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Supercharging Productivity with Trello

You're reading from   Supercharging Productivity with Trello Harness Trello's powerful features to boost productivity and team collaboration

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Product type Paperback
Published in Aug 2023
Publisher Packt
ISBN-13 9781801813877
Length 342 pages
Edition 1st Edition
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Author (1):
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Brittany Joiner Brittany Joiner
Author Profile Icon Brittany Joiner
Brittany Joiner
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Table of Contents (20) Chapters Close

Preface 1. Part 1 – Trello Foundation
2. Chapter 1: The Structure of Trello FREE CHAPTER 3. Chapter 2: Trello Card Starter Pack 4. Chapter 3: Leveling Up Your Cards 5. Chapter 4: Viewing Cards Your Way 6. Chapter 5: Real World Trello Boards 7. Part 2 – Automation in Trello
8. Chapter 6: Initiating Trello Automations 9. Chapter 7: Common Automation Actions 10. Chapter 8: Advanced Actions 11. Chapter 9: Building Automation with Triggers 12. Chapter 10: Date-Based Automation 13. Part 3 – Power Up Your Boards
14. Chapter 11: Power-Ups Built by Trello 15. Chapter 12: General-Use Power-Ups 16. Chapter 13: Syncing Info Between Boards and Tools 17. Chapter 14: Reporting in Trello 18. Index 19. Other Books You May Enjoy

Checklists

We already talked about checklists in Chapter 3, but now it’s time to talk about how to automate them. There are a lot of options for these subtasks!

Figure 6.13 – Checklist trigger events

Figure 6.13 – Checklist trigger events

At the time of writing, Trello has recently enabled automation to watch for a due date being set on a checklist item. But there is no trigger available for when a member is assigned to a checklist item.

When a specific checklist is added to/removed from a card

Triggers occur when a checklist is added to any card (or specific cards if you add a filter to it). You will need to specify the checklist in this rule. You cannot choose any checklist, so keep this in mind.

Real-world example

When the Monthly Report checklist is added to a card, set a due date for the last working day of the month.

This is helpful for recurring actions that need to be added to a checklist and completed at a specific time.

When a checklist is completed...

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