Ask Taco Anything: Submit Your Burning Trello Questions Now!
Plus learn about importing data, how to manage checklists with Trello, and a special Power-up with agile features!
Hello from Italy!! š®š¹ Iām having one last quick summer adventure with a short trip to the land of pizza and pasta! Iām waiting for someone to recognize me and ask me to sign their copy of my book, but that hasnāt happened yetā¦ maybe next time š
In This Edition
The taco queue is empty again!! Gasp!!
Importing data into Trello
Managing multiple checklists with Trello
Agile in a box - one Power-Up!
š® Dear Taco
This is a section where readers can submit their Trello questions, and each week Iāll pick one and answer it! Itās like āDear Abbyā but make it trello. Have a question you want to submit? Share it here.
šØ Weāre out of questions!! Really? Have I answered every question that nearly a thousand folks have about Trello?? Come on, I know thatās not true. š Submit your burning Trello question and Iāll answer it in an upcoming newsletter!
š Brittās Pick
Yāall, this feels weird to say, but Iāve found a tool besides Trello that Iām using to keep track of all my contacts. I know, I know. Itās almost sacrilege. And while I use Trello to store the addresses of important people that I need to keep track of them, I didnāt think adding 5,000 contacts from LinkedIn was the right way to handle a Trello board.
But I discovered Clay recently, and it connects to my Gmail, LinkedIn, and even my calendar to help me keep track of the folks in my network and help me be smart about following up.
Thereās a home page with interesting things going on in my network and reminders, but there are also features for sorting the people I know into groups, setting recurring cadence for reaching out to them, adding notes, and even uses Nexus AI to ask for help with drafting emails or crafting personalized messages or other requests based on everything you know about them.
PS - @ Fun Man Andy, if youāre reading this, it recommends I get you a poetry book, song lyric poster, Atlassian tool accessory, or tickets to a community event š
Iām new to it, but I plan to use it to help me keep in touch with people I donāt want to forget about. A big focus for me is some of my Atlassian Community friends and folks that I am connected with on LinkedIn and have had passing messages here and there, but I really want to jump in and spend more time with my fellow Atlassian nerds.
Try out Clay for free! This is an affiliate link btw, but you know I only recommend stuff I think is interesting and useful, plus it helps me keep producing this newsletter each week.
š New(s) And Upcoming
š Emoji bug has been fixed!! You might need to do a hard refresh, but if youāre still having issues viewing emojis, reach out to Trello support!
š How To and FAQs
š” Use Case Idea
Iām about to head into a busy travel season and decided to create one Trello board to hold all the packing lists I need! Usually, I have a card that I add items for each trip, but I decided it was time to be more efficient.
So, I created one board with multiple cards and checklists.
Thereās a core āessentialā card with a checklist with everything I need, but depending on the trips, I can add more lists based on the weather and activities.
At the moment, I donāt have any automation baked into thisā¦. yetā¦ but I might build some automation that would let me create a card describing my trip and then let it pick out checklists from the cards I need. (You could make it really simple, like a card button that adds that cardās checklist to a card named āCurrent Tripā, or maybe use something with PixieBrix and ChatGPT to be really smart about it.)
And even if youāre not a traveler, you could use this for checklists for anything from household chores, to marketing campaigns, and anything else you can imagine.
Premium members, you can access this board and copy it if youād like! Itās part of āBrittās Premium Templatesā workspace, and youāll be able to see it here. (Let me know if youāre a premium subscriber and unable to access this.)
ā”ļø Featured Power-Up
This week, Iām trying out Scaled by Screenful. Itās a free Power-Up that adds some functionality to your board like:
Specifying dependencies
Tying issues to epics
Card size and priority badges
Itās kind of a nice, quick, and easy agile setup. You can define a list with āEpicsā, and Iāve got a list called āInitiativesā that Iām using as my main projects at work.
You can also specify important details about a card to help you estimate how much time youāll need to spend on epic or specific tasks in that epic.
You can also establish a relationship between cards. I havenāt seen this in many (if any) free Power-Ups before, and while Screenful has a more premium app for reporting and capacity planning, everything in this Power-Up is free. You can even still get some basic reporting and quick counts with this Power-Up!
Try it out, and let me know what you think!
Special shoutout to my premium sponsors!
Thanks to:
Mike Day -
š New Website šTrello Consulting done differently
Gmail by Cardbox
Integrate Gmail and Trello Effortlessly with Cardbox ā The Ultimate Email Management & Collaboration ToolTurn Trello into a business hub with robust Power-Ups for recruitment, customer support, employee directory, knowledge base and more.
The best all in one power-up for planning, tracking and managing work across boards. Use extended board, dashboard and Gantt views and setup card mirrors across boards
Unito
The new Jira-Trello Power-Up lets you turn Jira issues into Trello cards and vice versa with real-time updates. So as soon as a card or issue is updated, youāll see the same changes in the synced card or issue!Make the review and approval process an absolute breeze with Approvals for Trello, and say goodbye to never-ending email chains and having to chase your teammates for feedback.
Email in Trello
Organize & automate your Email in Trello. Connect any Trello board with Gmail, Outlook, Yahoo & more.
See you next week, this time from San Francisco!! āļø