When the number of your automations grows, you may want to group similar automations together. To help with this, Automation lets you organize your work into Automation Libraries.
A Automation Library is a group of automations that share the same tag. Automation Libraries allow you to:
Categorize automations so that they can be found easily by filtering
Enable or disable groups of automations on the current board
Share a group of automations with other users in your Workspace
Creating Automation Libraries
To create a new library, simply add a tag to an existing automation:
1. Click the tag icon in the upper-left corner of your automation
2. Enter a tag name and then press Enter
To apply the tags you've created before to other automations, click the tag icon, select the needed tag from the list of available automation tags, and then press Enter.
Note: You can't set multiple tags for one automation as an automation can only belong to one library at a time. If you want to apply a different tag to the same automation, duplicate the automation and add the copy to another library.
Filtering automations by a library
You can view all automations that pertain to a particular Automation Library via filtering them by an automation tag. To filter automations:
Open a particular automation tab (Rules, Calendar, or Due Date) and select the filtering menu (All) in the upper-right corner of your automation list
Select an automation tag
Additionally, you can also filter your automations to see only those that are Enabled or Disabled on the current board.
Managing Automation Libraries
To work with more advanced library options, click the tags icon in the upper-right corner of your automation list, next to the filter.
This will display a list of your Automation Libraries as well as libraries that have been shared with you.
You can manage your automations by using the following action buttons:
Rename the library: change the current library's name. This also allows you to:
delete the library tag and remove it from all automations that have it. To do this, enter an empty name for your library.
merge two libraries. To do this, rename your library to the same name as the library you want to merge it with.
Enable all of this library's automations on this board: enable all automations in the library on the current board at once.
Disable all of this library's automations on this board: disable all automations in the library on the current board at once.
Sharing Automation Libraries
Note: You can only share Rules, Calendar automations, and Due Date automations via Automation Libraries. Currently, only users in the same Trello Premium or Standard Workspace can see and use shared libraries.
To prevent confusion, Automation doesn't allow you to share a library with the same name as the one shared by other users. However, you can easily rename your library if you want to.
To share your library, go to Automation Libraries and turn on the Shared toggle in the lower-right corner of your automation.
For a Standard or Premium Workspace, this will share the library with all Workspace members. For an Enterprise Workspace, this will share the library with every Enterprise member.
Note: Make sure that your automations don't contain any sensitive/confidential information and it's safe to share them.
If you remove Rules, Calendar, or Due Date automations, they will still be available for people you've shared your Automation Library with until they update their Automation Libraries by importing all automations from your shared library again.
Importing shared Automation Libraries
Your Automation Libraries also include the list of libraries that are shared with you. For each library, you can view its name and a person who has shared the library. To import a shared library into your automation list, select Import all automations from the Shared library > Import.
Work with the imported Automation Libraries
After you import a shared library, it will be displayed in your library list, including both information about your own copy of the library and about the source library. If the library is active in your automation list, you'll be able to see how many of your automations are part of this library and how many of them are enabled on this board.
You can also use action buttons in the upper-right corner of the imported automation to work with your own copy of the library—modifying the imported automations won't affect the source library.
If you click the Add/update all automations from the shared library icon, you will re-import the library:
All new automations created by the library owner will be added to your library.
All automations will be refreshed with their current versions of the library.
Automations modified by the library owner will be updated in your copy of the library.
Automations modified by you in your copy of the library will be overwritten by the current library version.
Automations deleted by the library owner will be deleted from your library.
Please consider that you can't upload your automations to the imported library as the library is owned by a person who shared it. However, you can rename your local copy of the library, make modifications, and re-share the library under a different name.
Can I add a Card or Board Button to a library?
Buttons cannot currently be part of libraries, although this is something we are planning to add in the future.
Can I set multiple tags for one automation?
No. An automation can currently only belong to one library at a time. You can duplicate the automation and add the copy to another library.
Who can see my shared libraries?
Currently, only users in the same Trello Premium or Standard Workspace can see and use your shared libraries.
Can I upload an automation to someone else's library?
No, the library is owned by them. If you wish, you can rename your local copy of the library, make modifications, and re-share it under a different name.
Can I share a library with the same name as one shared by someone else?
To avoid confusion, we don't allow you to share a library with the same name as someone else, but it's easy to rename your library.