youngmon/atlassian-qna huggingface dataset:
Mutiple Accounts
Asked by David_Amour:

I have separate Trello accounts. A personal one, one for one work place, one for another work place etc.

I am constantly receiving emails saysing something like

"Starting in April, Trello accounts can only have one linked email address, so we want to make sure we have the right one for the account you created on 1 April 2020" (Or some other date)

Does this mean I can no longer have multiple accounts?


Answers:
author: Iain Dooley
body: [@David_Amour](/t5/user/viewprofilepage/user-id/2684741) that email is prompting you to login, confirm which the primary email address is on the account, and then convert your Trello account to an Atlassian account, it will need to be done at some point for each account.

If your accounts are separate email addresses anyway, just login to each and update to an Atlassian account.

comments: author: David_Amour
body: Ok thanks


author: Soumyadeep Mandal
body: Hi [@David_Amour](/t5/user/viewprofilepage/user-id/2684741) ,

You can have multiple accounts but for that, you will require different email addresses.

comments: author: David_Amour
body: Ok thanks, so you know what my email addresses are, so why keep asking me what they are?


author: Soumyadeep Mandal
body: I don't know the email addresses but you might have linked multiple email id linked with one account that why you are receiving that kind of email.

You can also contact the Trello team <https://trello.com/contact>


author: David_Amour
body: Can I ignore these emails then? Will things carry on working ok?


author: Soumyadeep Mandal
body: I'll say that it's better to verify with the Trello team. Just contact them <https://trello.com/contact> and make sure to attach the screenshot of the email!
Any suggestions on how to generate forms from my fields in Trello?
Asked by Denise Lang:

I have a number of custom fields on my cards in Trello. I would like to have 4 different forms that could be generated using the information from these custom fields, or show that information from those fields is missing. For example, one of the fields in Quantity. One of the forms I need a client sign off form. I want to click something that would generate that form using certain fields I've specified, including the quantity field, that would show what the quantity is I'm printing, or that it is blank and I need that information from my client (once they receive this form). I'd like the form to be able to be a pdf. Is there any feature like this in Trello or as a plug in? I've seen some forms that will take info and create a card, but I want to go the other way: create a form from a card. Thanks!


Answers:
author: Soumyadeep Mandal
body: Hi [@Denise Lang](/t5/user/viewprofilepage/user-id/3588362) ,

Please visit the below links and make sure which of these two links will work for you and follow the steps! I hope your problem will be solved! It will help you to export data as well as visualize data/information on the board!

<https://trello.com/power-ups/5c9418019e56bd8abf98d83f/board-export-excel-csv-pdf>

<https://zapier.com/apps/google-forms/integrations/trello>


author: Iain Dooley
body: [@Denise Lang](/t5/user/viewprofilepage/user-id/3588362) you can print Trello cards and save as a PDF, that will show you which fields are empty.

How are people going to interact with the form if it's a PDF?

You could create a Google Form dynamically from custom fields on the card using the API. It's not trivial but it's not too difficult. You could do it with Trellinator which you can read about here:

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


Tags: custom-field

forms
Is advanced search in Trello possible?
Asked by Kevin W:

Hi,

I am trying to use advanced search syntax in the Trello search, but it does not seem to work. I have read the Trello page on search, but it does not have logic statements: <https://help.trello.com/article/808-searching-for-cards-all-boards>. I also saw this information on the Jira search that does include advanced search: <https://support.atlassian.com/jira-core-cloud/docs/search-syntax-for-text-fields/>

Particularly, I would like to search using OR and AND statements with groups. For example, I would like to see all cards that are mine or have no members and are overdue, so I should be able to search "(-member OR [@Kevin Read](/t5/user/viewprofilepage/user-id/237756)) AND due:overdue" but this does not work. Is it possible to do more advanced search in Trello?

Thank you.


Answers:
author: Iain Dooley
body: [@Kevin W](/t5/user/viewprofilepage/user-id/3917714) the logic in the trello search across all boards is always "and" (when you search/filter within a board it's "or"). You'd have to just do 2 searches. BTW to negate any members you need to use -has:members

comments: author: Kevin W
body: Thank you for your reply. I understand your answer. I wish we could use OR logic across boards.

<br />

My goal using advanced search is to create my version of a dashboard with all my cards (and cards that have no member, which are generally mine) that are overdue or due in the next day. I like Trello, but the reason I have not adopted it for my departments is that there is no go way to see everything I need to do across all my boards. I need that top level view of tasks needing attention.


author: Iain Dooley
body: [@Kevin W](/t5/user/viewprofilepage/user-id/3917714) I found the same problem, which is one of the reasons I built BenkoBoard:

<https://trello.com/integrations/#benkoboard>

it creates a single board where all cards you're added to reside, linked back to the original, so you can prioritise your tasks across all boards (like an enhanced Cards view). It also unwatches cards you're added to so you only get notified about being added to a card, mentioned in a comment or removed, and has Gmail integration so you can send and receive emails from within Trello.

If you also need to periodically fetch all cards across all boards that have no members, and maybe add yourself to them so they go back to your BenkoBoard, and then also add yourself to any overdue cards at the same time, you could have this Trellinator function run every day at 7am, for example:

<https://gist.github.com/iaindooley/3de63f494b3cdeda6583c5910f720d8a>

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>
Trello - SalesForce power-up not showing details, only link to SFDC opportunity
Asked by Sean Fay:

Having an issue where the power-up is only showing links to the opportunities in SFDC but not the details as is seen in the help articles here. Is this a configuration issue on SF?

Any help would be appreciated, thanks!


Answers:
author: Antonio Panea
body: Hi [@Sean Fay](/t5/user/viewprofilepage/user-id/3903136) ,

the purpose of installing this Power-Up ids because you would like to use Trello as a CRM?

Cheers

Toni

comments: author: Sean Fay
body: Not necessarily to use it as a CRM, but I would like to be able to track deals I am working and see summary information that stays current rather than having to manually update it in Trello every couple of days.

Again, I am following the instructions in the help/how-to, and it shows in the screenshots summary fields, yet when I try to use it, all I get is the link to the opportunity.

Hope that helps.

Thanks

<br />

Sean


author: Antonio Panea
body: Hi [@Sean Fay](/t5/user/viewprofilepage/user-id/3903136) ,

Maybe you could give a try to [Crmble Power-Up](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble) . Is a super lightweight CRM for Trello with a lot of cool features, and it is free!

Cheers

Toni


author: Sean Fay
body: Toni,

Thanks for the suggestion, but as I indicated, I am not looking for Trello to act as a CRM for me, I am tracking opportunities and the work I do on them. I really just want to see summary information about an opportunity within my Trello card, if that feature no longer works the way it is described in the documentation, that is fine.

Thanks

Sean


Tags: salesforce
How to filter cards by value from the drop-down list of a user field?
Asked by konstantin_vasilyev:

We know how to sort cards by the value of the user field with the text type. Is it possible to sort cards by the value of a user field with the type "drop-down list"? If possible, then how to do it?


Answers:
author: Iain Dooley
body: [@konstantin_vasilyev](/t5/user/viewprofilepage/user-id/3918210) yep you can use Butler to sort lists based on dropdown custom fields:

![2020-05-13 at 11.43 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/94696i321C8AE9DE8A3B26/image-size/large?v=v2&px=999 "2020-05-13 at 11.43 pm.png")


author: konstantin_vasilyev
body: Thank you very much for your answer
I need a check sheet to be created from the letter
Asked by Roman:

Hi  
I need a check sheet to be created from the letter

eg  
The letter indicates:  
1. Task number 1  
2. Task number 2  
3. Task number 3

when a letter is sent to Trello, a checklist is created

V Task number 1  
V Task number 2  
V Task number 3


Answers:
author: Iain Dooley
body: [@Roman](/t5/user/viewprofilepage/user-id/3918041) do you mean you want to create a checklist by sending an email?

comments: author: Roman
body: yes


author: Iain Dooley
body: [@Roman](/t5/user/viewprofilepage/user-id/3918041) you could do this with Butler:

![2020-05-14 at 11.22 am.png](https://community.atlassian.com/t5/image/serverpage/image-id/94820iB0E8B79C0EE91904/image-size/large?v=v2&px=999 "2020-05-14 at 11.22 am.png")


author: Roman
body: thank  
but the name of the elements of the checklist should be created from the entries in the letter


author: Iain Dooley
body: [@Roman](/t5/user/viewprofilepage/user-id/3918041) there's no way to do that with Butler, but you could do it directly with the API, it might be a bit complicated, the simpler solution would just be to copy the description of the email and then past it into a checklist, it'll create an item for each line in the text
Order of boards
Asked by Anna_Carling:

Hi can you change the order of the boards on homepage (where you see all the boards) thanks


Answers:
author: PivotThink
body: I click the star on all my boards that I use often. You can do this from the board itself (upper left corner) or when viewing the home page. Easiest as a beginner to do it from the home page. The board will jump to the top and then you can arrange the boards in whatever order you want. Also then the Board dropdown (while viewing a board) will also now be in the order you created.


author: manuelgeek
body: [@Anna_Carling](/t5/user/viewprofilepage/user-id/3917792)

On Trello home, the boards are arranged in an alphabetical order, so you cannot not.  
However you car star cards and introduce stared boards column. Under this column, you can drag the boards to arrange them

comments: author: Anna_Carling
body: Thanks it worked
view only url to board
Asked by Jordan Friedman:

Hi there! using Trello as my employee handbook and i am trying to set up linking company.com/handbook to point to my trello handbook board

it seems the only way to do this is make the board public so it's view only by link. Is there no way to still make board private but people who have link can view?

I only use Trello for the handbook so i don't need employees to make trello accounts

thanks!


Answers:
author: Iain Dooley
body: [@Jordan Friedman](/t5/user/viewprofilepage/user-id/3917771) there's no way to do it without them having to create a Trello account, they have to either be a member of the board or be a member of the team with permissions on the board set to team viewable (you can prevent people from joining/modifying the board).
Able to recover deleted items
Asked by ldietz:

If something was deleted, is there a way to view history or recover ?


Answers:
author: manuelgeek
body: [@ldietz](/t5/user/viewprofilepage/user-id/3917710)

If you check on the right side menu on Trello, on Menu, there's a menu option ...more, if you click on it, you'll see Archived Items, just below Settings and Labels.  
You can recover deleted items from there, or permanently delete them.  
This only happens when you Archive, when you deleted, then that's not recoverable

comments: author: Gabriella Turbiani
body: Hi [@ldietz](/t5/user/viewprofilepage/user-id/3917710) , i'm looking for the same thing, but Archived items isn't there anymore.

I have archived a list and I can't find it anymore...

![Screenshot 2020-05-13 08.40.27.png](https://community.atlassian.com/t5/image/serverpage/image-id/94659i1947D55069FBD66A/image-size/large?v=v2&px=999 "Screenshot 2020-05-13 08.40.27.png")Configura??es is Settings and there's nothing below it. :/


author: Gabriella Turbiani
body: Forget it, i've just found out how!
Why can't I move an open card?
Asked by Sean_O_Connor:

Why can't I move an open card? Why does the open card block everything behind it? and doesn't move? Sometimes I need to see the other cards for reference but everything is obscured by the open card.


Answers:
author: Iain Dooley
body: [@Sean_O_Connor](/t5/user/viewprofilepage/user-id/3914225) you can move an open card in two ways:

1) Using the list menu at the top of the card:

![2020-05-13 at 11.56 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/94700iFC6970C58E1172E9/image-size/large?v=v2&px=999 "2020-05-13 at 11.56 pm.png")

2) Using the \< and \> keyboard shortcuts (these work when viewing the card back or hovering over the front of the card), you can read more about Trello keyboard shortcuts here:

<https://trello.com/shortcuts>


author: manuelgeek
body: Hello [@Sean_O_Connor](/t5/user/viewprofilepage/user-id/3914225) ,

If you realize, on every card opened in Trello, the URL in the URL bar changes. This means that the card modal is on a different URL(page), the modal has a modal overlay which is transparent letting you see the whole board, but they are not on the same page.  
Closing the card modal also takes you back to the previous page in this case the board
How to show multiple days on a card/calendar?
Asked by Derek Estep:

Is there any way to show multiple days linked to one card. I am trying to have a card for my fabrication schedule (ie order materials on Monday, begin fab on Wednesday, deliver on Friday). Can anyone help me find a solution.?


Answers:
author: Iain Dooley
body: [@Derek Estep](/t5/user/viewprofilepage/user-id/3917688) you can either add multiple custom fields with date types, or you could link multiple cards to the same card, or you could set due dates on checklist items (if you have business class).

comments: author: Derek Estep
body: Does adding due dates on the checklist item have the one card show up on multiple days or does each day need a new card with the original card tagged?


author: Iain Dooley
body: [@Derek Estep](/t5/user/viewprofilepage/user-id/3917688) I'm not sure how due dates on checklist items interact with the calendar view, if you have multiple cards linked to a single master they will of course show up in the calendar view.


author: Derek Estep
body: I got ya. Thank for your help. I'm trying to have an interactive calendar for my fab shop that is on a tv screen so they know what jobs are coming up and what they are working on. Maybe outlook calendar or google calendar is better for displaying that, although I was hoping to have it located in one spot.


author: Iain Dooley
body: [@Derek Estep](/t5/user/viewprofilepage/user-id/3917688) what would probably work best then is creating a "master" for each job, then sub-tasking out each step in a separate card with separate due dates as I have outlined here:

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

then put those cards with their due dates into lists, maybe separating out each list by "team" or part of production, and just sort the lists by due date ascending so the work queue is visible and each team (or maybe each person) can see what to work on now and what's coming up.

I don't think a calendar is the best format for that.


author: Lori Kayser
body: Trello needs to create an enhancement to the calendar view that allows an item to be shown on multiple dates. For example we are tracking open enrollment, I "open enrollment" to be shown on the range of dates 7/1 through 8/30.
Main contact person for Atlassian
Asked by Barbara Coapland:

Trello Customer Service:

I clicked on the "Get Started" Button and have no idea where to go from there.

Please let me know if you can take care of this or have someone walk me through how to change it from your directions. It is unclear.

Thanks very much.

Barbara J. Coapland


Answers:
author: Nic Brough -Adaptavist-
body: I am afraid we are not support, we are community of end-users of Atlassian software. We have no access to any of the details of any Atlassian accounts.

There are some Atlassians here, but there's no guarantee any of them will see or pick up any question here.

You'll need to log in with the account that set up your Trello and use the account maintenance on that to add other people as owners/admins

comments: author: Barbara Coapland
body: Thanks.


author: Erica Moss
body: [@Barbara Coapland](/t5/user/viewprofilepage/user-id/3917654) I went ahead and removed the email addresses from this post, as it's best to not share those publicly. Do check out the guide Iain shared above, and [peruse some of these awesome templates](https://trello.com/templates) to get you started.


author: Iain Dooley
body: [@Barbara Coapland](/t5/user/viewprofilepage/user-id/3917654) It might be an idea to remove the email addresses etc. from the post above. If you need to contact support, you can go back to trello.com/contact and submit a support ticket there rather than asking here in the community.

It sounds like you probably want to invite those people to your team, then create one or more boards in the team and invite those members to it.

Have a look at the basics here:

<https://trello.com/en-AU/guide/trello-101>
Live Trello Demo
Asked by Leanne Binsell:

Hello Trello Team

Is it possible to schedule a time to have a call with my team to go over the features of trello. My team has a bunch of questions and I feel going over best practices would be the best way to go.

Thanks in advance

Leanne


Answers:
author: manuelgeek
body: [@Leanne Binsell](/t5/user/viewprofilepage/user-id/3917543)

You can contact Trello directly from here [Contact](https://trello.com/contact?nosearch=1&source=from%20helpsite%20beacon#/ "Contact") .   

Meanwhile you can refer to this presentation I previously did to get you started  
[Presentation Slide](https://docs.google.com/presentation/d/19NYwbfbs2wbRwKtIa2kpDDQR80UFrmJNBBeHCrs3HTw/edit?usp=sharing "Presentation Slide")


author: Iain Dooley
body: [@Leanne Binsell](/t5/user/viewprofilepage/user-id/3917543) If you are on Business Class or Enterprise you get priority support but I'm not sure they do on-boarding calls.

I run a Trello consulting company so if you can't get what you need from online resources you can get in touch with me on iain@benkodesk.com
Why my notes (my cards) are disappeared
Asked by han hui Jiang:

I took notes on a card and this card totally disappeared. I checked my activity and looks like I didn't take that notes or add that card at all. Just like nothing happened. I am sure I did it because I took measurements of each room of a house. I created a list and add a card for each floor. The card for the second floor disappeared but I did spend 10 minutes to take measurements and record on the card. Even I search for some words


Answers:
author: Iain Dooley
body: [@han hui Jiang](/t5/user/viewprofilepage/user-id/3917409) what device/platform were you using? Was this on iOS/Android? You might be able to see unsynched changes in the synch queue under the account menu ...


author: Michael Pryor
body: Maybe this helps: <https://help.trello.com/article/783-recovering-the-description-of-a-card-that-has-been-changed>


author: manuelgeek
body: [@han hui Jiang](/t5/user/viewprofilepage/user-id/3917409) this totally new to me, but you could try checking items archived just in case you accidentally archived the card
Can I link a client to trello to deliver images and contents to him?
Asked by Monica:

I would like to deliver ready jobs to clients. It is possible to give parcial access?


Answers:
author: Iain Dooley
body: [@Monica](/t5/user/viewprofilepage/user-id/3917523) if you have Business class you can add them as an Observer to the board:

<https://help.trello.com/article/732-adding-observers-to-boards>
Muy buenas tardes!! :) C?mo integro toggl en trello?? Muchas gracias!!!
Asked by Irene Garrido Calder?n:

No soy capaz de integrar Toggl en Trello.

He instalado la extensi?n para Chrome pero de ah? no paso....

Me pod?is ayudar??

Mil millones de gracias!!!


Answers:
author: Soumyadeep Mandal
body: [@Irene Garrido Calder?n](/t5/user/viewprofilepage/user-id/3917464)

Welcome to the community!

Visit the below link and follow the steps and install zapier power-up. I hope it will solve your problem!

<https://zapier.com/apps/toggl/integrations/trello>
Workflow Question
Asked by Sparkk TV:

I am a die-hard Apple user. And I currently use a combo of Apple Reminders with apple Notes for all my projects and to-dos for both personal \& my business. I've always wanted to try Trello but I am unsure how to use it alongside Apple Reminders \& Notes for my workflow.

Does anyone have any experience or thoughts on how I could integrate Trello into my daily workflow for my business but still use Apple Reminders \& Notes also? Has anyone done this or have an example of how it can be done?


Answers:
author: Iain Dooley
body: [@Sparkk TV](/t5/user/viewprofilepage/user-id/3917421) I used to use IFTTT to connect reminders to Trello but it takes hours for the integration to run. I also found problems using Siri to create reminders because it frequently interprets dates/times/names as contacts and due dates for the reminders which is almost never what I want to do.

Now what I do is use Siri shortcuts to create trello cards and use dictation to set the title of the card (this only just started working recently, I think in iOS 12, Shortcuts wasn't able to do it completely hands free before that).
How can be referenced a part of the team under the same @?
Asked by Luis David ?lvarez:

Hi all and thanks -in advance- for your help.

Imagine that you have a team with 20 members (for instance). 5 of those members are from Technical Department (for instance).  

If a member of the Tech Dep needs to warn his colleagues, he should refer using @userr1, [@User2](/t5/user/viewprofilepage/user-id/1560862), [@user3](/t5/user/viewprofilepage/user-id/1325444) and @user4 (he can not use @board, of course,)

Is there some way to do a '@tech' and that group including [@user1](/t5/user/viewprofilepage/user-id/1219223) to [@user5](/t5/user/viewprofilepage/user-id/300215).

Thanks a lot.

Best.


Answers:
author: Michael Pryor
body: Hi! No right now we don't have that capability. Just @board

comments: author: Luis David ?lvarez
body: OK, thanks a lot. This could be a 'to do' feature, I think it could be pretty interesting when a team has a medium size.


author: manuelgeek
body: [@Luis David ?lvarez](/t5/user/viewprofilepage/user-id/3917326) in trello, I don't really this users can be organized to teams. But assuming all users in the card are from the same department, you can notify all members in the card by @card . this will notify all the members in the card.

comments: author: Luis David ?lvarez
body: That assumption is the one that would be great to be overtaken. Is the availability to have teams (as a unique group) but then a subdivision into a team. Thanks for your information about @card in any case. Thanks a lot.


author: manuelgeek
body: I'm glad I was able to help. Pleasure