Annual Planning with Trello
2022 Edition
Didn’t get a chance to make it to my livestream last week? Don’t worry - it’s recorded so you can get a whole hour of Trello goodness on demand!
Here’s a breakout of what happened, if you want the quick notes, or if you want to skip around.
0:00 - 3:48 I’m just trying to figure out the volume and waiting for folks to join. Definitely skip this part.
3:49 - 5:30 Quick hello, still waiting for folks to join
5:31 - 8:30 Silence
8:31 - 9:15 Discussion of what’s moonshine
9:16 - 10:00 Quietly waiting for more folks
10:01 - 13:00 Officially getting started, explaining what we’re gonna talk about (annual planning in Trello!)
13:01 - 19:30 Despite the fact I tested this out ahead of time and had everything working perfectly, I had some major issues with screen sharing, so you can skip this part cause I’m just debugging and low-key swearing under my breath
19:31 - 23:49 Genesis of my annual planning, where it started in the first place a couple of years ago. Explains the overall workflow and point behind my yearly boards that show all the projects I’m working on and break them down into tasks
23:50 - 27:00 What my board look like now and changes from the original (
27:01 - 29:30 How to create a Butler rule that will create a new card with a daily checklist (and date in the card name) and add a due date, and another rule for moving that card to done when the due date has passed.
29:31 - 30:28 Using the card on a day to day basis
30:29 - 36:40 Introducing TWO boards! One board for backlog and one for weekly to-do. Walkthrough backlog board. (Bonus - this is my LIVE backlog so you get to see what kind of things I’m working on this year!)
36:41 - 39:33 Started talking about using labels, but then remembered I wanted to show how I create a custom field value with the name of the list a card is created in! (you’ll see why I need this for transferring cards back and forth between this and my other board.)
39:34 - 44:00 Using labels on my backlog board and creating butler rules for moving cards to a “Done” list based on labels added.
44:01 - 46:35 Deciding if I should use bulk actions or a board button on Butler for cleaning up all my cards with the label and moving them to a list. I go with board button, and create it.
46:36 - 51:28 Debugging which Butler rules are in conflict and breaking my board. This requires a lot of live thinking out loud before I figure out what’s wrong 😂 But I eventually solve it and make sure my workflows do what they should. If you need a lesson in debugging automation, watch how I think through the problem here. Otherwise, just skip it.
51:29 - 53:00 Still debugging but showing you how I quickly move cards back and forth between my two main boards (backlog and weekly to do), just by adding a label. (Skip ahead to see how I do this.)
53:00 - 57:50 Back to debugging, I finally figure it out.
57:51 - 1:02:19 Going through how I set up the Butler rules to quickly move cards around in the right place based on the labels I add.
1:02:20 - 1:03:40 Quick welcome to the Trello team cause they joined! And re-explanation of why I am currently toothless.
1:03:41 - 1:05:27 Adding cards to my backlog board, things I still want to solve on this board.
1:05:28 - 1:07:25 Dashcards demo (how to keep track of stats on your cards right within your board!)
1:07:26 - 1:11:14 Quick re-summary of everything we talked about. Two boards that I have (one backlog, one weekly to do, all the automation pieces I have with that and how that work (bonus: introducing the term “zjooshing” which is the sound I imagine Butler makes when it does its magic.)
1:11:15 - 1:12:59 Question about any collaboration in these boards? Not really, since I’m the only one living in it, but I collaborate in other boards like my meal planning one!
1:13:00 - 1:14:00 Demo moving cards back and forth between labels.
1:14:01 - 1:15:00 Call for questions! Discussion of the weather in Baton Rouge, LA (where I am based).
1:15:01 - end. Thank you thank you! To everyone who joined, but also everyone who watches the recording! Check out links in the description if you want more details, and drop comments in the video description and I’ll try to address them all!
So what should I do my next livestream on? Reply back to this email or comment on this below and I’ll do another livestream all about it!