For both work and personal environments, Trello is one of the most used applications to manage tasks. If you want to know all the functions that this program hides, here is a list of trello tricks. Become an expert with these tips and secret tips.
Though It is a fairly simple App, it is practical and convenient to coordinate group work. Its operation is based on a collaborative use systemwhich allows you to work on various projects.
You can find the Trello application in its version for computers, as well as mobile devices. Also, have a plan. gratuitous. Read on to find out more!.
List of the best Trello tricks to get the most out of this work tool
If you wish expand the utilities offered by the Trello platformyou should know all your features.
For this reason, we offer you a list of the best Trello tricks to get the most out of this work tool:
Highlight your boards
Trello it allows you create multiple boards to work on different projects. In the event that one is more important than others, you have the option of prioritizing the boards. The process is fairly simple. you should only click on the star next to the board name, by hovering over the board in question. You will have quick access from the main screen.
Quick list creation
Lists are an essential part of the how trello works. At any time while working on a project, you may need a list. For this reason, the application allows you to quickly create listings.
You have two simple methods at your disposal:
- Click twice in a row anywhere on the board. automatically create a list.
- Click between two lists already existing for create a new.
Identify boards with different backgrounds
Boards are separate task spaces. In addition, in each one you have the option of create working groups. In the event that you have several boards open, we recommend assigning each one a different background to easily differentiate them.
Enter the dashboard you want to customize. Then press the button “Show menu”. A drop-down menu of options will appear on the screen. Locate and select the “Change Background” option. From this point on, you just have to choose the design that you like the most and set it as your board background.
Organize your cards in list
Having too many cards on the same list can result in a messy work environment. If you want to better organize the cards created in a list, you have the option of adjust the order by name or creation date. Next to the listing name, click the menu button (three ellipses) Next, press “Sort list” and select the organization model that best suits your needs.
Copy boards from other users
For new users, it’s likely hard to customize a dashboard. Fortunately, you have another option in your hands. Trello it allows you copy boards and cards from other persons. The only condition is that the dashboard must be publicly accessible.
Enter the board of your choice. Then, go to the upper right and press button “Show menu”. Then, in the options column, click “Plus”. Finally, select “Copy board”. The dashboard is automatically created. You have the option to edit the name, make it private or public, and choose whether or not to copy the card design.
Take advantage of Power-Ups
The Power Ups are Trello extensions that provide you with advanced features. They are aimed at those users with more experience who want to get the most out of the platform.
Access to extensions varies by account type. If you have a free plan, you can only use one extension per board. If the plan is paid, you can use as many as you want. You have two ways to access the extensions. from the button “Options” from a board, or from the options column of a card. Later you will be redirected to a website where you can choose the one that best suits your needs.
Copy the cards too
As we mentioned above, you can also copy card design. The process is quite similar. Enter a user’s public board and click on their card. Head to the right side column, towards the section “Actions”. Then press “Copy”. A new window opens automatically where you must enter a title, labels and position it on the board.
Make your cards templates
If you liked the design of one of your cards in Trello, you can easily turn it into a template to use it another time. If so, you have the option to “Convert to template.” This button is located in the options column on the right side of the screen. The templates will be available at all times, both for use and modification.
Send an email to create a task card
In the event that you are online from another deviceand you do not have the opportunity to log in, you have the option of create task lists just by sending an email. the boards Trello They have customizable addresses. To find out which one corresponds to your boards, press the button “Show menu” and then press “Plus”.
In this section you will find a section called “Custom email settings”. Here you can check the email assigned to the board. In the event that you need it, Trello gives you the possibility to generate another.
To create a card from an email, keep in mind that:
- The title of the mail is going to be the title of the card.
- The body corresponds to the description of the card.
- All attached file to the mail will be part of the card.
- You can use in the email subject to generate tags in the Trello card.
- You can add users by writing your name (@NombreDeUsuario) in the headline of the email, or in the body.
Use email to send comments to the cards
Like the boards, the cards they also have a custom address. You can go to the options column of each card and press the button “Share” to know the address that corresponds to you. By this means you can send comments at any time, without logging into Trello nor enter the application.
Change the cards
Trello it also allows you move cards from one list to another. When creating a new card, press the button “Add another card from another list” to perform said action. In such a way, everything that you had generated will move to the new designated location.
Drag from explorer
You can grab a bunch of files from the explorer files from your computer and drag them into Trello to quickly upload them to the card. It is not necessary to load them manually. To do this, select one or more files from your computer. Subsequently, click and hold on the selection and drag it over the card. The documents will be uploaded immediately.
Use the shortcuts
Like many other platforms, Trello incorporates multiple keyboard shortcuts to perform quick tasks. For example, you can use the directional arrows to move between the cards. With the F key you can open the search windowwith the B-key you can search or create boards. When entering at (@) you can start the autocomplete of some username. with the numeral (#) you start the autocompletion of the tags, and with the numbers from 1 to 9 you can create a new tag on a select card.
Add videos to cards
The Trello platform It has the power feature add videos to cards. The process is quite simple, you just have to copy and paste the URL of the video in question. automatically, Trello generates an interactive preview of the video. Thus, users can watch the video from the platform, without having to be redirected to another portal. Likewise, Trello it keeps the link for users to click or copy if they want.
Use spreadsheets or lists to create cards
In Trello you have the option of import items from lists or spreadsheets to create cards. You just have to copy and paste the elements on a card. The platform is in charge of running a detection automatic and subsequently, it asks you if you want to keep them on the same card. This saves you time and it is not necessary to create a new card from scratch.
Create checklists
The same way, Trello also incorporates the function of create Checklist from a spreadsheet. You just have to paste a list with phrases separated by lines in the first field of the checklist. The platform is in charge of interpreting these elements as the different items of the checklist.
Vary the shape of your texts
Trello has the function of customize the texts. through the system Markdown, you can modify the format of what you write. You only have to incorporate a few symbols before and after each word or phrase to change its appearance.
For example:
- Use double asteriskat the beginning and end of each phrase or word to add bold.
- Use an asterisk or underslash at the beginning and end to add italics.
Identify your cards as completed
When you complete a project, you have two options to mark it as done. The first of these is create a label with the word “Completed” and give it a striking color. When you’re done with the project, attach this label to the card to signal completion. The next method is to create a list to archive completed projects. Click on “Move” on the completed task cards to move them to the list.
Hide the completed items from the checklist
If you want a better visualization of the things you still have to do on your checklist, Trello gives you the option of hide completed items. Go to the completed tasks card and click the button “Hide completed items.”
Connect your cards with others
Finally, Trello has the function of connect all your cards. To do this, you just have to copy card url and attach it to another. In this way, on the card you will be able to view a thumbnail of the previous card, while providing you with basic information about it.
The process is extremely simple. Go to the card you are going to attach and press “Share”. Then copy the link and go to the next card. Then press “Attach” and then “Attach a link.” Thus you achieve that the first card is generated inside the other. Then click on “Connect cards” to complete the job.
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