6 Trello Tips & Tricks (for Beginners)

These tips will help you make the most of using Trello to manage projects within your creative business. When you first start using Trello, there are some hidden features you might not know about! In this video, I’m sharing 6 Trello tricks like what to do with cards when you’re done with them, using the Home screen, sharing boards, and more!

Tip #1: The Home Screen

You’ll probably be taken to the Boards screen every time you open Trello. If you switch to the Home screen, you can see what’s “up next” (next tasks due) and “highlights” (recent activity from teams & boards).

Tip #2: Using Power-ups

“Power-ups” are extra features that you can add to your board. Some allow your board to have more tools, and others allow you to integrate with outside apps. In the free version of Trello, you are allowed one free power-up per board.

My two favorite power-ups are:

• Calendar – allows you to switch your board to a calendar view
• Google Drive – allows you to attach Google Drive files to cards

Checkout my Trello social media content calendar tutorial to see one of the ways I use the calendar power-up!

Tip #3: What to do with completed tasks – Done list, delete or archive

Once I’m finished with a card, I like to drag it to a list called “Done!” There’s no special reason for this, it just gives me a sense of accomplishment (fellow planners who add stuff to their to-do list just so they can check it off, this one’s for you!)

When you’re officially ready to get rid of a card, you have two options:

• Archive it – this sends it to your archives, it’s not gone.
• Delete it – this deletes the card for good.

To archive a card, right-click it and choose “archive,” or to delete a card, click it and then choose “archive” > “delete.”

You can also archive a list by clicking the 3 dots beside a list > archive. Archive a board by going to menu > more > archive.

Tip #4: Using Teams & Sharing Boards

You can share boards with others so that you want to collaborate with. You can also create teams, which are groups of people that a board (or boards are shared with. In the free version of Trello, you are limited to 10 free open team boards at a time. There’s no limit to the number of members in a team.

To share a board, open & click the “Invite” button at the top.

(Note: if you are trying to share a private board, I’ve noticed recently that Trello will ask you to create a Team before sharing it.)

Tip #5: Commenting on a Card

The comment feature is great for keeping discussions within Trello. You can comment and reply to other comments.

To comment on a card:

1. Click the card to open it.
2. Type your comment in the comment box and click “save.”
3. Or, to reply to someone else’s comment: click to open the card and click “reply” before writing your comment.

Tip #6: Using the Watch Feature

The “watch” feature of Trello allows you to get notified when something changes on a card, list or board. I like watching cards for comments. Usually, when you are first writing a comment on a card, Trello will ask you if you would like to watch the card.

To watch a card (whether you’ve commented on it or not):

1. Click to open the card.
2. Click “watch” from the list of options of the right

To watch a list, click the 3 dots beside it and choose “watch.”

To watch a board, select menu > more > watch.