Supercharging Productivity with Trello: Harness Trello’s powerful features to boost productivity and team collaboration

Cover....1

Title page....2

Copyright and credits....3

Contributors....5

Table of Contents....8

Preface....16

Part 1 – Trello Foundation....22

Chapter 1: The Structure of Trello....24

What is Trello?....24

But why Trello?....26

Where can you use Trello?....26

Via the web....26

Trello desktop app....26

Trello mobile app....26

What kinds of things do people use Trello for?....27

Work-related use cases....27

Non-work-related use cases....27

Getting started....28

Creating an account....28

Workspaces (previously called Teams)....29

Boards....30

Creating a board....30

Finding your boards....31

Top toolbar options for a board....31

Lists....44

Add a card....45

Copy....46

Move....46

Watch....46

Sort by....47

Actions for cards within a list....47

Archive list....48

Cards....48

Summary....49

Chapter 2: Trello Card Starter Pack....50

Card views....51

Name and description....52

Editing descriptions....52

Labels....52

Creating and editing labels....53

Dates....55

Start and due dates....55

Adding start and due dates to a card....55

Members....58

Adding members to a card....58

Watching....59

Configuring watching on a card....59

Comments and activity details....60

Commenting on a card....60

Activity details....61

Card actions....62

Quick actions from the card front....63

Summary....65

Chapter 3: Leveling Up Your Cards....66

Attachments....66

Attaching items to a card....66

Inline attachments....72

Custom fields....73

Creating a custom field....74

Setting a custom field value....77

Checklists....78

Adding a checklist....78

Advanced checklists....79

Viewing all your checklist items....80

Viewing the progress of checklists....80

Locations....81

Setting a location on a card....81

Covers....82

Adding a card cover....83

Link cards....85

Disabling link cards....86

Summary....86

Chapter 4: Viewing Cards Your Way....88

Filters....88

Dimensions to filter by....90

Activity....92

Filter logic....92

Removing a filter....93

Accessing alternative board views....93

Dashboard....94

Adding a new tile....95

Editing an existing tile....96

Calendar....96

Changing the cadence....97

Editing dates on a card....98

Adding a card....98

Syncing with your calendar....99

Using the Calendar Power-Up....99

Timeline....100

Adding another dimension....100

Adding a card....101

Table....101

Editing cards....101

Adding a card or list....102

Maps....102

Setting a location on a card....104

Adding a new card....104

Workspace views....104

Workspace calendar views....105

Workspace Table view....106

Summary....107

Chapter 5: Real World Trello Boards....108

Understanding Trello templates....108

Viewing template information....109

Copying a template....110

Using Trello for Kanban and Agile workflow management....112

Board structure....113

Cards represent tasks....114

Cross-team project management....115

Board structure....116

Cards represent objectives....116

Meeting planner....118

Board structure....118

Cards are agenda items....119

Product roadmap....120

Board structure....121

Cards represent features or bugs in your product....121

Creating your own Trello template....123

Summary....125

Part 2 – Automation in Trello....126

Chapter 6: Initiating Trello Automations....128

Getting ready to automate....128

When are you ready to automate?....128

Triggers....129

Actions....129

Accessing triggers....130

Pro tip – advanced mode....131

Card move....132

When a card is added to the board....133

When a card is added to a specific list....133

When a card is archived/unarchived....134

When a list is created/renamed/archived/unarchived....134

Automation variables....135

When a list has a specific number or range of cards....135

Card changes....136

When a specific (or any) label is added to a card....136

When an attachment is added/removed....137

When you or someone else is added to/removed from a card....137

When a specific user is added to/removed from a card....138

When a vote is added to/removed from a card....138

Dates....138

When a start/due date is set on a card....139

When the due date is marked complete/incomplete....139

When you or someone else enters a card name containing a date, set the due date....140

Checklists....140

When a specific checklist is added to/removed from a card....141

When a checklist is completed/made incomplete in a card....141

When an item is checked/unchecked....142

When a due date is set on/removed from an item....142

When an item is added to/removed from a checklist....143

Card content....143

Advanced pro-tip....144

When the name/description of a card contains specific text....145

When a comment is posted to a card....145

When a person is mentioned in a card....145

Fields....146

When all custom fields are completed....147

When custom fields are completed....147

When a custom field is set....147

When a custom field is set to a specific value....147

When a checkbox custom field is checked/unchecked....148

When a number custom field is set to a specific number/range of numbers....148

When a date custom field is set....148

Summary....149

Chapter 7: Common Automation Actions....150

Accessing automation actions....150

Move....152

Move/copy the card to the top/bottom of the list....152

Move the card to the top/bottom of the current list....153

Archive/unarchive the card....153

Add/Remove....153

Create a new/unique card....154

Add/remove a label to a card....155

Add/remove a sticker to a card....155

Add/remove a link....155

Remove (just about anything) from the card....156

Dates....157

Mark a due date as complete/incomplete....157

Set the due/start date to ___....158

Move the due/start date to _....159

Move the due/start date by the same amount of time....159

Checklist actions....159

Add/remove checklists to a card....161

Add an empty checklist....161

Add/remove items to a checklist....161

Assigning the item to someone....162

Set the item due date....162

Move the item due date....162

Remove the due dates from the checklist....163

Remove the due date from the item....163

Check/uncheck an item....163

Check/uncheck all the times in a/all checklist(s)....163

Reset all the checklists on a card....164

Remove items from checklists....164

Member actions....165

Join/leave a card....166

Subscribe/unsubscribe to a card....166

Add/remove a specific user to a card....166

Add a member at random/in turn to a card....167

Remove all the members from a card....168

Content actions....168

Rename the card to ___....169

Set the card’s description to ___....169

Post a comment....169

Send an email notification to __....170

Get/post/put to URL....170

Summary....171

Chapter 8: Advanced Actions....172

Field actions....172

Clear custom field __....173

Set custom field __ to ___....174

Check/uncheck custom field....174

Increase/decrease the number in custom field __ by __....174

Set date custom field ___ to ___....175

Move the date in custom field ___ to ___....175

Sort actions....175

Sort list by ___....176

Sort by custom field ___....177

Sort by label __....177

Cascade actions....178

Find/lookup the first/last card linked in the attachments....179

Find/lookup a card titled/with link....180

For each card linked in the attachments....181

For each card linked from an item in checklist....181

For each checklist item....181

Link/unlink the cards together....182

Link the card with the item....182

Convert the item to a linked card....182

Convert items in a checklist to cards/linked cards....183

Collect all the cards into linked items/links/items in checklist....183

Other tool actions....184

Jira....185

Bitbucket....186

Slack....187

Summary....189

Chapter 9: Building Automation with Triggers....190

Accessing Automation....191

Rules....192

Creating a rule....193

Testing your rule....196

Editing existing automations....197

Other automation settings....198

Button automation....199

Card buttons....199

Board buttons....205

Summary....211

Chapter 10: Date-Based Automation....212

Scheduled automation....212

New triggers for schedule automation....213

Creating a scheduled automation....215

Testing your scheduled automation....216

Due date automation....217

New triggers for Due date automation....218

Creating a due date automation....221

Testing a due date automation....222

Summary....223

Part 3 – Power Up Your Boards....224

Chapter 11: Power-Ups Built by Trello....226

What are Power-Ups?....227

Accessing Power-Ups....227

Power-Ups for Integrations....231

Tools Trello integrates with easily....232

Adding the Slack Power-Up....233

Viewing notifications in Slack....235

List Limits....235

Adding the List Limits Power-Up....236

Configuring List Limits....236

Using List Limits....238

Read Me....239

Adding the Read Me Power-Up....239

Previewing the Read Me....241

Editing the Read Me....241

Voting....242

Adding the Voting Power-Up....243

Voting on a card....244

Sorting a list by votes....246

Other Trello-made Power-Ups....247

Summary....248

Chapter 12: General-Use Power-Ups....250

Approvals for Trello....250

Adding Approvals for Trello to your board....251

Creating an approval....252

Approving or rejecting an approval....254

Viewing cards by approval status....255

Advanced features....256

Amazing Fields....257

Adding Amazing Fields....257

Creating a field....259

Updating a field....263

Additional features....264

Bulk Actions....265

Adding Bulk Actions....266

Selecting multiple cards to edit....268

Making changes to multiple cards....269

Summary....271

Chapter 13: Syncing Info Between Boards and Tools....274

Forms by Blue Cat....274

Adding Forms by Blue Cat....275

Creating a form....276

Sharing a form....282

Testing a form....284

Unito....286

Creating a flow....287

Testing a flow....293

Summary....293

Chapter 14: Reporting in Trello....294

Blue Cat Reports....294

Adding reports to your board....295

Quick lists....296

Reports....300

Placker....307

Getting started....308

Mapping a board....308

Viewing multiple boards together....311

Default attributes for reporting....314

Adding widgets and reports....315

Screenful....319

Getting started....320

Insights....320

CHARTS....325

REPORTS....327

Summary....330

Index....332

Other Books You May Enjoy....339

An expert's guide to unleash your productivity potential for work and personal projects with Trello automation, advanced features, integrations, and Power-Ups

Purchase of the print or Kindle book includes a free PDF eBook

Key Features

• Uncover the secrets of Trello’s core features, automation, and integrations to become a Trello power user
• Master Trello with practical advice, real-world examples, and workflows to improve task management
• Get in-depth knowledge of Trello to get it up and running within minutes and scale it for future needs

Book Description

Managing large projects and teams can be an immense challenge, but having an efficient project management system can make all the difference. Trello is one of the leading project management systems, however, it’s crucial to understand its features to leverage its full potential Supercharging Productivity with Trello is the perfect guide for you to enhance efficiency and do more in less time.

You’ll start by exploring Trello's structure, including cards, boards, and lists, before diving into Trello card basics. Next, you’ll learn to use Trello views and templates to aggregate tasks and organize projects. You’ll then explore automation, including triggers and actions, to create powerful workflows that will help you prioritize tasks and organize your data effectively. Later, you’ll discover Power-Ups, an add-on that extends Trello's functionality. Throughout the book, you’ll find practical tips and real-world examples to gain practical knowledge.

By the end of this book, you’ll be well-equipped to use Trello effectively for task and project management helping you stay on top of your game and deliver quick wins in no time.

What you will learn

• Explore Trello’s structure and the important features
• Customize Trello cards and fields to fit your use case
• Create Trello views to get a mile-high view of your projects
• Discover Trello's automation features to save time and automate tasks
• Use Power-Ups for documentation, reporting, contacts, and more
• Get the most out of Trello with real-world examples and practical tips

Who this book is for

If you are a busy professional, student, entrepreneur, or anyone looking to get more done in less time, this book is for you. Whether you're new or an experienced Trello user, this comprehensive guide will provide the tools and strategies needed to streamline your workflow, boost your productivity, and achieve your goals.