youngmon/atlassian-qna huggingface dataset:
How do I have cards on a board visible to only certain members of the group?
Asked by Dane Eife:

Hello, I am trying to integrate Trello into my company as a sort of tracker dashboard for sales deals that we have as a way to have each member of our team see where each project is currently in our process. The administration team needs to see each and every card, however the sales people themselves need to see only their cards, not the deals of other sales people. Is there a way to have it all on one board where say 6 people can see every card, but each sales person can only see their cards? I know you can change edit permissions but is there a way to change view permissions on a card by card basis?


Answers:
author: Michael Pryor
body: There isn't a way to actually add people to the board but then only have them see part of the board. It's just not the collaborative way Trello works.

I suspect Jira may have this capability though if you really want to run things that way.
I need to have multiple people assigned to one item on a checklist. A
Asked by Reagan Lawrence:

Anyway to do this?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Reagan Lawrence](/t5/user/viewprofilepage/user-id/4754961) ! Welcome to the community :) What's the reason for needing to assign a check item to multiple people? Generally, a best practice is to assign an item to one person so it's clear who's accountable for the delivery of that particular item. If the item involves multiple people, you can break that item into multiple items and assign them accordingly.   

For example, let's say you have a card that represents a project: "Website Revamp". The main owner of this project can be assigned using members or a custom field. There are many tasks that need to be done by multiple people, so the card can be broken down into checklist items and assigned accordingly.  

One checklist item is "Home Page" but there are two people working on this (Member A and Member B). So, a best practice would be to break this down further:   
- Home page content: Member A  
- Home page design: Member B  

Alternatively, you could create a checklist to represent this component in the project. So, you have a checklist called "Home Page" with all the related actions nested underneath.  

Hope that makes sense for your particular use case?


author: Alex W
body: Hi [@Reagan Lawrence](/t5/user/viewprofilepage/user-id/4754961) - at this time, only one user can be assigned to a checklist item at a time. I'll raise your feedback with the team that you'd like to be able to assign multiple users to one checklist item!
How to run a report for the daily/weekly comments of each user across all boards
Asked by Sarah Lace:

Looking to be able to track staff movements and work output. Would like to run a report which then has all of the time stamped comments by user, per day / week, preferably for all boards, if not one report per board.

Tried the automation email report, but could only make the user name criteria in description or card name, and not the actual comments on the cards.

Thank you!


Answers:
author: milynnus
body: [@Sarah Lace](/t5/user/viewprofilepage/user-id/4754754)

See this post <https://community.atlassian.com/t5/Trello-questions/Comments-date-and-time-tracking-response-time/qaq-p/1942419>

comments: author: Sarah Lace
body: [@milynnus](/t5/user/viewprofilepage/user-id/3947182)

Thank you for responding! I took a look at the other post but that tech is way over my head. I did look at the power ups as well. But logging how many cards are touched a day per staff member wasn't available. Thoughts please? Thanks!


author: milynnus
body: [@Sarah Lace](/t5/user/viewprofilepage/user-id/4754754)

Comments are filtered from the action data on a card. You need to get someone who can do that for you against all the cards if you cannot find a COTS option. It can be quite resource intensive but doable with some coding.


author: Sarah Lace
body: [@milynnus](/t5/user/viewprofilepage/user-id/3947182)

Alternatively, how can I print the activity list please?

Right hand side, show menu, under power ups you can press activity, and see it. But when I click on it to print, it prints the board instead.


author: milynnus
body: [@Sarah Lace](/t5/user/viewprofilepage/user-id/4754754)

If there isn't an option to print then writing code against action (aka activity)would be like running through activity to filter out comments to 'print' - a form of output.


author: Sarah Lace
body: [@milynnus](/t5/user/viewprofilepage/user-id/3947182)

Thanks for your help! I'll give it a shot. ?
Automation of dates on checklist elements and cards
Asked by Joanna Czajkowska:

Hi,  

I have a board, where each card is a separate task, but there's also one card called "SCHEDULE" with a checklist of all tasks (it's necessary because there are also some small tasks that don't require separate cards). Some of the checklist elements concern cards with the same name.  

For example:![TRELLO1.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/182971iA3CC6FD7325A9B62/image-size/large?v=v2&px=999 "TRELLO1.JPG")![TRELLO2.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/182973i1A91E884429A7501/image-size/large?v=v2&px=999 "TRELLO2.JPG")  

<br />

I'd like to make automation, so if the due date is set for the list element called "TASK 2", the date on the card with the same name ("TASK 2") is set for the same due date.   

And the same for marking the date as completed.   

Is it possible to do so?


Answers:
author: milynnus
body: *** ** * ** ***

*[@Joanna Czajkowska](/t5/user/viewprofilepage/user-id/4754554)*

*Reading your post again, can I know which direction for the update. Is it when you update an item due date you want the corresponding card due date to be updated or the reverse order.*


Tags: automation
when I respond by email the signature is transferred
Asked by Jeniffer D?az:

in gmail I would like to be able to respond to trello cards without the signature being passed to the messages,


Answers:
author: Callum Carlile _Automation Consultants_
body: Hi [@Jeniffer D?az](/t5/user/viewprofilepage/user-id/4754576) , welcome to the Community!

Unfortunately I do not believe this is possible - see Atlassian's Team member's response [here](https://community.atlassian.com/t5/Trello-questions/Trello-Remove-Email-Signature-When-Creating-Cards-by-Email/qaq-p/1132210)
Is there a way to check the modification history/log and recover back to last version
Asked by terry yang:

hi team,

Your product is superb first of all.

we like it very much, but I have run into one problem recently, you know we always put a lot of critical information into the description section of one Trello card, somehow we found the content of the description section were overridden yesterday, but there is no history or log could be checked, and no way to revert it back to the previous version, do you have any idea to help on that, it's very important for the recovery due to mistaken operation.

BR

terry![WX20220211-175625.png](https://community.atlassian.com/t5/image/serverpage/image-id/182963i226D28ACD41700B3/image-size/large?v=v2&px=999 "WX20220211-175625.png")


Answers:
author: milynnus
body: [@terry yang](/t5/user/viewprofilepage/user-id/4754486)

Try this

<https://help.trello.com/article/783-recovering-the-description-of-a-card-that-has-been-changed>
229 people?
Asked by Susan Garmany:

Why are there 229+ people I don't know in my workspace? I've not used Trello in over a year and came back to this.


Answers:
author: Nic Brough -Adaptavist-
body: My guess would be that your Trello was created with an Atlassian account that was tied to an organisations email, and the organisation has claimed the domain, and enabled access to the rest of the organisation.

If for example, I had signed up for a Trello using my Adaptavist email address, then when Adaptavist claimed the adaptavist domain, my trello would then have all my colleagues in it, because it belongs to the adaptavist domain. (Doesn't necessarily mean they'd have any access to my trello, but they would be valid users)

It's either that or one of the other people you'd shared it with have invited lots of people in.

comments: author: Susan Garmany
body: I signed up for someone elses Trello board, which was attached to all of her other customers. Thanks for your answer!
can i put boards in folders?
Asked by Tracy Austin:

want to put boards under sections? can't seem to figure out how to do that?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi Tracy! Trello doesn't offer folders for the moment, but there are a couple of options to help with board organization:  

1. [Board collections](https://help.trello.com/article/1004-creating-collections-for-business-class-teams). This allows you to "tag" boards within a category. When viewing your workspace boards, you can then filter on the board category to easily find your boards.

2. You could create separate workspaces which would act as folders. For example, three separate workspaces:  

1. Home  
2. Work   
3. Travel  
etc.  

So when creating a new board, you can choose which workspace/folder it should be stored under. The only thing with this is if you have a paid plan, it would just be associated with one of the workspaces, so you might just want to have one paid workspace (e.g. "Work"), and the rest are free workspaces.   

Hope that helps!

comments: author: Tracy Austin
body: thanks very much, I think the separate workspaces would be best choice

had not thought of that

thanks
How to keep a card template at the top of the list
Asked by Fred Lee:

Currently the Trello card stack woefully underperforms in one area: sorting. If you have a template and sort by date, the template card gets lost in the stack.  

Template cards cannot, it seems, have a date or a custom field. And since cards cannot be pinned and there is only one sort criteria (e.g. you can't sort by title and then by date), there is no way to keep the template card at the top where it belongs.   

If there is a workaround that does not involve writing script, so that everyone who uses the stack can keep an agreed sort, I would love to hear it.  

This is pretty simple stuff that other apps (e.g., Ryver) have long ago addressed, and it is long past time that Trello did so as well. Please.


Answers:
author: Alex W
body: Hi [@Fred Lee](/t5/user/viewprofilepage/user-id/4705964) - as a default, all new cards created in a list are created at the bottom, so that all card ordering stays the same, unless a card is dragged to the top of the list, or an automation creates the card at the top of the list.

Nevertheless, we have an open feature request for pinning cards in our backlog. I've added your feedback to this request.

comments: author: Fred Lee
body: Hi Alex,  

I do see that new cards automatically go to the bottom. The problem arises when the cards are sorted by date--then the template is just shuffled in somewhere.

I look forward to an update that allows pinning the template!
How do you add a short "how to do it video" to a card in trello
Asked by jeff david:

Hey we want to add a loom or another type of "how to do it" video that shows our computer and we talk it through. we want to put tese videos on trello boards. For instance how to order postage for pitney bowes"


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@jeff david](/t5/user/viewprofilepage/user-id/4753809) ! Welcome to the community :) you can download the Loom [extension](https://chrome.google.com/webstore/detail/loom-%E2%80%93-free-screen-and-ca/liecbddmkiiihnedobmlmillhodjkdmb), or the Loom [app](https://www.loom.com/download), from there, record a video, grab the URL of that video, then paste it into the title of the card. If you create a card with a URL as the title, it will generate a link card. For loom videos, it will look like this:  

![loom card.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/182882iC8F6AB74F89EAC71/image-dimensions/240x461?v=v2 "loom card.PNG")  

Alternatively, you can add the loom video URL into the description or comments of a card and it'll appear like so:  

![loom link in comments.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/182883i7EE99C9D77204B37/image-dimensions/448x458?v=v2 "loom link in comments.PNG")

comments: author: jeff david
body: Hello this did work on the first suggestion could not make the 2nd one work.

Will people who are out of the office be able to see the Loom Video or just me because I have the loom extension open? Would you use loom for this job or does Tello have another preffered method for saving "how to videos"?

Thank you so much for helping us on this questions. We appreciate your time.


author: Hannah Humbert - Simpla Workflows
body: > this did work on the first suggestion could not make the 2nd one work.

Are you not able to get the video to render in the comments of the card as shown in the 2nd screenshot? What does it look like for you?  
> Will people who are out of the office be able to see the Loom Video or just me because I have the loom extension open?

Anyone will be able to view the video, regardless of if you have a loom account/have downloaded the loom extension.
> Would you use loom for this job or does Tello have another preffered method for saving "how to videos"?

You can get the same result with other screencast tools. Loom is just one of the more commonly used ones. For example, pasting a Wistia Soapbox video link into a card's title will render the same video card as shown in the 1st screenshot. I did notice, however, that the Soapbox link didn't render a video in the comments, so maybe this is only supported with Loom.
Workaround to See Checklist Items in Google Calendar?
Asked by Stephanie Burns:

Has anyone found a workaround to get your assigned checklist items to appear / sync with your Google calendar? I see this feature has been requested a number of times in the last 18 months (with some promising responses from admins) but it has yet to be added to Trello.

We tried Planyway and requested it from them, but after 6 months they finally informed me that they no longer have any plans to add it so we had to cancel their service.

Any tips would be appreciated -- thanks!


Answers:
author: milynnus
body: [@Stephanie Burns](/t5/user/viewprofilepage/user-id/4333457)

One idea : temporarily convert items to list of cards on project board, move the card to a temporary placeholder. Work on the task/subtask and when you have completed move the 'parked' card back. I used this for design with clients that need to record against checklist items or to provide instructions like another checklist to be worked on.


Tags: calendar

checklist

google-calendar

sync
Can you hide your profile picture on cards that are assigned to you?
Asked by Adam Cubitt:

I have a Trello board for personal use. I am the only person who ever uses the board and as such I typically don't bother to assign things to myself.

However if I add a deadline to a card I will only get notifications if I add myself to the card. Not a problem: Trello conveniently asks me if I want to add myself when I set the deadline.

But... Now when I look at the board these cards show my user profile icon - this typically more than doubles the height of my cards and is of no use at all.

Is there anyway to remove this profile picture or reduce it's real estate?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Adam Cubitt](/t5/user/viewprofilepage/user-id/4753711) ! Welcome to the community :) if the goal is to just become a watcher of a card so you can be notified, you can [watch the card, list, or the whole board](https://help.trello.com/article/799-watching-cards-lists-and-boards) to be notified of any upcoming due dates, instead of adding yourself as a member of the cards.

comments: author: Adam Cubitt
body: Yes - that's exactly what I'm trying to do - thanks!


author: Wm_ Auckerman
body: *- Is there anyway to remove this profile picture*

I don't know of any way to do it in bulk, but if you click on your picture in a card, there's an option to "Remove from card".


Tags: image

profile
Filter own card change notifications through Teams
Asked by Stuart:

I've installed the Teams Trello app but it seems I can either switch on the chat bot to receive all Trello Board notification or switch off notifications all together. I'd like to only receive notifications of changes to cards for which I'm a member or watching


Answers:
author: Yatish Madhav
body: Thanks [@Stuart](/t5/user/viewprofilepage/user-id/3905006) and [@Pete Mitchell](/t5/user/viewprofilepage/user-id/4666136) - I would like to know the same on this. We have some users that want to add this to their notifications as well. Thank you


author: Pete Mitchell
body: Hey Stuart,

That is the current functionality of the Teams-Trello connector at the moment. I will pass on your feedback that you'd like more granularity around notifications.


Tags: ms-teams
Tous nos tableaux de travail ont disparu.
Asked by Alain Rolland:

Nous ?tions une dizaine ? travailler sur le projet " Suivi de projet AURA" sur Trello. Avec le Covid nous n'avons pas retravaill? dessus pendant presque deux ans et maintenant plus aucun de nous n'a acc?s ? notre dossier.

C'est tr?s grave pour nous. Comment pouvons-nous faire pour r?cup?rer tous ce que nous avions fait ?

Merci de votre r?ponse

Cordialement

Alain ROLLAND

alain.rolland.arint@gmail.com


Answers:
author: Alex W
body: Hey [@Alain Rolland](/t5/user/viewprofilepage/user-id/4753387) - can you raise a ticket with Trello Support with the URL of the board you're missing so you can take a look? You can find this URL in your browser history or email notifications. <https://trello.com/contact>

comments: author: Alain Rolland
body: Bonjour,

Suite ? votre proposition, j'ai retrouv? un URL, dans mes mails :

<https://trello.com/c/9sY8SoTc/106-evolution-du-dossier>

mais je n'ai plus acc?s, on m'indique que le dossier est ferm?...

Comment je peux faire pour retrouver l'acc?s ? ce dossier ?

Merci pour vos r?ponses


author: Alex W
body: Hey Alain, you're a member of this board but it's closed. You'll need to reach out to the admin of the board and ask them to reopen it.
Revert A Member to A Guest Without Losing Assignments
Asked by Teri Beck:

I have 2 guests that were accidentally added to our boards as "Member" - even though they only have access to 1 board each.

* I tried to remove them and make them a guest \> Result: they were added back as a Member again.
* I tried to remove them entirely from all access and add back \> Result: they were added back as members but they have to reassign themselves to tasks...

Is there a way to assign tasks to a guest? And is there a way to revert a member to a guest easily without losing all the connected tasks already assigned to a member (who should be a guest)?


Answers:
author: Michael Pryor
body: I think you might be mixing up board member and workspace member.   

If you add someone to a board (but not the workspace) then they are a guest of the workspace but they are a member of the board.   

You can't be a guest on a board and not be a member on the board.


author: milynnus
body: [@Teri Beck](/t5/user/viewprofilepage/user-id/4753405)

Have you tried removing them as workspace members? Try it out on a test board. A guest is a member of a board but not the workspace.

comments: author: Teri Beck
body: I have, but the second I try to add them back it makes them a full member again and not a guest.

We have tried removing them from a board, removing them as a member, and then adding them as an observer only. But that works sometimes, and sometimes it doesn't. But when we make them a normal user again, it adds them back to members.

I'll try setting up some test boards. Thank you!


author: milynnus
body: [@Teri Beck](/t5/user/viewprofilepage/user-id/4753405)

After you remove the person from Workspace Member, I would have thought that account would be on the board as guest. Don't add it back to workspace member.


author: milynnus
body: [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556)

Thanks for the clarification. I was referring to the view on the workspace settings. So I should read that as workspace member and guest. Thanks again.


Tags: guest
Does Trello support viewing multiple projects in Timeline View?
Asked by numbersj:

Hi All,

I have a simple question for which I cannot locate info...

We have multiple projects running simultaneously - Does Trello have the ability to show multiple projects on the same Timeline (so that we can see overlaps, etc...)? If so, where can I find documentation on how this works, and how is this displayed to the team?

Thanks!


Answers:
author: Gaurav Kataria
body: Thanks for asking, John. The ability to see multiple projects in a [calendar view](https://blog.trello.com/trello-calendar-view) is currently in beta, and will be launching soon.


Tags: timeline
Report Using Specific Date
Asked by Melissa Fitzpatrick:

I have a button that generates a report of all of the cards for a specific member. I would like to organize the report by month. I envision configuring a $report for each month then stringing them together in the output eg. \*\*January\*\*\\n\\n{$jan} \*\*February\*\*\\n\\n{$feb} etc. But I can't find a way to filter cards with a due date of a particular month or date range. The best I can do is group by date, which will do but is not ideal for our purposes.

Thanks!


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Melissa Fitzpatrick](/t5/user/viewprofilepage/user-id/4753359) ! Welcome to the community :) you can add filters to your report so that butler only pulls cards due within a certain range. Would the options shown below make sense for what you need?  

![filter report by due date.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/182884iEF4493A1CF952D27/image-size/large?v=v2&px=999 "filter report by due date.PNG")

comments: author: Melissa Fitzpatrick
body: That would work for a report that I know would run on a specific day (for example on the first day of the quarter, run reports for cards due in between 60 and 90 days ago, 30 and 60 days ago, and 1 and 30 days ago. But my report could be be run at any time by our manager, so I just want to show everything in order, listed by month. Looks like the closest I can get is to just query everything and have it list by date. My manager can just ignore the stuff from dates prior to what she is interested in. However, I think I will implement an automatic 30-60-90 day email report quarterly using the fields you highlighted above.  
Thanks for your reply!


author: Hannah Humbert - Simpla Workflows
body: Ah, I see. You basically want to be able to say: "create a report with all cards due in January 2022", "create a report with all cards due in February 2022", and so on. It looks like the only options are "due this month", or "due next" month.   

This was the best I could do:  

```
create a report in variable "This_month" with all cards due this month using pattern "- [{cardname}]({cardlink}) => DUE on {cardduedate}", create a report in variable "Next_month" with all cards due next month using pattern "- [{cardname}]({cardlink}) => DUE on {cardduedate}", and send an email notification to "hannah@simplaworkflows.com" with subject "Upcoming Tasks" and message "**This Month:** \n\n{$This_month}\n\n**Next Month:**\n\n{$Next_month}"
```

<br />

And this is what it spits out:  

![Butler report dates.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/182895iA1E760D0DE6CF088/image-size/large?v=v2&px=999 "Butler report dates.PNG")  

If you want something more complex, maybe a paid reporting option will do what you want. There are plenty of reporting power-ups like [Blue Cat Reports](https://trello.com/power-ups/5d9c90aa18965066fcd44730) that have options to email out reports.


Tags: butler

report