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Card Owner

BravoCam December 6, 2019

Having used Jira, I was used to having a single owner of a specific card and then assigning multiple folks to watch it. With Trello, you can assign a card to multiple people - which is great - but I'd really like to be able to have one "owner" so that person can log in to Trello and see what they are ultimately responsible for. 

So one owner, but multiple people are assigned and watching it is what I'm looking for. 

With custom fields, I can sort of achieve this, but I can't tag a user in the custom filed "owner" - and I also can't sort cards based on that custom field. 

Alternatively, I could set up a butler to assign folks to watch it instead of join a card, but then when they filter for stuff they need to look through they only see the tasks they own (just kidding I can't do this with Butler, worth a shot though). 

Users should be able to see everything they're assigned at a glance, and having multiple members makes that difficult. 

Is there a way to achieve this? 

2 answers

2 votes
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December 9, 2019

Option A)

Subcribe to the card = add a member

Owner = define a custom field named Owner

BravoCam December 9, 2019

Yes, but the custom filed "Owner" doesn't except any Meta data, so you cannot filter by that custom field or properly tag someone in that field. 

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December 9, 2019

You can save an {username} in the field and define rules or reports from this.

When a custom field is set, you can filter by the fieldvalue. 

 

Not an another idea.

BravoCam December 9, 2019

If I label the custom field "Owner" 

And I write a username, there is no verification and that username isn't clickable so it isn't actually tied to the user. Am I missing something? 

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December 9, 2019

You're right, but

You can use a dropdown menu field to prevent input errors.

Then from this field you can trigger the  actions with butler concerning the owner.

BravoCam December 9, 2019

Ok, and then how would I filter all my cards based on this drop-down owner list? 

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December 9, 2019

From the search button, by using keywords which are username.

 

An alternative :

One board with member-subcriber 

One board with member-owner.

Each card is duplicated, use the princip of mirroring. Each event on a card impacts the another.

BravoCam December 9, 2019

So:

Board 01, primary board

Board 02, auto copy of all cards, strip the members that aren't the owner. 

Have my whole team on 2 versions of every board so that they can see what their tasks are on specific boards? 

However then the "My Cards" area will be double the cards (maybe too confusing)

I think this is a workaround but it creates a whole other level of tracking (I.e., making sure to edit the mirrored card), and also -- can you even set up a mirrored card that is a copy of everything EXCEPT members? 

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December 13, 2019

Removed

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December 14, 2019

It's preferable to give a whole access to the 2 versions, if the owners change often. 

The synchronizing beetween 2 cards is simple. 

See this article for more details : 

https://help.trello.com/article/1164-card-mirroring

Or use power-up Unito, for example.

BravoCam December 16, 2019

Butler can work for card mirroring but to do a perfect sync between the two card types you need to create a lot of rules (I.e. " Please, note that trying to keep two cards perfectly synchronized with Butler is not a good idea, as it would require to set up a large amount of rules.

If you need full card synchronization between boards, there are specific solutions in the Trello marketplace for this purpose. These are made by other companies, but if you e-mail us we'll be happy to point you to some.")

In terms of using Unito: I can manually mirror each card using Unito - but it costs too much and doesn't integrate into Butler's conditional automation. (I.e., you can't create a card when an action occurs, instead you have to create the mirrored card manually). 

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December 16, 2019

There is no perfection out there.😉

Personaly, I have already use butler to synchronize 2 cards between master and slave boards.

The number of rules and the difficulty depend on number of fields to synchronize. Indeed, a good synchronization of checklist could sometimes be a little difficult. It depends on your needs.

You can test it and evaluate by yourself the level of difficulty.

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December 7, 2019

Hi

You can create a rule which forces only one member.

When a member is added, he remplaces this existing.

BravoCam December 9, 2019

That's a good idea, but not quite what I'm looking for -

So either

A) Multiple members on a card with a secondary "Owner" so people know who owns the task vs. who is watching the task

or

B) One Owner who is also the only member using a butler rule. Need a way to see who is subscribed and be able to force subscription on other users. 

Ideas?

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