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

Accessing Automation

If you’re reading through the chapters in order, you’ve seen this already in the previous chapters, but here’s a quick recap in case you’re skipping around.

To access Trello’s amazing automation features, click the Automation button in the top toolbar of any Trello board.

Figure 9.1 – Automation button in board toolbar

Figure 9.1 – Automation button in board toolbar

This opens a menu with a few of the types of automation. Click any of the options that appear to open a full modal with the entire set of automation categories on the left side.

Figure 9.2 – Automation sections in the left-side panel

Figure 9.2 – Automation sections in the left-side panel

Throughout this chapter, we’ll review each of those categories of automation. As you get to a section, click that category name in the left side panel so you can follow along. Let’s start with the first one at the top, just after Automation Tips.