I’ve created a board template with multiple tasks in groups - two columns are a date (dead line) and a responsible person column.
I have an automation which sets the due date and assign the creator as the owner, which works well when creating a new item within the board.
However, my goal is to auto-fill these two columns for all 50+ tasks in the template when someone creates the board from my custom template. For example, is Janine creates a new board today on the 6th of October from the template, all tasks created based on the template should get Janine set as the Person and the due date set to today + 6 days (the two automations I created, which work well for manual new items)
Hi @MKirschner - I dont believe there is a way to do as you have seen, when new boards are created from templates the item creation triggers do not run.
What I can suggest is adding a Button column to the template and download the Column Magic app from the Market place. Column magic will allow for the setting of a People column to the current user on press.
You can then set the following automation on button click:
It would be helpful if there was assign all existing tasks and existing subtasks to a “people” column. or some way to be able to select all Tasks and Subtasks at once to make any name or date changes. I like the use of subtasks, but our team uses templates. So, we spend an lot of administrative time setting up all of our people columns to the person that uses the board before getting to work.
It’s simply not efficient for us now and is one of our biggest frustrations with the tool. Our company will not purchase any additional apps, so that solution may be helpful to some, but I would guess many companies are like ours and want this feature built into the tool itself.
Overall, please still keep this suggestion on your radar. When I used Jira, I was able to process mass changes such as names and dates, so having such an option would bring parity with your competitors. Thanks!