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

Fields

The ability to trigger custom fields is only available on boards that have custom fields (makes sense, right?) and you can only activate custom fields on Trello Standard and higher plans.

Figure 6.19 – Fields trigger events

Figure 6.19 – Fields trigger events

If you don’t use custom fields, feel free to skip this section and come back to it later if you start using them. They’re quite helpful for advanced automation because as you’ll see, there are a lot of triggers for watching them!

When all custom fields are completed

If you only have one custom field, this will trigger when that field is filled in. If you have multiple fields, it will trigger only when all of them are filled in.

Real-world example

When custom fields are completed, move the card to the Ready to Use list.

This rule is useful for creating a sort of “form validation” type of workflow that moves a card to the next stage when you have all the information ready...