Supercharging Productivity with Trello: Harness Trello’s powerful features to boost productivity and team collaboration

Cover....1 Title page....2 Copyright and credits....3 Contributors....5 Table of Contents....8 Preface....16 Part 1 – Trello Foundation....22 Chapter 1: The Structure of Trello....24 What is Trello?....24 But why Trello?....26 Where can you use Trello?....26 Via the web....26 Trello desktop app....26 Trello mobile app....26 What kinds of things do people use Trello for?....27 Work-related use cases....27 Non-work-related use cases....27 Getting started....28 Creating an account....28 Workspaces (previously called Teams)....29 Boards....30 Creating a board....30 Finding your boards....31 Top toolbar options for a board....31 Lists....44 Add a card....45 Copy....46 Move....46 Watch....46 Sort by....47 Actions for cards within a list....47 Archive list....48 Cards....48 Summary....49 Chapter 2: Trello Card Starter Pack....50 Card views....51 Name and description....52 Editing descriptions....52 Labels....52 Creating and editing labels....53 Dates....55 Start and due dates....55 Adding start and due dates to a card....55 Members....58 Adding members to a card....58 Watching....59 Configuring watching on a card....59 Comments and activity details....60 Commenting on a card....60 Activity details....61 Card actions....62 Quick actions from the card front....63 Summary....65 Chapter 3: Leveling Up Your Cards....66 Attachments....66 Attaching items to a card....66 Inline attachments....72 Custom fields....73 Creating a custom field....74 Setting a custom field value....77 Checklists....78 Adding a checklist....78 Advanced checklists....79 Viewing all your checklist items....80 Viewing the progress of checklists....80 Locations....81 Setting a location on a card....81 Covers....82 Adding a card cover....83 Link cards....85 Disabling link cards....86 Summary....86 Chapter 4: Viewing Cards Your Way....88 Filters....88 Dimensions to filter by....90 Activity....92 Filter logic....92 Removing a filter....93 Accessing alternative board views....93 Dashboard....94 Adding a new tile....95 Editing an existing tile....96 Calendar....96 Changing the cadence....97 Editing dates on a card....98 Adding a card....98 Syncing with your calendar....99 Using the Calendar Power-Up....99 Timeline....100 Adding another dimension....100 Adding a card....101 Table....101 Editing cards....101 Adding a card or list....102 Maps....102 Setting a location on a card....104 Adding a new card....104 Workspace views....104 Workspace calendar views....105 Workspace Table view....106 Summary....107 Chapter 5: Real World Trello Boards....108 Understanding Trello templates....108 Viewing template information....109 Copying a template....110 Using Trello for Kanban and Agile workflow management....112 Board structure....113 Cards represent tasks....114 Cross-team project management....115 Board structure....116 Cards represent objectives....116 Meeting planner....118 Board structure....118 Cards are agenda items....119 Product roadmap....120 Board structure....121 Cards represent features or bugs in your product....121 Creating your own Trello template....123 Summary....125 Part 2 – Automation in Trello....126 Chapter 6: Initiating Trello Automations....128 Getting ready to automate....128 When are you ready to automate?....128 Triggers....129 Actions....129 Accessing triggers....130 Pro tip – advanced mode....131 Card move....132 When a card is added to the board....133 When a card is added to a specific list....133 When a card is archived/unarchived....134 When a list is created/renamed/archived/unarchived....134 Automation variables....135 When a list has a specific number or range of cards....135 Card changes....136 When a specific (or any) label is added to a card....136 When an attachment is added/removed....137 When you or someone else is added to/removed from a card....137 When a specific user is added to/removed from a card....138 When a vote is added to/removed from a card....138 Dates....138 When a start/due date is set on a card....139 When the due date is marked complete/incomplete....139 When you or someone else enters a card name containing a date, set the due date....140 Checklists....140 When a specific checklist is added to/removed from a card....141 When a checklist is completed/made incomplete in a card....141 When an item is checked/unchecked....142 When a due date is set on/removed from an item....142 When an item is added to/removed from a checklist....143 Card content....143 Advanced pro-tip....144 When the name/description of a card contains specific text....145 When a comment is posted to a card....145 When a person is mentioned in a card....145 Fields....146 When all custom fields are completed....147 When custom fields are completed....147 When a custom field is set....147 When a custom field is set to a specific value....147 When a checkbox custom field is checked/unchecked....148 When a number custom field is set to a specific number/range of numbers....148 When a date custom field is set....148 Summary....149 Chapter 7: Common Automation Actions....150 Accessing automation actions....150 Move....152 Move/copy the card to the top/bottom of the list....152 Move the card to the top/bottom of the current list....153 Archive/unarchive the card....153 Add/Remove....153 Create a new/unique card....154 Add/remove a label to a card....155 Add/remove a sticker to a card....155 Add/remove a link....155 Remove (just about anything) from the card....156 Dates....157 Mark a due date as complete/incomplete....157 Set the due/start date to ___....158 Move the due/start date to _....159 Move the due/start date by the same amount of time....159 Checklist actions....159 Add/remove checklists to a card....161 Add an empty checklist....161 Add/remove items to a checklist....161 Assigning the item to someone....162 Set the item due date....162 Move the item due date....162 Remove the due dates from the checklist....163 Remove the due date from the item....163 Check/uncheck an item....163 Check/uncheck all the times in a/all checklist(s)....163 Reset all the checklists on a card....164 Remove items from checklists....164 Member actions....165 Join/leave a card....166 Subscribe/unsubscribe to a card....166 Add/remove a specific user to a card....166 Add a member at random/in turn to a card....167 Remove all the members from a card....168 Content actions....168 Rename the card to ___....169 Set the card’s description to ___....169 Post a comment....169 Send an email notification to __....170 Get/post/put to URL....170 Summary....171 Chapter 8: Advanced Actions....172 Field actions....172 Clear custom field __....173 Set custom field __ to ___....174 Check/uncheck custom field....174 Increase/decrease the number in custom field __ by __....174 Set date custom field ___ to ___....175 Move the date in custom field ___ to ___....175 Sort actions....175 Sort list by ___....176 Sort by custom field ___....177 Sort by label __....177 Cascade actions....178 Find/lookup the first/last card linked in the attachments....179 Find/lookup a card titled/with link....180 For each card linked in the attachments....181 For each card linked from an item in checklist....181 For each checklist item....181 Link/unlink the cards together....182 Link the card with the item....182 Convert the item to a linked card....182 Convert items in a checklist to cards/linked cards....183 Collect all the cards into linked items/links/items in checklist....183 Other tool actions....184 Jira....185 Bitbucket....186 Slack....187 Summary....189 Chapter 9: Building Automation with Triggers....190 Accessing Automation....191 Rules....192 Creating a rule....193 Testing your rule....196 Editing existing automations....197 Other automation settings....198 Button automation....199 Card buttons....199 Board buttons....205 Summary....211 Chapter 10: Date-Based Automation....212 Scheduled automation....212 New triggers for schedule automation....213 Creating a scheduled automation....215 Testing your scheduled automation....216 Due date automation....217 New triggers for Due date automation....218 Creating a due date automation....221 Testing a due date automation....222 Summary....223 Part 3 – Power Up Your Boards....224 Chapter 11: Power-Ups Built by Trello....226 What are Power-Ups?....227 Accessing Power-Ups....227 Power-Ups for Integrations....231 Tools Trello integrates with easily....232 Adding the Slack Power-Up....233 Viewing notifications in Slack....235 List Limits....235 Adding the List Limits Power-Up....236 Configuring List Limits....236 Using List Limits....238 Read Me....239 Adding the Read Me Power-Up....239 Previewing the Read Me....241 Editing the Read Me....241 Voting....242 Adding the Voting Power-Up....243 Voting on a card....244 Sorting a list by votes....246 Other Trello-made Power-Ups....247 Summary....248 Chapter 12: General-Use Power-Ups....250 Approvals for Trello....250 Adding Approvals for Trello to your board....251 Creating an approval....252 Approving or rejecting an approval....254 Viewing cards by approval status....255 Advanced features....256 Amazing Fields....257 Adding Amazing Fields....257 Creating a field....259 Updating a field....263 Additional features....264 Bulk Actions....265 Adding Bulk Actions....266 Selecting multiple cards to edit....268 Making changes to multiple cards....269 Summary....271 Chapter 13: Syncing Info Between Boards and Tools....274 Forms by Blue Cat....274 Adding Forms by Blue Cat....275 Creating a form....276 Sharing a form....282 Testing a form....284 Unito....286 Creating a flow....287 Testing a flow....293 Summary....293 Chapter 14: Reporting in Trello....294 Blue Cat Reports....294 Adding reports to your board....295 Quick lists....296 Reports....300 Placker....307 Getting started....308 Mapping a board....308 Viewing multiple boards together....311 Default attributes for reporting....314 Adding widgets and reports....315 Screenful....319 Getting started....320 Insights....320 CHARTS....325 REPORTS....327 Summary....330 Index....332 Other Books You May Enjoy....339