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

Move

The first type of action you see relates to moving a card around the board, or even to another board. If you want to change the location of a card, the move set of actions is most helpful.

Figure 7.3 – Move actions

Figure 7.3 – Move actions

These kinds of automation actions make it seamless to have your cards in the right place on the board for your workflows. Rather than manually dragging a card around, you can set the criteria for when a card moves to the next stage, such as a checklist being completed, and have it occur instantly.

If you’re operating out of multiple boards, this is incredibly useful. You might have one board that collects tasks before assigning them to specific teams or projects, so being able to quickly go from one board to another is essential.

There are only a few options here but there are some nuances to each one, so read closely.

Move/copy the card to the top/bottom of the list

This one is sneaky—if you’re looking...