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

We already talked about checklists in Chapter 3, but now it’s time to talk about how to automate them. There are a lot of options for these subtasks!

Figure 6.13 – Checklist trigger events

Figure 6.13 – Checklist trigger events

At the time of writing, Trello has recently enabled automation to watch for a due date being set on a checklist item. But there is no trigger available for when a member is assigned to a checklist item.

When a specific checklist is added to/removed from a card

Triggers occur when a checklist is added to any card (or specific cards if you add a filter to it). You will need to specify the checklist in this rule. You cannot choose any checklist, so keep this in mind.

Real-world example

When the Monthly Report checklist is added to a card, set a due date for the last working day of the month.

This is helpful for recurring actions that need to be added to a checklist and completed at a specific time.

When a checklist is completed...