Digging Deeper Into Trello

 •  Filed under Posts, Tools

Now that we know the basics of a Trello board we can start to dig deeper into the other parts of the board that can help us.

Teams

Teams are a way of organising boards so that they can belong to different groups of people. Teams are helpful for larger organisations so that boards can belong to different departments. The benefit is clear for large organisations but what about individuals like freelancers? Can they benefit from using teams? Of course they can.

When I first started using Trello I lumped all my boards into a single collection. Boards for reading lists, client work, development work and home projects. I needed to organise these boards in a better way so I set up two teams. One for my freelance work and one for personal. Using these teams, I have my boards assigned to the right team and it makes finding boards a lot easier.

Labels

Trello’s labels are a way of categorising cards. Labels consist of an editable name and a colour. When you add a label to a card a small block of that label’s colour appears on the front of the card. Opening the back of the card will show the labels and their names.

Due to the number of boards I am working with at any given time, I find the labels on the front of the cards not informative. To help I use this Safari extension that adds the label names to the front of the card as well. There’s also CSS you can add to your browser through a CSS style extension like Stylebot or Stylish.

Cards by Email

Creating cards in Trello is straight forward. What if you need to create cards for your board without being in Trello?

Each Trello board comes with it's own unique email address. When you send an email to this address it adds a card to the list specified and in the desired position. In the menu of reach board you'll find the Email-to-board settings.

Select the the list you want to append cards to. Then you can select whether you want the cards to appear at the top or bottom of the list. The formatting of the email is simple. The subject becomes the title of the card and the body becomes the description of the card.

During initial meetings with clients, I will use this feature to send cards to the board for that client. Emailing cards to the board saves me having to write up the cards later. Using email also means that once the card is away, I can keep focused on talking with the customer.


These are just some of the ways in which you can get more from your Trello boards.