youngmon/atlassian-qna huggingface dataset:
Setting up Butler workflows across boards
Asked by Julia Barbalace:

Hello,

I'm trying to figure out how to create automations across boards, and perhaps I'm just overlooking the obvious.

First, creating a report. I understand how to create a report within a board. But I want to create a report based on one board, then have it appear in a master board, ideally in a card specific to that board in an attachment or comment (not in the description).

Second, I've been trying to play with some of the native features, but is it possible to set a rule that when a card is moved to Done that a checklist on a master board is automatically checked? Or even create the card as an item in a checklist on the master board when it reaches Done? I don't want to mirror cards to the master board, only provide a high level update or status.

Hope that makes sense!

Thanks,

Julia


Answers:
author: Iain Dooley
body: [@Julia Barbalace](/t5/user/viewprofilepage/user-id/3864325)
> First, creating a report. I understand how to create a report within a board. But I want to create a report based on one board, then have it appear in a master board, ideally in a card specific to that board in an attachment or comment (not in the description).

When you create a report, you can assign it to a variable and then post the content to the description or as a comment on another card, and you can create that card in:

![2020-07-24 at 3.19 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/104181i6C28BBCB5B1D4608/image-size/large?v=v2&px=999 "2020-07-24 at 3.19 pm.png")
> Second, I've been trying to play with some of the native features, but is it possible to set a rule that when a card is moved to Done that a checklist on a master board is automatically checked? Or even create the card as an item in a checklist on the master board when it reaches Done? I don't want to mirror cards to the master board, only provide a high level update or status.

One option would be to link to the card on which you want to check the item, by sub-tasking from there in the first place, I wrote about sub-tasking with linked cards here:

<https://community.atlassian.com/t5/Trello-articles/Trello-Subtasks-with-Butler/ba-p/1060392>

comments: author: Julia Barbalace
body: Hi Iain, thank you for the reply!

I'll take a look at the report option. But this would need to be as a button, a more manual effort vs. setting automation? I'm hoping to be able to schedule a report to run on a date/time for one board, but show up on another board (e.g. a status report for management so they don't have to go digging into the other boards to figure out what's what).

I'll take a look at your sub-tasking article and see if that helps. I do a lot of this already, outside of Butler, with checklists that link back to other, more specific, cards.


Tags: butler
Checklist due dates based on a card due date
Asked by Tom Daly:

I'm trying to build a Butler Rule to schedule tasks on a checklist based on a specific, desired publishing date.

In other words, how do I set up the rules to see when must I start working through the checklist in order to publish something on October 1? (Assume I know all the steps in the process and how long each takes.)

Another really helpful use for this would be to show the team (the client?) the implications of changing a due date: What happens to the schedule if we want to move the date forward from October 1 to September 15?)

I can kinda do this based on an action (i.e. adding a card to a list), adding a checklist to the card, and then adding due dates to a checklist going **forward** on a calendar, but I can't figure out how to go **backwards** on a calendar and assign a due date based on a card's due date. (Remember, ideally the due dates for a task on a checklist would automatically update if changes were made to the card's due date.)


Answers:
author: Iain Dooley
body: [@Tom Daly](/t5/user/viewprofilepage/user-id/2417536) I don't think you'd be able to do this with Butler, but this more complicated type of automation is still available to you through the API, albeit using code rather than a command build. I created a framework to do this type of thing from Google Apps Script:

<https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271>

It doesn't yet support advanced checklist due dates, but it appears that support does exist for it in the API:

<https://community.developer.atlassian.com/t/trello-rest-api-checkitem-due-dates/39169/2>

although the link that the dev gives to the documentation doesn't actually work yet, or you could use sub-tasked linked cards in a checklist to manage the dates, rather than advanced checklists:

<https://community.atlassian.com/t5/Trello-articles/Trello-Subtasks-with-Butler/ba-p/1060392>

comments: author: Tom Daly
body: [@Iain Dooley](/t5/user/viewprofilepage/user-id/1416112) I very much appreciate your response. Thank you. I think I figured out a work around that does most of what I want:

* Create Custom Date Field i.e. "Start Project"
* Rule: Create an Empty Checklist (i.e. "Long Form Content") when a date is entered in Custom Date Field
* Rule: Add item to checklist; Each task required for "Long Form Content" is an item.
* Rule: Set Item Due Date as Custom Date Field Plus X Working Days

When Butler finishes creating the checklist (which includes a "publish" task and due date) I reconcile the due date automatically generated with the one manually set.

The only thing I can't do is automatically adjust due dates on the original list when adjusting the due date in the custom field. Any change to Custom Date simply triggers a new checklist. Not ideal, but pretty manageable.


Tags: checklist

due-date
Best template to use as a detective
Asked by Harry Smith:

Hi I'm a police detective and new to this, what would be a good template to use for criminal investigations?

it involves receiving a case docket planing the investigation, identify witnesses, collecting of evidence, the summoning of banks for supporting documents, and receive their response within a specific timeframe. Preparing the evidence for trial and subpoena relevant witnesses and a timeline of the whole of, from the committing of the crime to the judgment ??

Looking forward to your expert creativity   

Regards,


Answers:
author: Michael Pryor
body: You could just create lists for each of those stages and each card would be a case. Add all the case info to the card, move the card through the lists left to right as it progresses from identifying witnesses to collecting evidence to receiving their response.

comments: author: Harry Smith
body: Thank you but I thought it would be better as a template to duplicate between cases from a master template as most of the information flow is similar. I also want to share it, my other colleagues, so all are similar.

I'm new and they have not even started with Trello ?


author: Michael Pryor
body: You can take any board that you have set up and turn it into a template for you or others to use!

<https://help.trello.com/article/1187-creating-template-boards>
How to set a reminder with buttler
Asked by Markus Fehr:

How can I set a reminder on a due date using Buttler?

In my use case, the due date is automatically added when the card is created. The card is a member of a Trello enterprise account team.

The background is that I want to issue a reminder to the card owner 10 days before the due date of a certain card. I noticed that the Due date function in buttler only worked after I applied a reminder to the due date.

Therefore, I need a way to add the reminder option to "At Time of Due date" using Buttler. I would also be fine if the buttler Due date triggers work with no reminder option set.


Answers:
author: Vinod Ramadoss
body: Hi,

I find the below post related to yours, am hoping this helps

<https://community.atlassian.com/t5/Trello-questions/Trello-Set-up-card-reminders-for-due-time/qaq-p/665690>


Tags: butler
Where is invite to board option?
Asked by Patrick Joel:

When I click on the 'invite' button I get 'it's time for a team' dialogue, but I'm looking for the 'invite to a board' dialogue which used to be there. I can find it by going to 'change visibility' \> 'public' \> 'use invite to board option', but this isn't an optimal method. Some boards I want to share don't belong in a team. I just want to share them with different people who aren't in a team.

Thanks,

Patrick

![trelloq.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/104078i1D3784DE436BD7D7/image-size/large?v=v2&px=999 "trelloq.jpg")


Answers:
author: Michael Pryor
body: Once you add the board to a team, that option will reappear.

comments: author: Patrick Joel
body: Hi Michael, I'm trying to avoid assigning the board to a team, but still share it with colleagues. Some of my teams are fluid... Is it mandatory to add the board to a team in order to generate a sharing link?

Thanks again,

Patrick


author: Michael Pryor
body: Think of the team as just a container for boards - internally we are considering renaming them to Workspaces.

But yes, it's mandatory to place the board in a team to add people to it.
Q&A Plugin for Trello
Asked by Sebastian Wurm:

Hi everybody,

I have a short question and I hope you can give me a short answer.  

We are using Trello for organizing our production of construction machines.  
Because of the special design, these machines are often very different and many questions from colleagues arise.  
Therefore I am looking for a possibility or a plugin where short questions can be answered briefly.

So far we have been working a lot with checklists, but unfortunately there is no possibility for answering here.  
The second option would be the comment function, but here it quickly becomes confusing.

I would like to have a possibility where questions could be written in checklists and answered directly under it.  
Then the question could be ticked off after answering.

Is there a suitable solution for this?

Many thanks in advance for your help.


Answers:
author: milynnus
body: [@Sebastian Wurm](/t5/user/viewprofilepage/user-id/4024463) Hi, can questions be raised as a card where all the Q\&A takes place, the new question is card link to machine design, a checklist item is created under Q\&A checklist with the question as name that is also a link back to the Q\&A card and when question is answered, check off the checklist, move the card to Knowledge board, manually organise the into different list with card link removed...etc. Would this be a fair representation of a possible solution? Trello checklist Item to card starts with an item representing pointer to Q\&A card... this custom demo for checklist item - card can be raised anywhere on the board with list representing different parts of organisation and channel to different organisations for their attention.

<https://yout.be/S-E4w5NS9-o>
Organize boards in groups
Asked by Lauren Kidd:

I want to be able to organize my boards into categories. I couldn't figure out how to do it other than to create "teams". But I don't need people on boards and the "team" section only lets you add 10 boards before they charge you to upgrade to business class. Again, I don't want to pay to have "people" on a team when im not making teams. I'm simply trying to sort my boards so that I can see more of them. I have 40+ personal boards and they are getting lost in the "view more".

Is there a way to categories them in "folders" rather than teams? CAN this be something added if it's not something currently available. I mean, you can sort in teams, it seems there should be a way to sort personal boards in sections too. Am I simply overlooking this function somewhere?


Answers:
author: Esme Crutchley
body: Hi [@Lauren Kidd](/t5/user/viewprofilepage/user-id/4024014)

Welcome to the Community!

Unfortunately, there isn't.

However, at the moment, it is possible to have more than 1 free team (I don't know if this is going to be the case forever, but at the moment it's possible). Yes, there is a limit to 10 boards per free team, but there ***currently***isn't a limit to the number of free teams you can have.

You don't *have* to add people, you could use free teams as a way to organise your own boards (without adding anyone - having teams of 1, you). Simply create 4 (or however many) free teams you need and organise your boards into those. Like I said, at the moment you can create multiple free teams, but I don't know if this is something that's likely to disappear in the future. Then, treat those 'free teams' as folders.

I have a couple of 'free teams' with only me in them, and it's just a way for me to visually organise boards into a folder structure, similar to what you're wanting to do.

Just to add to [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556)'s suggestion of a naming convention, it might seem random, but use emoji's! If you have some boards that naturally belong together, put an emoji at the beginning of the board name, and they will group together because of the emoji being at the front of the board name. I know it might not help as you have 40+ boards, but it's something to consider. Boards with emoji's at the beginning of the title will naturally be at the bottom of the list, below any boards that start with a letter or number, and certain emoji will come before others.

Hope that's helpful!

Esme :)


author: Michael Pryor
body: Our Business Class product has Collections which was built to solve this purpose.   

The other option is to use a naming convention like adding a word to the beginning of boards: FOLDERA_Board1


Tags: board

group
Blocking out time in advance
Asked by Bonnie Osinski:

I see many power ups that will tell me how much time it took me to finish a task, after the fact. What is the best way to n block out my day in advance, estimating how much time each task will take. This will let me know if I am using all available time or if I am adding too many tasks to my day.


Answers:
author: Esme Crutchley
body: Hi [@Bonnie Osinski](/t5/user/viewprofilepage/user-id/4023841)

Welcome to the Community!

It might seem odd, but I use Cronofy. It's a calendar PowerUp. It has pseudo-2-way syncing, in that, if you add a card to the board, it'll sync to Google Calendar (or any other calendar of your choice) and you can edit in the calendar. It won't pick up calendar events and add them to Trello though, hence being a limited 2-way sync.

Cronofy is free for 1 board \> 1 calendar, but the paid version, which gives unlimited boards \> unlimited calendars is very reasonable, at $24 a year (personally I'd pay more than that for paper diaries through the year, but that's just me!)

I can link my board to my calendar, create a card for the task that I want to do and set a due date and time, hop into my calendar and see the card as an event. From there, I can move it around (which will change the due date and time on the card in Trello) and set a duration (in Google this is done by hovering your mouse over the bottom of the event and dragging it down). When you change the duration within Google Calendar, that syncs back to the card and adds a little box on the back of the card with the new duration on it.

That way, your calendar will be blocked out exactly as you want it to be, and all events will be linked to your Trello board. If you change the title of an event, this will sync back to the title of the card, likewise, if you change the description in a calendar event, this will sync back to the card description.

It's not the ideal solution, but I thought I'd mention it in case it's useful!

Esme :)

comments: author: JR_Atlassian
body: Hi [@Esme Crutchley](/t5/user/viewprofilepage/user-id/3555478) Could you go into a little more detail on your solution. It sounds close to an idea that I'm looking to solve for but I'm new enough that its still a bit vauge.  

I'm a visual person, could you draw a picture or show screen shots ?
Butler: How to move all cards from one list to the TOP of another list?
Asked by DanDoes:

I want to move all cards from one list to the ++top++ of another list.

(Actually I want to move all cards from Lists 1\&2 to the top of List 3, but I figure if I can do it for one then I can do it again for the other)

![lists.gif](https://community.atlassian.com/t5/image/serverpage/image-id/104010i5FE6ABDBD404C4EE/image-size/large?v=v2&px=999 "lists.gif")

Why is this so hard lol

I've tried these Butler move commands:

![butler.png](https://community.atlassian.com/t5/image/serverpage/image-id/104012iAC1E81645BC91B5F/image-size/large?v=v2&px=999 "butler.png")

(Let's call them "Move A" and "Move B")

Move A *should* do the trick, only it doesn't, because it puts all the cards at the bottom

Move B is more advanced and lets you move them to the top of another list, but also dumb because it reverses the order of the cards ????

(Also it's dumb because it uses up hella operations, seems to move the same card multiple times, and most importantly, for some dumb reason doesn't let you do ANY OTHER commands after it... wtf?)

I've even tried something crazy I saw while reading other responses here:

(remember I'm really trying to move cards from 2 lists over to the top of a 3rd)

* Make new list
* Move-A all cards from List 1 to new list
* Move-A all cards from List 2 to new list
* Move-B all cards from new list to List 3
* Archive new list \[...cept I can't cuz Move-B is dumb lmao\]

But this doesn't work cuz it reverses the order of all the cards (*"Thanks Move-B"*)

Help much appreciated!


Answers:
author: DanDoes
body: ugghhh... I figured it out, it's completely confusing and very dumb:

**To move all cards from lists 1 \& 2 to the TOP of list 3, *without changing card ordering*:**

* **Move-A List 3 --\> List 2 \[what? that's backwards\] I KNOW RIGHT**
* **Move-A List 2 --\> List 1 \[oh, so you're like, "stacking" as you go...\]**
* **Move-A List 1 --\> List 3 \[I see... wow that's counterintuitive\] ?% agree, it's dumb.**

This moves all cards to List 3, with this ordering:

1. (Cards from List 1, in original order)
2. (Cards from List 2, in original order)
3. (Cards from List 3, in original order)

(You can change this ordering by rearranging the order you do that "stacking")


Tags: butler

list

move
"Send to Trello" bookmark isn't showing any boards to send card to
Asked by Brian Adler:

On Windows 10 Professional, using both Chrome and Firefox, I created a bookmark from this page: <https://trello.com/add-card>

When I click the "Send to Trello" bookmark in either browser, I see a smaller pop-up window titled "Create a new Trello card". The header on the page has the Trello logo and "Create a card".

After that there's a card titled with the title of the web page, followed by the meta description of the web page.

After the card I see the following:
> What board do you want to add the card to?  
>
> **Starred Boards**   
>
> **My Boards**

That's it: no boards are listed, and the button at the bottom of the window is labeled "Never Mind". Clicking on it closes the window.

Help, please! Why aren't my boards listed?

=====================

P.S. Something similar happens when I click the "[create a link that adds cards to a specific board or list](https://trello.com/add-card#). " link on <https://trello.com/add-card> . The page is refreshed, and in place of that link I see
> What board do you want to add the card to?  
>
> **Starred Boards**   
>
> **My Boards**

followed by a button labeled "Never Mind"


Answers:
author: Tracy Baer
body: I'm not 100% sure if I get what you are trying to do via a browser...never tried that...but I send emails to Trello all the time and I wonder if it is a similar situation. In the "Email-to-board Settings" within your board you need to select which List your card will appear in. If this is not selected/set in advance then nothing will happen when you try to send something to your board. Could that be your issue? Not sure how that works coming from a browser versus email.

![trello email to board settings.png](https://community.atlassian.com/t5/image/serverpage/image-id/105021i22ED02B1CF23A06D/image-size/large?v=v2&px=999 "trello email to board settings.png")
How do I change the order of boards?
Asked by Dave Pugh:

I have set up 6 boards, but want to change the order in which they appear ?


Answers:
author: Esme Crutchley
body: Hi [@Dave Pugh](/t5/user/viewprofilepage/user-id/4023719)

Welcome to the Community!

Boards are organised in alphabetical order, so if you wanted them in a specific order, add a. b. c. or 1. 2. 3. etc to the front of the board name.

Alternatively, star them, this will add them to your starred boards (which appear at the top of your home page), where you can drag \& drop to reorder them!

Also, don't be scared of using emojis in titles to group like boards together without getting into numbers and letters! Using an emoji will allow you to organise by emoji then alphabetically after that, so depending in which order the emoji appear, depends on which order they would show up, e.g. ? Yankee might appear before ?? Domino when added as a title. But you'll be able to see instantly which way round they're ordering themselves if you start using them

Hope that's helpful!

Esme :)
Edit font and color in the Description
Asked by Lavonne Kay:

It would be nice to be able to edit the font size and color of the font in the Description section. is there any plans to update so we can edit the font and font color.

Lavonne Kay

lavonne@transactionservicesllc.com

864-617-6186


Answers:
author: Boris Tompson
body: Thank you for the emoji idea! It really can sometimes give the right mood if you mark it in an important place with a very angry emoji, hahaha. I don't remember changing the font color either. It seems there is a slight variation, but there is definitely no complete freedom in the design. In my experience, I used [liberator font](https://upfonts.com/liberator-font/) in some places when I needed to make an excellent report. It really looked very presentable, and my superiors were satisfied. Using different fonts can also set the right mood and make the proper accent of attention. Maybe a different font will help you fix the problem with the text size.


author: Esme Crutchley
body: Hi [@Lavonne Kay](/t5/user/viewprofilepage/user-id/3942818)

Welcome to the Community!

It is possible to use markdown in the description section and the comments here is a link to the markdown that Trello understands: [Using Markdown in Trello](https://help.trello.com/article/821-using-markdown-in-trello)

It's unlikely that Trello will ever (IMHO) give the option to change the font colour, because Trello is hyper-aware of accessibility.

For example, Trello only has 10 colours for labels, and the reason is that they can all be changed to 'colour blind friendly mode,' more colours take significantly more time to implement and to ensure that they are accessible to all. So I would be very surprised if we have coloured text at any point.

You can, however, go mental with emojis in the description and comments, which I find to be more eye-catching personally because they're scattered through the text. When I use emojis with markdown, it ends up being a bit special!

Esme :)