Question

Copying a Trello card from a List to a new board and moving original card to new list on same board

  • 26 July 2023
  • 3 replies
  • 90 views

Hello,

I am trying to do the following:

When a Card is added to a List in Trello Board A, it is Moved to another List on another board, and also copied to another list on the original board.

Use case:  My sales team adds a card to a list named Artwork-To-Do  on their primary board where they track onboarding.  When this Card is added to the list, I want to Move the card to the Creative Team’s board and add it to their To-Do list.  But I also want to see a copy of  the card on the Original Board to an In Progress Board so that the original card is still in Stuck in Artwork-To-Do, or hidden completely from the original Board. We can’t lose visibility into work that has been sent to the Art Team.

When the art team is done with their work, we will reverse the process and when they move the card to Artwork-Complete list on their board, we will Copy it to the primary Team Board list Artwork completed and ideally delete the original card that was In Progress.

I have been successful at the first step only:  When I add a new card to a list, I can copy it to another Board.  But I have not been successful at moving the original card to another list in the originating board.  


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3 replies

Userlevel 7
Badge +14

Hi @P-Bamboo 

Good question.

Perhaps look into using the native Trello automations with Butler: https://trello.com/power-ups/5935cab6b26816f9d49fd814/butler

Hi @P-Bamboo 

Good question.

Perhaps look into using the native Trello automations with Butler: https://help.salesforce.com/s/articleView?id=sf.permissions_about_users_access.htm&type=5

What does this link have to do with Trello and Butler?

Userlevel 7
Badge +14

@P-Bamboo 

Link is updated:

Perhaps look into using the native Trello automations with Butler: https://trello.com/power-ups/5935cab6b26816f9d49fd814/butler