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

Card actions

We’ve already discussed a lot of things you can do to a card, but everything we’ve mentioned so far mostly refers to adding information. There are a few more important actions you can take with cards.

Figure 2.16 – The card action menu

Figure 2.16 – The card action menu

The card action menu is found on the right side of a card at the very bottom of the card options, below any Power-Ups and automation buttons. These actions are useful to do something with the entire card:

  • Move: Use this action to move a card to another list or board. You can specify the position, such as whether you want to add it to the top or bottom of the list. Keep in mind that you can also easily move a card around a board by simply clicking and dragging.
  • Copy: Copying a card allows you to duplicate a card and keep the parts you want. You can copy everything, and a checklist gives you the option to avoid copying over certain items such as attachments, checklists, or comments...