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

Scheduled automation

So, you get it – there’s a lot you can do with Trello automation, and buttons are great for when you want to manually trigger something. But what about the trigger of time?

Scheduled automation is Trello’s version of telling specific actions to happen at a recurring interval, such as daily, weekly, monthly... or just about any time you can think of.

When to use scheduled automation

Use scheduled automation when you have processes that you do every day or week, such as creating daily reminder cards or moving cards between lists at the start or end of a week. If you explain your workflow in Trello and catch yourself saying “Every Monday morning, I...,” then that’s a cue that you should probably automate it with scheduled automation!

Because of the nature of scheduled automation, we need more triggers than we’ve seen so far. Let’s see what we can find. From the Automation modal, make sure you’...