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

Accessing triggers

We’ll talk more in Chapter 9 about how to tie triggers and actions together and actually build automation workflows in Trello, but for now, if you want to follow along as you read through the types of triggers and actions, you can view them by clicking Automation in the top toolbar of any Trello board:

Figure 6.1 – Automation menu from Trello toolbar

Figure 6.1 – Automation menu from Trello toolbar

In the modal that appears, you’ll see various automation types. Most of the standard triggers are found in Rules, so we’ll go through those triggers in this section. In Chapter 9, we’ll talk about bringing triggers and actions together to create complete automations, and in Chapter 10, we’ll explore a few additional trigger options that are available only in the Calendar and Due Date sections.

Click the first option, Rules, which opens the Automation overlay. Next, select the button at the top right that says Create rule.

Figure 6.2 – Create rule button in the Automation section
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