checklisthub

Checklist Hub — admin setup (teams & views)

Short guide for workspace admins and power users. End users mainly need: select boards → View checklists → use Refresh day to day.

Mental model

Action	What it does
Board catalog (automatic)	Fetches open board names on open
View checklists	Pulls checklist items from selected boards
Refresh	Refreshes current work and adds newly selected boards
Rescan selected boards	Finds brand-new assignments on boards already loaded
Select / deselect Boards	Controls which boards contribute visible work

Completing work always happens on the Trello card (Power-Up is read-only).

Hub board (for Teams)

1. Pick one board as the Checklist Hub board and enable the Power-Up there.
2. Teams are only discovered when the hub is opened from that board.

3. Create a checklist named exactly:

   Checklist Hub Team: {Team Name}

   Example: Checklist Hub Team: Content Ops

Checklist items on a team checklist

Item type	Meaning
Assigned to a member	That person is on the team (Assignees preselect)
Unassigned, text = board short link or URL	Board included when that team is chosen

Board links can be:

• Trello short link (e.g. AbCdEfGh)
• Full board URL (https://trello.com/b/AbCdEfGh/...)

If a team has no board links, users can still select boards manually. Prefer adding board links so Quick start is one click.

Saved views (personal)

Anyone can save the current filters / boards / grouping from Filters → Saved views.

• Save — stores the current setup under a name (cookie on this host).
• Set as default — applied automatically after the next successful start (unless they picked another view on welcome).
• Welcome Quick start lists saved views under an optgroup when any exist.

Views are per browser / host cookie, not shared workspace config. For a shared “starter”, document a recommended view name and have each person Save it once, or rely on Teams for shared board/people scope.

Welcome → Quick start

When teams and/or saved views exist, welcome shows one control:

1. None — tick boards yourself
2. Teams — preselect people + boards from the team checklist
3. Saved views — apply that person’s saved filters and board picks

Then View checklists (button label adapts). Don’t show again hides welcome on future opens; How refreshing works (in Filters) brings it back.

Day-to-day ops

1. Open Checklist Hub (boards list themselves).
2. View checklists (or use Quick start).
3. Use Refresh for current work and newly selected boards.
4. Use Rescan selected boards when hunting newly assigned work.
5. Closing the hub clears checklist data; board picks and views stay in cookies.

Demo (no Trello)

demo.html and top-level dashboard.html use the built-in mock dataset so people can try filters/views without authorizing. Demo data is intentionally kept wired in the dashboard bundle.

Privacy & hosting (admin)

• Host public/ on HTTPS; set the Power-Up connector to that origin.
• OAuth scope is read only.
• Trello card/board content stays in memory while the hub is open — not in cookies.
• Cookies hold UI prefs only (boards ticks, views, density, etc.).
• API key in config.js is expected client-side for Power-Ups; set Allowed Origins; never commit personal member tokens.
• Netlify-style hosts pick up CSP from public/_headers; other hosts need an equivalent header.

Smoke checklist

• Open from hub board → teams appear in Quick start / Filters → Team
• Team with board links → View checklists works
• Team with no boards → can still select boards and start
• Saved view on welcome → starting applies filters after load
• Deselecting a board hides items; selecting a new board offers Add
• Don’t show again persists; About reopens welcome
• demo.html works offline from Trello