youngmon/atlassian-qna huggingface dataset:
Make checklist default field
Asked by Pat Reid:

The vast majority of my lists have multiple tasks. For each, I have to click on Checklist for each new list. How can I make the checklist a default item in the list box - possibly instead of description?


Answers:
author: Iain Dooley
body: [@Pat Reid](/t5/user/viewprofilepage/user-id/3444773) I think I'm having some trouble understanding your terminology. Can you please clarify what you mean by "click on Checklist for each new list" and "default item in the list box"?

comments: author: Pat Reid
body: Sorry! When I create a CARD and want to add a checklist, I open the card details pop-up and then have to click on Checklist. I would like to make Checklist a default field like Description aand Add Comment


author: Iain Dooley
body: [@Pat Reid](/t5/user/viewprofilepage/user-id/3444773) you could create a Butler command like:

*When a card is added to the board add checklist "Checklist"*
Add details to list during list creation
Asked by Pat Reid:

When I create a list item, to add details I have to press return/enter then click on the list item to see the details box. I want to get from the list to details box in one step, not two.


Answers:
author: Iain Dooley
body: [@Pat Reid](/t5/user/viewprofilepage/user-id/3444773) do you mean when you create a card? If that's what you mean, then you can create a card and open it at the same time by holding the "shift" key as you hit enter. You can see other keyboard shortcuts here:

<https://trello.com/shortcuts>

Or by typing a question mark from any Trello board.

comments: author: Pat Reid
body: Exactly what I was looking for!


Tags: list
Is there a Power Up that allows me to add all the boards onto one Calendar or Gantt Chart
Asked by Angelo Gatti:

I find power ups to monitor cards on calendars/gantts but I would like one that can add all the boards so I can see all projects on one calendar/gantt


Answers:
author: Katrin Anger
body: [@Angelo Gatti](/t5/user/viewprofilepage/user-id/3443930)

Hi Angela, here's an [article](https://medium.com/workflow-automation-with-trello/3-ways-to-sync-google-calendar-with-trello-boards-2c1cfdf39a8a) that discusses the 3 Calendar Power-Ups and how they work with Google Calendar.


author: Iain Dooley
body: [@Angelo Gatti](/t5/user/viewprofilepage/user-id/3443930) the best tool I've seen for this is Placker <https://placker.com/>
Butler: Move card when item is deleted from checklist
Asked by Zak Smith-Sanga:

Hi all,

I have the below Butler rules and the second rule isn't working.

The rule is likely quite clear but what I want to do is:

* Whenever an item is deleted from the checklist "Open Questions"
* Find the card with a name that matches the deleted item
* Add a comment to that card
* Move that card to a cancelled list

![Screenshot 2019-07-04 at 10.16.46.png](/t5/image/serverpage/image-id/59605i4981B34411622090/image-size/large?v=v2&px=999 "Screenshot 2019-07-04 at 10.16.46.png")


Answers:
author: Zak Smith-Sanga
body: Thanks [@Katrin Anger](/t5/user/viewprofilepage/user-id/2708783)

The problem was that in my rule i'm searching for the **card title.** However what I have in the checklist, is a **card link.**

I updated the rule to "find a card link" that matches the {checklistitemname} instead.

Thanks for your help though, using the command log, was what led me to the root cause.


author: Katrin Anger
body: [@Zak Smith-Sanga](/t5/user/viewprofilepage/user-id/3442975)

Can you try the 2nd rule with {triggerchecklistitemname}?

If that doesn't work, can you check the command's log and see if there are any error messages?
To Hide Cards in Board
Asked by ULA?:

Hi Guys,

I am creating a board to track expense approval processes. There are 4 lists in board.

Since it's expense related issues, everyone should see only his/her expense approval process.

Is there a setting to hide the card from someone who is NOT added as a member to that card? Or is there any other way to serve my purpose?

Thanks in advance


Answers:
author: ULA?
body: Hi Iain,

Thanks for your reply, it filters for members. However, what I want is a bit different. That filtering is temporarily as far as I understood.

I have recently learned that all cards may be visible in a board, but you can prevent the ones who are not added as a member from clicking/viewing, etc. that card.

Do you know how to do it? ?s that true what I learned?

Thanks,

comments: author: Iain Dooley
body: [@ULA?](/t5/user/viewprofilepage/user-id/3435554) you can do that if they aren't members of a board, yes. This is "Observers" for business class, or if you have a board that is team viewable, then team members who are not on the board will be able to view and comment but not move cards around, or if you have a public board anyone on the internet can see it but won't be able to move cards around.


author: Iain Dooley
body: [@ULA?](/t5/user/viewprofilepage/user-id/3435554) there's no way to prevent people from seeing cards in the board they're not added to, but you can use board filtering to allow each person to see only the cards they're added to. The keyboard shortcut for this is "q":

<https://help.trello.com/article/787-filtering-cards-on-a-board>
trello emails not appearing on trello card
Asked by Chantel Govender:

we are currently using trello to do our interrupts and the emails that come through generally creates a trello card under an interrupts list but the emails have not been coming through to this card list for the past month now. where do i go to check this please advise


Answers:
author: Iain Dooley
body: [@Chantel Govender](/t5/user/viewprofilepage/user-id/3442139) I've seen several email to board issues reported recently, I've alerted the atlassian team to this.

comments: author: Blair at Atlassian
body: Hey [@Chantel Govender](/t5/user/viewprofilepage/user-id/3442139),  

Blair here from the Trello team. We recently had an issue with our email-to-board feature and made some changes to [fix it recently](https://trello.status.atlassian.com/incidents/9ck419y043h7).

Could you please let me know if you're still experiencing this issue today?
Trello Business Class upgrade from Trello Gold
Asked by MICHAEL E. Robinson:

From what I can tell Business Class requires three active users.

I am a one man firm but need additional Boards.

am I correct or can one user set up Business Class?


Answers:
author: Katrin Anger
body: [@MICHAEL E. Robinson](/t5/user/viewprofilepage/user-id/1409424)

I think it's best to directly contact the Trello support in this matter: support@trello.com
Why are Emails forwarded via rules not creating cards?
Asked by Customer Success:

I am using Outlook 365 to forward emails to Trello using the Email to Card features. If I manually forward the email I am able to create a card, but if I use any rule to Auto-Forward the emails it will not create a card.

At first I thought it was that the emails were not being sent, but it turns out that they are being sent...I ran the rule more than a dozen time and have multiple copies of the emails, but the cards do not get generated.

Is there a setting I need to check or is it possible that the automated emails are missing something and they are being blocked?


Answers:
author: Garrett
body: Hmm, it might be there's something that's not set up properly in Outlook that's causing the issue, since the emails you're manually sending are successfully making it to Trello.  

Unfortunately, I'm not very familiar with forwarding messages automatically from Outlook to Trello, but feel free to send me the steps on how you set that up here or at <https://trello.com/contact> and we'd be happy to take a closer look!
Butler to unarchive a card?
Asked by Andrew Parker:

hi all,

I've got the butler add-on, as a trello gold user.

most of my rules seem to work but one that doesn't seem to action is to unarchive a card 3 days before the due date of the card.

So I have two rules:

1: - When I archive the card in question, set the due date as 7 days time

2: - 3 days before a card is due, unarchive the card, uncheck all the items in all the checklists on the card, and move the card to the top of list "This Week"

Rule 1 is working, 2 isn't. Has anyone got any ideas as to why this might be?

Many thanks,

Andy


Answers:
author: Iain Dooley
body: [@Andrew Parker](/t5/user/viewprofilepage/user-id/1719583) I can confirm that unarchiving a card on due date doesn't work. It'd be a good feature to request, but I have a feeling that the reason it doesn't work is that scheduled actions are cleared when a card is archived.

In the meantime here's some Trellinator commands that will do the same thing:

<https://gist.github.com/iaindooley/1028cd866451c229c43b417d1b349080>

You can find out more about Trellinator here:

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


author: Katrin Anger
body: [@Andrew Parker](/t5/user/viewprofilepage/user-id/1719583)

Difficult to judge what's the issue. - Can you check the command's log and see if there are any error messages coming up?
What is a stand up meeting and how do you conduct it?
Asked by Liza Brazelton:

I would like to conduct a stand up meeting in Trello with my team meembers. Is that accomplished via an app? Seems like Trello is driven third party apps!!!!


Answers:
author: Nic Brough -Adaptavist-
body: A "stand up" meeting is a meeting intended to be short (and one good trick for persuading your humans to keep it short is to have no seating). In "Agile", the idea of a stand up emphasises the short - each person speaks, uninterrupted, about what they achieved since the last one, what they're doing now/next and if they have anything in the way. Nothing else. No software, no paper, no seats, just a very quick catchup (but, often leading to updates in a tracking tool, and "ok, we need to unblock these things, lets go talk about them more")

comments: author: Liza Brazelton
body: Ok. Is this done virtually via Agile app?


author: Liza Brazelton
body: I mean in order to meet, we have to be in the same space or can you just announce via Trello notification that we are having a stand up meeting that lasts 2 hours, give them heads up what cards or boards to look for and give their updates?


author: Nic Brough -Adaptavist-
body: It depends.

Agile strongly recommends that you should stand up daily, together, in the same space. In the real world, a lot of teams can't, or won't, no matter how dedicated to the idea of Agile they are.

An Agile stand-up meeting should never be 2 hours - this misses the whole point of a stand up. Your Scrum Master/Team Lead/Organiser should be fighting tooth and nail to keep them to less than 15 minutes even for the largest of teams.

The phrase "stand up" comes from the idea that "meetings are shorter when we remove chairs and tables and stand, because people are incentivised by that to keep them short and go back to what they were doing".
Position of lists via API api.trello.com/1/lists
Asked by Christopher Andersson:

The position I post to the API api.trello.com/1/lists is returned differently to me than what I pass in.

Example:

```
const options = { 
  method: "POST", 
  uri: `https://api.trello.com/1/lists`, 
  qs: { 
    name: "some list name", 
    idBoard: boardId, 
    pos: 1.0, 
    key: key, 
    token: token 
  } 
};

Trello returns: pos: 1.125

{ 
  "id": "9dkd03m4405da5d3", 
  "name": "some list name", 
  "closed": false, 
  "idBoard": "99akd03020494kd", 
  "pos": 1.125, 
  "limits": {} 
}

Sometimes Trello will return something that's not even close to what I passed in.

For example I pass in a position of 9.0 and I get 2056 in return!

```


Answers:
author: August Mohr
body: I have also been wanting to create new lists in specific positions within a board.

I definitely was confused by the difference between the position shown in the UI, which is simply a counting number, starting at 1 and going up to the number of lists on the board, and the .pos value in the API, which is a floating point number often going up to six digits plus three decimal digits. I also notices that Trello seems fond of adding a .125 (1/8) to whole number values.

Using the UI number in the API was not working for me because it turned out that the list at UI position #1 had a .pos value of 2056. I was telling the API that I wanted the new List all the way down at position #10 and it would still create it at the far left.

Then I found an article that explained the difference. Floating point numbers are used so that Trello can insert new items many, many times while still leaving the existing .pos values intact, rather than recalculating .pos values each and every time you add anything.  

At first I thought I had to find the position values of both the list to the left and the list to the right of the new list and calculate a position value someplace in between. But it turned out, at least in my case, to be much easier than that because Trello does all that invisibly.

I simply get the .pos position of the list to the left of my desired location and then use that value as the position of the new list. When adding a new list, Trello automatically places it to the right of the existing list at that given position. That's all I needed.

Because I know Trello can recalculate the .pos values any time I add something, in fact I am counting on it, I do not save those values from one session to the next nor do I assume that any of the .pos values stay the same after I add something. I expect the returned .pos value to be different from the submitted .pos value.

This applies to the order of cards in a list too.  

I hope this helps.


author: Iain Dooley
body: [@Christopher Andersson](/t5/user/viewprofilepage/user-id/3439832) Yeah the position is represented differently internally than the numbers you pass in.

If you want to find out the position of a list, you'd need to grab all the visible lists in the board, sort by the position attribute and then find out where it sits.


Tags: api

developer

power-up
Is it possible to see the board description on mobile?
Asked by adkoge:

I may not see where it is, and I've searched their documentation, but is it possible to see the board descriptions on your mobile app?


Answers:
author: carolyn french
body: I couldn't find it on android either!

comments: author: adkoge
body: Thanks, Carolyn. I don't have an android to check, but I imagine it wouldn't be on there if it was on the iPhone.


author: Iain Dooley
body: [@adkoge](/t5/user/viewprofilepage/user-id/1655594) not that I can see!

comments: author: adkoge
body: Thanks, Iain! It isn't possible from what I can tell either. My workaround was to create a trello list with a card containing the board description.


author: carolyn french
body: Nice idea
Is there a way to filter cards by due date in the map powerup?
Asked by Max Kloosterman:

Hi,

Curious whether there is a way to filter cards in the map powerup. For example so that I will only see cards on the map that either have no due date or are due today. And not the cards that are due later than today.

I am experimenting with this to plan routes.

Kind regards,

Max


Answers:
author: vertikaldienst
body: Sorry No Answer, but maybe we could help each other, since I have similar problems.

Need to filter the Pins in the card.

My suggestions are:

- to be able to filter the map with search operators, (Label: or List: ect...)so that you will just see in the map the notes that fulfill certain search criteria.  
- it should be possible to enter the map from within a list, so that I see just the notes in the map that are in this list.  
- Due Date: in addition to your request, I would love to see an option to filter Notes that have a due date from this date to that date, or before this date, or after that date...  
- Visual Filter: The pin color should reflect the color of the Label the note has.

The Maps PowerUp would be extremely powerful if all the filters would be possible, but at least some would already be great.

comments: author: vertikaldienst
body: Any news on this, have just checked out the elegant chrome extension for Trello, their you ca so simply filter cards by label, this would be awesom for maps as well...?


author: michele
body: would be great if i could be able to filter my maps pins, by label, by list, by something

else


author: vertikaldienst
body: By Labels it works in the browser at least, just filter and switch to maps

(but does not work in the android app)


author: vertikaldienst
body: Still no Answer

What a pity

When you open the map of a board, the search window for filtering is even reachable

But unfortionatlely, when you try to filter something, it just opes up the filtered cards in List view.

Would be so great if it would stick to the map view jut showing the pins of the cards that are filtered on the map


Tags: filter

locale
About Authorization for the Moving the Cards between Lists
Asked by ULA?:

Hi Guys,

I am at very beginner levels in Trello.

I have seen a problem. Maybe it might be solved easily by your help.

I created board. I assigned board members. Let's say 10 members. This board is about expense management process.

There are 4 lists. 4 Approval stages. In each stage, person in charge of approve is different.

In first list I am adding the member who is in charge of approving. I realized that anyone can move that card to other stages. What restriction I want is that only the ones who is added as member can move that card.

Is it possible in Trello?

Thanks in advance.


Answers:
author: Katrin Anger
body: [@ULA?](/t5/user/viewprofilepage/user-id/3435554)

I think this kind of control that you require isn't possible within Trello.

However, you could set up a Butler rule that tracks who is moving cards around. This could help in educating people on the board.

Here's a command that could work for you:

![Bildschirmfoto 2019-07-03 um 13.27.43.png](https://community.atlassian.com/t5/image/serverpage/image-id/59475i5035D711C4F29D48/image-size/large?v=v2&px=999 "Bildschirmfoto 2019-07-03 um 13.27.43.png")

comments: author: ULA?
body: Hi Katrin,

Thanks for your reply.

I would like to ask an another question.

Is that possible to hide a card from the people who aren't specifically added to that card as member? It works in this way as well.


author: Katrin Anger
body: [@ULA?](/t5/user/viewprofilepage/user-id/3435554)

Not as far as I know, sorry!


author: ULA?
body: Thanks


Tags: authority

move
Can I create Butler rules off of Package Tracker data?
Asked by Chris Parker:

The Package Tracker Power-Up is very interesting to me but I'm just barely getting started with Trello and the Trello API.

I'm really like what I can do with Butler but it's looking like Butler can't access the data in the Package Tracker box. I want to use Butler to automatically move the cards as a package's status changes.

I'm also currently looking in to using the REST API to get data from the Package Tracker component and shove it into Custom Fields so that I can use those fields to trigger Butler.

What is the best way to accomplish this?


Answers:
author: Iain Dooley
body: [@Chris Parker](/t5/user/viewprofilepage/user-id/3434468) the information stored by a given powerup for a given card is retrived by setting the pluginData attribute to true:

<https://developers.trello.com/reference/#cardsid>

or using the pluginData endpoint:

<https://developers.trello.com/reference/#cardsidplugindata>

comments: author: Chris Parker
body: I ended up just working with Shippo directly. I had already started working on a project last year that ended up abandoned due to time constraints. But then I saw Package Tracker and Butler and thought it would be a shortcut to accomplishing my goal but the Trello API turned out to be very cumbersome. (Trello is a perfect use case for GraphQL.)

Anyway, I decided to go back to my old project and finish it up.

Still looking forward to getting some internal processes documented and tracked in Trello with Butler. That is an awesome power up.


author: Katrin Anger
body: [@Chris Parker](/t5/user/viewprofilepage/user-id/3434468)

Hi Chris, I doubt that Butler is able to access data from the Package Tracker Power-Up.

The only workaround I can think of is using the Custom Fields Power-Up as an intermediary to store that data. Butler can access custom fields, so maybe there is a workaround hiding for you in there.

comments: author: Chris Parker
body: Any idea how to get the data off of the card through the API? It doesn't appear to be present when retrieving a card.


Tags: api

rest-api
Need Help Creating a Quality Assurance Board with data collection option (please see my notes below)
Asked by Christina Ward:

Hi There!

My company Sock Club already uses TRELLO for production and communication with our mills.

We would like to use the same concept to monitor quality assurance and need some guidance achieving this.

First, we would like the layout to be as below with 5 lists (please see the photo at the end of this inquiry for more info):

1. Quality Issue Submission: Where the mill or designers can upload a card featuring the style photo and that has a quality issue, like we already do when indicating a style will knit today.

1. Mill Review: If it is a designer calling out the issue, the card will be moved to Mill Review FIRST after being uploaded on Quality Issue Submission.

1. Operations Review: If it is the mill calling out the issue, the card will be moved to Operations Review FIRST, followed by

1. Design Review

1. Problem Resolved: Once all parties have signed off with their label or Member initial, the card will then be moved to the Problem Resolved list.

When opening the card, I would like to create a template similar to the one indicated at the end of this inquiry , but instead of the details currently shown, I would like to include selections such as the following (see below):

Quality Issue Category (options below)

- Plating/Color

-Loose/Extra Stitches

-Sizing

-Design Modification

-Good Design Example

-Misplaced Packaging

Product Chassis Code (pick one):

10

11

12

13

14

16

....

Size Codes:

0

1

2

3

4

5

6

7

ADD COMMENTS section

In addition to the above, we would like to also be able to compile this information in an automated report upon request to keep for our records and revisit the reoccurring issues to improve production. Please advise if this is feasible.![Quality Assurance Board Layout.PNG](/t5/image/serverpage/image-id/59396i7A7DA07D21AE3DF4/image-size/large?v=v2&px=999 "Quality Assurance Board Layout.PNG")![Quality Assurance Board information Template.PNG](/t5/image/serverpage/image-id/59397iB9071BF00C041A72/image-size/large?v=v2&px=999 "Quality Assurance Board information Template.PNG")


Answers:
author: Iain Dooley
body: [@Christina Ward](/t5/user/viewprofilepage/user-id/3433127) It sounds like at the very least you could use the Custom Fields power up to do the "template options" thing you want. This would allow you to structure the QA issues raised.

As for reporting at the end, it might be useful to compile into a Google Sheet. I wrote this framework for automating Trello with Google Apps Script that would be able to do this pretty easily:

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

You could also put in place some Butler automations for the various workflows, and/or extend the functionality of the board with additional Trellinator code.


Tags: data-center

integration

template