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Rule for checklist item completed: then member of next checklist Item is added & previous is removed

vassovass
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February 7, 2023

I want to Create a Rule that when checklist item completed then member of next checklist Item is added and the previous is removed

 

2 answers

0 votes
Mike - Dreamsuite Consulting
Community Champion
February 21, 2023

This could be done with automation. You would need several things.

  1. A 'lookup' card with the member information
  2. It would have to be that you build the checklist from a checklist template so that on the working card, only when an item is checked, does the next unchecked item get added. 
  3. When it gets added, you could do a lookup for the member card and add the username to the checklist item
0 votes
milynnus
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February 7, 2023

@vassovass 

You probably can’t do it without use of some api since you cannot add a member without selecting a specific member while creating the automation. 

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