How to Use Butler for Trello.
When you use Trello to manage projects, there are many tasks you can do manually. But with Butler for Trello, you can automate workflows and tasks.
Automatically create lists, move cards, apply shortcuts, add team members, sort lists, and more. To create a button, set up a rule, or run a command to automate these types of time-consuming tasks, let’s take a detailed look at how to use Butler for Trello.
What Is Butler for Trello?
Butler is a free Trello automation tool. With it, you can automate simple or complex tasks for your cards and boards. The best part is that it requires no programming knowledge, which means that anyone can create an automation with Butler.
Butler is available for all Trello accounts. However, there are some limits and quotas depending on your account type.
What Can You Do With Butler?
As an automation tool, you can add buttons, rules, and commands to make your daily Trello tasks much easier. You can automate workflows, perform actions, and trigger other actions.
Rules. With rules, you can perform actions based on triggers in Trello, such as adding a card or creating a list.Card buttons. : For actions specific to Trello cards, you can add a label, archive the card, and more.Board buttons. For activities on a Trello board, you can reorder cards, create new lists, and more. >Calendar Commands: With Calendar Commands, you can perform scheduled actions.Due Date Commands: With Due Date Command execution, you can trigger an action corresponding to a specific date or time.
How to Use Butler for Trello
Now that you know the basics of what Butler is and what you can do with it in Trello, let’s create some automation with it.
There are two ways to create automation with Butler. You can customize it directly from the map or list, or use the butler directory. This allows you to customize Butler commands to suit your needs. The advantage of using the Butler Directory is that you can see all the automations available and set them up in one place. So, let’s start with this.
Use the Butler catalog
Open the Butler Catalog by selecting Automation at the top of the board and choosing an automation type, or by selecting Show Menu > Automation in the upper right corner.
Along the left side you will see all types of automation. Just choose one to get started.
Create board button
Here we will select the Board button and then we will select the Create button.
Give the button a name, select its icon, and optionally enable the default button. Then select Add Action.
Then choose an action for the button. You can do things like add a map, move a map, create a list, or sort a list.
Fill in the fields required for the action, such as select a list, select a label, or add a title, depending on the action you choose. Click the plus sign on the right to add an action to the button.
You can set up multiple actions for your button if you like. Just remember to use the plus sign to add an action.
When you’re done, select Save Above.
You will then see a new board button when you select this option on the left. If necessary, you can edit, copy or delete the button. You can also use it on the current board or on all boards in the workspace.
We then see our board button at the top of our board and can use it whenever we want to perform this action.
Create a calendar team
As another example of using the Butler Directory, we will create a calendar team. Select “Calendar” on the left and click “Create Team” on the right.
There is nothing to select or name for the calendar command, so just select Add Trigger.
Then use the Select Schedule section to set up the team based on day, month, year, or date with time, if applicable. Don’t forget to use the plus sign on the right to add a trigger to the command.
When your trigger is ready, you will then set up the action. These are the same types of actions you see for buttons, such as adding a card or sorting a list.
Fill in the required fields for the selected action and add it to the command with a plus sign. Optionally, you can add additional actions based on the calendar trigger.
When you’re done, review the team details at the top and select Save. Your command will run automatically according to the schedule you set.
You then have the option to add the team to another board, as well as run, edit, copy, or delete the team.
Create map button
As mentioned, you can also create automations directly on cards or lists. So let’s use one more example and customize the map button.
Open the card and select the “Add” button in the “Automation” section on the back of the card. Then select the button you want to add.
Name the button, select its icon, and fill in all the required fields depending on the button selection. If you need more actions, select Add action to add more.
When you’re done, select the Add button and you’re done. After that, the button will appear on all cards on the same board.
If you visit the Butler Directory, you will also see your button in the Map Button section. This makes it easy to manage boards, edit or delete a button.
Using this tutorial and these examples, you should be ready to set up your first Butler automation. How will you improve your Trello workflow?
