If you’re not familiar with it yet, a Trello board is an organizational tool that helps you keep track of tasks and activities. It’s especially helpful if you’re managing multiple projects at once and need to stay organized.
Think of it as a physical bulletin board—you can use it to post cards of tasks, each with its own title, deadline, and any relevant information. You can assign members to the cards and even create checklists of subtasks. Notifications remind team members when a task needs to be completed, or updated with progress.
Trello boards are extremely versatile—you can use them for anything from sprint planning to daily task management to project tracking, and more! If you’re looking for an effective way to keep your team on the right track and stay ahead of deadlines, Trello boards might just be the answer.
Benefits of Using a Trello Board
Trello boards are one of the most versatile productivity tools available, as they can be customized to suit any project size, timeline, and team. A Trello board is made up of lists and cards that can be used to organize any task or project. With each task having its own set of descriptions, comments, checklists, due dates, and attachments – a Trello board is like a virtual whiteboard that you can easily configure and access from anywhere.
The benefits of using a Trello board are numerous – here are just a few:
Easy to learn: A Trello board is simple enough to understand at first glance – with lists and cards to organize your tasks – but also allows for lots of customization should you need more advanced features like checklists or due dates.
Real-time collaboration: With multiple users working on the same Trello board at once, everyone will always have an up-to-date view of the project’s progress. This makes it easy for teams working remotely or in different time zones to easily communicate their progress without having to constantly update one another.
Shareable boards: Not only can you share task details between team members within the same board, but you can also generate public links that allow anyone with access to view the board without being able to modify it. This makes it easy for clients, colleagues, or other stakeholders to stay in the loop on team progress without taking up too much time from internal staff members.
Setting Up Your Trello Board
Getting the full potential out of your Trello board starts with setting it up properly and anticipating what you might need with the project. Here are some tips for getting your Trello board ready to go.
Name Your Board
The first step is creating a name for your Trello board that accurately describes the project. It can be helpful to include the overall project name as well as the specific task that’s being tracked. That way, it’s easier for everyone to know exactly what they’re looking at when they open up the board.
Create Lists and Cards
Next, create lists and cards in your Trello board to track progress and keep everyone informed about status updates. Making sure that everything is organized will keep everyone on track and working efficiently, so think through all of the details that need to be included on each.
Assign Members & Tasks
Another great tip is assigning members on specific tasks and keeping track of their progress in real-time with Trello’s checklists feature which can be find within each card. This will allow you to easily keep up with who is responsible for what and who needs help with certain tasks, eliminating a great deal of confusion when it comes time to report status updates or check in on progress.
Adding Members and Assigning Tasks
Another great tip to leverage Trello Board to its full potential is to add members and assign tasks. Whether you’re working with a remote team or simply need a helping hand on a project, Trello makes it easy to keep track of who’s doing what.
Adding Members
Adding members to your board is super simple: just click the ‘Add Member’ button at the top of the board and type in the email address of the person you want to add. You can assign them as an observer, a member, or an admin depending on their role in the project.
Assigning Tasks
Trello’s powerful “cards-and-lists” system makes it easy for teams to stay organized and keep all tasks related to a project in one place. All you need to do is create cards (tasks) for each task that needs completing, then assign each card with a due date and individual team member assigned. You can also easily move due dates around as needed, so if someone finishes their task early they can just move it up on the board. Plus, when they complete their task they can easily check it off as “done” so everyone knows their progress.
Automating Your Workflow with Trello Buttons
Do you want to take your Trello boards to the next level? Then Trello buttons are the way to go. Buttons in Trello enable you to automate certain actions, like adding new cards, creating checklists, and more—all with one click.
Here are some of the things you can do quickly with a button:
- Automatically create a checklist when creating a new card
- Copy data from one card to another
- Create cards linked to other boards
- Attach files from Dropbox or Google Drive instantly
- And much more!
Trello buttons make it easier for both teams and individuals to collaborate on projects. By automating certain actions, you can save time and free up space for more creative thinking. Plus, it’s super easy to set up too—simply set up the trigger (like clicking “Add Button” in the card) and then decide what action needs to be take after that (like creating a checklist).
Once you’ve set up a button, it will show up as an icon on your cards so they can be use any time! So give Trello buttons a try next time you need your workflow automated—you won’t regret it!
Integrating Third-Party Apps to Make the Most Out of Trello
You might not know it, but Trello also works with other apps to make your workflow even more streamlined. You can easily integrate third-party apps like Gmail, Slack, Google Drive and Dropbox.
Integrating other apps into Trello is a great way to save time on tasks while still having full visibility of your workflow. Here’s how you do it:
Start by logging in to the web version of Trello (not the mobile app) and clicking the “Power-Ups” icon in the top right corner of the card.
Select the app which you want to integrate with Trello from the list of supported apps (for example, Slack).
The app will open in another window—once you’ve given it permission to connect with Trello, your boards will appear in the list and you can select which board to integrate with that app.
For some apps, you’ll need to set up rules for specific cards or lists (e.g., if a card moves from list A to B, then an action happens automatically).
Now your boards are all connected and ready to go!
By connecting other apps with your Trello boards, you can save time on mundane tasks so that less time is spend on manual data entry or shuffling information between different tools, leaving more time for creative workflows and collaboration among teams.
