Depending on the level of analysis needed in your project, you can decide to manage tasks as checklist items or cards.
For example, a portfolio manager might need an overview of all the projects planned, which may contain thousands of tasks. It would be unfeasible to create a card for each of them in this case. So she adds a card for each project, and adds tasks as checklist items.
The project manager might want to add details to a task (such as descriptions, attachments, comments). This not possible with items, so the option is to create a project board and add cards in it.
But if they want to have both, they can use Placker to mirror items into cards. Tasks will be items at the Portfolio board and cards at the Project board at the same time.
Plus, they will be synced, to if the Project manager marks a card as complete, the Portfolio board will also be updated reducing the need of sending a message to say that it's done.
Placker track views and reports are card level, so this also helps in those cases.
The recording below shows how it works:
You can set this up in your boards following three different methods:
At placker.com, select both boards.
Click the checklist icon at the project card, then click and drag an item or the whole checklist into a list in another board.
In this case, item A.1 is being dragged to the "To do".
Select if you want to also show the card title and confirm changes.
Now the item is mirrored as a card. Changes in the card (e.g. marking it as complete) will update the checklist item and vice-versa
The other way around also works (taking a card and dragging it into a checklist).
You can also open the card overview, click "Add card mirror" and select one of its checklist items to be mirrored:
Rule based mirroring
If you need to mirror many items, it might be a good idea to create a rule to do this in an automated way.
At placker.com, click the title of the board where the items are
At the "Rules" tab, create a new rule selecting the "Member is assigned to checklist item" option.
You can also decide what happens when you unassign a member from the checklist item
Now, when you add a member to a checklist item, Placker will automatically mirror the checklist item
Creating parent/child cards by pasting URL
You can also create child cards by simply adding its URL in a checklist. This means that you can quickly add all the tasks that need to be done for a specific project and link to the relevant cards for each task, while updates will be synced in this case (e.g. member, due date or completion updates).
This can be a quicker way to create an item to card mirror. There are Butler rules that create linked cards, which will also be synced.
For the mirror link to be created automatically, you need to enable this at the Placker board settings, in the Mirror settings tab, enabling the Automatic detect option and saving it.
How these mirrors look like
Whenever child cards and their checklist item have the same title, you will see the title clickable in the Trello checklist. If the title of the card is different, you will see both the clickable title of the card and the title of the checklist item next to it. This is demonstrated in the example below:
This makes it easier to visualize which is the parent card and which are the child cards and keep track of all your tasks, no matter how many you have. Also, Placker now detects the card title when the item is only an URL.
We hope you find these features useful. We’re always looking for ways to make Placker better, so if you have any feedback or suggestions, reach out to us in the chat.
Mirroring in advanced layouts
When you move a checklist item and you are not in the single board or in the default layout, you will be asked to which board and list the card should be mirrored, as in the following recording:
It's also possible to import a spreadsheet containing information from the card to be mirrored.
This works for card to card, item to card and card to item mirroring. Learn how to do this in this article,
For more use cases and information on having multiple levels, check this article.
Questions, issues and feedback
If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.