How to Automate Trello with Butler! (5 Workflow Examples)
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- Опубликовано: 21 июл 2024
- Automating tasks in Trello has never been easier! The Butler for Trello power-up allows you to create rules, scheduled commands, and custom buttons to enhance your workflows.
In this video, Scott Friesen shows you 5 different ways to use Butler for Trello. From automatically adding checklists and comments, to archiving cards on a regular schedule, you’ll be amazed how this power-up can improve your project management.
0:57 Setting card defaults
4:27 Reacting to other actions
7:47 Cleanup routines
9:22 Schedule due date actions
11:25 Process automation
Butler for Trello: butlerfortrello.com/
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Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.
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⚙️ How are you going to use Butler?
And to learn more visit: ButlerForTrello.com
This seems like a great way to set up automatic workflows if you work in sales and are managing a lot of clients. I'm going to use the automatic due date feature for follow ups for sure! Thanks for the tutorial!
Old-school type of video. Goes straight to what matters. Very nice!
Glad you liked this one. Thanks for watching!
This is a great topic to cover. Please post more like this in the future. Excellent!!!
Thanks for letting me know how much you like this one, Friedrich.
I'm adding Butler right now! Thanks for explaining it
You're most welcome. Thanks for watching!
Very powerful and great delivery. I will be adding this power-up real soon
Have fun creating some amazing workflows!
Thanks for this awesome video. One thing you might want to add is that the schedule feature is only available if you upgrade to at least a Trello Gold account.
Very helpful. Thank you!
Great video, so well explained👍
So glad that you liked this one!
Thank you Organization God. You saved my life.
p.s.
Loving the monthly sock subscription btw
This video was really useful for a novice like me. Do you have any tips on whether it is best to make each team member for the same project a separate board? Since each of their task lists are quite involved? And if so can I as the project manager have a way of overseeing all the 'boards' aka team members at a glance? Please advise or point me in the direction of a similar set up/template/video blog. Thanks again :)
Great video! Thanks!
You're welcome!
I think this is amazing tools!!!
Thanks for watching, Hary.
Thank you! helped me sooo mucch!!
You're welcome!
Can you move empty lists to the right automatically?
THANK YOU!!!!!! I WAS ALMOST GIVING UP WITH TRELLO AND GOING TO ASANA OR NOTION
damn.. I was the same. I didn't know I was missing out a lot.
Gave up with Trello and focused on Notion. Wish I saw this earlier! 😭
I'm so glad you found this video! Thanks for sharing.
Thanks, I will get my hands on to Butler
Thanks for this video. Do you know of a rule that automatically assigns a certain time of day to any card with an assigned due date? I would like to automatically assign "11:55 PM" to any card with a due date.
Awesome video again, thanks !
Is there a way to synchronize cards between personal a team boards ? Like when when task is moved to "completed" on personal, it will be the same on team.
As long as you are using the same Trello account for both boards, then yes this should work.
Thanks a lot.
Great !
I have applied butler automation to our board with rules, board buttons and card buttons. Right about the time we implemented it, Trello mobile doesn't automatically sync anymore and would have to click the sync button manually. Setting for auto sync is also turned on. Is that normal to have to do it manually or is there some settings that needs to be changed in trello mobile?
Awesome
Thanks 🎉🎉
You're very welcome!
@@Simpletivity
Hello,
I would like to get your opinion on using Trello for managing the daily tasks of an electrician and coordinating a team of 10 people.
Thank you in advance for your feedback and advice.
Hi Simpletivity!
Thank you so much for your Trello videos. They have been really useful.
However, I can't find the Butler power-up. I don't know if it is because I have the latest version. Do you know a similar Power-up app?
Butler is no longer a power-up but is built right into Trello. It is now just referred to as Automation. I hope that helps!
Hello everyone. How do I make a card move to another list after a specified time ??
when an item is added to checklist "Task Lists" by anyone, convert the item to a linked card, set custom field "Project Name" to "{triggercardname}", and move the card to the top of list "Todo Lists"
Can we add a trigger to create a “list” with a particular header say for example “w/c 8 July”?
Yes, you can.
how do you create this rule trigger "when a card without custom fields "**Deliverable" - i can't see this from the custom triggers that are presented to me
Syncing cards in trello
Wow
Can I do invoices on butler
No, Butler is designed to automate processes within Trello. However, you could use it in connection with something like Zapier to create an invoice in another program.
Hay
Can I get more the one bullet rool ?
you can have as many rules as you think up!
How do I add items on the check list?
Just enter a new item below the last item on the checklist. You can then drag it to a different position if desired.
Checking leyba
are rules for free or are we limited to one free rule ?
Butler rules are now free for all Trello users. But you can find details about usage and quotas here: help.trello.com/article/1181-butler-features-and-quotas
Kemey
I used up my run times by testing my template 🙃 It is stupid.
Why do so many channels use these computer generated voices??
I'm not sure if I should take that as a back-handed compliment or not. But thanks for watching, Ian.