Excel-ing with Trello
Connecting tools, making content calendars, and the real custom fields will reveal themselves
Howdy! Check out this beautiful view I had last night from ATL. I should walk around the airport and see if anyone has Trello on their laptop screen. That’s a good way to make new friends right? 😂
In This Edition
🌮 Taco’s taking a nap this week but will be back next week
🙋 Working and traveling
🗞️ Virtual talk about Trello!
🛟 Connecting Trello and Excel
💡 Content calendar-ing
⚡ Really custom fields
🙋 Britt’s Pick
By this point, you have probably picked up on the fact I travel quite a bit, and a lot of people ask how I get any work done. You know Trello is the answer of course, but aside from that, I’ve got a pretty good mobile working set up that fits in my backpack and takes 80 seconds to set up (20 seconds in this fast-forward version):
🗞 New(s) And Upcoming
📆 Today’s the day! Join me and Mark Cruth for our Team Shaping and Trello book signing event tonight! 👋
💻 Also, I’ll be giving a virtual talk next week for this Atlassian Community Event. Although it’s an in-person event, I am recording a video, so if you RSVP, you can probably get a recording of my Trello portion of the event!
🌲 I’m going to be bringing back the Trello Holiday Calendar (throwback to the last one I did a few years ago). Stay tuned and be on the lookout for Trello goodies from me all through the month of December!
🛟 How To and FAQs
💡 Use Case Idea
If you’re creating any sort of content (as an entrepreneur, marketer, creator/influencer, etc), you probably find yourself with a ton of ideas and just executing when you get around to it. (It’s me!)
I’m trying to change that and actually be more intentional about my content, and to do that, I’ll be making a content calendar in Trello. This will also help my partner help me actually execute the content.
There are a million templates for this in the Trello template gallery, but something a little like this one is what I’m planning:
First list for collecting resources and common links, and then I want a list for ideas. Anything goes here. And I’ll use labels for categories of what the idea could be (a blog post, newsletter snippet, YouTube video, etc… something could be multiple!)
I like the lists with Planned Months- but honestly, I need a couple more in between there to show the process (you know, drafting, editing, etc.) so that it’s clear who needs to do what because there’s a lot that happens from idea to planned haha.
Check out this template for now, but don’t worry I’ll share my version once it’s ready :)
⚡️ Featured Power-Up
It’s been a few issues since I’ve talked about this one, but it’s come up as a good answer to a lot of questions in the Atlassian Community recently, so I thought I’d give it another shout-out here: Amazing Fields.
If you’re looking for a way to customize your custom fields, you probably want to use Amazing Fields. I used to say if you want style, choose Amazing Fields. If you want automation, use Trello’s native custom fields. But these days, you can actually do both because Amazing Fields can create “hidden” custom fields that will work with Trello’s automation suite and be visible on mobile, but still giving you all the style and customization tweaks you want to make on your fields.
You can group fields in tabs, hide fields, make calculated fields, create logic for when to show a field; you can even decide who in your board has access to see which fields.
Perhaps my favorite part is a simple feature… multi-line text fields!!
Look how beautiful that is. And a majority of it is free; there are some features that are for supporters, but it’s very affordably priced.
Special shoutout to my premium sponsors!
Thanks to:
Mike Day -
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See y’all next week!