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

Getting started

Before you can dive into the elements of Trello, you’ll need to create an account and create your first workspace.

Creating an account

Go to trello.com and click Sign up. You’ll be directed to an Atlassian login page. You can use your existing Atlassian login if you use other Atlassian products (such as Jira, Confluence, or Bitbucket). This makes it extremely easy to get started and keeps everything under one login if you use multiple tools. Otherwise, you’ll need to create a new account.

You can do that by typing an email address or choosing one of the social account options, such as Gmail:

Figure 1.1 – Trello sign-up modal

Figure 1.1 – Trello sign-up modal

Workspaces (previously called Teams)

The wizard will walk you through the sign-up flow and help you create your first workspace. Think of a workspace as your department or organization, or a type of project:

Figure 1.2 – Form to create a Trello workspace

Figure 1.2 – Form to create a Trello workspace

Each workspace is charged by the number of members in that workspace. You can have free workspaces, and you can have as many workspaces as you wish. Select your team type you are to get specific template recommendations. Next, invite team members via email address, or skip this process for now and invite them later.

Now that you’ve got a Trello account squared away, you’re ready to start playing around and getting your hands dirty. It’s time for the rubber to meet the proverbial road because we’re going to start creating boards and lists and understand what those things are, as well as how to use them.

Let’s dive into what Trello is most known for... its boards!