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Have cards that you use frequently re-appear at specific times.

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Adding Card Repeater.docx
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Quick reference

Adding Card Repeater

Have cards that you use frequently reappear at specific times.

When to use

To learn how to create recurring cards. To understand the benefits and limitations of this power-up.

Instructions

Power-ups give your boards additional features and integrations with other applications. Boards belonging to free users can turn on one power-up at a time while boards belonging to business class users can have unlimited power-ups.

Enabling Power-Ups

Enable power-ups by selecting Power-Ups from the board menu. Then select Enable or Disable to activate or deactivate the power-ups you would like to use. NOTE: You have to be a member of that board's team to enable power-ups.

Once the card repeater power-up is enabled, a Repeat button will appear as an option in open cards.

Repeating a Card

Select the Repeat button inside any card to set it to repeat.

Cards can be repeated weekly, monthly, or yearly. Every time the card repeats, it will be copied to the list you select. While cards can only be repeated once in a month or year, they can be repeated multiple times a week or every 2, 3, 4, etc. weeks. To repeat a card daily, set it to repeat on all days in a week.

Canceling a Repeat

Archiving the card will not stop it from repeating. Only deleting a card, moving it to another board, or canceling the repeat on the original card will stop it from repeating.

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  • 00:05 Depending on how you use your Trello board, you may come across certain cards
  • 00:09 that you would like to repeat on a regular interval.
  • 00:13 Let's say, for example, I need to send a weekly report to my manager.
  • 00:18 And I'm using this particular Trello list as a to-do list.
  • 00:23 So I would like this card to reappear on a weekly basis.
  • 00:28 But I don't want it to remain there once I've completed that particular task.
  • 00:33 Well Trello gives us the option to add a card repeater.
  • 00:37 And in order to do so we'll need to enable that power-up.
  • 00:41 In the Power-Ups menu you will find the card repeater power-up.
  • 00:46 And by selecting enable we will now have a new button within our cards.
  • 00:52 So, let's select this Send weekly report to manager card as a part of our example.
  • 00:58 Here within the Power-Ups option you will see we have a repeat button,
  • 01:03 and by selecting this we get a few different options as to how often and
  • 01:08 how frequently this particular card will repeat.
  • 01:12 Our first choice is how frequently, and we get to chose from weekly,
  • 01:17 monthly or yearly, and depending on what we select here the options down
  • 01:21 below may adjust a little bit.
  • 01:23 For example, if I select monthly it's gonna ask me which day of the month
  • 01:28 do I want it to happen.
  • 01:30 Or I could just select the last day of the month for example.
  • 01:34 Now if you want something to repeat on a daily basis you would need to select
  • 01:39 the weekly option and then select each and every day of the week.
  • 01:45 But in most cases you'll probably want to
  • 01:48 have something repeat on a weekly basis at most.
  • 01:52 I can select what time I would like this card to reappear.
  • 01:56 And which days of the week would I like it to reappear.
  • 01:59 Maybe I want to see this on Thursday.
  • 02:02 I needed to send the report before the weekend, so
  • 02:04 maybe I want this card to appear on Thursday.
  • 02:08 I can select every week or two weeks or whatever other interval I would like.
  • 02:14 And then I can choose as to which list I would like it to appear on.
  • 02:19 By default, it's gonna show me the list in where this card currently lives,
  • 02:23 but I could select another if I'd like.
  • 02:26 And it also gives me the choice as to which position,
  • 02:28 where I'd like it to appear at the top of that list or the bottom.
  • 02:32 And then at the bottom it gives me a nice summary of my selections above.
  • 02:36 So for example it says you will see this card repeat on March 30,
  • 02:41 2017 at 12 P.M. That's the next time that this card will repeat.
  • 02:47 It also gives this very helpful note.
  • 02:50 If this card is deleted or
  • 02:52 moved to another board, we'll stop repeating this card.
  • 02:57 So that's good to note.
  • 02:58 I can go ahead and archive this card,
  • 03:01 maybe when I've completed this particular task I'm going to archive the card.
  • 03:05 That's fine, it will reappear each Thursday as I've indicated here,
  • 03:12 but if I do go out of my way and delete this card, or if I decide to move it
  • 03:16 to a completely different board this repeat card function will stop.
  • 03:22 So if I'm happy with my selection here I can select the Save button.
  • 03:27 And then it'll also give me a summary up here as to when it will repeat.
  • 03:31 And it'll show me the next time that this particular card will repeat.
  • 03:37 So, the repeat card power up, a very helpful way to help you
  • 03:42 have certain cards repeat at intervals in which you desire.

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