As a CEO I want to look at all the tasks I (or my assistant) created for 1 team member. How to filter assignees we all know but what about the creator of the tasks. As a CEO I have multiple boards and need to filter through boards mу created tasks by one assignee
While you can do automation as described by @DiMaggio Tucci is definitely something you can do, I feel that the best strategy is to focus onboard design. As you can be usingTrello for different business workflows, looking across boards will need to consider the context of assignment.
I have a client that uses Mirror Cards to watch the work progress across 4 departments and the CEO specifically wanted to know the project manager and sales person assigned at the project level but who, in the departments, is assigned to work on the work assigned from their ERP system, the progress of the checklist items, ...etc.
Since project work is considered completed only when the work/Sprint items in the departments are completed. Each project card is linked to the department sprint items and the status is visible via a smart link.
Using Dashcard he was able to see the backlog and delays and cardlinks to get into the specifics if so required from the project card.
They are currently running 180 projects with about 120 active Sprint Items across 4 departments.
In that setup, all cards are created via the ERP-Trello integration so they are not tracking who created the cards.
Hi! Thank you so much!
So, specific labels will be mirrored to a separate CEO board, correct?
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No. A mirror card will be identical to the source card. They are not regular cards so you cannot track them using Dashcard power up. There are other limitations as well.
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I suppose you could mirror the card to a list on a separate board with each list representing a different assigner, again using automations. I don't know anything about the Dashcard Power-Up; I tend to avoid Power Ups, personally, but it's worth checking out if it fits your use case,
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When an automation is triggered, the "{username}" variable keeps track of who did the thing that triggered the automation. So, if you had an automation that runs whenever someone is assigned to a card, the {username} variable would be available as a reference to who did the assigning.
You can then add something to the card that you could filter by, create a separate list of "tasks that {username} assigned", or do something else to help you keep track of it.
The thing is, I don't know how you could set that up retroactively; it would work going forward.
If you don't necessarily need to view the whole card and just want to see a list of who assigned what, it would be very easy to start a card that just lists assigning activity or create a report that is emailed to you.
Without using automations to extend this functionality to yourself, I don't think the filter options include "assigners". I also can't think of a way to do this with existing tasks. It would be something that would work for you going forward.
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