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Card buttons
More info
Rules make things automatically happen on your board, as a result of a specific trigger.
To learn more about rules and what they can do, visit the automation support page.
Card buttons can make common card tasks faster by adding a button to your cards that automatically performs actions.
To learn more about card buttons and what they can do, visit the automation support page.
Board buttons can make common board tasks faster by adding a button to your boards that automatically performs actions.
To learn more about board buttons and what they can do, visit the automation support page.
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Rules are simple: when one thing happens, another thing happens automatically
Examples:
When a card is created in list "To Do" by me, add the "Steps" checklist.
When a card is moved to list "Done" by anyone, mark the due date as complete and remove all members from the card.
When I am added to a card, set the due date in 5 working days and post a comment saying "I got this!"
Create automation
Watch a 65-second overview of rules
Add quick actions to your cards with a button.
Examples:
Assign to me: join the card, add the "In progress" label, and add an empty "To do" checklist to the card.
Completed: Move the card to the "Done" list and remove the card's due date.
Send to review: Add a member, add the "For review" label, and post a comment that says "Ready for review!"
Create button
Watch a 65-second overview of rules
Make multiple board actions happen with a single button.
Examples:
Monday setup: Archive all cards in list "This Week", and move all cards in list "Last Week" to "This Week".
Prioritize: Sort the cards in list "Doing" by custom field "Priority" descending.
Shuffle pick: Move 2 random cards from list "Backlog" to list "Doing".
Create button
Watch a 65-second overview of rules
Make your schedule work for you with actions based on a schedule.
Examples:
Every day at 8:55am, sort the list "Backlog" by due date.
Every third Wednesday of the month, create a card called "Planning Meeting" to the list "To Do" and add member @JohnSmith to the card.
Every year on the 14th of February, create a list called "Valentine's Day Ideas".
Create automation
Watch a 90-second overview of rules
Make things happen automatically based on a card's due date.
Examples:
The moment a card is due, move the card to the top of list "To Do" and join the card.
2 hours before a card is due, add the red label to the card.
3 days after a card is due, post comment "@board This card was due 3 days ago"
Create automation
Watch a 90-second overview of rules
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Remove automation?
If the automation is enabled on multiple boards, this will delete it from all boards. If you just wanted to remove it from the current board, you can disable it instead.
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Enabled boards
This automation is enabled on:
Add to another board
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Board
Add to board
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This will stop any actions this automation is performing on this board.
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Disable
Make this button private?
Other Workspace members will no longer be able to duplicate or enable this button on their boards.
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Remove this button from all boards in the Workspace?
Other Workspace members may be using this button on boards in this Workspace. Removing it may impact their workflow.
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Update custom button on all boards? Update rule on all boards? Update due date automation on all boards? Update scheduled automation on all boards?
This automation is enabled in other boards.
Would you like to update the automation on all boards, or create a new automation for this board?
Create new automation
Update on all boards
Create a custom button
More info
Rules make things automatically happen on your board, as a result of a specific trigger.
To learn more about rules and what they can do, visit the automation support page.
Card buttons can make common card tasks faster by adding a button to your cards that automatically performs actions.
To learn more about card buttons and what they can do, visit the automation support page.
Board buttons can make common board tasks faster by adding a button to your boards that automatically performs actions.
To learn more about board buttons and what they can do, visit the automation support page.
1
Select trigger
2
Select action
3
Review and save
Your rule
Trigger
Trigger
Your automation doesn't have a trigger yet. Select a trigger for the automation below.
Actions
Action
Your automation doesn't perform any actions yet. Add some actions from below.
To add this automation to another board, it must have at least one action.
Too many actions.
Can't perform additional actions after a batch card copy/move.
Add another action
Select Trigger
+ Add Trigger
Select a Trigger
Select Trigger
No custom fields are available on this board.
Please make sure at least one custom field has been created. Custom Fields are only available in Standard and Premium Workspaces.
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Select a Schedule
Due date triggers are not retroactive.
For example, if you enter an automation that says 2 days before a card is due, ..., this will not trigger for cards that are already due in 2 days or less.
It will trigger the moment a card becomes due in 2 days through the passage of time, starting from the moment the automation is entered.
Select a Due Date Trigger
starting on
+ Add Action
Select Action
Select an Action Add Another Action
create a card with title
By default, this action creates a new card. If you select the unique option, the card will be created only if one with the same title doesn't exist in the list (otherwise, the automation will stop and no further actions will be executed).
mirror the card on on board
Mirror cards are only available in paid Workspaces
the label to from the card
green
the sticker from the card
link
Adds (or removes) the link as an attachment to the card.
remove from the card
change list color to
green
List colors are only available in Standard and Premium Workspaces.
mark the card as
mark the due date as
set date now
move the date to the same day next week
Unlike setting the date, moving it respects the existing time (e.g. move an appointment to another day).
move the date by the same amount of time
This is typically used with the trigger 'when the due date is moved in a card' and a cascading action that finds another card.
the card
the card
member @ to from the card
add a member to the card
This action is useful to automatically distribute tasks to members proportionally. Read more.
The at random option adds a randomly-selected member to the current card.
The in turn option adds a member the first time that the automation runs, and it remembers which member was added. The next time the automation runs (on the same or another card), it adds the next member, etc... The action automatically cycles back to the first member when all have been added to cards.
The member to be added is selected from the members in the board that the current card is in. In order to narrow down the applicable members, you can click on the "bullseye" icon to specify a source card. The member will then be selected from amongst the members on the source card. If a name is specified for the source card, the card needs to be visible on the current board. Entering a link instead allows you to specify any card including archived cards and cards on any board to which you have access.
remove all the members from the card
rename the card to
As part of the new name, you can enter the text {cardname}, which will be replaced with the existing card name. This allows to, for example, append text to a card.
set the card's description to
post comment
You can generate a notification to everyone on the card (except yourself) by mentioning @card in your comment, or to everyone on the board (except yourself) by mentioning @board.
send an email notification
with subject and message
with subject
You can enter multiple email addresses separated by semicolons (;).
url
and payload
The payload content-type is application/json by default, and it can be overriden by specifying headers. More
Headers are specified as a JSON object, e.g.:
{"Content-Type": "text/plain", "X-Custom-Header": "Header Value"}
the checklist to the card from the card
Finds an existing checklist with that name on the board and copies it to the card. You can select a specific source card by clicking on the "bull's eye" option and entering the card's name or link.
You can find the action to remove all the checklists at the bottom of the "+ -" tab (modify the automation that reads "remove the due date from the card" by opening the drop-down menu.)
add an empty checklist named to the card
assign the item to @
Assigning checklist items is only available in Standard and Premium workspaces.
set the item due now
Checklist item due dates are only available in Standard and Premium Workspaces.
move the item due date to the same day next week
Checklist item due dates are only available in Standard and Premium Workspaces.
remove the due dates from the checklist
Checklist item due dates are only available in Standard and Premium Workspaces.
remove the due date from the item
Checklist item due dates are only available in Standard and Premium Workspaces.
all the items on the card
reset all the checklists on the card
remove all items
No custom fields are available on this board.
Please make sure at least one custom field has been created. Custom Fields are only available in Standard and Premium Workspaces.
Upgrade Now clear custom field
set custom field to
custom field
the number in custom field by
set date custom field to now
move the date in custom field to the same day next week
Unlike setting the date, moving it respects the existing time (e.g. move an appointment to another day).
The actions in this section are useful to propagate changes from a card to other card(s).
You can find details and usage examples in these articles:
You can find details and usage examples in these articles:
the card linked in the attachments
the source card
Only applies if the trigger card is a Mirror card.
for each card linked in the attachments
Repeats the actions following it for each card linked from the current card. Read more.
Example:
when the due date is marked as complete in a card by anyone,
for each card linked in the attachments,
post comment "{username} completed pre-requisite task {triggercardlink} on {date}."
for each card linked in checklist
Repeats the actions following it for each card linked in items in a checklist. Read more.
Example:
when a card is moved to "Start Project" by anyone,
for each card linked from an incomplete item checklist "Sub-tasks",
move the card to list "In Progress"
for each checklist item
Repeats the actions following it for each checklist item in the specified checklist. Read more.
Example:
when custom field "FinalReview" is set to a date,
for each checklist item in a checklist named "Final Review Tasks",
set the item due on the date in custom field "FinalReview"
This is typically used after the 'copy card' or 'find a card' actions, to link the trigger card with the copy or the found card.
link the card with the item
This is typically used with a trigger such as 'when an item is added to a checklist' and an action that looks for another card based on the item content.
convert the item to a linked card
This is typically used with a trigger such as 'when an item is added to a checklist'. Read more.
The "using pattern" option specifies a pattern for renaming the item by using variables such as {cardname} and {cardlink}.
E.g. using pattern "[{cardname}]({cardlink})" will create a link usable from the mobile Trello app.
E.g. using pattern "[{cardname}]({cardlink})" will create a link usable from the mobile Trello app.
The "copying labels and/or members" option copies labels and/or members from the card with the checklist to the newly-created card.
convert all items in checklist into
This automation converts all the items in a checklist into cards, replacing the items with links to the newly-created cards. Read more.
The "using pattern" option specifies a pattern for renaming the items by using variables such as {cardname} and {cardlink}.
E.g. using pattern "[{cardname}]({cardlink})" will create links usable from the mobile Trello app.
E.g. using pattern "[{cardname}]({cardlink})" will create links usable from the mobile Trello app.
The "copying labels and/or members" option copies labels and/or members from the card with the checklist to the newly-created cards.
collect all cards into in checklist
Finds all the cards on the board, optionally filtering by a condition, and automatically creates a checklist. Read more.
Example:
when a due date is set on a card, create a new card with title "Tasks for {cardduedate}" in list "Planning" and collect all cards in list "To Do" into links in checklist "To Do"
For each card fulfilling the condition(s):
- collect ... into linked items creates an item with a link to the collected card, and in the collected card adds a link back to the card with the checklist.
- collect ... into links only creates an item with a link to the collect card.
- collect ... into items creates an item with the just the name of the card and no link.
- collect ... into linked items creates an item with a link to the collected card, and in the collected card adds a link back to the card with the checklist.
- collect ... into links only creates an item with a link to the collect card.
- collect ... into items creates an item with the just the name of the card and no link.
The "using pattern" option can be used to customize the name of the items created by using variables such as {cardname} and {cardlink}.
E.g. using pattern "[{cardname}]({cardlink})" will create links usable from the mobile Trello app.
E.g. using pattern "[{cardname}]({cardlink})" will create links usable from the mobile Trello app.
Please authorize your Jira site(s) here before using Jira actions.
post a comment to Jira work item in site with message
Please authorize your Slack workspace(s) here before using Slack actions.
post message to Slack channel in workspace
Use Slack member ID to send a direct message. Learn more
If you select "as myself", ensure that you are in the specified Slack channel.
If you select "as Butler", ensure that the Butler by Trello App is in the specified Slack channel.
Please authorize your Bitbucket account here before using Bitbucket actions.
open a pull request with Bitbucket branch linked in the attachments
set card members as reviewers for pull request linked in the attachments
Lists 
Other create a card with title
By default, this action creates a new card. If you select the unique option, the card will be created only if one with the same title doesn't exist in the list (otherwise, the automation will stop and no further actions will be executed).
find card and copy it
create a list named
By default, this action creates a new list. If you select the unique option, the list will be created only if one with the same title doesn't exist on the board.
rename list to
change list color to
green
List colors are only available in Standard and Premium Workspaces.
all the cards in list to list
To specify other conditions such as only cards having a certain label, use the "move/copy each" action below.
archive all the cards with a label
green
sort the cards in list by custom field
Custom Fields are only available in Standard and Premium Workspaces.
sort the cards in list by label
green
Specify the labels in order, e.g.: sort the cards in list "To Do" by label green, yellow, red "Urgent", red.
shuffle the cards in list
Please authorize your Jira site(s) here before using Jira actions.
post a comment to Jira work item in site with message
Please authorize your Slack workspace(s) here before using Slack actions.
post message to Slack channel in workspace
Use Slack member ID to send a direct message. Learn more
If you select "as myself", ensure that you are in the specified Slack channel.
If you select "as Butler", ensure that the Butler by Trello App is in the specified Slack channel.
create a report with all cards
Creates a report with the cards on the board, optionally filtered by list, labels, etc. The report can be used as part of another action by referencing a variable. Read more
send an email notification
with subject and message
with subject
You can enter multiple email addresses separated by semicolons (;).
Add automation
Cancel
Back to rules
in the top position
in the bottom position
in position
and then
and then by custom field
Custom Fields are only available in Standard and Premium Workspaces.
to
by
to of
to the of
to
to
by
to of
to the of
to
Basic 
Dates 
Checklist 
Content 
Fields list
the label
green
@
inactive for more than
due date
a start date
with
an empty description
Basic Dates Checklist Content Fields list
the label
green
with the role
none
none
board
link
mirror
separator
@
due date
a start date
with
an empty description
by anyone (default)
by me
by @
by anyone except me
by anyone except @
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The action history Automation analyzed does not include all actions. For example, label addition and removal are missing, and thus are not part of the recommendations. You can create custom buttons containing those actions manually, or add them to suggested custom buttons.
App automations
Please read this help article to learn more about the new app automations!
Jira
You can connect a Jira account to create or update work items with automation.
Connect with Jira
Bitbucket
You can connect a Bitbucket account to create or update pull requests with automation.
Connect with BitbucketSlack
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