7 Things You Should Do with Every Trello Board (Setup Guide)
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- Опубліковано 27 лип 2024
- A new Trello board can be set up in many different ways. But there are some things you should always do when you first create your Trello board. In this video, Scott Friesen shares a Trello setup checklist to make sure you get the most out of your boards, lists, and cards.
Learn how to use Trello Custom Fields: • Add Custom Fields in T...
00:00 Introduction
00:44 Changing the Trello Board Background
02:12 Create your Trello Lists
03:09 Add List description cards in Trello
06:29 Define your Trello Labels
08:01 Review Email Settings for Trello Board
09:38 Enable Trello Power-Ups
10:58 Invite Team Members to Trello Board
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Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.
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![Trello App: Full Trello Tutorial for Beginners in 2023! [A-Z Guide] 💻](/img/n.gif)
Watch next: How to use Trello Butler Automation - ua-cam.com/video/t8IHrVLVNPg/v-deo.html
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
You are my hero! :)
Thank you for the video overview.
I always appreciate when someone shares timestamps for a video. Thanks for doing that.
Any way to keep lists sequence fixed and not draggable by any team member?
My first glance at Trello. Lucky to have found your video. I very much appreciated your pace and clarity of speech. Thank you!
Big thanks to you. You simplified everything for me with this tutorial.
You are very welcome!
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 .
You are very welcome. All the best as you continue with Trello!
@@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?
Very helpful. Thank you!
Just what I was looking for. You Sir just earned yourself a new subscriber.
Thanks for subscribing!
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
Great presentation, informative, clear, concise and your vocal variety was perfect! Helped me get started with Trello.
So glad that you liked this one!
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!
All the best as you explore the benefits of Trello, Keith.
Very helpful. I am just getting started and this is just what I needed.
Well done. Clear, concise and easy to follow. Great value to us. Thank you.
Glad you enjoyed it!
Your tutorials about Trello are really nice, thank you 💙
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.
Thanks so much for subscribing!
much informative within a short video. Thank you.
You are very welcome!
very helpful, thanks
Thanks for sharing some features on Trello that I wasn't aware of!
You are very welcome!
A very helpful overview for a new user like me!
All the best with your Trello journey, Simon.
Helpful for a new user+
Ok. This is brilliantly helpful. Thank you!
You are most welcome, Rori. Thanks so much for watching!
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?
love your stuff. thank you!!!!!!
Nice tutorial simple and straight forward.
So glad you enjoyed this one.
Well described, thanks a lot
You are very welcome!
thanks for the information
Thank you so much, super informative and helpful 😊
You're so welcome!
Thank you very much. Very helpful.
You're very welcome, Daniel.
The most helpful trello video! Thanks!
Glad you think so!
How do you set up a brand new Trello board?
Where's that other video you mentioned?
8:18 mind blown that I missed this feature! 📧 Thank you 😀👏👍
You are so welcome, Kristy. All the best as you get the most out of Trello!
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.
great explanation thank you
You are welcome!
Awesome protips!!!
Glad you like them!
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.
I love that idea about the label keyboard shortcuts. Thanks for sharing!
Great tips!
Could you please share the link to board with this background? Really love this :) thnx
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.
thankuuuu so much for sharing this video.Its a great help.Can u plz also make video on SoapUI,NOX,Fiddler
Thanks for the suggestions.
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
Some REALLY good ideas here.
Glad you think so!
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?
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?
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
Restyaboard is a great tool for this.
thank you
You're welcome!
How do I add contacts from FB Messenger.... including historical chat info like links sent to them...
How do you compress the cards in a board that you don't need to scroll right to get to the last card?
Thanks !!!
Welcome!
I immiediately put a blue cover on the top of every list, Thank you
Enjoy!
custom fields link ?
Can you preset to auto email if you move down the card list. Or change label color
Hay
I started to us trello a month ago
I stacked with using batler.
What can I do to us batler?
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
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.
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?
Your audio is amazing! Very clear and expansive. What mic do you use?
Blue Yeti - thanks for saying so!
But do you do it often?
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.
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).
Could you do a video on the reasons why you prefer Trello to Notion?
Thanks for the great suggestion.
thanks. Can you assign a task to a member of the team?
Can you send the link of Trello to download!! couldnt find the proper way to download the exact software.
God this guy is amazing
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?
I use Camtasia to record my screen. And yes, I sometimes use a separate board for checklist templates.
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?
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
Love your clear deomonstration without distracting background music :-)
Thanks for sharing, Bill.
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?
?
Can I use a spreadsheet of sorts in Trello?
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...
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.
What speaker do you use?
Is there a way to make sure no one can edit the board once they are invited to it? I am a newbie. TYA
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.
Great question. The answer is yes in most cases. Some power-ups require that other users have a subscription to their service as well.
I think the repeating card/task is the most useful Power-Up.
Thanks for sharing, Ron.
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?
You can use the Workspace Table view to see information across multiple boards.
@@Simpletivity Thank you for your advise. I will use it and revert with my experience.
Sorry for my ignorance. Is the "Workspace Table view" a part of Power ups?
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?
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.
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?
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?
Please do A video like this for Jira too!
Thanks for the suggestion, Erica.
can you change the email address? Can you create one yourself?
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.
Can trello track how much time a card spends in each bucket?
My comment Section on each card disappeared, Can someone help me to fix this. Thanks
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
No, at least not at this time.
Awesome video, how can I hire you or find someone to just set my Trello boards up for me? Thanks
You can learn more here at my website and then we can get started! www.simpletivity.com/trello
want to know how to tag people and give work to my managers ???
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
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.
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)
How do you find the Background picture that you've used?
Trello provides a large number of royalty free images when you go to change the background.
@@Simpletivity thanks. I'm specifically looking for the one you've used in your video as I'm struggling to locate it. Thanks
I've created a board for my department. Can I make lists or cards confidential and limit the view to a few?
Sorry, but no. Whoever has access to the board will access to the information within.
@@Simpletivity what if you have multiple boards can everyone see every board?
@@jimm9406 Only if they are a member of those boards.
Please do Asana...
Thanks for the suggestion, Pedro.
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.
Can multiple boards be setup in trello?
Yep.
how many cards can a list hold?
Trello allows for 4,750 open cards to exist per board.
If you invite 20 persons to the project will you pay 20 seats?
Any Dashboards for Trello boards ?
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.
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.
@@Cheneyjoan that's true, but I was looking for a type of dashboards like in Microsoft Planner
How do I make it so people can see the boards, but can't edit anything there?
If you are a Trello Premium user, you can add Observers to your boards for this purpose.
Can we add different members in each card , plz advise ??
Yes, as long as they are a member of the board, you can assign whoever you like to each card.
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 ??
@@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.
@@Simpletivity can other app , which can do so ??
hello good day. can i ask help..?
There's nothing quite like getting productivity trello tips from Kevin Spacey.
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.
Thank you. Very helpful!
You are very welcome!
Really helpful. Thanks!