Let's go through the (free) Trello Fundamentals Course together
Let's go through the (free) Trello Fundamentals Course together
Plus, we're talking basic tips for Trello newbies with a hint of advanced topics for our seasoned Trello veterans. Something for everyone this week!
Hey Trello enthusiasts! I’m mixing things up a bit this week, with something for everyone. This edition is all about helping you get the info you need—whether you’re just starting out or ready to take your Trello skills to the next level.
This week, I come to you from my newly remodeled workspace, giving me more natural light and a fun lamp/shelf situation.
Does changing up your workspace make you feel more productive? Just me? 🤷♀️
Here’s whats on tap today:
🌮 Daily email reports in Trello (advanced)
🗞️ Take the free Trello Fundamentals Course with me
🛎️ Trello beginner tips!
💡 3 ideas for new boards to create
🍷 Trello + Calendar + Productivity = Akiflow
⚡ Automate comments to send emails in Trello (advanced)
🌮 Dear Taco
Dear Taco!
I complete tasks in multiple apps, including Obsidian, and Trello. I want to keep a master log of completed tasks in an Obsidian daily note. Daily notes are local, markdown formated, .md text files with the title yyyymmdd.md
Can you suggest an automation that will append the name of card to a local markdown file on a mac? The trigger is when the card is moved from any list to Done 🎉.
Bonus points for an automation that appends to the daily note when a checklist item is completed on a card in any list on the board.
Hey
! Thanks for the question!You’re really pressing the limits of Trello here and I love it 😂
I’ll rip the bandaid now - I don’t know of any way to append items to a local file on your computer. APIs wouldn’t help since it’s a local thing/not cloud, so you’ve rendered me confuddled there.
Here’s what I think might be the next best thing.
What if at the end of the day, you had an email with your lists of tasks to copy then paste into Obsidian?
Without knowing exactly how you have your done list set up, I can’t say exactly what automation you’d use. You’d likely need to create a custom date field and then create an automation that sets this field to “now” when a card is moved to your done list.
Then you could make an automation that looks like this:
And you’d get an email every day like this:
Which you can just copy that text (with the links!) and paste it in Obsidian. Hope that helps or gets you closer to the right direction!
Want to submit your question? Maybe it’ll be featured next week!
🗞 Join my walkthrough of Atlassian’s Trello course
Lots of Trello this month! No matter your level of Trello knowledge, I guarantee you’ll learn something!
Save the date for Oct 25th, where I’ll walk folks through Atlassian’s FREE Trello Fundamentals Course.
Did you even know there was a Trello course built by Atlassian? It’s a great course for learning core Trello features, while laying the groundwork for more advance techniques.
We’ll go through the course together and get a nice shiny badge along the way!
Btw, Tuesday I hosted a live workshop called Get Started with Trello for Personal Productivity. You can watch the replay here! It’s a great primer to learn:
Core terms and items in Trello
Common use cases and templates
Different ways to view your cards
What are Power-Ups and why you might want them
Comment on the video if you have any questions! I monitor and respond to them, usually within the same day!
🛎️ Newbie tips
New to Trello? This section will help you get up to speed and become a pro before you know it!
Term of the week
Checklists/Checklist items: these are items you can add inside a Trello card to break down a card even further, into multiple steps. The items themselves could even be links to other cards. The checklist is the combination of all the steps, and the checklist items are the individual items, which you can assign to a member and provide a due date.
Tip of the week
Trello boards can contain an unlimited amount of lists! (These are the columns inside your boards.) Click the →← icon on a list to collapse it, making it easier to de-clutter your boards.
Just getting started with Trello? Make sure to avoid these 3 mistakes.
💡 Inspiration and ideas
Looking for more ways to use Trello? These community members share some great use cases that you can start implementing right away:
Want to skip around?
04:00 Managing presents and gifts in Trello
12:25 Planning trips and travel in Trello
24:45 Organizing books and book club in Trello
🍷 Pairs well with Trello
While I use Trello to keep track of my tasks, I can’t get everyone to put everything in my boards. Sometimes a task appears in my email or Slack.
And while I can’t think of a better way to organize my tasks, Trello is still missing my calendar in it (although hopefully that won’t be the case forever , but I can’t say much here yet 🤐).
To solve these problems, I use Akiflow. It’s a comprehensive productivity that collects your tasks from every tool you use (yes, including Trello) and aggregates them so you can sort and plan out by day. You can also see tasks alongside your calendar.
Akiflow isn’t sponsoring this post, but the trial links are affiliate links. Using that link gives you an extended trial and I may get a small commission if you subscribe.
⚡ Automation tips
In case you missed it a few weeks ago, I shared a great workflow I created with Trello for sending automated emails for the partner events I plan. Here’s the video showing step by step how you can implement the same process in your boards!
Learn how to add the Email for Trello Power-Up to your board
Set up the basic configuration to connect your inbox to Trello
Create automation rules to send emails when a card moves to another list
Are you joining my Meal Planning Automation workshop on Monday?
Trello user’s ready to take their automation skills to the next level won’t want to miss this. To join, just become a premium subscriber.
Don’t wanna pay for that? No worries, I’m offering a free 30 day trial so you can try it out, join the workshop, and see what it’s all about, THEN decide if you wanna stick around.
Special shoutout to my premium sponsors!
Thanks to:
Mike Day - Dreamsuite Mike
🎉 New Website 🎉
Trello Consulting done differently
Notes and Docs
Advanced notes and documents like in Notion, OneNote, or Confluence, but designed to be part of your Trello experience. Keep everything together without the need to jump back and forth between apps.Amazing Fields
Build custom workflows with extra data for cards with formulas, formatting, styling, custom fields, and everything else you could imagine needing to make Trello do your bidding.Turn 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, reports, master boards, Gantt views and card mirroring across boards.
Unito
With Unito you can easily connect Trello to your other business critical apps with live bi-directional sync. In just a few minutes you can create your first flow, no coding or technical resources needed. Try it free today.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.
Sendboard - Email for Trello
Organize & automate your Email in Trello. Connect any Trello board with Gmail, Outlook, Yahoo & more.Do more and enhance your Trello experience with the Handy Power-Ups Pack! Discover a variety of Power-Ups designed to boost your and your team's productivity. Try them out with a free trial and experience the difference today!
Tables & Spreadsheets
Easily create and manage tables within your cards, track tasks, budgets, and more with customizable columns. Perfect for teams needing organized data at their fingertips. Enhance your Trello experience with flexible tables and boost your productivity today!
🤔 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!
When you’re ready, here’s how I can help you
🤓 Need 1:1 help with Trello? I offer consulting on a limited basis, but I have a network of colleagues who can also support you! Fill out this form if you’d like to book a time for help with Trello.
📚 Looking for a 1-stop Trello resource? Check out my book, Supercharging Productivity with Trello. You’ll find everything you need, whether you’re getting started or taking Trello to the next level. Bonus - reply back to this email with your receipt, and I’ll send you some bonus video content going through each part of the book.
☕ Have I already helped and you wanna say thanks? I won’t be sad if you wanna buy me a cup of coffee :) Just become a premium subscriber (roughly the cost of a cup of coffee). You’ll get some awesome perks, and I get coffee. Which helps me make more awesome content. Rinse and repeat!