How it works?

• Labels
• Custom fields
• Lists
• Groups of elements (all labels, fields, and lists at once)

To copy data:

• Select the source board (from the dropdown list above).
• Mark the items you want to copy in the appropriate block.
• Select the destination boards.
• Click the Copy button.

⚠️ If the selected boards already contain the same items, duplicates will be skipped — only new items will be copied.

• Label changes
• Checklist changes
• Date changes
• Custom field changes

Comments are created on behalf of the user who made the change.
The comment format is clear and shows the old and new value. For example:
The value of the custom field "Test (d)" was changed from 06/17/2025 09:00 to 06/18/2025 09:00
This allows you to view all changes without manually checking fields or activity logs.

• Action type — select from a dropdown menu:
  • Without Change — do not modify members
  • Remove All Members — remove all members
  • Replace Members — replace existing members with new ones
  • Add Members — add new members to existing ones
  • Remove Members — selectively remove specified members
• Members — select one or multiple users per list.
• Show in the card — allows editing these settings directly from the card. If disabled, the rule still works but can’t be modified from the card.
• Hide member from selection — hides a user from the in-card member list without deactivating the rule.

Card-level settings
In each card, you can override the automatic member management scenario defined at the list level. This is useful when a specific card requires a different action than the default for the entire list.

How to do it:

• Open the card.
• Find the Board Assistant section (displayed below the description or above the activity feed).
• You will see the current settings — the selected action (type of member management) and the assigned members.
• Update these settings as needed for that specific card.
• Changes are saved automatically and apply only to that card — regardless of the list’s global rules.

⬆️ Priority: Card-level settings have higher priority than global list rules. This means that even if the card is moved to a list with an active rule, the local card rule will apply if it has been set.

Example 1: Override the default rule

The default rule in the “To Do” list is:
Action: Replace Members, Members: Mark, Mary
However, for the card “Urgent task”, you want only John to be assigned.
You open the card, go to the Board Assistant, and change the action to:
Replace Members, Member: John
➡️ As a result, when this card enters the “To Do” list, it will only assign John — not Mark and Mary.

Example 2: Disable the list rule
The global rule for the “Pending” list is:
Remove All Members
But the card “Legal approval” should keep its current members.
In the Board Assistant section of the card, you change the action to:
Without Change
➡️ This way, when the card is moved to that list, it won’t lose its members.

Thanks to card-level rules, you can build flexible exceptions that let you tailor workflows not only by list, but also per individual card.

Next list button
Add the “Next list” button to a card to move it to the next list in one click. You can use the default label or assign your own (up to 16 characters).

After you save your board selection and click “Go to dashboards”, the system will automatically create a demo dashboard. It will include data from the selected Trello boards for the current month and show the last activity date on cards.

The demo dashboard uses all widget types available in Cross-Boards Dashboards:

• Text block — a short description of the dashboard and usage tips;

• Counters — the total number of cards, overdue cards, cards without a date, etc.;

• Pie chart — distribution of cards by members;

• Bar chart — number of cards by lists;

• Line chart — activity by dates of the last change on a card;

• Table — a detailed list of cards with key fields (name, list, members, labels, dates).

This demo dashboard helps you quickly assess the app’s capabilities and choose the visualization format that works best for you.

To create a new dashboard, click the “+ Create” button on the top bar. Enter a name for the dashboard and click the green button to save it.
By default, the dashboard grid is set to 3×2, but you can change it at any time by clicking the corresponding button on the top bar.

In the widget settings window you define what data the widget shows and how it’s visualized. The left side contains all configuration options, the right side shows a live preview. The Placement toggle (Vertical / Horizontal) changes how these areas are arranged — one above the other or side by side, as on the screenshot.

Here you can:

• set the widget name, data source and select the Trello boards to pull data from;

• choose the widget type (text block, table, counter, charts) and the preview layout (Vertical / Horizontal);

• configure the time zone and the period used for card changes (current month, current week, yesterday, today or a custom date range).
  The Power-Up automatically detects your browser’s time zone and calculates “today/yesterday/week” and due dates accordingly. If your team spans multiple time zones, you can manually set a specific time zone for each widget so everyone sees correct local views;

• choose the metric (for example, number of cards) and set a Target value, with automatic color change when the target is reached;

• add filters to decide which cards are included (by members, lists, labels, custom fields, etc.), in simple or advanced mode.

If the widget uses several boards, the app shows in brackets how many boards have a given field, for example: Members (2 boards). This is especially useful for custom fields with the same name on multiple boards.

There’s no separate Save button — changes are applied immediately as you adjust the settings. When you’re done, click the button in the top-right corner to return to the dashboards view.

In the table mode you choose which Trello card fields will be shown in the table and in what order.

• The Available block on the left shows all standard and custom fields (Name, Lists, Labels, DateStart, DateDue, DateLastActivity, etc.).

• The In use block on the right shows the columns that are already used in the table.

To add a column to the table, drag it from Available to In use.
To change the column order, simply drag the items within the In use list.

At the top of the window you can also:

• set the period for the card change date (today, yesterday, current week, current month or a custom date range);

• choose a field to sort by in the Sort by section and set the sort direction (Ascending / Descending);

• enable Filter if needed to limit which cards are included in the table.

• To resize a widget, drag it using the handle in the bottom-right corner.

• To move a widget, grab its top area and drag it to any free cells in the grid.

• By clicking the expand icon, you open a table with all the cards used to build this widget. There you can review, sort, and filter the data in more detail.

• By clicking the three-dot menu, you can perform additional actions: rename the widget, open its settings, create a copy, move it, or delete it.

From the menu next to the dashboard name (three-dot icon) you can:

• Rename – change the dashboard name.

• Delete dashboard – permanently remove the dashboard.

• Hide from panel – hide the dashboard from the top tab bar (the dashboard is not deleted and can be shown again later).

• Grant access – share the dashboard with other users.

• Create copy – duplicate the dashboard with all its widgets and settings.
  

Sharing a dashboard

On some subscription plans you can share a dashboard with other members of your Trello boards.

• To share a dashboard, open the three-dot menu for that dashboard and select Grant access.

• In the dialog, search for and select the users you want to give access to.

• A user must have the required permissions for the related Trello boards; otherwise they won’t appear in the list or won’t see all data.

The user you share the dashboard with does not need to buy a subscription. They can view the dashboards shared with them as long as the subscription of the owner who granted access remains active.