Product Overview: Trello Butler
Trello Butler is a powerful, built-in automation tool integrated into every Trello board, designed to streamline and optimize your workflow by automating repetitive and tedious tasks.
What Does Trello Butler Do?
Butler enables users to automate various actions within their Trello boards without requiring any programming knowledge. It helps in managing tasks more efficiently, ensuring that important tasks are not overlooked and that workflows are kept organized and up-to-date.
Key Features and Functionality
Rules Automation
Butler allows you to set up rules that trigger specific actions based on predefined conditions. For example, you can set a rule to add a “Steps” checklist to a card when it is created in a “To Do” list, or to set a card’s due date automatically if the card name includes a date.
Custom Buttons
You can create custom card and board buttons that perform a series of actions with a single click. For instance, a “Done!” button can move a card to the “Done” list, mark the due date as complete, cross off checklist items, and remove members. Similarly, a “Start” button can move a card to the “In Progress” list, add you to the card, and set a due date.
Integrations
Butler extends its capabilities by integrating with other popular tools such as Slack, Jira, and email. This allows you to automate tasks like posting messages to Slack channels, creating new Jira tickets, posting comments to existing tickets, and sending automated emails directly from your Trello board.
Intelligent Automation Suggestions
As you use your Trello board, Butler recognizes repetitive actions and suggests automations that can be enabled with a single click, further enhancing your workflow efficiency.
Custom Fields Automation
Butler can also be used in conjunction with Trello’s Custom Fields to create more sophisticated automation rules. For example, you can set up rules based on the values in Custom Fields, such as sorting cards by story points, due dates, or votes, to help prioritize tasks.
Additional Capabilities
- Task Management: Automate actions like moving, copying, or archiving cards; adding or removing labels, members, attachments; renaming cards; and adding descriptions or comments to cards.
- Checklist Management: Add, remove, or reset checklists within cards to ensure all steps are followed.
- Due Date Management: Set and change due dates automatically based on various triggers.
By leveraging these features, Trello Butler helps users focus on the work that matters most, automating the rest and ensuring a smoother, more efficient workflow.