!

This isn't possible for you, as you only have free Workspaces, and free Workspaces don't have admins. You can learn more here: <https://support.atlassian.com/trello/docs/workspace-admin-capabilities/>
Color mark iPhone
Asked by Enrico Ribola:

Dear all

i received notification in my iPhone of modification of task

But when I open the application there is no marking of what is new like I'm able to see in desktop version in red

it's possible to ability??


Answers:
author: Lara
body: Hi Enrico,

Thanks for reaching out!

While this exact functionality isn't currently available in Trello, I have gone ahead and created a new feature suggestion for you with our product team which you can access here: <https://jira.atlassian.com/browse/TRELLO-302>.

I have also added this ticket as an internal comment to this report so that way our engineering team can reference to it and also use it to help align priority.

I would also recommend you to visit that suggestion, log in with your Atlassian account, and click **Start watching this issue** on the right panel. This will help our product and engineering team understand more about which functionalities our users are interested in. Also, when the ticket is updated by our product team, you'll be notified via email.

You can learn more about this by reading our Implementation of [New Features Policy](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html).

If you have any questions about this suggestion, any additional information you would like to share, or any comments on our new features policy, please let us know!

All the best,

Lara  
The Trello Team
Billing - issue
Asked by Rachida Hamdaoui:

Hi does anyone have the golden tip?

I have free premium and still have 9 days left for the free Premium Trial. I want to upgrade to Standard after the trial. But when I choose that billing plan it says "there are no workspaces which need to be upgraded".

Do i need to wait till the trial is over and then upgrade? I'm scared I'll lose most of my boards.


Answers:
author: Dreamsuite Mike
body: Hi [@Rachida Hamdaoui](/t5/user/viewprofilepage/user-id/5490994)

Never fear, you **wont** lose all your boards, I promise you.

What will happen is when your premium trial ends, you will drop down to free and you can simply follow the steps to upgrade, choosing **Standard**

comments: author: Rachida Hamdaoui
body: I really needed this confirmation. Thank you so much, Mike!

\<3
How can I unconnect two quotes in markdown without using the WYSIWYG editor
Asked by UniversViBritannia _ LelouchEnclaves:

Hello, I want to have multiple quotes which are not connected by the same line, markdown version in the picture: ![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/322051iE3E1AD3D6111995E/image-dimensions/436x230?v=v2 "image.png")

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/322053i8BA9252F0C93D6E6/image-size/large?v=v2&px=999 "image.png")

I can only change it with the new editor which destroys my whole work, is it possible to do it somehow without using the one but with markdown?


Answers:
author: Dreamsuite Mike
body: Hiya,

Little bit of an oddity in the editor.

If you have \> dadada then hit enter once, it will continue the quote.

Hit enter twice and it breaks the quote

If the next line is \> adada it will then rejoin the last quote.

To break into a new quote, hit return 3 times...

![Screenrecording2024-05-0619.23.52-ezgif.com-video-to-gif-converter.gif](https://community.atlassian.com/t5/image/serverpage/image-id/322093i6F99598384260593/image-size/large?v=v2&px=999 "Screenrecording2024-05-0619.23.52-ezgif.com-video-to-gif-converter.gif")
Trello with Google Drive link
Asked by Nadine Sassall:

Hello,

I work remotely and have been invited to use Google Drive as part of a team. I'm also invited to use their Trello board.

When I create a Trello card from a template, as part of the process I need to add a google drive link. That link needs to take me (and anyone else using the card) to the team drive.

When the team create a card and the link is on it - I can access the team drive. But when I create the card - I can only add my own google drive.

Can this be done or do I need the owner of the google drive in question to add that link?


Answers:
author: Sushant Verma
body: Hi [@Nadine Sassall](/t5/user/viewprofilepage/user-id/5490698)   

Welcome to the community!

In order to add a link to the team drive on a Trello card that you create, you will need to have the necessary permissions to access and share files in the team drive. If you are only able to add your own Google Drive link, it suggests that you may not have the required permissions to access the team drive directly.

To resolve this, you can reach out to the owner or administrator of the team drive and request access or permission to share the team drive link. Once you have the necessary permissions, you should be able to add the team drive link to the Trello card template and access it as needed.

Alternatively, you can also consider asking the owner or administrator of the team drive to directly add the link to the Trello card template for you, ensuring that everyone who uses the card can access the team drive easily.

Remember, the ability to add a team drive link to a Trello card depends on the permissions you have for the team drive, so it's important to ensure you have the appropriate access rights.  

Regards,  
Sushant Verma
How to activate push notifications at android and ios trello app
Asked by Eunice Hotel Gastronomico:

Hello! As a company we are trying to start using trello for our business issues, although we all have all the setting notifications activated we are not receiving the push notifications in our phone so we can not keep in touch in real time.

how can we fix this?


Answers:
author: Vronik
body: I imagine that you have configured everything correctly but to check one last time, take a look at this article

<https://support.atlassian.com/trello/docs/mobile-push-notification-settings-for-trello/>
How to find all the comments in our JSON export not the number of comments per car
Asked by Nica Tropia:

How to find all the comments in our JSON export not the counts of comments per card but what I want to see is the actual comment history wordings.


Answers:
author: Mutya A
body: Hi Nica,

If you like to see the comments, you can search for "commentCard" in your JSON export. Once you find the *commentCard*, you can look for the comment inside the "text" property.

![2024-05-08_10-31-31.png](https://community.atlassian.com/t5/image/serverpage/image-id/322501iDDC126CE87C819A5/image-size/large?v=v2&px=999 "2024-05-08_10-31-31.png")

I hope this helps, but let us know if you have any questions or if I'm missing any context!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.
Darshan Hiranandani - Difficulties with custom field variables in Trello automation
Asked by Darshan Hiranandani:

Hi everyone, I'm **Darshan Hiranandani**, I'm encountering an issue with Trello's Butler automations involving custom fields.

I have set up two buttons for card movements between boards:

1. From Board 1 to Board 2 (works fine and IDs/Names are displayed on Board 2):

   * Code: `move the card to the top of list "xy" on board "Board 2", set custom field "ListID" to "{cardlistid}", set custom field "BoardID" to "{boardid}"`
2. From Board 2 back to Board 1 (does not work):

   * Code: `move the card to the top of list "{customfield:ListID}" on board "{customfield:BoardID}"`
   * Error message: `Cannot find a board called "{customfield:BoardID}". Check to make sure the board name is spelled correctly.`

I've tried using both `{customfield:}` and `{customfieldname:}` as prefixes, and I've attempted using both names and IDs in the custom fields. Unfortunately, none of these attempts have resolved the issue.


Answers:
author: Dreamsuite Mike
body: Hiya [@Darshan Hiranandani](/t5/user/viewprofilepage/user-id/5486324)

The format for custom field variables is {{%customfieldname}}

Your second button should have the code:

move the card to the top of list "{{%ListID}}}" on board "{{%BoardID}}"

See this article:

<https://support.atlassian.com/trello/docs/working-with-custom-fields/>
How to make it the default option?
Asked by Alexander Lifshitz:

![sss.JPG](/t5/image/serverpage/image-id/322031i5FF4BB936E653427/image-size/large?v=v2&px=999 "sss.JPG")


Answers:
author: Sushant Verma
body: Hi [@Alexander Lifshitz](/t5/user/viewprofilepage/user-id/5254083)   

Welcome to the community!  

To make the "Cover" option the default for cards in Trello, you can follow these steps:

1. Open your Trello board.  
2. Click on the board menu (the three horizontal lines in the top right corner).  
3. From the dropdown menu, select "More".  
4. In the "More" menu, click on "Board settings".  
5. In the board settings, scroll down to the "Card Cover Images" section.  
6. Under "Default Cover", select the cover option you want to set as default from the dropdown list.  
7. Once you've selected the desired default cover option, click "Save settings" to apply the changes.

From now on, when you create new cards on that particular Trello board, they will automatically have the selected cover option as the default.  

Regards,  
Sushant Verma
How can I get hold of someone to discuss a dispute billing?
Asked by Randylyn Masse:

I was charged $239 and I don't know why. I also ended up with 2 accounts when it changed to workspaces. I no longer know how to use Trello in the way I used to. What the heck has me charged $239.98? I was originally a gold member which was only $48/year before workspaces. I also just noticed looking up when I was billed the $239 that I was charged twice in 2022. Not being able to speak to a human is frustrating enough and seems a bit scammy when I have tried to get this resolved. This needs to be corrected. Who do I contact to get my refund and to help me merge my 2 accounts.


Answers:
author: Alex W
body: Duplicate of <https://community.atlassian.com/t5/Trello-questions/Need-to-dispute-some-charges-Please-help/qaq-p/2690201>

Please direct any replies to that thread


author: Dreamsuite Mike
body: Hi [@Randylyn Masse](/t5/user/viewprofilepage/user-id/1453798)

Use this link

<https://trello.com/contact>

Select Billing


Tags: billing
Protecting PHI with Trello in Microsoft Teams
Asked by Megan Levine:

If all the content added to Trello boards does not include protected health information, would it's use be HIPPA complaint? Could Trello access the information in emails or OneDrive files with this integration? What about the content added to Calendar appointments?


Answers:
author: milynnus
body: [@Megan Levine](/t5/user/viewprofilepage/user-id/5490453)

My client is a USA healthcare service provider that has HIPAA compliant requirement and had been using a industry specific CRM for several years. When the embarked on journey to explore the use of Trello, the have the basic not encrypted part of their Jotform created as a card with a link to the encrypted file in Google Drive under the name and Jotform submission ID. The information in Trello would be enough as it would for someone handling the necessary paperwork to provide services to their customers.

This part of the intake process had proven to work but the project did not quite take off for other non-Trello specific issues (at least in my opinion). In fact, they have work distributed to other department boards for work to be coordinated between them which were previously done entirely via emails between team members and external parties.

While I am not a HIPAA compliance expert, I had been in the systems integration business in my country for many years (earlier years) of my profession career and we had to handle sensitive patient data with great care. I doubt HIPAA would be much different as we used the base code for a USA healthcare solution and later SAP Healthcare.


Tags: access

addon-microsoft-teams

data

health

microsoft

privacy

security