Automation: Add an attachment

Neele Carstensen

For our work it would be good if there was an automation that adds files (for example Word documents, Excel documents, PDFs, ...) to a card as soon as they are loaded into a new column. According to the training, this feature does not exist yet. Are there any considerations in this regard?

Joerg Koper

Hi @NC and welcome to the community 👋🙂

That's a nice feature request. You've got my vote.

In the meantime, you can create a task as a "template" with included documents, checklists, information or whatever you like. Make a copy of the task and move it into the section when needed. This way, you have the desired self-made-feature at hand until the requested one is hopefully developed 😉

If you need the templates in regular fixed periods, you can of course use the Recurring Task automation. By the way…you can put your templates into a section created for this purpose and collapse it. This way it won't take up much space.

Best, Jörg