BLOG How to get emails into Trello, fast! This post is aimed at the freelancers and professionals out there who use Trello to organise their work but still receive change requests and client feature requests by email! If you're sick of constantly copy-pasting or retyping client emails into a Trello card, read on for a much quicker way to get your emails into Trello! Forward client emails to Trello The key to getting emails into Trello fast is that each Trello board has its own, unique email address. Any emails that you send to that a
BLOG Dealing with finished Trello cards (without cluttering up your board) This question comes up again and again. What should you do with a Trello card when you've finished working on it? You don't want these cards to clutter up your Trello board but, at the same time, you don't want to lose the information. Here's how we deal with finished cards and build a tighter team in the process. The very short answer is - we archive finished Trello cards. It gets them out of the way and means they don't clutter the board. If you stop there, however, you'd be missing out on a
BLOG Managing your team with Trello You manage a team using Trello and want to assign tasks to your team members. But how can you see what else they already have going on and whether they are overloaded or have spare capacity? How can you keep an eye on whether your team members are meeting their deadlines and what they should focus on next? Finding out what your team members are working on in Trello is simple but the functionality is incredibly well hidden. When people see it for the first time it’s one of those eye-opening ‘aha
BLOG How to track project dependencies in Trello Project dependencies are a normal part of everyday life. Complex tasks break down into smaller tasks that depend on each other. To make an omelette, you first have to buy eggs. To build a website, you first have to discuss requirements and finish the designs. To organise an event, you have to decide on a date and book a venue before sending out invitations. Trello doesn't come with built-in functionality to manage project dependencies. There is no way to visually link Trello cards and no way to
BLOG How can I give a user in Trello read-only access? Trello is a collaboration tool and it's easy to add new members to a Trello board. Often you don't want those new members to have the same permissions as everybody else. Clients might need access to a project's board to see progress but without the need to comment or move cards around. Similarly, you might want to restrict what a user can do if they are not as technically skilled or not involved with the project very often. It would be nice to let these people see the current state of a project
BLOG How to use the Trello Calendar to meet your deadlines How to use the Trello Calendar to meet your deadlines Introduction Perhaps you already know Trello as an easy-to-use project management tool and online to-do list. Did you know that you can also use Trello to schedule your time, set deadlines and integrate with your appointments and other calendars? Let me show you how in 3 easy steps. 3 Steps to Set up the Trello Calendar Step 1: Set a Due Date on a Trello Card To begin with, you will need to set a due date on a Trello card. This is str
BLOG How can I add recurring cards to Trello? Are you using Trello to organise your life, your business or a particular project? Then you've probably wanted to create cards that repeat on a regular basis. Most calendars support recurring events, so is there an equivalent in Trello? How can you create recurring cards in Trello? It's one of the questions that we get asked a lot in the Trello workshops and that also affects us in our own lives. For example: We invoice clients on a monthly basis, review our Google Analytics stats at month end
BLOG Trello Tip: See what you need to work on right now We're going to take it back to the bare essentials with this tip. And that's to answer the age-old question: What do you need to work on right now? How can you become more productive and focus on the most important tasks in your to do list? Here's a scenario you might be familiar with: You diligently add all tasks into Trello. After a while you have so many cards on your Trello board that it becomes really difficult to know what you should be working on next. You are constantly playing catchup,
BLOG How to stay productive even when interrupted Picture the scene... There you are, working hard to meet deadlines, ploughing through your to-do list like a pro. You're in the zone, surfing the productivity wave. When, all of a sudden, life intrudes! An email, a phone call, an angry client on your doorstep, an unannounced visitor. A few interruptions like that during the day and before you know it it's getting dark outside and you're pulling another late-nighter to get your work finished. The next day you start afresh with good intentions and
BLOG Automate Trello to send an email for a completed task You love Trello but your clients still use email. They don't receive project notifications because they are not on the Trello board. How can you automate Trello so that it sends an email when a task has been completed? Rob, who manages a property maintenance business, recently got in touch with this very question. He runs his company very effectively with Trello but most of his clients work exclusively by email. So when Rob's contractors finish a task, like painting a room or fixing a cooker, s
BLOG Trello Tip: Make your meetings 1000 times more productive The Win: Make your meetings, phone calls, Skype calls massively more productive. Keep track of what is decided during meetings, phone calls, Skype calls. Easily create tasks and assign them to members of your team. The Problem: During a call, it's easy to make decisions, plan the next move, come up with a brilliant strategy. Everybody agrees on the next few steps. Some may take notes. But often the details are forgotten, nobody takes action afterwards and the meeting ends up being an unproducti
BLOG Trello Tip: Keep track of lots of projects at the same time The Win: You'll be able to keep track of all your projects at the same time, across multiple Trello boards and gives you back a feeling of control. The Pain: Once you start using Trello in earnest, you automatically end up with lots of boards. It can become difficult to keep track of what you should be doing where and to get insight into all your projects without having to switch between boards all the time. As a result you miss important tasks and become an inefficient manager. Possible solut
