Trello Essential Training

Learn how to organize your own work and collaborate on projects with your team using Trello.

Introduction

• What is Trello?
• Navigating Trello’s free vs. paid options

1. The Basic Features of Trello Boards and Cards

• Navigating the home page and creating your first board
• Navigating boards, lists, and cards
• Managing board settings and permissions
• Managing members, labels, and checklists
• Adding due dates, attachments, and card covers
• Creating and formatting card descriptions
• Moving and copying cards
• Communication, notifications, and watching
• Archiving cards, lists, and boards
• Trello card-sharing options

2. More Advanced Features

• Managing workspaces, members, and creating collections
• Creating and using Trello card templates
• Linking Trello cards and boards together
• Searching and filtering boards and cards
• Forwarding messages to boards and creating cards
• Board background images and collections (paid feature)
• Trello keyboard shortcuts
• Tables, timelines, and other views (paid features only)

3. Essential Trello Power-Ups

• Introduction to Trello Power-Ups
• The Trello Calendar Power-Up (with calendar integration)
• The Planyway Calendar Power-Up
• Syncing Planyway to Google Calendar
• The Card Repeater Power-Up for recurring tasks
• Integrating cloud services: Google Drive, Dropbox, and more

4. Automations and Custom Fields

• Introduction to Trello automation
• How to create a Trello automation rule
• How to create a custom Trello card button
• How to create a custom Trello board button
• How to create Trello list automation
• How to create Trello custom fields (paid upgrade)

5. Getting Things Done Using Trello and Kanban

• Trello and the Kanban method
• Trello and GTD: Board setup and capture
• Trello and GTD: Clarify and organize
• Trello and GTD: Contexts, reflect, and engage

Conclusion

• Where to go from here