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Is it possible to automate adding the same checklist to numerous cards?

Susan_M
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October 14, 2022

Every time we go through a process, we need to create an identical checklist on each of many of the cards in the process.  The number of items being tracked could range from 1 - 20,  Is there a way to create the checklist once and then automate its copying to multiple cards, or do we have to open each card individually to add the checklist?  

Thanks

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Brittany Joiner
Community Champion
October 14, 2022

@Susan_M yes! you can do this with trello automation!  For instance if it's a checklist you use regularly, like for packing, you can create a card with that checklist, and then make a rule to add it to specific cards.

You just need to define when you want that to happen, for instance if its when a card moves into a certain list, or when you click a button, or when it contains some text. 

Here's an example of how one of mine is set up.

The trigger is when a card contains "pack" in the name:

image.png

And the action for adding the checklist

 

image.png

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