Cheat Sheet #day41 - Trello

Trello Cheatsheet

Basic Terminology

• Board: A collection of lists and cards related to a project or task.

• List: A column on a board that contains cards.

• Card: An individual task or item that resides within a list.

• Label: A color-coded tag that can be added to cards for categorization.

• Checklist: A list of sub-tasks within a card.

• Due Date: A deadline assigned to a card.

• Member: A user assigned to a board or card.

Common Operations

Creating and Managing Boards

• Create a New Board

  • Click the “+” button in the top-right corner, then “Create Board.”

  • Enter the board name and choose visibility (private, team, public).

  • Click “Create Board.”

• Open an Existing Board

  • Click on the board’s name from the Trello homepage or the sidebar.

• Delete a Board

  • Open the board, click “Show Menu” on the right, then “More,” and select “Close Board.” After closing, click “Delete Board.”

Creating and Managing Lists

• Create a New List

  • Open a board, click “Add a list,” enter the list name, and click “Add List.”

• Move a List

  • Drag and drop the list to a new position on the board.

• Archive a List

  • Click the list’s three-dot menu, then select “Archive This List.”

Creating and Managing Cards

• Create a New Card

  • Click “Add a card” at the bottom of a list, enter the card name, and click “Add Card.”

• Move a Card

  • Drag and drop the card to a new list or position.

• Archive a Card

  • Open the card, click “Archive” on the right sidebar.

• Delete a Card

  • Archive the card first, then select “Delete” from the archive confirmation.

Card Details

• Add a Description

  • Open the card, click “Add a more detailed description…”, enter text, and click “Save.”

• Add a Checklist

  • Open the card, click “Checklist” on the right sidebar, enter a name, and click “Add.”

• Add a Due Date

  • Open the card, click “Due Date” on the right sidebar, select a date and time, and click “Save.”

• Add Members

  • Open the card, click “Members” on the right sidebar, and select users to assign to the card.

• Add Labels

  • Open the card, click “Labels” on the right sidebar, and choose or create a label.

• Add Attachments

  • Open the card, click “Attachment” on the right sidebar, and choose a file from your computer, Trello, or a URL.

Collaboration

• Add Comments

  • Open the card, scroll to the comments section, enter your comment, and click “Save.”

• Mention Users

  • Type @username in comments to mention and notify a user.

• Watch Cards

  • Open the card, click “Watch” on the right sidebar to receive notifications about changes.

Keyboard Shortcuts

• Create a New Card: n

• Open Card Details: Enter (when a card is selected)

• Edit Title of Card/List: e

• Archive Card: c

• Move Card to Top of List: Shift+Enter

• Open Shortcuts Menu: ?

• Quickly Navigate Boards: b

• Quickly Navigate Cards: q

• Assign Yourself to Card: Space

• Move Between Lists: Arrow keys

• Open Card Filter Menu: f

• Open Board Menu: w

• Label a Card: l

Power-Ups and Integrations

• Enable Power-Ups

  • Open the board, click “Show Menu” on the right, select “Power-Ups,” and choose the desired Power-Up.

• Common Power-Ups

  • Calendar: Visualize cards with due dates in a calendar view.

  • Butler: Automate tasks with custom rules and commands.

  • Google Drive: Attach and create Google Drive files directly from Trello.

  • Slack: Link Trello boards to Slack channels for notifications.

Tips and Best Practices

• Use Labels and Filters

  • Organize cards with labels and use filters to quickly find what you need.

• Set Due Dates

  • Keep track of deadlines by setting due dates and enabling calendar Power-Ups.

• Automate with Butler

  • Use Butler to automate repetitive tasks, such as moving cards when completed or adding checklists.

• Use Templates

  • Create template cards and boards for recurring projects to standardize workflows.

• Regular Reviews

  • Regularly review and update cards, lists, and boards to keep everything organized and current.

• Communicate Clearly

  • Use comments, mentions, and descriptions to ensure clear communication within your team.

• Archive Regularly

  • Archive completed or irrelevant cards and lists to keep your boards clutter-free.

Advanced Features

• Custom Fields

  • Add custom fields to cards for additional information (requires Power-Up).

• Card Aging

  • Enable card aging to visually indicate inactive cards on your board.

• Board Templates

  • Create board templates for standardized project setups.

• Team Boards

  • Create and manage team boards to collaborate with multiple users.

• Advanced Checklists

  • Use advanced checklists for detailed task tracking within a card (requires Power-Up).

This cheatsheet covers essential commands, features, and best practices for using Trello effectively, from creating and managing content to collaboration and automation. Adjust the steps and commands according to your specific Trello setup and needs.