Automagically sort cards when they get into your Trello boards
Automagically sort cards when they get into your Trello boards
Plus, upcoming events to help you take your Trello to the next level and more use case ideas.
Lots of Trello updates for you this week, and I’ve even got a special offer for you in my Advanced Automation section!
🌮 Sort cards emailed into your boards
🗞️ Mulitple events next week to get your Trello on!
🛎️ Don’t make these Trello mistakes
💡 Trello use cases from 2011 that still make sense today
🍷 Trello… or Jira?
⚡ Creating OR in automation + a special offer for upcoming workshop
Need a guide to setting up Trello, building automations, and adding Power-Ups to improve your workflows? I’m obsessed with Trello and I literally wrote the book on it!
Okay, now back to the show!
🌮 Dear Taco
This is a section where readers can submit their Trello questions, and each week I’ll pick one and answer it! It’s like “Dear Abby” but make it trello. Have a question you want to submit? Share it here.
Hi,
the mail to board function is fantastic but i would prefer an option to mail to 2 different lists. 1 option is use of labels and search for keywords but that means manual work before sending to board.
is there any workaround with variables maybe to be able to send to multiple lists on a board?
thanks,
FemkeHey Femke!
This sounds like a use case for Trello automation!
I would stick to one “inbox” list that you mail cards to, and then create automation that moves cards to different lists based on information about the card/email.
For instance, how are you currently sorting them? Is it something like when subject name contains “invoice” move to a list called Invoices? However you’re manually tagging them and sorting them, you can use automation to do that as well.
You’ll want to make a rule for each scenario. In the one I just described, you’d need a rule that looks for cards with the text “Invoice”.
Go to Automation —> Rules and choose the trigger for “when a card is emailed into the board”. (It’s the first one - just click added to and you’ll see an option appear for emailed into. )
After choosing emailed into, you’ll want to click that filter icon next to it to specify which cards you want to move. Sticking with our example, you’d go to the Content section of the filter and choose the name contains action and type something like “invoice”.
You this automatically includes capitalized or lowercase versions of the word! However, if you want to include multiple words, you’ll want to create something with regex, and paste something like this :
regex:/.*(salt|oil|water).*/
Replace salt, oil, and water, with whatever options you want and put a pipe | between them.
Now just click the plus button and then add an action to move that card where you want to move it!
Reply back or comment on this post if this helps or if you need some other way to sort the incoming cards!
Want to submit your question? Maybe it’ll be featured next week!
🗞 Join these events to get your Trello questions answered
Couple events coming up where you can get your Trello on!
Oct 15th: Get started with Trello (Live Learning Workshop) 👉 RSVP here
Oct 16th: Get on Board with Trello (Overview and Q&A) 👉 RSVP here
TBD - Coming soon but Mike Day with give us a recap of Team 24 Europe edition and let us know all the news on Trello! Make sure you’re signed up for the Trello Trailblazers chapter to get an update when the event is scheduled!
🛎️ Don’t make these Trello mistakes
I just created this video that addresses the most common mistakes I see people making in Trello. Watch to learn what they are, and how to prevent them:
How many boards is too many boards
What workflows Trello can fix (spoiler - NONE! It does “fix” broken processes… it optimizes processes)
Best places to get help in Trello when you’re stuck
💡 Get more out of Trello
🍷 Pairs well with Trello (Jira!)
Ah the age old question… which is better, Trello or Jira? Well, funnily enough, Jira pairs well with Trello and I actually know some folks who use both. Wondering which you should use for your next project or your team?
Of course I’m biased to Trello, but I’ll admit - there are some situations where you might find Jira more suitable for what you want. Primarily— if your team is already using it and happy with it!! No need to switch!
I created a framework for you how you can decide. Just answer these 5 questions and it’ll be clear what you need!
PS - I made this video walking through both tools and showing you how to apply the framework. Send it to all your friends who are obsessed with Jira :)
⚡ Use or in automation with regex
Learn more about using Regex in Trello automation with my latest Automation Tip for Premium Subscribers!
By the way, if you’ve been looking for a reason to upgrade, this is a fantastic month to do it. Not only will you unlock all my Automation Tips posts right away, but you’ll also get…
an invite to my monthly Trello AMA call next Friday (bring your Trello questions ✏️ and I’ll answer them live on zoom!)
AND a special hour long workshop on Oct 21st where I’ll show my meal planning Trello board. Even if you don’t care about meal planning, you’ll want to see the automation I’ve got on this board. It’s pretty powerful and I guarantee you that you’ll be able to find a Trello board you want to add these automations to.
oh… and i’m offering a 30 day trial. SO ITS FREE.
Seriously, upgrade for one month, and if you don’t find it useful, it will have cost you nothing and it’s easy to cancel— I don’t require exit interviews 😂
Special shoutout to my premium sponsors!
Thanks to:
Mike Day - Dreamsuite Mike
🎉 New Website 🎉
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🤔 Did you find at least one thing useful in this newsletter? I’d be thrilled if you’d share it on LinkedIn or with a friend!