How does Board Assistant work?
Board Assistant is a powerful Trello Power-Up designed to automate routine tasks, enhance team collaboration, and streamline daily workflows.
It helps you structure your boards, copy labels, lists, and custom fields, and automatically responds to changes on cards — for example, by adding comments or managing members.
Board Assistant is especially useful for working with templates, launching new projects, and keeping your boards organized with minimal manual effort.
Board Assistant
- Activation Check
After installing the Power-Up, open the Power-Ups menu on your Trello board. Make sure that Board Assistant appears in the list of enabled Power-Ups and has a green toggle (enabled state).
- Authorization
Locate the Board Assistant button in the top Trello panel and click it to launch the app. In the window that opens, review the Terms of Use and Privacy Policy, check the agreement box, and click Sign in to proceed with authorization.
- Granting Access
In the Trello authorization window, click Allow to grant Board Assistant access to your boards and workspaces. This access is required for proper automation and functionality.
- Selecting a Subscription Plan
After authorization, the subscription plans page will appear.
Choose the Free plan (up to 2 boards) or another plan that best fits your needs.
Click Subscribe to activate the selected plan.
🔔 Note: The free plan will be unavailable if someone else in your workspace has already activated it or is using a paid plan.
- Selecting Boards
Once your subscription is active, open the Selected boards tab, select the boards you want to use with Board Assistant, and click Save.
Board selection can be changed once every 30 days, starting from when you select the first board.You don’t have to select all available boards immediately — add them as needed at any time.Boards selected by other members of your workspace are marked with their profile icons. You can use these boards for free.If someone removes a board from their plan, you will lose access. You can add such boards to your own plan to keep using them.
- Copying Fields
In the Copy fields section, you can quickly transfer structure between boards:- 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.
- Auto Comments
In the Auto comments section, you can enable automatic logging of changes on cards for the selected board. This is especially useful for teams that need to track who made changes and when.
Once enabled, Board Assistant will automatically post comments to cards when the following changes occur:- 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.
- Automatic Member Management
In the Manage members section, you can configure automatic assignment or adjustment of members when a card is moved into a specific list.
What you can configure:- 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).
- Action type — select from a dropdown menu:
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