Systems and Processes

Q: My board is a hot mess. How do I archive stuff that’s no longer relevant or that’s been closed off? A: It’s a good idea to give all your Trello environments a spring clean every so often. The awesome thing with Trello is that it’s possible to archive a card, a list or an entire board. Another awesome thing about Trello is that archived cards, lists and boards don’t get deleted automatically. You can leave them archived for as long as you like and retrieve them whenever you need them… Like when you want to duplicate an old board for a new project, so you don’t start from scratch. …

Read moreHow To: Declutter by Archiving Trello Cards That Are Done and Dusted

Q: I want a view of all cards on a board that are assigned to a team member and overdue. Is there an easy way to do this? A: Yes! There most definitely is a way to use Trello filters to manage your tasks and workflow. Before we dive in, make sure you have your Trello notifications turned on so you don’t miss a thing! At the board level, all you have to do is: Step 1: Click on Show Menu and select Filter Cards or better yet, just hit F to open your board’s filter Step 2: Set your filtering parameters. You can filter by label, member and/or due …

Read moreHow To: Use Trello Filters to Manage Your Tasks and Workflow

Q: I don’t want to miss any updates made to a Trello card. How do I ensure that I get updates even when I’m not tagged? A: If you want to receive updates whenever team members make changes to specific cards, you want to use the “watch” function.  When you watch a card, you are notified each time there’s a new comment on the card or when someone moves or archives it. You’ll also receive notifications about card due dates and such – regardless of whether you’re tagged or not.  How to: Step 1: Open up the Trello card that you want notifications about Step 2: Under the Actions menu, select …

Read moreHow To : Setup Your Trello Notifications so You Don’t Miss Out