7 Things You Should Do with Every Trello Board (Setup Guide)

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  • Опубліковано 2 гру 2024

КОМЕНТАРІ • 169

  • @Simpletivity
    @Simpletivity  4 роки тому +4

    Watch next: How to use Trello Butler Automation - ua-cam.com/video/t8IHrVLVNPg/v-deo.html

  • @PabloBianchiOK
    @PabloBianchiOK 5 років тому +115

    1. 0:48 Change board background
    2. 2:13 Create your lists
    3. 3:06 Add litsts descriptions cards
    4. 6:30 Define your labels
    5. 8:02 Review board email settings
    6. 9:39 Enable power-ups: Custom fields
    7. 11:20 Invite team members

    • @NickBernhard
      @NickBernhard 4 роки тому +3

      You are my hero! :)

    • @SK-zr2dd
      @SK-zr2dd 4 роки тому +1

      Thank you for the video overview.

    • @eponymousIme
      @eponymousIme 4 роки тому +1

      I always appreciate when someone shares timestamps for a video. Thanks for doing that.

    • @hitesh5567
      @hitesh5567 3 роки тому

      Any way to keep lists sequence fixed and not draggable by any team member?

  • @MohammadAl-Mukdad
    @MohammadAl-Mukdad Рік тому +1

    Your tutorials about Trello are really nice, thank you 💙

  • @eroz019
    @eroz019 5 років тому +9

    I use Redbooth before and this is the best alternative so far. I'll definitely recommend this to my new work/workmates. As graphic designer My board setup is:
    ● NEW TASK
    ● TASK IN PROGRESS
    ● TASK READY FOR REVISION
    ● TASK COMPLETED

  • @keithmorley7297
    @keithmorley7297 5 років тому +5

    I just started to use Trello. I am a rookie. I use it for Personal to help me remember. I have 3 list. 1. What book I am reading. I use the label green. 2. What chapter I have read. That label is yellow. 3. Finish. That label is red.
    Excellent advice!

    • @Simpletivity
      @Simpletivity  5 років тому

      All the best as you explore the benefits of Trello, Keith.

  • @sahyasamson
    @sahyasamson 5 років тому +14

    Thanks for this tutorial! As someone new to Trello I've been swimming in cards lists and boards unable to come up with a clear system. it's super helpful to have a step by step to follow .

    • @Simpletivity
      @Simpletivity  5 років тому +1

      You are very welcome. All the best as you continue with Trello!

    • @PracticeTech-rg7yh
      @PracticeTech-rg7yh Рік тому

      ​@@Simpletivityis there a way for the cards to be group for say a 2week cycle completion. And then still not loose them after the project ends in 2weeks?

  • @jacquelinestigman6432
    @jacquelinestigman6432 4 роки тому

    My first glance at Trello. Lucky to have found your video. I very much appreciated your pace and clarity of speech. Thank you!

  • @josefinasanchez7683
    @josefinasanchez7683 5 років тому +9

    Big thanks to you. You simplified everything for me with this tutorial.

  • @motivatedbrands
    @motivatedbrands 4 роки тому +1

    Well done. Clear, concise and easy to follow. Great value to us. Thank you.

  • @nike4685
    @nike4685 4 роки тому +4

    Great presentation, informative, clear, concise and your vocal variety was perfect! Helped me get started with Trello.

  • @Cindy-w3o
    @Cindy-w3o Рік тому

    This was very helpful! The interface has changed some in 4 years, but I was able to hunt and find most of the features. Updating the video to match the current interface would be nice.

  • @simonward7653
    @simonward7653 5 років тому +3

    A very helpful overview for a new user like me!

    • @Simpletivity
      @Simpletivity  5 років тому

      All the best with your Trello journey, Simon.

  • @restojon1
    @restojon1 5 років тому +3

    A fantastic video. I had no idea how to use this 12 & a half minutes ago, now I can get started. Thank you from your newest subscriber.

  • @wasidhossain3848
    @wasidhossain3848 5 років тому +2

    much informative within a short video. Thank you.

  • @simonsays5193
    @simonsays5193 4 роки тому +1

    The most helpful trello video! Thanks!

  • @markknowlton7984
    @markknowlton7984 5 років тому +14

    I like to add a card for the labels that show the keyboard shortcut number assigned. I also make a separate list for E-Mail only.

    • @Simpletivity
      @Simpletivity  5 років тому +1

      I love that idea about the label keyboard shortcuts. Thanks for sharing!

  • @aoczon
    @aoczon 4 роки тому +1

    Nice tutorial simple and straight forward.

  • @TeacherKristy
    @TeacherKristy 2 роки тому +1

    8:18 mind blown that I missed this feature! 📧 Thank you 😀👏👍

    • @Simpletivity
      @Simpletivity  2 роки тому +1

      You are so welcome, Kristy. All the best as you get the most out of Trello!

  • @MIXIA1976
    @MIXIA1976 2 роки тому +1

    I immiediately put a blue cover on the top of every list, Thank you

  • @bethweatherford9976
    @bethweatherford9976 4 роки тому

    Very helpful. I am just getting started and this is just what I needed.

  • @kezza0925
    @kezza0925 2 роки тому +1

    Thank you so much, super informative and helpful 😊

  • @willwyatt7023
    @willwyatt7023 4 роки тому +1

    Some REALLY good ideas here.

  • @billtucker9799
    @billtucker9799 5 років тому +1

    Love your clear deomonstration without distracting background music :-)

  • @Empoweredeatingchannel
    @Empoweredeatingchannel 4 роки тому +1

    great explanation thank you

  • @maynardmg-photography8670
    @maynardmg-photography8670 5 років тому +2

    Helpful for a new user+

  • @paragmahajani1609
    @paragmahajani1609 2 роки тому +1

    Hi. Thank you for a beautiful demo. One question: I am handling five projects simultaneously. Can I have a snapshot of all the projects status on a perticular day at once? OR do I have to open each board to know the status?

    • @Simpletivity
      @Simpletivity  2 роки тому

      You can use the Workspace Table view to see information across multiple boards.

    • @paragmahajani1609
      @paragmahajani1609 2 роки тому

      @@Simpletivity Thank you for your advise. I will use it and revert with my experience.

    • @paragmahajani1609
      @paragmahajani1609 2 роки тому

      Sorry for my ignorance. Is the "Workspace Table view" a part of Power ups?

  • @attemptedpolymath9660
    @attemptedpolymath9660 5 років тому +3

    Just what I was looking for. You Sir just earned yourself a new subscriber.

  • @JNYC-gb1pp
    @JNYC-gb1pp 4 роки тому +1

    Your audio is amazing! Very clear and expansive. What mic do you use?

  • @thepokerpeople
    @thepokerpeople 4 роки тому

    love your stuff. thank you!!!!!!

  • @SpectralightPhoto
    @SpectralightPhoto 5 років тому +1

    Thanks for sharing some features on Trello that I wasn't aware of!

  • @eimearohalloran8205
    @eimearohalloran8205 3 роки тому

    thanks. Can you assign a task to a member of the team?

  • @ophiophagush.3926
    @ophiophagush.3926 5 років тому +1

    very helpful, thanks

  • @jayadevanv3322
    @jayadevanv3322 5 років тому +1

    Well described, thanks a lot

  • @garyreed-h8l
    @garyreed-h8l 8 місяців тому +1

    Awesome video, how can I hire you or find someone to just set my Trello boards up for me? Thanks

    • @Simpletivity
      @Simpletivity  8 місяців тому

      You can learn more here at my website and then we can get started! www.simpletivity.com/trello

  • @stevecorrell7633
    @stevecorrell7633 2 роки тому

    Great video. Thanks. Question: What's the difference between a board and a card? Can a single board be used to track all issues between two companies? Can cards have sub cards? Or do I need a new board to track each major task, using Cards to track the sub-tasks?

  • @adammilan2332
    @adammilan2332 5 років тому +1

    Restyaboard is a great tool for this.

  • @skysky7141
    @skysky7141 4 роки тому

    thanks for the information

  • @Simpletivity
    @Simpletivity  5 років тому +11

    How do you set up a brand new Trello board?

  • @jimm9406
    @jimm9406 2 роки тому

    Can you tell me if you have multiple boards can everyone see every board or only the board that they have been invited to koin?
    ?

  • @CalvinArterberry
    @CalvinArterberry 5 років тому +1

    Awesome protips!!!

  • @ManuelFallas
    @ManuelFallas 3 роки тому +1

    Thanks !!!

  • @aquaandsage
    @aquaandsage 4 роки тому +1

    Hi is this for the paid version please?, I don’t have most of what you are showing as I’m just trialling the free version...

  • @mesalesme7501
    @mesalesme7501 5 років тому +6

    custom fields link ?

  • @kenroo2987
    @kenroo2987 5 років тому +2

    How do I insert an image at a specific spot in my card so that it won't replace the main picture of the card?

  • @kristinkee7062
    @kristinkee7062 2 роки тому

    Is there a way to make sure no one can edit the board once they are invited to it? I am a newbie. TYA

  • @ronyork8341
    @ronyork8341 4 роки тому +1

    I think the repeating card/task is the most useful Power-Up.

  • @jrsassist7260
    @jrsassist7260 2 роки тому

    I am a new user to Trello and following your video I have tried to add the "Custom Fields" Powerup but it does not seem to be available. Am I missing something here?

  • @teripastorino2299
    @teripastorino2299 5 років тому

    this is great thank you! I enable custom fields but they are not displaying - any ideas on what I can check to try to troubleshoot?

  • @roomaklubi
    @roomaklubi 4 роки тому +1

    Thank you! Nicely done and good clear message. What programs/tools did you use to create this video? I especially like how you have separated topics which is visually traceable. Thank you on advance.

  • @scdealey4867
    @scdealey4867 Рік тому +1

    We have multiple users - and multiple boards. How can I 'freeze' or protect a card from being changed other than notes. I don't want a card (my card) to have its custom fields, etc. changed if it needs to leave my board for a while and go to someone else process board(s). I hope that makes sense, and I really hope there is a solution. Thanks

    • @Simpletivity
      @Simpletivity  Рік тому +1

      It's a great question. But unfortunately, I don't have a great answer. You could use a tool like Unito to sync cards between boards. With this app, you can choose what can be changed or edited on the original card.

  • @redforrori
    @redforrori 5 років тому +7

    Ok. This is brilliantly helpful. Thank you!

    • @Simpletivity
      @Simpletivity  5 років тому

      You are most welcome, Rori. Thanks so much for watching!

  • @souffoue
    @souffoue 5 років тому +1

    Thank you. Very helpful!

  • @muhammadsultanalam7895
    @muhammadsultanalam7895 4 роки тому

    I am new in Trello , I want to add my Daily Task in this tool like Task Name, priority , due date, complete date, status and comments , can any one help in this regard what step should i use , your early reply will highly be appreciated.

  • @MarkBadia
    @MarkBadia 4 роки тому +1

    I saw. you used labels to identify numerous concerns or attributes. In a different video, you used labels to align To-Dos to specific projects. My concern is that putting too much information into a label construct makes it difficult to understand and use consistently. So for instance, if I use labels to imply urgency and also to identify projects I may have a project with an urgent to-do so which color do I use? Other than creating a list for each project (then I can't differentiate the info you have across the top) is there another easy way to differentiate projects so that labels can imply urgency or some other critical attribute?

  • @alranmak6418
    @alranmak6418 5 років тому +2

    hi there, trello allows you to invite different team member to review task. But does the trello board allows the creator to invite and remove team members from time to time? Also, if the creator wants to leave the board, can another member take control as the master of the trello board?

    • @Simpletivity
      @Simpletivity  5 років тому

      Yes and yes. The board administrator can control who is added and can remove members if needed. They can also promote other members to be an admin and take over the board.

  • @darrencalhoun3026
    @darrencalhoun3026 5 років тому

    Can you preset to auto email if you move down the card list. Or change label color

  • @BigEvilAnjal
    @BigEvilAnjal 5 років тому +1

    I am new to Trello and have this issue when I create 2 board for 2 different projects they get sych and one's to-do list shows up on the other board

  • @jordonschwann2107
    @jordonschwann2107 4 роки тому

    God this guy is amazing

  • @Hgjdoa682
    @Hgjdoa682 4 роки тому +1

    Great tips!
    Could you please share the link to board with this background? Really love this :) thnx

  • @jeremyestes1832
    @jeremyestes1832 5 років тому +1

    2 questions. What software do you use to record your screen? Do you have a separate board that contains all your checklists or card templates?

    • @Simpletivity
      @Simpletivity  5 років тому

      I use Camtasia to record my screen. And yes, I sometimes use a separate board for checklist templates.

  • @christiandevos9468
    @christiandevos9468 3 роки тому

    Hi Scott, I have a question: when there are too many cards on a list, or when there are too many lists on a board, the cards at the bottom or on the right hand side dissapear from my screen. Is there a solution to this problem?

  • @rawaldpk
    @rawaldpk 4 роки тому +1

    Can we add different members in each card , plz advise ??

    • @Simpletivity
      @Simpletivity  4 роки тому

      Yes, as long as they are a member of the board, you can assign whoever you like to each card.

    • @rawaldpk
      @rawaldpk 4 роки тому

      Simpletivity actually I want each member can see his card only , if I add him on board he will able to see everything going on board ??

    • @Simpletivity
      @Simpletivity  4 роки тому

      @@rawaldpk That's correct. Trello does not allow you to protect or restrict cards to just certain members. If you're a member of the board, you can see everything within.

    • @rawaldpk
      @rawaldpk 4 роки тому

      @@Simpletivity can other app , which can do so ??

  • @nicolebacon4131
    @nicolebacon4131 4 роки тому +1

    I've created a board for my department. Can I make lists or cards confidential and limit the view to a few?

    • @Simpletivity
      @Simpletivity  4 роки тому +1

      Sorry, but no. Whoever has access to the board will access to the information within.

    • @jimm9406
      @jimm9406 2 роки тому

      @@Simpletivity what if you have multiple boards can everyone see every board?

    • @Simpletivity
      @Simpletivity  2 роки тому

      @@jimm9406 Only if they are a member of those boards.

  • @selmam8950
    @selmam8950 5 років тому

    OH! Forgot to mention- until Trello gives us the option to PIN cards to top of list, I suggest using Color Blind option for "Description" (in addition to a consistent label color, like you suggest (blue in your example)

  • @CPA-YANIV
    @CPA-YANIV 5 років тому

    Hay
    I started to us trello a month ago
    I stacked with using batler.
    What can I do to us batler?

  • @DimitriHofman
    @DimitriHofman 5 років тому +1

    Hi Scott, I was wondering what you use or would recommend to plan your tasks. And with planning, I mean, how do you make sure that all the cards that you put in the "Confirmed" list (to use your example) can actually be done. How do you make sure you are not over-committed, that you have the resources available and that other tasks (maybe in a "Confirmed" list on another board) are not interfering with your tasks on this board.

    • @Simpletivity
      @Simpletivity  5 років тому +3

      Great question, Dimitri. I try to limit the total number of tasks that I pursue in a given day. While I could use the estimated time of tasks to complete, I find this takes too much time and is also too variable. Therefore, I'll purposefully pursue a smaller number of tasks per day so that in the late afternoon, I can start tackling things I've scheduled for tomorrow (nice positive way to finish the day).

  • @mikeblocker4266
    @mikeblocker4266 4 роки тому

    Can I use a spreadsheet of sorts in Trello?

  • @Farnhamification
    @Farnhamification 5 років тому +1

    Could you do a video on the reasons why you prefer Trello to Notion?

    • @Simpletivity
      @Simpletivity  5 років тому

      Thanks for the great suggestion.

  • @pspaper
    @pspaper 5 років тому +1

    IS THERE A WAY TO MERGE TRELLO CARDS? You get one email to start the first card, then you get other emails etc follow ups, that you want to keep connected to the first trello card

  • @tocqo9306
    @tocqo9306 4 роки тому

    What speaker do you use?

  • @shahrukhkhowaja4902
    @shahrukhkhowaja4902 5 років тому

    Can you send the link of Trello to download!! couldnt find the proper way to download the exact software.

  • @Lunar_Equinox
    @Lunar_Equinox 5 років тому

    How do you compress the cards in a board that you don't need to scroll right to get to the last card?

  • @12345678noor
    @12345678noor 4 роки тому

    Hello , what if i use Microsoft teams and want to integration with trelo , I suppose to work on trello app then copy link to teams or what

  • @CaroleMacF
    @CaroleMacF 4 роки тому

    Thanks Scott - very new to Trello, just this week and have greatly appreciated your tutorials. Found you initially through the Delete a board video - -was a huge help. Thank you again Carole

  • @arielrauch4452
    @arielrauch4452 5 років тому +1

    Hi,
    I find your videos very helpful and I love your way of seeing things! I just bought the "Business Class" program of Trello only to understand that Butler is currently not available. Can you suggest any alternative power-up that can do the trick (all the tricks)?
    Thanks

    • @Simpletivity
      @Simpletivity  5 років тому

      Thanks so much for sharing your feedback, Ariel. I'm so glad you enjoy my content!
      While the integration to Butler is currently 'in progress', I'd recommend that you check out the Projects by Placker power-up.

    • @arielrauch4452
      @arielrauch4452 5 років тому

      This would definitely solve the progress tracking - I although love the sub task as item implementation with the automatic close of the parent when all the children finished. Any power up except for butler can do this?

  • @KirayaUK
    @KirayaUK 5 років тому +1

    How do you find the Background picture that you've used?

    • @Simpletivity
      @Simpletivity  5 років тому

      Trello provides a large number of royalty free images when you go to change the background.

    • @kalelkar
      @kalelkar 5 років тому

      @@Simpletivity thanks. I'm specifically looking for the one you've used in your video as I'm struggling to locate it. Thanks

  • @mehdilamaafar5823
    @mehdilamaafar5823 5 років тому +1

    thank you

  • @commanderduck7840
    @commanderduck7840 2 роки тому +1

    How do I make it so people can see the boards, but can't edit anything there?

    • @Simpletivity
      @Simpletivity  2 роки тому

      If you are a Trello Premium user, you can add Observers to your boards for this purpose.

  • @salmonflavored
    @salmonflavored 3 роки тому

    Can trello track how much time a card spends in each bucket?

  • @Mr.Beauregarde
    @Mr.Beauregarde 5 років тому +1

    But do you do it often?

  • @ericamarie5312
    @ericamarie5312 5 років тому +2

    Please do A video like this for Jira too!

    • @Simpletivity
      @Simpletivity  5 років тому

      Thanks for the suggestion, Erica.

  • @anjalirawat5599
    @anjalirawat5599 5 років тому +1

    thankuuuu so much for sharing this video.Its a great help.Can u plz also make video on SoapUI,NOX,Fiddler

  • @gregwillson7534
    @gregwillson7534 5 років тому +1

    How do I add contacts from FB Messenger.... including historical chat info like links sent to them...

  • @murriumkhan5708
    @murriumkhan5708 5 років тому +1

    can you change the email address? Can you create one yourself?

    • @Simpletivity
      @Simpletivity  5 років тому

      You can change the email address where these notifications are sent to. And you can generate a new Trello address, but you can't create your own.

  • @sososio1
    @sososio1 4 роки тому

    All of our members are in Viber, is it possible to add members via Viber rather than email. Your tutorials are very helpful but of course they cannot cover every scenario. Thank you.

  • @BDV000
    @BDV000 5 років тому +1

    Any Dashboards for Trello boards ?

    • @Cheneyjoan
      @Cheneyjoan 5 років тому +2

      There is a "home" button that shows you "what's next" and "recent activity" across all the boards you own or have joined. And, there is the Board list that shows all your boards. These are sorta dashboards.

    • @Simpletivity
      @Simpletivity  5 років тому +1

      I agree that the Home area is the best option right now (without installing a power-up). I'm hoping that Trello will be adding some better high-level views of multiple boards soon.

    • @BDV000
      @BDV000 5 років тому

      @@Cheneyjoan that's true, but I was looking for a type of dashboards like in Microsoft Planner

  • @tejas20008
    @tejas20008 4 роки тому

    want to know how to tag people and give work to my managers ???

  • @dennisortiz9881
    @dennisortiz9881 4 роки тому +1

    how many cards can a list hold?

    • @Simpletivity
      @Simpletivity  4 роки тому

      Trello allows for 4,750 open cards to exist per board.

  • @parl-88
    @parl-88 5 років тому +1

    Please do Asana...

    • @Simpletivity
      @Simpletivity  5 років тому

      Thanks for the suggestion, Pedro.

  • @geosirbu8977
    @geosirbu8977 Рік тому

    If you invite 20 persons to the project will you pay 20 seats?

  • @ranadeep7462
    @ranadeep7462 5 років тому

    Can multiple boards be setup in trello?

  • @vexela7
    @vexela7 5 років тому +1

    Hello Scott! Thank you very much for the GREAT videos and super-useful tips! I have a question regarding multiple power-ups on a team board. Let's say i setup a new board and i bought the business version.Then I enabled 2 or 3 power-ups on this board. Can i invite new members to this board? Will they be able to use the Custom Fields and buttons that i created with Butler on this board? Are there any limitations? Thanks a lot.

    • @Simpletivity
      @Simpletivity  5 років тому

      Great question. The answer is yes in most cases. Some power-ups require that other users have a subscription to their service as well.

  • @gvappealsservices5344
    @gvappealsservices5344 5 років тому

    My comment Section on each card disappeared, Can someone help me to fix this. Thanks

  • @kenlabadan3999
    @kenlabadan3999 4 роки тому

    hello good day. can i ask help..?

  • @proteusblack8913
    @proteusblack8913 3 роки тому

    There's nothing quite like getting productivity trello tips from Kevin Spacey.

  • @jeffmerc6701
    @jeffmerc6701 5 років тому

    Much more expensive than Trello, and doesn't have a free version of the product. Premium features may not be worth the cost when Zentao can do most of what this can do for free.

  • @samr6148
    @samr6148 5 років тому +3

    Very helpful. Thank you!

  • @danielmelese2690
    @danielmelese2690 4 роки тому +1

    Thank you very much. Very helpful.

  • @samganoab
    @samganoab 5 років тому

    Really helpful. Thanks!