Trello Guide
Table of Contents
Introduction to Trello
Overview
Core Concepts:
- Visual task management
- Kanban methodology
- Collaborative workspace
- Flexible organization
- Real-time updates
- Integration capabilities
Basic Components
Building Blocks
| Component |
Description |
Use Case |
| Boards |
Project workspace |
Project organization |
| Lists |
Status columns |
Workflow stages |
| Cards |
Task items |
Individual tasks |
| Labels |
Visual categorization |
Task classification |
Board Organization
Board Structure
Typical Board Layout:
Backlog → To Do → In Progress → Review → Done
Project Management Board:
Planning → This Week → In Progress → Blocked → Completed
Development Board:
User Stories → Development → Testing → Deployment → Released
List Management
List Organization:
1. Standard Lists
- Backlog management
- Current work
- Completed items
2. Special Lists
- Resources/Documentation
- Templates
- Archives
3. Time-based Lists
- This Week
- This Month
- This Quarter
Advanced Features
Card Features
Card Elements:
- Checklists
- Due dates
- Attachments
- Comments
- Custom fields
- Members
Automation
| Action |
Trigger |
Result |
| Due Date |
Approaching deadline |
Notification |
| Card Move |
List change |
Member assignment |
| Label Add |
New card |
Automatic categorization |
| Checklist |
Completion |
Card movement |
Power-Ups
Essential Power-Ups
Popular Power-Ups:
1. Calendar
- Timeline view
- Due date tracking
- Schedule management
2. Custom Fields
- Additional data
- Structured information
- Enhanced filtering
3. Integrations
- GitHub
- Slack
- Google Drive
Integration Benefits:
- Automated workflows
- Enhanced functionality
- Better collaboration
- Increased productivity
- Data synchronization
Best Practices
Board Management
| Area |
Best Practice |
Benefits |
| Organization |
Consistent naming |
Easy navigation |
| Labels |
Color coding system |
Visual clarity |
| Lists |
Limited WIP |
Better flow |
| Cards |
Clear descriptions |
Good communication |
Common Mistakes:
- Too many cards in lists
- Unclear card titles
- Inconsistent labeling
- Outdated information
- Poor organization
Productivity Tips
Efficiency Techniques:
1. Keyboard Shortcuts
- Quick card creation
- Fast navigation
- Label assignment
2. Card Templates
- Standardized format
- Consistent information
- Time savings
3. List Templates
- Project templates
- Workflow templates
- Checklist templates
Maintenance Tips:
- Regular board cleanup
- Archive completed cards
- Update card status
- Review and adjust workflows
- Monitor team engagement