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

Button automation

Sometimes you can’t quite put your finger on when you need to trigger automation. For instance, maybe it’s not every time a card is moved to another list, just sometimes. Or maybe you don’t always want to convert all the checklist items to cards, but you also don’t want to have to manually do it for each item either.

This is where buttons come in handy. You can add buttons to your cards and your board so that you decide when the automation happens, and then Trello takes over from there.

When to use button automation

Use buttons when you have a series of actions you want to automate but there are no consistent criteria for when you need it triggered. Or use it when you just prefer to have the control of clicking a button to make a series of actions happen! I know some people who use card buttons to move a card to another list, even though you can drag it or select the Move action on a card.

This can be useful if you’re...