youngmon/atlassian-qna huggingface dataset:
Separate Board or Separate Card for each project?
Asked by Laura L_ Townsend:

Brand new to Trello, and very "organizationally challenged ".  

I am a solo consultant and I want to keep track of my Contacts (name, title, type, phone, address, meeting dates, etc) then link those contacts to the "projects" I do. I might have multiple projects for one client over time.  

An example of two projects I might do for one client would be "Develop and teach a class on XYZ", or "Make a set of document templates."

I'd like to be able to go to a client and see all my projects for them, or go to a project and see all contacts involved (might or might not just be clients). Go to a client or project and see tasks, but also go to a global task list and see everything I need to do.  

Does anyone have any suggestions on how you would organize this? One card per assignment, with check lists, custom fields, etc. or One board per Assignment? Card per client or board per client?   

After I deliver a product to a client I'd like to to be able to share a board with them so they can log issues they find for me to fix.  

Any suggestions would be helpful -- the "project management" templates I'm seeing seem geared toward big projects with teams of people. I mostly work alone and have my "project planning" is a to-do list. I need to track my calendar, take notes for each project.  

Thanks,


Answers:
author: milynnus
body: [@Laura L_ Townsend](/t5/user/viewprofilepage/user-id/4509864)

In my case, for projects that extends into several weeks, I used a template board and create a board for each client. I work through requirements, report completion and client can comment etc. These are free boards with just one automation to create an invoice on the card which I trigger manually. List represents days where there is work and I archive them when work is completed and paid.   
I have a separate CRM board where I use Contalist for more structured communication via template emails etc.

comments: author: Laura L_ Townsend
body: Thanks! I think I am going to experiment with a separate board for some projects that are ongoing, and a single board with separate cards for small projects that I can do quickly.  

I found a program called everHour that integrates with Trello for tracking time and creating invoices. I notice all my boards show up as projects in it.  

I will look into Contalist - I'm still struggling mentally over how people track all their contacts. I'd like something that synchs with my phone contacts, where I can link contacts to projects, take notes on them, have their phone numbers, job titles, link them to other contacts, calendar events, tasks, etc. But it seems the "contact" portion of most stuff I'm seeing is CRM - moving masses of contacts through a pipeline toward a sale, or very limited - Name and Address only, for invoicing.
portugues
Asked by Luis Henrique Cony:

como utilizar o trello em portugues? so aparece em ingles, ja configurei em dois locais o idioma.


Answers:
author: Huwen Arnone _Deiser_
body: Oi [@Luis Henrique Cony](/t5/user/viewprofilepage/user-id/4510153), clique em [**Configura??es**](http://www.trello.com/my/account "settings") (Settings) e, em seguida, clique em "Alterar idioma" (Change Language).

Voc? tamb?m pode usar o link [@Fabian Lim](/t5/user/viewprofilepage/user-id/3131564) compartilhado.


author: Fabian Lim
body: [@Luis Henrique Cony](/t5/user/viewprofilepage/user-id/4510153)

Instructions: <https://help.trello.com/article/745-is-trello-available-in-other-languages>

Obrigado


Tags: language-pt
Is Trello right for my company's project and task management needs?
Asked by Noah Posnick:

Hi!

First off, thank you in advance to the community for any advice. I've looked through Trello a bit, but I haven't come to any specific conclusion yet, so I'm hoping the Trello users out there can give me some guidance.

I'm looking for a project management and task management solution primarily. I'm currently at a small marketing consultancy of 2 people. We manage marketing projects for our clients and I want to be able to view all of my client and internal projects in a list that can be organized into sections by client and then by status under each client section and preferably color coded by status. I like the boards for some things, but I'm not sure I can get the overarching sorted view of my projects and clients that I need.

Ideally there would be two statuses - one for the phase of the project like "bidding" "in production" or "delivered" and the second for who the project is currently with "Pending with agency" "pending with client" etc. I then also want the ability to sort that list of projects simply by status regardless of client so I can see an overall picture of where projects are at and what needs attention and priority on any given day or week. Then under each project I'd like to be able to set to do's and assign those to myself or my colleague and be able to view the to do list by client, by project, or just overall. Is this all something Trello can do well?

Thanks again


Answers:
author: Huwen Arnone _Deiser_
body: Hello [@Noah Posnick](/t5/user/viewprofilepage/user-id/4509793)

Hopefully, I can give you some insight through my experience (I'm also from a marketing team).

Trello could be a good solution for your team; for being a small one. You probably need to consider this tool could be limited when breaking down the work into sections, as you describe. Also, the monitoring of the information progress sometimes could be a bit chaotic. It all depends on how you choose to structure the information, and that would be on you.

On my team, also small, we start using it, and those were the limitations we found; after that, we move to Jira Data Center.

Initially, Jira could be a bit harsh to understand, but later on, it becomes useful. In your case, I would recommend using the free cloud version.

Whatever the path you choose, my recommendation would be to try the free version of each tool simultaneously, with beta projects on them, and then later on, alongside your team, evaluate the pro and cons of each one and get to choose the one that works better for you.


author: milynnus
body: [@Noah Posnick](/t5/user/viewprofilepage/user-id/4509793)

Personally I used a board per client as the progression varies across clients from requirements to completion reports of various work products. You can also consider extending to have different workspaces since it is quite easily to move boards across. Have a limitation of 10 boards works to my advantage because have 10 concurrent jobs is more than I can manage.   
But I do have a overall CRM board for more structured/scheduled communication using Contalist Power Up.
No strikethrough on completed cards
Asked by Farrah Al-Mansoor:

I created a new board and have items with due dates. When I mark them complete, there is no strikethrough crossing them out. On my existing boards, they do get a strikethrough when marked complete. How do I get the strikethrough on completed cards? (In case it matters, I have the calendar power-up enabled.)![Old.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/155451i0EF1F7E0CB0728D7/image-size/large?v=v2&px=999 "Old.PNG")![New.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/155452iA37CE2B3BA6CDAA4/image-size/large?v=v2&px=999 "New.PNG")


Answers:
author: David Bakkers
body: Hello [@Farrah Al-Mansoor](/t5/user/viewprofilepage/user-id/4509491)

It sounds like the old board has a Butler rule that, when a card is completed, the title of the card is altered by adding some [markdown code](https://help.trello.com/article/821-using-markdown-in-trello) to make the text strikethrough.

This would be easy enough to find out by opening one of the cards that has been completed in the old board and seeing if the card title has the double tildes (\~\~) at the start and end of the title text.

If so, make that rule apply to the new board too.
How to automate a "wait time" step before the next action
Asked by Gigi:

Hi.

Our team wants to set up an automation that looks like:

* When a Card moves to the "Complete" column:
  * Wait 30 Days
  * Archive this Card

And that's it.

How can we achieve this?

Thanks,  
--Gigi


Answers:
author: Felix
body: Hey [@Gigi](/t5/user/viewprofilepage/user-id/4509373)

there's not really a 'wait' functionality, but we do something similar to this, where we make a new list every month, and automatically archive old lists. I wrote up how to do this here: <https://community.atlassian.com/t5/Trello-articles/Automating-cleanup-A-way-to-use-Butler-to-keep-your-board-tidy/ba-p/1685337>

Felix

comments: author: Gigi
body: Hi [@Felix](/t5/user/viewprofilepage/user-id/853253)

Thank you! We are giving this a try. It looks promising!


author: Gigi
body: I tried this; it didn't work. I got this message this morning:

![Screen Shot 2021-09-01 at 9.38.35 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/158480i8ECBBF212169EC41/image-size/large?v=v2&px=999 "Screen Shot 2021-09-01 at 9.38.35 AM.png")

Can you help me figure out what went wrong?

Thank you.


author: Felix
body: If you click through that notification, it should take you to the Butler command log, and tell you why the rule failed to run successfully.

My first guess would be that Butler could not find a list named (exactly) "Complete 2021-08" to archive, or a list named "Complete" to rename.


author: Gigi
body: You are correct! The instructions didn't indicate we needed a list that has the date in it to start out. I will try it again real quick with the renamed Complete list (Complete 2021-08), and let you know.


author: Gigi
body: How do I run the Butler command with the press of a button?


author: Gigi
body: Hi [@Felix](/t5/user/viewprofilepage/user-id/853253) --

Thanks again for your reply. I found the little rocketship. Now, this Butler command is giving me this error:

![Screen Shot 2021-09-01 at 10.04.43 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/158483i3BCF1E36F156041A/image-dimensions/379x152?v=v2 "Screen Shot 2021-09-01 at 10.04.43 AM.png")

What does this mean; do we need *two* complete columns, one dated and the other non-dated? Maybe I have these steps out of order?

Should "Create a new list named Complete" *be before* "Rename list 'Complete' to 'Complete {date-1d\~YYYY-MM}'"? I followed the instructions regarding step placement.

![Screen Shot 2021-09-01 at 10.08.30 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/158485iC8927D64F9B4749E/image-dimensions/607x104?v=v2 "Screen Shot 2021-09-01 at 10.08.30 AM.png")

Thank you.

--Gigi
SOLVED: Automation for updating due dates for checklist task dependencies
Asked by Sandra Walsh:

I figured it out. I had my checklist in Step 2 instead of Step 1.

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

Hello,

<br />

I have set up the Rule below based on [this article](https://help.trello.com/article/1165-task-dependencies).

![2021-08-10_10-25-46.png](https://community.atlassian.com/t5/image/serverpage/image-id/155422iBFBBAA128E60D36C/image-size/large?v=v2&px=999 "2021-08-10_10-25-46.png")

Per the images below, when I change the due date in Step 1, Step 2 due date does not update.

Can you please help me get this working?

Thank you!

Sandra  

![2021-08-10_10-26-22.png](https://community.atlassian.com/t5/image/serverpage/image-id/155424i4DAB0F24BA2A1645/image-size/large?v=v2&px=999 "2021-08-10_10-26-22.png")![2021-08-10_10-27-02.png](https://community.atlassian.com/t5/image/serverpage/image-id/155425iBFC329C60CF219B4/image-size/large?v=v2&px=999 "2021-08-10_10-27-02.png")  


Answers:
author: Rodrigo
body: Solved.


Tags: automation

dependency
Can you filter cards to just view those which have been updated within X timeframe?
Asked by Kieran Thomas:

I need to run regular reports. To aid that, it would be useful to be able to filter a board to only show cards which have had some kind of interaction within a date range.

For example  
\* View all cards moved into the "Completed" column in the last month  
or  
\* View all cards which have been modified between dd/mm/yyyy to dd/mm/yyyy  

<br />

Any ideas if that's possible and/or whether it's only available under certain tariffs/plans?  

Thanks


Answers:
author: Kieran Thomas
body: Thanks Andrea.  

Is there a cheat sheet of what options are available (i.e. if I want to only view change in certain columns, or if I want the month to be a specific month (i.e. August) as opposed to last 28 days)  

In terms of the rendering (in case it helps), in some other tools I've used, when you perform a filter, it greys out (or hides) cards which don't match that criteria. That's a fantastic way to be able to see each of the remaining cards in-situ, so if you ever do update the filter option, I just thought I'd share that in case it provides a nice solution :-)  

Thanks again  
Kieran

comments: author: Andrea Crawford
body: [This help page](https://help.trello.com/article/808-searching-for-cards-all-boards) lists all the search operators you can use in the global search. I'm not sure this will achieve exactly what you're after, but I hope it helps. Perhaps someone else knows a better solution and can jump in with another answer.


author: Andrea Crawford
body: Hi Kieran!   

This might not be the perfect solution, but you can get some of what you need using some of the global search features. Try typing something like this in the search bar at the top of your screen:

edited:day board:"Name of your board"

![Screen Shot 2021-08-10 at 9.17.15 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/155443i9B46E227644A8A34/image-size/large?v=v2&px=999 "Screen Shot 2021-08-10 at 9.17.15 AM.png")
alerts for due-dates in checklist
Asked by Mike Saunders:

I have built checklists in cards with due-dates and assigned myself to them, but I am not getting a reminder or alert when they are due...how can I get alerted when a checklist item is due?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi Mike! For the moment, Trello doesn't have a native way of achieving this. I definitely think it's a needed feature, so I'd reach out to Trello and request it as a feature. The only way to see your upcoming check-items is in the "Home" section of Trello under "My Items".

comments: author: James Michaelides
body: Any update with this feature? I'm looking to do the same as keep missing the tasks as are not getting notified. Can you use Butler to do it?


author: Hannah Humbert - Simpla Workflows
body: [@James Michaelides](/t5/user/viewprofilepage/user-id/4964027) I don't have much insight with this one, but you can reach out to Trello directly here and ask the team: <https://trello.com/contact#/> I can't see anything on the roadmap (<https://www.atlassian.com/roadmap/cloud?selectedProduct=trello>) but they might be able to tell you if it's something they're prioritizing for the future!


author: James Michaelides
body: OK, thanks for the update. Searched everywhere and couldn't find anywhere they do the option. Surprised they have not incorporated it yet so will reach out to them. Thanks for getting back to me with this.
How do I move guest workspaces into my workspace?
Asked by Terry Boes:

I upgraded my workspace to Business, but my guest workspaces don't have the same functions, although it says I can move them into it, it doesnt tell me how.


Answers:
author: Andrea Crawford
body: Hi Terry,

Are you trying to move boards from your non-Business workspace(s) into your Business Workspace? If so, this article may help. <https://help.trello.com/article/752-changing-the-workspace-to-which-a-board-belongs>
Butler is it possible to select only a part of the "{commenttext}"
Asked by Dirk N:

Heyo.  

I had a quick question.  
Is it possible to select only a part of the {commenttext} when using butler.   
For example: I have a Rule made that if I make a comment starting with: "\[I\]" It automatically makes a inactivity notice of said person. Now I want to make it that if I do \[I\] 08/12/2021 that it automatically sets the due date to that date. Is this possible since I am not able to find it anywhere. For example allot of softwares use: {commenttext}\[1\] to only select the first part.  

Hope you all can help me out :)


Answers:
author: Lara
body: Hi Dirk,

Thanks for reaching out!

You could achieve by including a wildcard in your command, in combination with setting up [Custom Fields](https://help.trello.com/article/1067-using-the-custom-fields-power-up) (as there currently is no way to set a card's due date in relation to comment content).

For example:
> when a comment containing "\[l\] {\*}" is posted to a card, set custom field "Date" to "{wildcard1}", and set due date on the date in custom field "Date"

With this command, when you enter a comment like "\[l\] 08/12/2021", the Custom Field would be set to Dec 8 11:59pm.

Let us know if we can be of any more help, and have a great rest of your day.

All the best,

Lara  
The Trello Team


Tags: butler
Why is a normal user able to view Private boards they are not part of?
Asked by Malene Lunde Einarsen:

I've been notified by a normal (workspace) user that he is able to view all private boards in the workspace, despite not being added to these boards. I'm somewhat unfamiliar with Trello, but I understood that you had to be added to a private board to be able to view/interact with it. Using Trello Business.

How can I fix this?


Answers:
author: Andrea Crawford
body: Can you double check the visibility on these boards? "Workspace visible" boards should be visible to any Workspace member, but "Private" should not. I believe the default visibility is "Workspace visible."

This article may help: <https://help.trello.com/article/789-changing-the-visibility-of-a-board-to-public-private-or-workspace>

![Screen Shot 2021-08-10 at 9.23.08 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/155444iA9FA4C0828D71788/image-size/large?v=v2&px=999 "Screen Shot 2021-08-10 at 9.23.08 AM.png")

comments: author: Malene Lunde Einarsen
body: Every board is set to Private (and only 2-3 admins can choose otherwise). ![Trello Private.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/155696i01D59B78D1B7E8E2/image-size/large?v=v2&px=999 "Trello Private.JPG")


author: Andrea Crawford
body: Malene, that does not look like the expected behavior. I suggest reaching out to Trello support at <https://trello.com/contact>.


author: Malene Lunde Einarsen
body: Unfortunately I have been unable to submit tickets all week due to "Support Service Connection Issue".


author: Blair at Atlassian
body: Hi Malene,

We received your support ticket and will be responding momentarily to work through this with you!

Thank you,

The Trello Support team


Tags: jira-work-management

permission

privacy
Any thoughts on using trello for protocolling construction defects
Asked by Michael W?rzinger:

Hi,

we are a property management and are using trello for many aspects yet. Mainly as a checklist to-do to minimize errors in steady mercantile processes for

Now we're looking for a solution to document our yearly inspection. The steps are each buliding the same: For each building there are main threads like roof or garage and inside these threads there should be a checklist system that asks me ie. if the roof is close or the roof drainage is free of items. If not we'd like to make a photo to a No in checklist. After haveing checked all the steps we'd like to export this inspection as a pdf and share with our owners or renters.

It would be great if you have any idea for us how to get something like above mentioned realized.

Regards

Michael


Answers:
author: Alex W
body: Hi Michael,

As no one has commented with any suggestions yet, I recommend having a look at our [Template Library](https://trello.com/templates) - there might be one similar to what you're thinking about that can help.

Finding an Atlassian Partner might also be beneficial in your case. [Solution Partners](https://www.atlassian.com/partners/search?page=1) specialise in tailored demonstrations and/or consultations, training, hands-on configuration and custom development of our products.

Cheers,  
Alex
How can I move several cards with the same label to a separate list at once?
Asked by rum035l:

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

??????? ? ?????? ????????? ????????, ? ??? ??????????? ?????????? ?????. ? ?????? ???? ????? ?????? ???????? ? ?????? ?????.

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

? ?????? ???????? ?????? 1 ?????.

???????? ????????? 100

<https://yadi.sk/i/kelEDRgdZxy7Cw>

?? ????????? ?????, ??? ??? ????? ????????? ????????? ???????? ? ?????? "??????" ? ?????? ??????.

How can I move several cards with the same label to a separate list at once? There are several cards in the list, they have the same label. there are many different cards and different labels in the list.

I need to move cards with only one specific label to a separate list

Each card has only 1 label.

There are several cards 100

<https://yadi.sk/i/kelEDRgdZxy7Cw>

The screenshot shows that I need to transfer several cards labeled "work" to another list.


Answers:
author: milynnus
body: [@rum035l](/t5/user/viewprofilepage/user-id/4508731)

You will need to use the collect card action under "cascade" (last action) to gather all the cards with the blue label into a checklist as links and iterate through each card through the checklist items with a move.

comments: author: rum035l
body: Thank you so much for the answer, but unfortunately I can't figure out how to do this. Could you show it in the screenshots, step by step. On a small concrete example.

???????? ??????? ?? ?????, ?? ? ? ????????? ?? ???? ??????, ??? ??? ???????. ????? ?? ?? ???????? ?? ??????????, ????????. ?? ????????? ?????????? ???????.


author: milynnus
body: [@rum035l](/t5/user/viewprofilepage/user-id/4508731)

This is an example using a card button

![Screen Shot 2021-08-10 at 10.22.38 PM.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/155419i53E1BFAD7D35D746/image-size/large?v=v2&px=999 "Screen Shot 2021-08-10 at 10.22.38 PM.jpg")
Cr?er diff?rents espaces de travail
Asked by Val?rie:

Bonjour

Je d?bute avec trello sur Samsung et je ne trouve pas comment cr?er plusieurs espaces de travail diff?rents.

Merci pour votre aide.


Answers:
author: Vero Rivas
body: Hi [@Val?rie](/t5/user/viewprofilepage/user-id/4508694)

Look at this post

<https://community.atlassian.com/t5/Trello-questions/Create-new-workspace-from-android-app/qaq-p/1726118>

Regards
adding members
Asked by Chaya Esther Ort:

What are the abilities and limitations of assigning tasks, and adding members on the free plan?

There seems to be conflicting information. Here it says that the Free Trello workspace members. and boards

Elsewhere is says that the free plan does not allow members and adding a collaborator is limited to one per board.

I'm just getting started. I a sole proprieter with 2 part time employees who I want to collaborate with.

![Screen Shot 2021-08-10 at 10.21.29.png](https://community.atlassian.com/t5/image/serverpage/image-id/155358i15DC8CBD899B56B9/image-size/large?v=v2&px=999 "Screen Shot 2021-08-10 at 10.21.29.png")


Answers:
author: marin
body: Hi [@Chaya Esther Ort](/t5/user/viewprofilepage/user-id/4507464) , I am not a Trello support person, but have been using Trello for many years now (with both Free and Business plans) and think I can answer your question.

Basically, you can start using Trello for free together with your employees and stay on that Free plan forever. Only if you need some additional features you might want to upgrade.

Here is a link with the difference in features on the Free vs the other paid plans:

<https://trello.com/en/pricing>

comments: author: Chaya Esther Ort
body: Thank you!