Automation to add update WITH checklist template

We’ve found a way to do this on our side. The ‘Update’ automation accepts HTML.

Step 1: Using Google Chrome, create an update with the checklist that you want used as the template, and post the update.

Step 2: Highlight the checklist, right click, and click “inspect”. You should see something like the following screenshot:

image

Step 3: Copy from <ul data-… all the way to </ ul>.

Step 4: If you haven’t already, create the status that you want to create the checklist update from.

Step 5: Create a new automation using the “When Status Changes to something, Create an Update”.

Note: You can do this with any of the automations for 'create an update"

Step 6: In the ‘update’ portion of the automation, paste the code we copied in Step 3.

Save the automation (Add To Board), and test it out on a test pulse. You should see the checklist populate in the pulse as an automations update.

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