Is there a way to create recurring cards/tasks in Trello? This is the only thing that's preventing our organization from using Trello vs. Producteev.
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Zapier can do this with https://zapier.com/z/60m/zapbook/schedule/trello/9149/create-trello-card-every-month/!
It is very simple but very powerful, you can even dynamically insert the day of week or time into the card (it doesn't have to be static content). Of course, you can also make this a daily or weekly task, you call! Here is the link: https://zapier.com/z/60m/zapbook/schedule/trello/9149/create-trello-card-every-month/ and here are some screenshots:
Disclaimer: I'm a co-founder of Zapier but use Trello a lot personally (it rocks!). |
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The only way I can see this being possible at the moment is to use the Trello API and have an external system periodically "add" a card. The API call to use is listed on this page https://trello.com/docs/api/card/index.html |
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You can do this. We have a specific board where all the cards are "recurring". No need to create a card for every occurrence of a task, just re-use the same cards! Our board has lists for Daily, Weekly, Monthly/Quarterly, Once and Completed/Retired task lists. Some cards have the day in the title (Tue: Clean Desk) as a reminder of when it should happen. We never copy cards for the next day/week, we just update the cards activity and Due date. When someone "completes" a task they simply change the Due Date and optionally enter an activity comment. It works great as soon as you figure out how to maintain it. Example: We have one card that includes 5 steps (a checklist) to be completed during the week. As each checklist item is checked off the card proceeds. The last item in the check list is "Reset Card and Change Due Date". So if the Due date is Friday, Items 1 - 4 get checked during the week. When all items are done we UNCHECK the check boxes and change the due date to the Next due date. Trello keeps track of these changes so you can always go back and see history in comments. |
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Zapier has access to the Trello API. IFTTT has access to a calendar. Both have access to Google Drive. Create an event that adds a Google Drive document once per month in IFTTT. I've done this step for you, if you want to use my recipe: https://ifttt.com/recipes/68810 Use the new triggered file in Google Drive as the event for a new Trello Card in Zapier. Zapier can filter results from the created Google Drive documents, but it does not yet appear to have the ability to copy a previous card, so you'll be creating your checklists from scratch.
This automates some of your actions, but it doesn't get you all of the way there. |
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