youngmon/atlassian-qna huggingface dataset:
Force Template use on emails and card creation?
Asked by Sam Marrocco:

Is there a method of setting a "default card template", such that the template will be used for ALL card creation by users, including when an emaill is sent to a list/board for a new card?


Answers:
author: Felix
body: Not exactly a card template, but you can use [Butler](https://help.trello.com/article/1198-an-intro-to-butler) to add a card description, members, labels, and most other things to a card when it's added.

For example, you could have a rule like:

```
when a card is added to the board, set the card's description to "**My Template**\n\nthis is a template description, please fill it in!" 
```

comments: author: Sam Marrocco
body: Yes, I'm currently using butler to 'fill in the default', but all those executions/butlers/commands add up if you use a lot of cards and get a lot of emailed card creation, and that can easily put you over the total execution allotments, hence my thought about using a template that already has all the default added.

This could also be avoided if custom fields allowed for a 'default value', which they do not.


author: Iain Dooley
body: [@Sam Marrocco](/t5/user/viewprofilepage/user-id/4285444) if you're finding some Butler commands are particularly taxing you can port those to Trellinator. For example this function would populate any card created with checklists, labels, members and description from a template whenever and however it was created:

<https://gist.github.com/iaindooley/94db1528594700f189160d77799ad662>

You can read more about Trellinator here:

<https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271>
Connection of Trello with JIRA is stuck at 'Authorize' step with Power up plugin.
Asked by Laxmikant Malve:

Not able to connect JIRA with Trello using Power Up plugin.


Answers:
author: Vero Rivas
body: Hi [@Laxmikant Malve](/t5/user/viewprofilepage/user-id/4285091)

Look at this posts, maybe can help you:

<https://help.trello.com/article/1081-using-the-jira-power-up>

[https://marketplace.atlassian.com/apps/1216850/jira-cloud-power-up-for-trello?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1216850/jira-cloud-power-up-for-trello?hosting=cloud&tab=overview)

Cheers

comments: author: Laxmikant Malve
body: Hi [@Vero Rivas](/t5/user/viewprofilepage/user-id/3912760)

Thank you for your reply. I have gone through the links shared by you and followed the exact steps mentioned. However, the Authorize... issue still persists. :(

![Authorize Issue Persists-05032021.png](https://community.atlassian.com/t5/image/serverpage/image-id/133132iD78DE7398FA1BA28/image-size/large?v=v2&px=999 "Authorize Issue Persists-05032021.png")


author: Hannah Lynn
body: I have the exact same issue, did you manage to find a solution?


author: Mark Phillips
body: No answer to this 3 year old issue between 2 Atlassian products??
#member
Asked by Thierry Moutard:

When I search for all cards of a member with #member, I have all te cards even the archived BUT I would like to have only the ongoing card ...

Thanks of your answer


Answers:
author: Felix
body: Adding "is:open" to the search will only show you the open cards. Inversely, "is:archived" will only show you archived cards.

There's a full search reference if you click the "Learn more" button in the bottom right of the search box.
How to get checklists from all the cards in a list?
Asked by Jigar Baraiya:

Hello,

I know the ID of a List which contains many cards. Is there any API for getting checklists from all the cards which are there in that one list?

Thanks,

Jigar


Answers:
author: Felix
body: You can grab all the checklists in one call by using something like this:

```
https://api.trello.com/1/lists/:idList/cards?fields=id&checklists=all&checklist_fields=name,id
```

Check out the [nested resource documentation](https://developer.atlassian.com/cloud/trello/guides/rest-api/nested-resources/#checklists-nested-resource) for the query params that might be useful.

Make sure you only include the fields you actually need, that'll ensure this call is fast.

Also, depending on how many cards/checklists you've got in the list, you may need to break it up into smaller batches, using a limit parameter, and before and/or since params, to paginate the cards in the list.

Finally, if you have more questions about the API or Trello development, the [Developer Community](https://community.developer.atlassian.com/c/trello) is probably a better place for questions like this :)

comments: author: Jigar Baraiya
body: This is brilliant one liner perfectly suits for my need.

Thanks a lot [@Felix](/t5/user/viewprofilepage/user-id/853253)


author: milynnus
body: [@Jigar Baraiya](/t5/user/viewprofilepage/user-id/4285140)

Realised the equivalent of it using py-trello would be

client.fetch_json('/lists/' + '{idlist}' + '/cards', query_params=({'fields' : 'id', 'checklists' : 'all', 'checklist_fields' : 'name, id',}))

[@Felix](/t5/user/viewprofilepage/user-id/853253) learned something


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

Thanks for the response. So there is not short way other then iterate thru each card.

So I need to follow the steps:

1 . get the list of cards using [https://api.trello.com/1/lists/5{listId}/cards?key=xxx\&token=xxx](https://api.trello.com/1/lists/5{listId}/cards?key=xxx&token=xxx)

2. iterate thru each card and get the checklist using [https://api.trello.com/1/cards/{cardId}/checklists/?key=xxx\&token=xxx](https://api.trello.com/1/cards/{cardId}/checklists/?key=xxx&token=xxx)

Please let me know if any other approach is available for this.

comments: author: milynnus
body: [@Jigar Baraiya](/t5/user/viewprofilepage/user-id/4285140)

I used a wrapper so I need not go down to this. You should just try.


author: Jigar Baraiya
body: I am new to this. can you please post an example for this?


author: milynnus
body: [@Jigar Baraiya](/t5/user/viewprofilepage/user-id/4285140)

Here's an example

<https://gist.githubusercontent.com/xu2xulim/173367dafba6319dddc85d4404117462/raw/cd27e5efb908dd7220e841ab9607d556a76648a0/C27034c3.py>


author: milynnus
body: [@Jigar Baraiya](/t5/user/viewprofilepage/user-id/4285140)

Definitely. You need to iterate through the cards on that list and get the checklist. just do a search you get the APIs.   

<https://developer.atlassian.com/cloud/trello/rest/api-group-actions/#api-actions-id-get>
E-mail to TRELLO
Asked by Thierry Moutard:

Hi

on my trello I have the option in MENU/PLUS : E-mail to TRELLO

Another membrer of my team does not have this option ...

We don't understand WHY

THANKS FOR YOUR ANSWER

TERRY


Answers:
author: Iain Dooley
body: [@Thierry Moutard](/t5/user/viewprofilepage/user-id/4285175) do you mean that your colleagues can't see this menu option?

![2021-03-03 at 3.49 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/132716i133251A8D300FE49/image-size/large?v=v2&px=999 "2021-03-03 at 3.49 pm.png")

Note that in order to see that option they must be a member of a board. Even if everyone in your team can see the board, they have to Join the board in order to interact with it:

<https://help.trello.com/article/1090-unable-to-edit-a-team-board>
Finding Card email address on mobile app
Asked by Elena Korolkova:

Hi everyone!

We frequently update cards by bcc'ing the card's email address into emails we send to clients. The card's email is easy to locate on the web app, however, we can't find it on the mobile app.

Any suggestions?


Answers:
author: Michael Pryor
body: I asked an apparently this is going through QA now so I'd expect it in the next app updates (or the one after that).

comments: author: Iain Dooley
body: [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556) That's great! Back in the day, I used to copy a link to the card and open it in Safari on iOS and the interface worked \*just enough\* to copy the address out :)


author: Adam Holovics
body: Hi [@Iain Dooley](/t5/user/viewprofilepage/user-id/1416112) has there been any updates on this?


author: Adam Holovics
body: Has this been resolved?


author: Iain Dooley
body: [@Elena Korolkova](/t5/user/viewprofilepage/user-id/4273357) there are also several options these days for using Trello for email directly (including my own :) I just shared a post about that here:

<https://community.atlassian.com/t5/Trello-questions/Re-Accessing-the-from-sender-field-of-an-incoming-email/qaq-p/1627530/comment-id/43084#M43084>
How to bold words surrounded by slashes
Asked by TulioMW:

I have this S3 bucket string: s3://my-bucket/**incoming/**

What I'd like to do is to show the '**incoming/**' folder name in bold. Trello seems to get lost with these:

s3://my-bucket/\*\*incoming/\*\* # Prints the double stars

s3://my-bucket/ \*\*incoming/ \*\* # This works but it leaves a space in '/ incoming/'

\`s3://my-bucket/incoming/\` # Close, but does not bold 'incoming/'

Other variations of escaping the slashes doesn't help.


Answers:
author: Felix
body: Trello's detecting this as a link and tries to hyperlink it.

You can get the formatting you want by doing:

```
[s3://my-bucket/**incoming/**](s3://my-bucket/incoming/)
```

This will make the link explicit (instead of implicit).
How search cards with empty fields?
Asked by Diego Quirino:

How search cards with empty fields like empty description, empty custom fields, etc.


Answers:
author: Bodhi
body: [@Ryan](/t5/user/viewprofilepage/user-id/3704695) Is it possible to search record by non empty custom fields?


author: Ryan
body: Hi Diego,

It is possible to search for cards that don't have a description from the global search at the top of your board by using a combination of some special operators: **-has:description**. The "-" does a negative search to show cards that don't fit the rest of the search criteria.

At this stage there isn't a way to search for cards with empty custom fields.

Thanks!

Ryan


Tags: search
Client onboarding and project management for real estate
Asked by Jeff Gould:

Hello,

I am brand new to Trello and I run a commercial real estate consulting company. We are managing multiple projects at a time for specific clients and we need a really dialed in client onboarding template to utilize which allows us to track all of the data that we need to collect per property. Is there a template that someone can guide me to that might help with all of the due diligence and data intake? Any other suggestions for a new user?

Thanks, Jeff


Answers:
author: milynnus
body: [@Jeff Gould](/t5/user/viewprofilepage/user-id/4284231)

Just put this up

<https://trello.com/b/MlHTqGOF/trello-shop-gallery>

The 3 ideas there have what Iain articulated where you have your process requirements, checklist, instructions, documents, forms etc pre-defined. Copy manually or with automation over to the other boards.   

His BenkoBoard works well with CRMBLE.


author: Iain Dooley
body: [@Jeff Gould](/t5/user/viewprofilepage/user-id/4284231) I'd recommend starting off with a board that has lists for each of the key stages in on-boarding, and a template card that you can copy that has all the information you need to get as checklist items. When you start a new client on-boarding process just copy that card, and move the card through lists as you check off each of the items.

You might find that the Custom Fields power up is useful, as well as the Crmble power up which is a built-in CRM.

I also have a product called BenkoDesk that lets you send emails directly from Trello cards:

<http://www.benkodesk.com/>


author: Brittany Joiner
body: I'm actually about to make a Trello template for Real Estate using the [Crmble power up](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa)!

Crmble lets you manage contacts inside of Trello, so it's an easy way to keep track of clients with custom contact fields and the ability to see reports/dashboards on how they progress through a funnel. You can also easily integrate with forms where clients would come in, with Google Forms, Typeform, or other places with Zapier.

Meanwhile, Trello itself (without any power-ups) has several features you might find helpful, like card templates. (This could include a checklist for each new lead that comes in for your onboarding checklist.) And labels for categorizing your clients.


Tags: project-management
How long do closed boards last?
Asked by Ben Owens:

Hello Everyone,

Quick question here. I manage multiple teams for multiple different branches for the company I work for. We create a new board every month for organizational purposes. That being said. I want to close the boards from last year but not lose them. If I close a board, will it eventually be permanently deleted?

Just trying to make it so each team doesn't have an obnoxious amount of boards open at one time.

Thank you


Answers:
author: Felix
body: No, closed boards won't be deleted automatically at any time.

Keep in mind that on a free team, you can have 10 boards open at a time though, so you may have to close a board in order to be able to re-open another.

comments: author: Ben Owens
body: Thank you for the quick response! We are on the Enterprise version.
Is it easy to query to do items by team member across projects?
Asked by Rebecca Arthur:

Hi,

My teams will be made up of both internal employees and external vendors. I want to easily see and sort tasks assigned to individual team members internal or external across all the project boards. So if my graphic designer has multiple tasks on multiple projects I want to be able to see that information at a glance and not have to drill down to the project level and look at each project to see all the tasks assigned to the graphic designer. Does this functionality exist on Trello?


Answers:
author: Iain Dooley
body: [@Rebecca Arthur](/t5/user/viewprofilepage/user-id/4284085) you might like the new "team table" view that's just been released (you'll need to start you business class trial in order to use this feature)
Butler email automation to address in custom field
Asked by AW:

I am trying to set up an automation to send emails to email addresses in custom fields. However, I am receiving a message saying that the email address is invalid.  
I would like to check if this is a known error?

<br />

Thanks!  

**Butler:** send an email notification to ""{{%Email}}"" with subject "Test mail" and message "Please call me at +12345567789"  

**Error message:**   
Running "Email" on board "My board"

The email address "[removed@gmail.com](mailto:whizagile@gmail.com)" is invalid.  

Screenshot of custom field:  
![Custom field.PNG](/t5/image/serverpage/image-id/132463iC3F1F230DDBD7066/image-size/large?v=v2&px=999 "Custom field.PNG")


Answers:
author: Felix
body: Are there really 2 sets of quotes in the command? If so, you should remove one set, Butler automatically adds the quotes around the "to" field.

So your command should read: send an email notification to "{{%Email}}" with subject "Test mail" and message "Please call me at +xxx"

```
""{{%Email}}"" -> "{{%Email}}"
```

comments: author: AW
body: Thank you! I now see where I went wrong.

I am trying to figure out how I can directly enter the command into butler without using the drop down menus. Can you link me to a resource that might help please?


Tags: butler

custom-field
Is there a way to find a file when attaching from google drive?
Asked by theNaturalist:

When attaching from google drive, Trello provides ALL files and folders I have on my google drive (which is in the 100,000's). There appears no way to limit them to recent or utilize any kind of hierarchical folder structure. My only option to limit the choices is to search based on the name. This slows down my productivity almost to making the option worthless. Is there a way to get Trello to enable navigation to content based on my hierarchical file system or by date????


Answers:
author: Lara
body: Hi there,

Thanks for reaching out!

When you attach a file via Google Drive, you should be able to change the view and select a sorting option in the modal:

![Image 2021-03-09 at 5.02.00 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/133569i7DA00B8F0FB89391/image-size/large?v=v2&px=999 "Image 2021-03-09 at 5.02.00 pm.png")

Let me know if that helps, or if you have any questions!

All the best,

Lara  
The Trello Team


Tags: google-drive
macOS big sur Trello desktop app - links open in a trello window
Asked by James Conway:

Hey all,

Been experiencing this for the past week or so and it's rather irritating.

If I have a card with a link either as text in the description or as an attachment. When I click the link, it opens in a Trello style window rather than my default browser.

Is this a macOS bug or a Trello bug? Is there any solution or workaround apart from 'use your browser to use trello?'

Cheers

James


Answers:
author: Keli
body: Hi James! Hm, that doesn't sound like expected behavior. I had the same problem a few months ago on an older desktop version and reinstalling the desktop app fixed things for me. Do you still see the same problem when you reinstall the app?

comments: author: James Conway
body: Hi [@Keli](/t5/user/viewprofilepage/user-id/2895212) ,

Thanks for confirming its not the expected behaviour. I did a reinstall and get the same behaviour.

See screenshot.

James

![Screenshot 2021-03-09 at 09.28.16.png](https://community.atlassian.com/t5/image/serverpage/image-id/133587iE564522EBCEFBC0F/image-size/large?v=v2&px=999 "Screenshot 2021-03-09 at 09.28.16.png")


author: James Conway
body: Hi [@Keli](/t5/user/viewprofilepage/user-id/2895212)

I have had a moment of inspiration. I *think* this behaviour only occurs with links to any pages within atlassian.com or subdomains, e.g. community.atlassian.com, marketplace.atlassian.com

Are atlassian.com links being managed differently because that's how the trello app manages log-ins and other windows?

Cheers

James


Tags: mac
Power up - campi personalizzati
Asked by Matteo Basile:

Salve, qualcuno sa come mai una volta creati questi campi personalizzati spuntano su tette le schede che ho? Come posso fare per tenerli solo nella scheda che voglio io?


Answers:
author: Vero Rivas
body: Ciao [@Matteo Basile](/t5/user/viewprofilepage/user-id/4198605)

Con le informazioni che commenti, penso che dovresti rivedere le regole dell'addon in modo che si applichi solo a ci? di cui hai bisogno.

Un saluto

comments: author: Matteo Basile
body: thanks for answering me. Could you tell me a video tutors or the steps to edit? Where is this section located?
Prei pro Benutzer
Asked by Lisa Kirchner:

Hallo zusammen

Kann mir einer sagen wie der Preis pro Benutzer bei der Busienss Class zu definieren ist?

Also kostet mein Team 10 $ pro Monat - oder alle 5 Teammitglieder - also 50$ pro Monat?


Answers:
author: Soumyadeep Mandal - SaM
body: Hi [@Lisa Kirchner](/t5/user/viewprofilepage/user-id/4283184)

Welcome to the Atlassian Community!

In the business class plan, if you have 5 members in the team you have to pay for 5 users that is $50!
???????????????
Asked by ????:

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1?????????????

???????????????????????????????????????????????????????????????

??????????????????

??????????????????????????????????????????????????????????????

?????????????????????????????????????????????

????????????????????????????????????????????


Answers:
author: Hana Ku?erov?
body: Hi [@????](/t5/user/viewprofilepage/user-id/4282967) ,

welcome to the Atlassian Community!

I've tried to used translator, but I'm not sure, what you are asking...

Would you please share some screenshots, hopefully it will help me to understand.

Thank you!
When converting a checklist item into a card, the original card name changes
Asked by Frances Brower:

I only have two Butler rules:

1) when an item is added to checklist "Master Task List" by anyone, convert the item to a linked card at the bottom of list "Sorter" using pattern "\[{cardname}\]({cardlink})", and set the card's description to "{boardname}"

2) when the description of a card in list "Sorter" contains "{\*} Case Board", move the card to the bottom of list "Tasks" on board "{wildcard1} Board"

For some reason, whenever I add a checklist item to the Master Task List and the item is converted into a card, the original source card name containing the Master Task List changes to the name of the newly added checklist item. How to I stop this from happening?


Answers:
author: Iain Dooley
body: [@Frances Brower](/t5/user/viewprofilepage/user-id/4121275) another board might have a Butler rule installed that is making the change. Try following these instructions to recover the card description change actions:

<https://help.trello.com/article/783-recovering-the-description-of-a-card-that-has-been-changed>

but instead of:

updateCard:desc

put:

updateCard:name

In the stuff that comes back you can see the username of the "memberCreator" of the action, which will tell you if someone's bot acting on their behalf is changing the name.

comments: author: Frances Brower
body: THANKS! This worked and I was able to find the bot making the change :)
Trello Admin and moving cards
Asked by Samson Solomon:

Hi , I use a trello board . The original creator of the board is no longer here. How do I know I have the admin access ? Also, How do I know if it is a free board or there is subscription(I see a tab "Free" to right of the Team name . Does it confirm it is a fee board

Also, If I start a new Team and board , Is there a way of copying a list from the existing board to the new one (i**ncluding the history**).


Answers:
author: Vero Rivas
body: Hi [@Samson Solomon](/t5/user/viewprofilepage/user-id/4282801)

Look at this posts, maybe can help you

<https://help.trello.com/article/790-making-a-user-an-admin-of-a-board>

<https://help.trello.com/article/768-changing-the-admins-of-a-team-or-board>

<https://help.trello.com/article/802-copying-cards-lists-or-boards>

Cheers
Since I started using teams, I can no longer create personal boards???
Asked by Christian Holden:

Hi!  

I have boards that I just want as personal boards, not a part of a team. But that seems like its no longer an option for me. Can someone explain why that is? Or how I can continue to make personal boards? Thank you!


Answers:
author: Michael Pryor
body: This should have the details:

<https://help.trello.com/article/1241-why-cant-i-create-a-board-outside-of-a-team-anymore>


author: Marleen Ligtenberg
body: Hi I have been having the same issue. Did you find out anything? Thanks!
How can I print the page classification when I export the page to PDF?
Asked by Rafael Costa:

I need print the page classification, but the export don't show this information.

Could you help me?


Answers:
author: Rafael Costa
body: [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) [@Florian Bonniec](/t5/user/viewprofilepage/user-id/495589) the classification is this information on the image. I would like print "INTERNO" too when I export to PDF, but this information not appears in the result.

![confimg.png](https://community.atlassian.com/t5/image/serverpage/image-id/206664i31F66D669E213E58/image-size/large?v=v2&px=999 "confimg.png")

comments: author: Nic Brough -Adaptavist-
body: Ok, what app are you using to provide that field?


author: Nic Brough -Adaptavist-
body: What do you mean by "classification"?


author: Florian Bonniec
body: Hi

Where is set the Classification ?

If you are using an app for this feature you should reach out to their support.

Regards


Tags: confluence-server

export

pdf

server