Trello board examples how to#

Step 4: Adapt Your Board As Processes Change This way, you can give responsibility to your team as a whole-if anyone notices a new card, or a faded one, they should take ownership and follow up with that task.Īs your team gets started with a new Trello board, be sure that someone (or some group of people) is keeping an eye on the board as a whole. You can also give this job to Trello by turning on the Card Aging Power-Up, and any card that hasn’t been edited or moved in the last week will start to fade. This person can follow up on cards that haven’t moved in a while, and make sure new cards are in the right place. Assign someone to be in charge of a board, or switch off the duty from week to week. The best workflow in the world will still fail if no-one’s making sure it’s working well. Step 3: Decide Who’s Accountable For The Board One of the best ways to use Card Colors is as list headers or list separators-an easy way to visually sort cards within each list. Card attachments can be displayed on the front as full-sized card covers, and you also have the ability to change the color of an entire card. Of course, prevention is the best medicine, so use clear list titles to make a board so obvious that anyone can understand how it works at first glance.Ĭard Covers and Colors can add even more organization to your new board. An ‘Incoming’ list gives your team a way to keep an eye on what’s coming down the road, makes it clear which cards haven’t been addressed yet, and provides a place for your team to brainstorm. Make a clear place for incoming tasks and new ideas-whether that's questions from other teams, brainstorm sessions, or tasks that haven't been assigned yet. Stay Organized With Easy-To-Understand Lists And Clean Visuals This way, you can provide team members with a thorough resource for streamlined productivity. ✅ Who should I reach out to with questions? ✅ Should certain labels be used, and what do they stand for? ✅ How do you know when a task has been completed? ✅ Are there certain people you should tag whenever a card is moved somewhere specific? ✅ Are there any Butler automation rules in place for this board? ✅ What is the main purpose of this board? Some questions to include answers to are:

Trello board examples how to#

Imagine you’re seeing the board for the first time-how quickly can you figure out what’s going on? Create A 'How This Board Works' Trello CardĪfter the title, the top left card is the first one that team members are going to see, so use that card to explain what’s going on within the board to anyone who doesn’t use it regularly.Ĭreate a card named 'How This Board Works’, and include within it step-by-step instructions for how to move cards through the board, and what happens within each list. Whoever’s in charge of a project might see a Trello board every day, but members of other teams may only check in occasionally for project off-shoots. Step 2: Make Your Trello Board User-FriendlyĬollaboration is only possible if team members are on the same page. Here are the practices that make for a truly successful Trello board-one that’s easy to understand, keeps team members on the same page, and ensures that no detail ever falls through the cracks. While Power-Ups and Butler automation rules are helpful no doubt, it's key to keep some basic best practices in mind whenever you set up a new board. Tweet now comes the important part-structuring the board to meet your needs. To start, you create a new board (it's easy, by the way-just click the 'Boards' button in the top left corner, then scroll towards the bottom and select 'Create new board.' and name it something marvelous) and pick a fitting background. But first, you need to create a brand new board for it. You’ve probably even got your team on board (get it?) and you’re ready to collaborate on your next project. Perhaps you've discovered the magic of Power-Ups and harnessed the power of Butler, or maybe you've found the perfect keyboard shortcut. While you may not be a Trello master, you probably know the ins and outs by now. But on the other hand, it feels like there’s just so much to organize. Trello is like a fresh canvas-a digital whiteboard ready for ideas, due dates, and team collaboration. Can cause you to stop in your tracks like a deer in headlights.Give you a boost of motivation to organize and tackle any task that comes your way.The sight of a blank Trello board can do one of two things: