ADD TRELLO BOT INSTALL
ADD TRELLO BOT ARCHIVE

If you select another list from the template board in the drop down menu, Checklist Bot will look there for cards bearing the name of the target lists. You can also select one of the boards visible to the bot user as the source of the templates.īy default, the bot looks for the template list whose name is the same as the board name. Select 'Edit Power-Up settings' and choose the location of the template board and the template list.īy default, the template board is located in the current board. Configure the location of the checklist templates

Watch out, the popup screen might be blocked by your browser and you need to authorize popups originating from 4. Sign-on with the Trello account you want to start the bot with and press the 'tool' icon associated to the Checklist power-up. Just select it in Trello power-up menu 3. See Trello documentation on Power-ups and their administration 2.

ADD TRELLO BOT INSTALL

Select the team you want to assign the bot to and enter the following values in the Power-Up creation form: EntryĪ custom install is also possible for administrators: you are free to remix the Glitch project and use your own manifest or serve the power-up from your own NodeJs server. Meanwhile you can add the power-up for your team using the administration site If you want to try it, please make a copy of Hiring Process board.Ĭhecklist Bot will soon be available directly from Trello. LabelName: a text to display in the label This action is reversibleĬolor: one of Trello standard colors (blue, green, orange, purple, red, yellow, sky, lime, pink, black) This action is reversibleĪdd a label to the card. Possible values are **top* and bottom (default)*Īrchive a card. Position (optional): location in the list the card will move.

The following actions can be detected and launched: Action How do you program the bot actions?Ĭhecklist Bot detects actions after the keyword -> in text associated to checklist items. Once you've told Checklist Bot where to look for the template you are all set. How do templates work?Ī checklist template is simply a card bearing the name of a list and containing one or more checklists.Ĭard templates are usually stored in a list containing all the templates associated a board. Once properly configured, the 'bot' acts in the background until desactived.

ADD TRELLO BOT ARCHIVE

Actions such as move, archive card or add label are available Why call it a bot?Īutomatic actions are performed by the Trello user who authorized the Checklist bot power-up. Screenshot 2: When a card is created in the Inbox list, the bot automatically adds the Inbox checklist.

It works when items are checked via the API.

You can easily embed some process logic in the cards and avoid using Zapier integrations.

It is simpler than using the move or archive card buttons.

Why automate actions when an item is checked?

It is a great way to setup and document your process.

Templates can be stored in the board or grouped in a separate board.

New checklists are added on top and clearly show the required actions.

Checklists are added only when needed as the card moves in the process.

Each template card bears the name of the list it is associated with. Screenshot 1: Checklist Bot setup : choose the location of the templates - in this case, the first list called 'Template' stores the checklists templates cards.

Move the card to another list in the board.

Automated actions on check when an item is checked in a checklist such as:.

automatically add the template's checklists to any card added or moved to the list.

assign a checklist template to each list.

If you use Trello for process management, check it out! Features We have developed this power-up for internal use OCTO Technology and for our customers (factory workshops management, administrative processes) and share it with you!

Add trello bot