Book Image

Supercharging Productivity with Trello

By : Brittany Joiner
Book Image

Supercharging Productivity with Trello

By: Brittany Joiner

Overview of this book

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.
Table of Contents (20 chapters)
1
Part 1 – Trello Foundation
7
Part 2 – Automation in Trello
13
Part 3 – Power Up Your Boards
16
Chapter 13: Syncing Info Between Boards and Tools

Field actions

If you want to do any automation of updating or clearing custom fields, this is your section!

Custom fields only available for Trello Standard or higher plans

If you aren’t using them, you can skip right past this section and come back one day when you need it. But if you are using custom fields (or if you aren’t but you’ve thought about it), you have a lot of options for automating those fields, so let’s dive in!

Figure 8.1 – Field actions

Figure 8.1 – Field actions

In Chapter 3, we learned about how powerful custom fields were, and we didn’t even talk about automation! While they’re pretty nifty just sitting around on cards, the real potency comes from being able to tie automations to them.

If you think your use case is so unique that Trello probably can’t handle it, then I’d say you probably haven’t used custom fields to their full potential. Although we’ve discussed a lot of actions...