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

Rules

Rules simply combine the triggers and actions we’ve already discussed. Chapter 6 showed the possible triggers that can be set for events. You’ll find all of these triggers in this section, and you can then string to any number of actions.

Remember the examples such as “When a card is added to the board, set the due date to seven days from now”? You’d set that type of automation up here because it’s watching for an activity that happens on the board (such as a new card being added).

Rules might be the most common type of automation—as you might expect, because I wrote an entire chapter about the triggers that live in the Rules section!

When to use rule automation

If you want automation to happen based on something else happening in a card or on the board, you’ll probably want to use rules. Go back to the “When this happens... then that...” statements about your workflow. If your “When”...