If you’re ready to discover precious Trello hacks, tips, and best practices, you’ve come to the right place! So hold on tight and bookmark this article, as you’re about to get lots of value.
Trello is like a castle; the deeper you go in, the more rooms you unlock. Once you get started with the tool, and you get familiarized with the boards, lists, and cards - which, let’s face it, takes very little time - you’d want to dig deeper into making the most out of the platform. With Blue Cat Reports, you improve your productivity and capacity with Trello by updating your task management processes.
What’s great about Trello is that it’s an intuitive app. You can stick to the simple organization tasks or take it even further with advanced integrations and features. That’s what makes it truly valuable to teams and individuals.
And you know us; we love a little collection of Trello tips and tricks to make things spicy. That’s why we pulled up this list for you to master Trello for your workflow.
In this guide, you’ll learn:
Let’s dive right in!
As you might well know, Trello is based on boards, lists, and cards for project management. With a simple click of a button, you can instantly add new elements, move things around and add new members. However, when your to-do lists are overflowing, smart keyboard shortcuts could save you time. Here is a list of the most important ones:
Hover over a card and press:
With these shortcuts, you’ll be a Trello power user! Now let’s move on to some more time-saving tips.
There are several ways to save time or be on time with Trello. One way is by using existing templates, either the ones that Trello provides or templates made by the Trello community.
Apart from helping you understand the platform’s full potential by discovering Trello board ideas, they save time and create uniformity between groups. In addition, these ready-to-use examples of Trello boards can be the common point of reference between teams to speed up data organization and make information transparent.
Another smart way to be on time is using Trello’s extension, app, power-ups and add-ons. Trello is everywhere! It has its own Google Chrome extension, Gmail add-on, and Windows or Mac application. That’s key for a task management tool, as you can easily “take it with you” wherever you are and be on top of your work.
Do you have work that can’t wait till you open your desktop? With a few clicks on your mobile app, you’re always on time. Got a sudden idea on your project on the go? Simply connect to Trello and add it to your “Ideas” list.
One of our favorite Trello tricks is using the “Butler” automation feature. Suppose your Trello workflow involves the repetition of specific tasks, such as archiving a card right after it’s marked as complete. In that case, you can set some straightforward automation snippets to do the work for you.
For example, if every time you add a new task as a card, you want to categorize it in the Trello “in progress” lists, Trello’s automation tool can do that work for you. Likewise, you can easily set automation processes if you want your cards that are almost ready to reach their deadlines to turn red and get highlighted on top of your lists.
Automation in Trello is a game-changer to saving time from manual procedures. Its automation tool comes in Trello’s free version as well. However, there are some limitations in the number of automation you can run - for the complete experience, switch to a paid plan.
Let’s add some fun here! What makes Trello great is that it makes project management exciting and engaging. You can add colors, images, emojis, gifs and customize everything to your liking. Task management doesn’t have to be boring!
Not only does it help to have a cozy environment for productivity, but it’s also a great Trello hack to maintain a comprehensive and easy-to-navigate interface. There are several ways to achieve Trello customization. They boil down to:
Many users ask “How to organize Trello” or “How to use Trello effectively”. Our answer is to invest in the right reporting as it can be the best way to organize Trello as your productivity app.
During each project management framework, valuable data is generated from task completion, time management, and team collaboration. All this data will go to waste without the right tools to analyze and report it.
Trello offers a variety of more than 250+ power-ups that essentially turn the platform into a project management superhero. These power-ups allow you to connect your data with third parties and get work done fast and efficiently. Our favorite power-ups to create in-depth reports are:
This list of Trello hacks and best practices is only the beginning of customizing the tool to make it your own. The more you dig deeper into the Trello world, the more you’ll be surprised at how many things there are to discover. Your Trello tips & tricks checklist boils down to:
With these best practices, you’ll be way ahead of your competition on successful agile project management. At Blue Cat Reports, we care about your growth and power up your data visualization game. Start a free trial today!
If you manage projects, you know how challenging it can be to stay on top of everything. With...