This ONE Tip Makes TRELLO So Much More Powerful!
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- Опубліковано 7 вер 2024
- Want to know one of the most powerful features of Trello? If you've ever felt overwhelmed with tasks or struggled to keep track of your projects, you won't want to miss this. Whether you're new to Trello or an experienced user, this single tip will help you unlock its full potential.
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Scott Friesen is a productivity specialist and founder of Simpletivity Training Inc.. He is also a prolific public speaker, workshop leader, and time management coach. Scott helps people to focus more time on what they want to get done and to experience less stress by simplifying their technology.
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Great video thanks. You mentioned that the linked tasks / cards could be created on another board. I dont see that option. How do I do that please?
Thank you Scott. That really was one of the best tips for Trello. Now you can see the overview in the project card and distribute the tasks in the board according to urgency or status.
I'm so glad you found this helpful! Thanks for watching.
out of all Trello videos, this was the most helpful! thank you..
I'm so glad to hear that. Thanks for watching!
Thank you!! This is exactly what I have been looking for! I'm also looking forward to seeing your filtering tips with Google Sheets!
So glad that you found this video helpful. Thanks for sharing!
Perfect! I was looking for this. Thank you
Trello is a huge part of my life. This could be an excellent automation for me! Thanks!
Thanks Scott. Your videos are always so useful.
This is an amazing tip! Is there a way to create a rule that will assign the same label present in the card containing the checklist on the created cards? I only find a rule that ask you to assign a specific label but this won't work
this worked well with the exception that the tasks do not appear on the "Tasks" list showing the due date. How do I get my linked tasks to show the due date so I can click complete from the tasks list rather than the Sub- Tasks?
Fabulous Trello tip! Thanks for sharing.
You are so very welcome, Susan. Thanks for sharing!
Thank you for sharing! What about sending the sub-tasks to the “complete” board after ticking off the due date
The best Trello tip I"ve ever seen! A question: can you do it the other way around? Can Trello replicate a card into a checklist and make it an item? I've been dying with this cause I use cards for Titles mainly and there's not as much you can automate if it's a checklist item. Please help hahaha
Thanks for the question! While I haven't tested this out myself, I do believe that it is possible. You would just need to specify the rules such as 'every new card in this list' or 'every card with this label' would become a checklist item in a particular card.
Thank you so much for this! I have done this but I have many sub tasks across various projects. Therefore, when I apply your automation the sub task have the same names. Is there a rule where I can automate adding of the label from the (main) project card to the converted card. I would be grateful if you can help. I just can’t wrap my head around it!
I usually add: {checklistitemname} - {cardname} to the title of the new card and Original card name: {cardname}
Original card link: {cardlink}
Checklist name: {checklistname} to the description of the new card
Can you make it generate a card thats a template card with its own unit check lists and information?
Can I also make it so that deleting a checklist item in the parent task also archives the linked card?
Same it does not work for me and i tried multiple times. thanks for your help
Obsessed! Is it possible to have the checklist items moved to a different BOARD? Or does it only work for different lists within the same board?
Great question. Yes, you could set this up so that the added checklist items create cards on a different board.
Exactly what I was looking for - how to do it selectively, so that not all check-list items create into a task?
What if you are working off a template, so you have several boards and duplicate tasks.
I really wanted to use this power up. You did a good job walking us through it. However, I'm a little unsure about the cost. I see that when you make a change, the sync happens immediately, and the Unito plans show that there are only two options with prices that get you that sync timing... the 14 day trial which is of course free and the Business plan that costs $1,439/month. I feel like that's just incredibly too high. Why so high? Who's buying this? Even the basic plan starts at $65 and that comes with 15 minute sync delays. Who wants that?
this has been the most understandable guide to using trello. I have a follow up question. is it possible to un-checkmark the parent box if the child is un-marked done? suppose someone needs to do revisions on the task so it gets moved back into rotation.
While I haven't created this particular setup myself, I do believe it is possible with Trello automation.
Thank you for sharing this automation
You are very welcome. Thanks for watching!
This is amazing! Thank you!
You are very welcome. Hope you have fun with this cool automation!
Thank you!.. its working but when I create a task in the check list it converts itself to a link changing the original name of the task.. how do i fix this please ??
I'm having the same issue.
Thats a great little functionality but is there way to link a card without the butler?
Here's an alternative way to link cards: www.simpletivity.com/blog/how-to-link-trello-cards-together
Great tip Scott. Thanks. Any tips for sharing boards with clients? I've been looking for a "Filtered view Observer" option but can't seem to find one. Thanks again.
Stay tuned, Michael. I'm testing out a new sync option which will let you filter out specific cards or lists via Google Sheets.
Thank you! If only the created card had the same due date as the checklist item it came from... is it possible?
Can i add this automation for a sub tasks?
Ex: Projet (create manual) > Tasks (create automatic when i add in tasks of project)> Sub tasks (create automatic when i add in sub tasks of tasks).
Thanks for content ❤
Great question, Azzedine. Yes, since this automation is all based on the name of the Checklist(s), you could setup exactly what you've described here.
@@Simpletivity Thank you Scott ❤️
Thank you so much, really helpful. But how do I have link all of the checklist items to another board? I have project specific boards, but need the tasks to show on a master to do list board.
Within the automation, you can choose to have them appear on other boards. However, you would most likely need to create specific checklists for each desired board.
@@Simpletivity Thank you. I will give it a try. Any chance of a video to show me how?
I'll make note of this for a future video!
Hi and thank you so much! I used your game changing tip and I have one further question: Is it also possible to set the due date on the project card in order to set the due dates automatically to the linked checklist items. I try for much hours and didnt find a working butler solutuion.
I am not getting the dates on the cards when I do the programming. Thinking I am missing a step?
What software do you use for filming tutorials?
Camtasia.
Great tip thanks
Thanks a lot!
The project cards have some custom text fields cardname, program.
Is there a way to add the cardname field from the project card to the task card?
Is there a way to copy the program field from the project card to the task card?
A great automation to convert checklist items into linked cards. What about moving these linked checklist items into different checklists (for organization). The link is retained, but then the "complete" automation is broken, correct? Any way to keep this functional?
Hmm, great question, Matthew. I'll have to investigate this some more.
Brother, this is paid version. ? This not working in my mobile
Love the tip but how do the dates show up on the new cards?
Great question. In this example, the due dates on the new linked cards are generated by an automation (i.e. all new cards in the Tasks list will have a due date of 3 days from today).
Can we change list colors on the window app?
Does Trello link with Fantasical ?
is the feature only available in premium trello version?
No, automation in Trello is free for all users. So you can go ahead and use this with the free version.
how do i create the automation such that the sub-tasks would only show up on "To Do This WeeK" due that week
?
so i have an overview of the subtasks that i need to complete this week
Within the automation recipe, you would just need to specify the list that you would like the sub-tasks to appear.
@@Simpletivity where do I find this
Please see the video at 3:45. This is where you would select the list you would want the new cards to appear.
Somehow it does not work with me. Tried to set it up several times. Exactly as you indicated it.
@@markreijnders2408 did you figure it out ?