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Routing cards

  • May 5, 2022
  • 1 reply
  • 15 views
Laquize Bassey
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Hi. Is there a way to route cards to a specific section automatically? I create daily meeting notes and want them to go to the respective section on a board without moving them manually. For example, I categorize these notes by the month, so I have a section on a board that has the month. I hope that makes sense. Thank you!

    Callie Rojewski
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    Hi @Laquize Bassey ! Thank you for asking this question. I’d love to learn more to see if there’s any Guru advice I could give you to make your workflow more efficient. When you create daily meeting notes now, are you creating them on a new Guru card directly, or do you have a Zapier or Workato workflow set up? 

     

    Looking forward to hearing more and swapping ideas!

     

    Callie

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