Making the Most of Meetings with Trello
Plus a special deal from Rewind, using Trello and Slack, and My thoughts on My Card view
Happy Thursday, all!
We’re flying through the end of the year, and each task feels like a “IT MUST BE DONE NOW!” or “eh, we’ll circle back in the new year,” and there is literally no in-between 😂
In This Edition
🌮 Automatically move agenda items
🙋 View your cards across multiple boards
🗞️ Get two months of Rewind for free
🛟 Trello and Slack integration
💡Handling meetings in Trello
🌮 Dear Taco
This is a section where readers can submit their Trello questions, and each week I’ll pick one and answer it! It’s like “Dear Abby” but make it trello. Have a question you want to submit? Share it here.
I'm using Trello for weekly 1:1 meetings. Each week we take notes in the description field, and agenda items are checklists. What I'd like to do is to be able to move that card to 'done' and have it create a new card for the week ahead that includes any unchecked agenda items from the original card. I've tried hacking it myself and can't figure it out!
~ RachaelHey Rachel! So, I can’t think of a great way to do this with checklist items, but if you want to do it with cards, I think we can make this work!
A list would represent a week and each card would an item on the agenda:
Then you’ll go to automation, create a Board Button called Post-meeting, and do something like this.
You may need to tweak it slightly depending on how you want to handle it, but this rule assumes each list is titled something like “December 12, 2023 Meeting” and that you would run this button the same day as your meeting, probably right after since it’s looking for the current date and creating a list with the current date + 7 days.
Make sure you use the filter button to specify a label or something that you use to indicate which cards were not completed or discussed. In my example above, I’m assuming that I’m using the green “blog” label to indicate something I’ve discussed, so anything in this week’s list that doesn’t have that label needs to be rolled over to next week.
If you save this rule, it should work like this!
Comment and let me know if that works, or if you need me to clarify anything in there! I might make a video about it since this seems like such a good use case!
Want to submit your question? Maybe it’ll be featured next week!
🙋 Britt’s Pick
If you’re operating in multiple boards and want to keep track of all your cards across multiple views, check out the new My Card view in Trello!
🗞 New(s) And Upcoming
If you’re trying to prevent Trell-uh-ohs, you might want to use Rewind to back up your Trello boards! By default, anyone can get a 7-day free trial, but Rewind is letting me make a special offer to let folks get the next two months at no charge. After that, it is $1 per board with a $5 minimum.
Image credit to
who is teaming up with me to share this offer with our VIPs!Rewind backs up your Trello boards so that you can rewind it (get it?) to any point if someone changes something on your board (even if they delete things!)
You’ll need to be signed up for the trial with a credit card on file, and then reply back to this email and I’ll get you set up with the credit!
** Not an ad! I don’t get anything if you sign up for Rewind. Just wanted to make sure you knew about this special offer if you’re looking for ways to back up your boards and want to give Rewind a try!
🛟 How To and FAQs
💡 Use Case Idea
Since we were talking about weekly syncs in our Dear Taco section, I thought it would be worth carrying on the theme and elaborating a bit more.
Why Trello is Useful for Weekly Syncs
Clear, visual guide to what needs to be addressed in each sync and the status of those items, making sure nothing falls through the cracks
Team members can add comments, attachments, and due dates to the cards, letting everyone get involved in what’s happening on the cards
Since you can access Trello on any device, it’s easy to use for walking meetings or on the go!
Consistent structure can help you make sure sure essential points are not missed, and keep a record of meetings for future reference. (No more “when did we talk about that?? and what did we decide??”)
I even made a video about using Trello vs Google Docs for meetings, so have a watch and see if any of your regular syncs could use some Trello love.
Special shoutout to my premium sponsors!
Thanks to:
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That’s all for this week!! See you next week for the last newsletter of 2023!! I’ll take a brief hiatus on the 27th, since no one is reading emails between Christmas and New Years anyways 😂