Create Trello board and Subtask Automations
Trello is a work management tool that comes handy when you are working on a project especially working on Software Development Project where you need to collaborate with the team.
Trello gives some limited free access to the users and you can find the latest information on which plan is best for you?. Free access comes with the unlimited use of Power-Ups (add on) and there are plenty of great Power-Ups to enhance your Trello experience.
Agenda
In this article you will find the automations to manage Subtasks that you can enable into your Trello boards to make your life easier without using the Power-Ups. Why? There are some cases especially in the Enterprise version where the admins do not allow you to use the Power-Ups and your left with making rules and automations.
First things first
If you have not used Trello board before then you can see a snippet of the board below and on the right side of the Trello board you will see the button Automation.
Click on the Automations button and then select Rules and then Create.
Subtask Automations
Subtask Automations involves one Parent Card and Linked/Subtask Cards.
Convert any Card into a Parent Card by adding a Checklist of items to it and with automations/rules we will convert each item into a linked card and any updates to the Subtask/Linked Card will reflect into the Parent Card.
1. Add the checklist to the Trello card that will act as the Subtask.
when an item is added to a checklist in a card in list "TODO", convert the item to a linked card
This rule will allow you to convert any item added to a checklist on any card in the TODO list to linked card. This allows your to create checklist and each item in the checklist becomes a card and gets linked to it and allows you to break a story into individual unit of task.
2. Track Subtask and update the Parent Card with the updates to the Subtask.
when a card is added to list "Done", find the first card linked in the attachments, check item "{triggercardlink}", and post comment "Subtask {triggercardlink} was completed on {date} by {username}."
When you done working on the Linked/Subtask Card and you move it to Done list then this rule will check mark the item in the Parent Card and will leave a comment in the Parent Card stating Subtask completed with date and by the user account.
