Mirroring is a method of synchronizing card attributes between boards that helps you to keep their data automatically updated. This means you no longer have to copy the status between the boards, avoiding mistakes and time spent on manual actions.
Some examples of use cases are:
- Automatically track the status between a design/product backlog and the development/sprint board. When the development team finishes a task, the status is automatically updated on the design/product backlog as well.
- Create a 'Client board' to highlight specific cards to your client while tracking the status on your main board. When the client finishes their tasks, they will get updated on the mainboard automatically.
- Use meeting boards for more productive meetings where you mirror the cards from your main board to the agenda on the meeting board, if cards are completed they will be completed on the main board as well.
- You manage work between a master program board and smaller project boards, in this case, you want to understand the status of the program without having to dive into the smaller project boards.
- You want to delegate/manage a subset of a card by a different team, in this case, you want to keep the main board/planning updated while the card is being worked on on the sub board.
If you wish to share your own examples, we would love to hear how you use card mirroring.
Setup in Placker
You can set card mirroring by opening multiple boards in the board views. Then you can simply drag and drop cards between boards to create a "mirror" copy of the card. Changes in attributes will be updates in both boards from now on.
To see how this works in action, click play in the video below:
If you prefer to mirror a card without selecting multiple boards, it's also possible to double-click the card and use the "Add card mirror" button.
Setup in Trello
A second way to mirror cards is to use the Projects by Placker power-up. A "card mirror" button will be added to the card. When you click the button, you select a board and a list, and it will create a mirrored copy of the card. Then, updates on the card will be synchronized with its mirror.
If you decide to use this method, ensure that both boards are imported from Trello to Placker and that your account has access to both boards.
Here is a video that shows this process:
It's possible to mirror an existing card to up to 2 additional boards. In the following example, we will have a card mirrored across these 3 boards, which is the group limit:
Using the mirror method in Placker described above, we have selected many boards to be shown in the same screen and dragged the card "MIRROR" from board A to Board B, then from board B to board C.
Notice that the card in board A is mirrored indirectly to board C. But removing the card in board B would break this chain, causing other cards in the group to no longer be connected
This could also have been done using the Trello power-up mirroring method.
When double-clicking a card, at the top right corner, you will find the open mirror button, that shows all the boards that the card is mirrored to, settings and the option to add a card to this group or remove it from group.
Clicking mirror settings will open a window where you can set which attributes will be synced and setting the default attributes.
In the advanced mirrorring options in Placker, you can find an option to add comments instead of updating the card attributes (Mirror to comment), set a source and a target card for mirrors (One way mirror / different attributes per card) and deleting links.
Save configuration as default
If all mirrors created in this board should have the same settings (for example, not syncing title and status attributes), you can change this setting in one of the mirrors and enable the "save as default" option. After that, all new mirrors created will follow the same settings.
Frequently asked questions
How to delete a card mirror?
There are basically two ways: you can archive one of the cards, so the other will continue working without its mirror, or delete the mirror link in advanced settings, which makes both cards to conitnue existing but no longer synced.
Can I mirror checklist items?
Yes, definitely. You can keep checklists between two different cards synced, and even mirror a checklist item to a card or vice-versa. Check this article for more information about this.
Why is there a synchronization delay?
The card synchronization is managed in the Placker backend, as the updates are distributed to your web client, there can be a few seconds delay between updating one card and receiving the updates on the mirrored card.
Automatically track the progress
You can combine the card mirroring funcion with tracking by list or label, so cards have status updates in all boards when changing lists or labels. This makes your card mirroring automation even more powerful.
I have other questions or comments about this feature
Please let us know by sending a message in the chat and we will be glad to help you out 😃