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

Trello

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

How To: Use Trello Filters to Manage Your Tasks and Workflow

Trello-Filters

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

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

Trello

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

How To : Create Trello Cards Straight from Your Inbox

Trello

Q: Is there an easier way to transfer information from an email to a Trello card? A: Absolutely! So this function has been super useful in instances where my clients just aren’t wired to use a tool like Trello and prefer the old school way of communicating tasks in an email (which is totally OK, by the way). You can create Trello cards simply by forwarding your email to your designated board. If you’re interested in learning more about Trello boards, I also have a blog that covers the three types of boards every business needs to have. Here’s how: Step 1: Start by opening the Trello board where you’d …

Read moreHow To : Create Trello Cards Straight from Your Inbox

How To : Duplicate Trello Boards so You’re Not Starting from Scratch Every Time

Trello

Q: I am onboarding three new clients and all of them are tapping into the same service. Is there an easy way to duplicate a board and set up a task management space for each client that way? 

A: First off, I LOVE this question because why in the world would you recreate a board from scratch, if you don’t need to?! In addition, if you’re presented with an opportunity to ditch the stress and simplify, standardise or automate a business process, why wouldn’t you?!

Read moreHow To : Duplicate Trello Boards so You’re Not Starting from Scratch Every Time