youngmon/atlassian-qna huggingface dataset:
How do I add tasks to my bullets without it being applied to the entire left column panel?
Asked by Heather:

I have a 2/3 left column and 1/3 right column layout in Confluence. Recently, when I click the "task list" item to add a checkmark for a sub-bullet, it adds the checkmark on my sub-bullet but **also** indents the entire left column in and puts a task list checkmark for the entire left column. How do I prevent this from happening? I just want the sub-bullet checkmarks. This didn't use to be the behavior, and my completed tasks from the past are still working below.

![Checkmark for entire left column.png](/t5/image/serverpage/image-id/239103i3726C2CB374DCDCB/image-size/large?v=v2&px=999 "Checkmark for entire left column.png")


Answers:
author: Brant Schroeder
body: [@Heather](/t5/user/viewprofilepage/user-id/5142271) welcome to the Atlassian community

Did you copy and paste any of the lists from another application? Is it doing this on all of the lists on different pages or just this one?

comments: author: Heather
body: Hi Brant,

This only happens on certain pages, I am not copy-pasting from another application. Just when I already have a page with bullets, sub-bullets, and tasks already that when I go to add another task it sometimes indents the whole existing page as a task. Thank you!


author: Brant Schroeder
body: [@Heather](/t5/user/viewprofilepage/user-id/5142271) are the pages that are having the errors using the old editor?


author: Heather
body: Hi Brant,

My company is using Confluence 7.19.2. I just tried it again, and I have a date, then under that an ordinary bullet, and made a sub-bullet which I turned into a Task check mark and it indented the whole page again.


author: Brant Schroeder
body: [@Heather](/t5/user/viewprofilepage/user-id/5142271) Thanks for the additional information. So you are on server. I would suggest highlighting the content and using the clear formatting and see if that fixes the issue on the pages that are experiencing the problem.


Tags: cloud

confluence-cloud

task
Automate copy card to checklist
Asked by Tim King:

I need to automate a way to copy a card and move it to a checklist on another card. It does not make sense to have to copy and paste the URL to an item on the checklist.


Answers:
author: milynnus
body: [@Tim King](/t5/user/viewprofilepage/user-id/4741959)

My guess is that you want to create an item in a checklist on another card that points back to the card. What you do is that you use the variable {cardlink} as the item name.   

reading this will help

<https://help.trello.com/article/1157-variables#variables-with-specific-triggers>

comments: author: Tim King
body: That's a good start, but want I want is to add a card as an 'item' on a checklist (on another list and card)

I see I can duplicate/move cards to another list and automate an item to a card, but nothing that does what I describe above.

Right now, I have to duplicate checking a card due date complete and an item on a checklist on another card checked off. that's a lot of checking...


author: milynnus
body: [@Tim King](/t5/user/viewprofilepage/user-id/4741959)

Once you have the item -\> card and card -\>card (with the item) you can automate completion regardless of where the cards are on your board or another board.


author: Tim King
body: thanks for hanging in there with me.

I don't start with the item. I start with a card. I want to automate copying an existing card and converting it to a checklist 'item' on another card.

None of the actions in the 'Create a Card Button' seem to do this:

card -\> card, checklist, item in the checklist.

Am I looking in the wrong place for the automation? I don't see a Rule I can set either.
How can a checklist item's linked card inherit a field value from the card to which it is linked?
Asked by Andy McAfee:

I am new to Trello, and perhaps this scenario is complex, but I am trying to figure out how to implement an Identifier that links all my dependency tasks to my parent task taking into consideration multiple tiers of dependencies, and I am trying to avoid 3rd party Trello Powerups.  

I wanted to architect a dependency system for card relationships, and I found this article which is beneficial:  
<https://help.trello.com/article/1165-task-dependencies>

I have implemented this system successfully, but I would like to take this one step further and introduce a custom field (text field called "Parent Card ID") that stores the card's {cardid}.  

Workflow example:  
1. Create Parent Card called "Project 1"  
2. Populate custom field "Parent Card ID" with {cardid}.  
3. Add "Task 1" item to "Sub-tasks" checklist in card "Project 1" and linked card is automatically created.  
4. Add "Task 2" checklist item to the "Task 1" card created in Step 3 and linked card is automatically created.  

The above scenario illustrates a family tree of dependencies (Parent =\> Child =\> Grandchild). All 4 steps are working correctly. My questions are regarding Steps 3 and 4... How can I utilize Butler to populate these dependency cards with the custom field "Parent Card ID" value from the highest level ancestor card?


Answers:
author: milynnus
body: [@Andy McAfee](/t5/user/viewprofilepage/user-id/4765270)

If you are keen I have a private video that has that working on 3 boards. My contact details are on my profile page.   

It used only Trello automation.

comments: author: Andy McAfee
body: [@milynnus](/t5/user/viewprofilepage/user-id/3947182)

I figured it out! I got the idea from one of your other posts on this Community. Thanks!

I ended up implementing the following commands to accomplish this (perhaps there is a better way?)

1. when the red "Project" label is added to a card without the red "Subtask" label, set the card's description to "{carddescription} \\n\\n Parent Card ID: {cardid}", and set custom field "Parent Card ID" to "{cardid}".

2. when an item is added to checklist "Sub-tasks", convert the item to a linked card copying labels and members, add the red "Subtask" label to the card, rename the card to "{cardname} - Subtask", lookup the first card linked in the attachments, and set the card's description to "{foundcarddescription}"

3. when a card with the red "Subtask" label with custom field "Parent Card ID" cleared with a description containing "Parent Card ID: {\*}" is added to the board, set custom field "Parent Card ID" to "{wildcard1}"


Tags: dependency

hierarchy

inherit

link

sub-task
Automate sending email address of new card
Asked by Blanche Brantley:

I am trying to set up as much automation as I can within Trello.

One thing I need is when a new card is created in a certain list, an email would be created, sending the name of the card and the email address for this card, so people can send emails to that card.

Maybe there is a different way to do this. We are in a production environment, and want to use Trello to set up a job, then when someone has changes to the job, they can send an email to the card, and the card would send an email to the appropriate person.

To do that, we would need to notify people of the card's email address.

Any ideas?

Thank you.

Blanche


Answers:
author: Alex W
body: Hi [@Blanche Brantley](/t5/user/viewprofilepage/user-id/4765368) - I don't believe we have this capability in Trello. We recommend that changes are done in the platform, and don't have the ability to automate the email address of a card (I'm assuming this is the unique email address for a card that makes all emails sent to it comments).


author: Blanche Brantley
body: Thank you for answering.

I have since discovered that any emails sent to a card using the card's share email address, would post as if they were coming from me, regardless of the sender, so this option wouldn't really work for us anyway.

It would work if a card had an email address that was unique to the card but did not reference the person who made the card.
Cannot log into Enterprise Trello Account via SSO anymore
Asked by Ather Rizvi:

Our company has an enterprise account from my understanding with SSO enabled. As of last week, I am no longer able to log into any of the Trello boards. I enter my email and click on the box to sign in with SSO and then I am asked to enter a password or log in via Google, Microsoft or Facebook.

I no longer am getting any SSO login capability. Did something change receently?

Seems like Trello's support is only available to customers who CAN log in. Don't understand the logic in that.


Answers:
author: Alex W
body: Hey [@Ather Rizvi](/t5/user/viewprofilepage/user-id/4765372) - can you raise this with Trello Support? <https://trello.com/contact>

comments: author: Ather Rizvi
body: Thats exactly what I was mentioning. In order to use that link properly, (using Enterprise Acct) you won't need support help right?

I have to log in using either Google, Facebook or Microsoft Office 365 options instead which is what I am doing now.

The SSO buttton, takes me to a login page and then puts me back to the main login page.


author: Alex W
body: Hey [@Ather Rizvi](/t5/user/viewprofilepage/user-id/4765372) , you can raise a ticket with us without logging in. We'll keep an eye out for your ticket raised at <https://trello.com/contact>


Tags: sso
I created a Card Button Automation Rules, but other members of my board don't see it
Asked by Stacey Brattain:

I have a Card Button automation rule created \& have enabled it for Board \& all boards on Workspace \& shared with Workspace, but other member of Board can't see the Automation command on the card or in the Automation part of the Board.

If I add her to the Workspace, she sees it, but shouldn't all members of the board or card see the Automation Commands? If so, how do I get that to work?


Answers:
author: Alex W
body: Hey [@Stacey Brattain](/t5/user/viewprofilepage/user-id/4612798) - based on your response, I can see you've figured out that guests can't see buttons on a board, but workspace members can. This is expected functionality.

comments: author: Stacey Brattain
body: [@Alex _ Trello](/t5/user/viewprofilepage/user-id/4469170) - just to confirm, if the person is a member of the board, they won't see, or be able to use the card rule? They have to be a member of the Workspace?
Automated notification to team members
Asked by Briston Snead:

I have made a scheduling board When i make a new card I want all the members of the board to be notified there is a new card. How can this be done?


Answers:
author: Jared
body: One potential way to do this would be to add a rule like:

```
when a card is added to the board, post comment "@board This is a new card"
```


Tags: email

notification
How do I regenerate app key
Asked by James Annett:

How do I regenerate the app-key disabled on this page:

<https://trello.com/app-key>


Answers:
author: milynnus
body: [@James Annett](/t5/user/viewprofilepage/user-id/4765172)

You are seeing that page because you are probably sign in to your Trello. Other users will simply their page. As far as I know there is no disable option.
Butler - Trigger Autumation on File Upload?
Asked by Andrew Tieszen:

Shouldn't be too complicated; What I'm trying to do is add a label to a card when files are attached with a certain extension/format.

I know how to use the automations and done similar auto-labeling when cards pass through certain lists; I just don't see any way to add that type of trigger. Are there any extensions that do this without too much bloat, or enough interest to put in a feature request?


Answers:
author: Jared
body: If you can rely on the file extension, you could use a trigger like

```
when an attachment ending with ".txt" is added to a card 
```

but that will only look at the filename.
linking to teams
Asked by Stephen Elkington:

Hi

I'd like to be able to share a group Trello board in Teams and notify the Teams chat when a task moves to a "for approval" column, and notify again when this task moves to "approved". I want this notification to be a message in the Teams chat.   

Is this possible?


Answers:
author: Theodoro Reato
body: Hi Stephen

Theo from the Trello Support Team.

The Trello app in MS Teams won't send you personalized notifications directly. Trello's MS Teams notification is intended for activity updates on the entire board (when a card is created, when a list is created etc).
Butler rules with two triggers possible?
Asked by Bernd Klostermeyer:

we want to create the following rule:

If you click a Button and checkpoint A on card is checked, then move card to board/list A  
If you click a Button and checkpoint A on card is unchecked, then move card to board/list B

Can someone tell me, how to do this? Thx...


Answers:
author: Jared
body: There isn't really a way to do that with a single rule. You could do it with a couple of rules and an intermediate state though:

- Add a button that adds a label that you only use for this

- Add a rule when that label is added to a card with checkpoint A checked, move the card to list A and remove the label

- Add a rule when that label is added to a card with checkpoint A unchecked, move the card to list B and remove the label


Tags: trigger
Is there a way to limit the users who can access a collection in Trello Premium?
Asked by Deborah Platt:

We want executives to be able to set up Collections for their boards that other workspace members would not be able to access. Is this possible?


Answers:
author: Alex W
body: Hey [@Deborah Platt](/t5/user/viewprofilepage/user-id/4615493), we don't have that capability in Trello (yet! Our Collections feature is one of the features we're looking to enhance).

What I would do for these executives is make each board private, and then make sure you've only added people to these boards in this collection who need to access the board.

comments: author: Deborah Platt
body: Thanks!
unable to add times to checklist item due dates when using mac
Asked by Mark Fenton Sweep Services:

When using Trello via the app on my ipad I am able to set a date and time to checklist tasks but as soon as I switch over to my mac (and using via the mac app and web browser), I can only set the checklist item date, no function to set a time.

Is there a way to enable this as without time setting it is pretty useless for me.


Answers:
author: milynnus
body: [@Mark Fenton Sweep Services](/t5/user/viewprofilepage/user-id/4764385)

For item, time is not captured. If you need time you need to be using cards.

comments: author: Mark Fenton Sweep Services
body: Doesn't need to be a card, I can add a time when using the app on my iPad but when on the Mac vi a app or webpage I only get the option to add a date, seems odd


author: Mark Fenton Sweep Services
body: I' m using premium version which allows you to add a date to checklist items


Tags: checklist
Checklist items that have dates assigned on Calendar?
Asked by Neeltje Cales:

You can view all of your checklist items that have dates assigned via the board's Calendar. But I need the subtasks on the worspace calender for a complete overview. Is that possible?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Neeltje Cales](/t5/user/viewprofilepage/user-id/4764204) ! Welcome to the community :) it's expected that you only see the card level in the workspace views (calendar, table). The workspace calendar view is super new, so potentially the Trello team will look at rolling out checklist support in this view in the near future! You can always reach out to the Trello team directly [here](https://trello.com/contact) to see if it's a planned feature.


author: milynnus
body: [@Neeltje Cales](/t5/user/viewprofilepage/user-id/4764204)

If I am not mistaken all items with assigned due dates and substask card with due dates will appear on the calendar view.

comments: author: Neeltje Cales
body: I only see the subtasks in the Board calender, not in my Workspace calender. Do I need to change something in my settings?


author: milynnus
body: [@Neeltje Cales](/t5/user/viewprofilepage/user-id/4764204)

Sorry can't help. I don't have a paid subscription. My experience is based on working on my clients paid boards only.
Plans for different work spaces
Asked by Anastasia Kravchenko:

Hey!  
I can't figure it out: does each workspace need to be paid separately? Or can I pay for the premium plan and have the benefits apply to all my workspaces?


Answers:
author: milynnus
body: [@Anastasia Kravchenko](/t5/user/viewprofilepage/user-id/4764045)

The paid plan is by each workspace which you can have unlimited boards. I have not explored by I think there is this concept of collection where you can apply to a set of boards inside a workspace.

comments: author: Michael Pryor
body: Yes. You should consolidate to a single workspace and if you need to organize boards - use Collections.
New board creation (less than 10 boards)
Asked by Davide Albertini:

Hi Everybody,

I am a fan of kanban board and use Trello daily, but I am facing a problem apparentely I can't solve.  
I have less than 10 boards but it doesn't allow me to create new board.  
I've already checked within the closed board and permanently deleted all of them, but I still can't create a new board.

Can anyone please help me? Thanks in advance


Answers:
author: Michael Pryor
body: It sounds like you are trying to create a board in a Workspace that has 10 open boards. Because multiple people can be part of a Workspace my guess is there are boards in your workspace that either you didn't create (those count toward the workspace limit though) or boards you left but are still active and part of the workspace.   

Easiest fix? Make a new workspace. Move your boards over there.
Latex in markdown
Asked by Carlo Lucibello:

Among the markdown features available in trello

<https://help.trello.com/article/821-using-markdown-in-trello>

displaying latex math with $..$ or $$...$$ seems to not be available. Can we ask this feature to be added?


Answers:
author: Michael Pryor
body: Thanks for your request. We are working on bringing WYSIWYG editing to our editor right now so unfortunately I don't think this is likely to be added anytime soon.


Tags: latex

markdown
Visibility of Card Buttons controls
Asked by Gabriel Oliveira Stoco:

How can I edit the visibility of Card Buttons controls for board members?

Or is it possible for the automation of Card Buttons to appear in the mobile application?


Answers:
author: Michael Pryor
body: Anyone with access to the board should see the card buttons. You can't currently decide "only these people should see the buttons".   

Im pretty sure the buttons should be available on mobile.
If I share a link to a card with someone, will i be charged
Asked by Maria Thorn Team_ LLC:

I would like to share a link to a card with someone. Will I be charged to do so


Answers:
author: milynnus
body: [@Maria Thorn Team_ LLC](/t5/user/viewprofilepage/user-id/4763387)

The charging depends on the membership of the workspace. Only single board guest on the workspace is free. The link does not automatically allow anyone to have access to the card as that is determine by membership on the board.
What happens to the boards and cards after cancelling Premium?
Asked by Dan Rahm:

We have a Premium subscription with several users, with many lists and cards on one board. I plan to cancel the Premium subscription soon. I think we're going to use the free version while we transition to Jira. What will happen to our board an all of its lists and cards?


Answers:
author: Michael Pryor
body: Probably nothing will happen to the lists and cards. If you have more than 10 boards in your workspace some will be automatically closed. (You could reopen them again later. They aren't deleted if that's what you are concerned about).
I wish to add Reoccurring cards and don't know how.
Asked by Arthur Bulat:

Let's say I have three lists: to do, doing, and done.

I want to know if I can make it so that certain cards in the done section get automatically moved back into the to-do list. I also want to mention that I don't wish to do this with every card in the done section, but only certain ones.


Answers:
author: Lars Maehlmann
body: Hello Arthur,

I hope I understood you correctly. In Trello you can set up a complex ruleset with Butler (provided by trello). With automation.

A rule could look like this:

```
when the yellow "Check" label is added to a card, move the card to the top of list "TODO ?"
```

Please take a look for further documentation on [Trello Butler.](https://trello.com/guide/enterprise/advanced-features)

I hope this helps. Let me know what you think.

Cheers,  
Lars
Cards not appearing for one user
Asked by Jacob Meyer:

I can upload cards to Trello just fine, but when my team member goes to access them on her computer, the cards are not visible. Under the title of the list, the number of cards adjusts accurately as I add new cards, but the cards themselves are invisible and inaccessible on her end. This issue began a few days ago and has persisted. Old cards are still visible but any new cards do not appear for this specific team member.![Trello Support Screenshot.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/183865i583AD719727D7BCC/image-size/large?v=v2&px=999 "Trello Support Screenshot.jpg")


Answers:
author: Nathan Welch
body: Hi Jacob,

Looks like your team member's board may be filtered. In the top right of the screen they should see a button that looks like the attached image. If they click the X they should be able to see all the cards on the board again.

![Screen Shot 2022-02-16 at 4.38.49 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/183882i30E9FE2D8EE0F396/image-size/large?v=v2&px=999 "Screen Shot 2022-02-16 at 4.38.49 PM.png")

Thanks!  
Nathan

comments: author: Jacob Meyer
body: Yep, that was it. I knew it would be something silly like that.

Thanks for your help, Nathan!
Assigning Tasks
Asked by George Searle:

Hi

I am trialling Trello and want to understand tasks a bit more.

If I am creating a task for another person, how do I assign that task to them?

Thanks in advance.


Answers:
author: Lars Maehlmann
body: Hello George,

* Do you mean cards when you talk about tasks? You can switch to the backside of cards and choose on the right side the option members. There you can assign a user to a card. Please make sure the user is a member of the board.
* Items on a card in a Tasklist can also assigned with a member of a board.

I hope this helps. Let me know if you have further questions.

Here are [further information](https://www.technipages.com/trello-assign-tasks-cards).

Cheers,

Lars
Hi - I'm new to Trello and think I made a mistake in setting it up. I confused workspaces and board
Asked by Cheryl Cronin:

I confused workspaces and boards. I thought I was paying Premium for my account. I didn't realize each workspace had it's own separate payment. I've gone to a lot of trouble to set up two workspaces - can I consolidate them into the one workspace that I paid Premium for? I don't want to lose the information. Please help...


Answers:
author: Michael Pryor
body: Sure, it's easy to move a board from one workspace to another:

<https://help.trello.com/article/752-changing-the-workspace-to-which-a-board-belongs>

Maybe make sure you know which one you want to be your main workspace, and make sure that one is the paid one, and then just move the boards (and people) over there.

comments: author: Cheryl Cronin
body: Thank you SO much! I really appreciate the help! I'm going to try this now.... :)


author: Cheryl Cronin
body: It worked! Thank you so much Michael!