I have a Trello board that we are currently using to manage property title agency work. Each card is property and gets automatically assigned a predefined checklist based on the cards custom fields. So if a card is set to a specific state (custom dropdown), a checklist will be assigned to that card. Once that checklist is completed (all items checked off) the cards status automatically changes to the next step. Each step has its own checklist and there are variations based on state for some steps.
We also automatically assign specific users or users in turn from a preset group to the card as it moves along the statuses.
We want to be able to send customers an email update with all the checklists (can be in a pdf) to show what is already done and what is still pending.
Are these features possible in smartsheet to add checklists directly to cards ans run automations based off of what is complete?
