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Rule to add member based on name in checklist

Paul Vandenberk March 16, 2022

I am looking for a way to generate a rule in Trello that will pull any name that is typed using @ in a checklist and apply that individual as a member of the card automatically

2 answers

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1 vote
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Hannah Humbert - Simpla Workflows
Community Champion
March 16, 2022

Hi @Paul Vandenberk ! Welcome to the community :) try:

when someone is mentioned in a checklist on a card, add member @{matchedusername} to the card

Paul Vandenberk March 17, 2022

That did it. I saw this option before but always thought I had to pick a specific name from the dropdowns. I didn't know I could type in a variable. Thank you so much.

Paul Vandenberk March 17, 2022

@Hannah Humbert - Simpla Workflows do you know how to do something similar if a name is no longer present in the checklist contents?

Hannah Humbert - Simpla Workflows
Community Champion
March 17, 2022

Great! Glad that's working for you. Are you able to elaborate a bit more around what you're trying to achieve with a name no longer being present?

Paul Vandenberk March 18, 2022

@Hannah Humbert - Simpla Workflows If i add a user to a checklist to they will get added to the card. Then if I remove that task because the user is done, I would like to remove them from the card.

Hannah Humbert - Simpla Workflows
Community Champion
March 18, 2022

@Paul Vandenberk right, so when the checklist item is complete, the user mentioned in that specific checklist item should be removed from the card. I couldn't see a way to automate that part so you'll most likely need to do that manually.

Paul Vandenberk March 21, 2022

@Hannah Humbert - Simpla Workflows Thank you for looking and thank you so much for your help with my initial question.

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pascal LAMBERT
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June 12, 2022

Hello, why the creator of a card is not a member of the card ? how can we use an automation to make the creator a member ?

thank you for your help !

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