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

Checklists

The checklist feature lets you create a list of subtasks that need to be completed in relation to the task or project. This field is particularly useful for breaking down complex tasks into smaller, more manageable pieces.

Why use checklists?

Checklists are helpful for ensuring you follow a specific set of tasks for routine procedures or making sure you don’t forget any essential parts of a task. They’re also a great way to delegate responsibilities if you have multiple members assigned to a card.

Adding a checklist

To add a checklist to a card, open the card and select the Checklist button from the Add to card menu.

Figure 3.19 – Checklist creation modal

Figure 3.19 – Checklist creation modal

If you’ve already created a checklist in the current board, you can select it from the dropdown to create a duplicate version with the same items as in the current card. Otherwise, you can simply give it a title and click the blue Add button.

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