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 automation actions

You access actions in the same way you do triggers—through the Automation button that appears at the top toolbar of any Trello board. Click it, then select Buttons from the menu that appears.

Figure 7.1 – Automation modal

Figure 7.1 – Automation modal

We’ll talk more about buttons in Chapter 9, but for now, just know that this is a manual way to start an automation, so it’s the quickest way to view all the available actions.

From the Card Buttons modal, click the blue Create custom button option in the top-right corner. Click the + Add Action button.

Figure 7.2 – Card button automation options

Figure 7.2 – Card button automation options

This brings up a menu of actions that we can automate. Feel free to follow along from here for the rest of the chapter as we go through the different actions available in each section.

I’ve organized all this info so you can have access to it and quickly find it when you need it, but no...