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Trello checklist

Daniel November 30, 2023
Hi,

how can I create an automation that:

  1. Creates individual tasks from checklist as new cards with due dates?

  2. It will link individual tasks to the main checklist.

 

for now I have:

when the red "to do" label is added to a card, for each checklist item, convert the item to a linked card in list "Task"

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Dreamsuite Mike
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 30, 2023
Daniel November 30, 2023

Thanks, It was helpful.

Like Dreamsuite Mike likes this
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 30, 2023

Do let me know if you have any specific questions 

Daniel November 30, 2023

I am looking for automation in which:

If an item is not checked in the checklist for 5 days, an e-mail is sent

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 30, 2023

If you are using the linked cards feature, you could move that functionality to the "child" card and use a due date automation to make it happen...

Daniel December 1, 2023

Last question.

How can I set the date by which the task on the child's card from the chcecklist should be completed?

The date should be taken from the mother's card

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 1, 2023

Of course Atlassian haven't made this easy.  All they have to do is provide variables for {checklistitemdate} and {checklistitemmember} and this would be so simple.

There is of course a workaround.

There is a little known automation that cleverly converts any date related text to a due date and removes the text...

Screenshot 2023-12-01 094149.png

You can use this in conjunction with the when an item is added to a checklist, convert to linked card automation and it looks a little something like this:

ezgif.com-video-to-gif (28).gif

Daniel December 1, 2023

I just have to wait until they add these variables.

I am preparing the sales process and I have set task dates in the checklist that are based on the custom field. I probably won't be able to describe these tasks as you showed.

Thank you very much for your quick reply.

Daniel December 1, 2023

Zrzut ekranu 2023-12-01 110751.png

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 1, 2023

I very much doubt they will add them to be honest.  I have been asking for a long time.

I will look to see if I can find a solution with the API...

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