I support creative business owners in accomplishing their design dreams.
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!
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).
“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:
Checkout my Trello social media content calendar tutorial to see one of the ways I use the calendar power-up!
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:
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.
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.)
The comment feature is great for keeping discussions within Trello. You can comment and reply to other comments.
To comment on a card:
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):
To watch a list, click the 3 dots beside it and choose “watch.”
To watch a board, select menu > more > watch.
for fellow Designers
for the DIY-er
for growing Creatives
[…] 6 Trello Tips & Tricks (for Beginners) […]
[…] 6 Trello Tips & Tricks for Beginners […]