I am creating individual client boards, mirroring onto the master board for overall task view. Is there a way to have the Card name autogenerate to add the match client board name to help keep track?
@Deborah Brown welcome to the community :) how are you mirroring the cards currently? Are you using butler automation, a power-up like Unito, or something else? The answer will depend on what method you're using :)
Thank you for responding, I am currently trying the power-up placker, but have tried Unito. I was trying to do an automation trigger, but couldn't get it to do what I wanted
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
I'm not sure if it's possible with Placker. With Unito you can map the board name into a custom field or the description. You can also auto-label incoming cards in the master with the board name.
As an alternative, you could create a butler rule that automatically pre-fixes the card's name with the board name. This would apply on the "origin board". Something like: "when a card is added to the board, rename the card to "[{boardname] - {cardname}". You could use a project ID if the board name is too long (e.g. the board name is "Project 1", the ID could simply be "P1").
As for butler as a solution for mirroring cards, it won't give you a true sync, but you can set it up to auto-copy cards across boards and then automatically update the copy when certain things happen (e.g. date changes, label updates, etc.). You can bring over the board name using the {boardname} variable and pre-fix this to the card name.
If you want to use Unito or butler, I'd be happy to help further if you need :)
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
@Deborah Brown there are a lot of different ways you can approach it using butler; you could have the cards automatically copy as soon as they are added to the board, or filter it based on a certain criteria. For example:
when the "master" label is added to a card, copy the card to the bottom of list "Inbox" on board "Master Board" and link the cards together, and add the "{boardname}" label to the card.
From there, you can then create additional automations such as:
when the due date is marked as complete in a card, find the first card linked in the attachments, and mark the due date as complete
I'd be happy to help further, but it might be easier to do a screen share :) I do Trello consulting and I'd be happy to offer a free 30 mins which you can book via my website: https://www.simplaworkflows.com/
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.