Hey Trello, tell me what I need to do
Happy Thursday! I can’t believe Team ‘24 is just around the corner, and I couldn’t possibly be more excited! Got so many fun things in the works, but good things come to those who wait!
Let’s dig into the here and now:
🌮 Curating my done list for the week
🗞️ Livestream on the big April 8th date!
🛎️ Get your Trello notifications in Slack
💡 Coordinating conference details in Trello
💪 Syncing Trello with Google Calendar
⚡ PREMIUM: Create checklist items from comments
🌮 Dear Taco
Hi! I have your book and am a substack subscriber - thank you for all the great content!
I am having trouble with organizing weekly work for members of our team:
Each person has a task schedule board with lists for each day of the week, with card covers in these lists used to organize daily work (to-do, in progress, done). Cards are organized under these covers to keep track of tasks. At the end of the week, we manually create a Week Of list and manually move these cards into the weekly list to recap and organize the cards from each day under a card cover for each day. Is it possible to automate this process at the end of the week (create the weekly list and move all items from each day under the proper cover - monday complete items to monday, etc), or do the card covers within the lists to organize make automation complicated / not possible? If it is not possible, is there a better way to organize this and automate the process?
Thank you SO much!
~ Michelle
Hey Michelle!
Thanks for the kind words!
Totally understand what you’re trying to do, and unfortunately, there’s not much automation you can do with “sub groups” (or cards sitting under card covers as you’ve got it set up).
That being said, there’s definitely a way to accomplish what you’re trying to do.
I would use labels to indicate the “done” status. So when your team completes a task and moves it to the done section, have them add a “done” label. (You could create an automation for a card button that “marks as done”, which moves the card to the bottom of the current list (therefore under the done card cover), and applies the “done” label.)
Use the {cardlistname} variable as the list name so that it will always move to the bottom of the list it’s currently in!
Then just have your team click that button on the card when they are done with a task.
Now you can create a Scheduled Automation that once a week will create a list, looks for all the cards with a “done” label and adds them to that list, like this:
Use that {weeknumber} variable so it’s a unique name for each week. And click the button next to the list name field when creating the rule to select the “bottom” position, which will add it to the end of the existing lists.
Now sit back and come in on Monday to see a list for each week with all your done cards!
Want to submit your question? Maybe it’ll be featured next week!
🗞 New(s) and Links
If you’ve been following the Trello free plan changes, you know April 8th is the first milestone date. It’s coming this Monday, and
and I are gonna be right there with you - on a livestream!Of course, all that happens on April 8th is that if you’re over the limit, you just can’t add new members to your boards and workspace. So you’ve still got time to sort things out, but Mike and I will open up a livestream to be there for any Q&A, and we’ll also show off some of the new admin tools that will help you spring clean your boards and get rid of any old users who are clogging up your numbers!
You can join us Monday morning on LinkedIn or YouTube! (Follow those links to get a reminder when we’re live!)
But that’s not all the news for this week…
Have you tried out Atlassian Intelligence in Trello yet? My favorite feature is the “find action items”. Watch how it works
Fellow Trello enthusiast, Alicia Filíu Birlanga made this awesome spreadsheet where you can calculate what the new Trello changes will cost you. (First tab is Spanish, and second tab is English!) Make a copy and adjust as she describes.
Oh and one more thing…
I’m leading an Atlassian Live Learning event in May! Come join (it’s free!) and we’ll nerd out about Trello together!
🛎️ Trello Tip of the Week
Do you use Slack? Add the Slack Power-Up (totally free) to get notifications about activity in your board, directly in Slack! Pick a channel and choose which updates you want to get. I recommend starting with a few, and then adding more, otherwise you might get notification overload!
💡 Use Case Idea
With Atlassian’s Team Conference coming up, there’s a lot happening in three days that I need to coordinate! I’m using Trello to do that of course.
made this handy Trello board with key events happening at Team. Each list represents a day of the event, and a card represents an activity.What I like about this approach:
✅ Great way to visualize things
✅ I can add labels for things I want to attend and filter by those things
✅ Easy way to share with others who are also curious what’s happening
But something that I don’t like?
Trello’s Calendar View is great. For dates. Not for times in days.
Sometimes, you just can’t beat good ole Google Calendar. But I didn’t want to set everything up in two places, so I used a Power-Up to make it happen.
💪 Featured Power-Up
Unito - the famous Power-Up for bringing Trello together with just about any other tool. So when I wanted to make my Trello board sync with a Google Calendar, Unito was just the right tool to make it happen.
Within Unito, I connected the board and the calendar, then set up a rule to sync both ways (changes in Google Calendar events will be updated on the corresponding Trello cards and vice versa), and then mapped the fields that should sync.
It was that easy! Once I turned it on, I’ve got information flowing all the places, and I only have to update events in one place!
If you want to sync from the Google Calendar to some other tool, dare I say Jira, you could use Unito to do that, too.
Want to keep up with what’s happening at Team? Watch the Trello board, or add the Google Calendar!
Special shoutout to my premium sponsors!
Thanks to:
Mike Day -
🎉 New Website 🎉
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