How To Trello

How To Trello

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How To Trello
How To Trello
Manage requests and spray confetti everywhere 🎉 all possible with Trello!

Manage requests and spray confetti everywhere 🎉 all possible with Trello!

Brittany Joiner's avatar
Brittany Joiner
Jan 18, 2024
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How To Trello
How To Trello
Manage requests and spray confetti everywhere 🎉 all possible with Trello!
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Happy Thursday!! For those of you who are invested in the Brittany RV life experiment, I’m currently in Tampa at an RV show trying to pick out my rig!! Get excited. I’ll let you all know as soon as we’ve found her :)

But now, it’s time for Trello. Here’s what’s on deck in this issue.

🌮 Quick check and uncheck all checklist items
🗞️ Fastest growing Power-Ups live stream rescheduled!
🛎️ Confetti everywhere!
💡 Use Trello to manage external requests
💪 Forms by Blue Cat
⚡ [PREMIUM] Automate a weekly done list


🌮 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.

Dear Taco, 

Is there a way to untick all the items in a check list with one click? I'm manually unticking each one and when the list is long it feels like a faff.

~ Caz

Hey Caz!

I had to look up “faff” but I’m definitely adding it to my vocab from now on 😂

So I am assuming whats happening is that you’re copying over a card with checked items, and needing to un-check them to start from fresh. If that’s the case, I’ve got just the fix for you.

You’re going to go to Automation and click “Card Buttons” and then look under the “Checklist” set of actions and choose “rest all the checklists on the card”.

Save that, and now you’ll see a button on your cards that will untick all the items in all the checklists on that card!

Need something that does the inverse and checks off every item on the card? You can make another button that does that!

(It’s just above the “reset all checklists on the card” action. Click “in checklist” and choose “in all the checklists”.)

No more faffing for you!

Want to submit your question? Maybe it’ll be featured next week!

Ask Taco


🗞 New(s) and Links

I woke up Monday feeling ill, so the fastest growing Power-Ups of 2023 live stream was postponed! Lucky you - that means you get a second chance to join if you haven’t already! I haven’t scheduled the date yet, but I’m curious… what works best for you for joining live events?

Fill out this poll and I’ll do my best to pick a day and time that gets the most votes:

Loading...

And the best time?

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🛎️ Trello Tip of the Week

This is a new section! I’m going to share a super simple and quick Trello tip. It might be a keyboard shortcut, it might be a hidden feature, or it might just be an idea. But it will help you with your day-to-day Trello activities!

Did you know if you add a 🎉 or 🎆 or 🎇 emoji to the name of any list, confetti will spray across your screen when you move a card into that list!


💡 Use Case Idea

Tracking requests from your teammates!

Many of us are operating out of Trello keeping track of our tasks for our own team, but if you work with other teams, you might want to use Trello to keep track of requests from other departments!

Here’s a few benefits of doing this:

  • Clear, consistent way for folks to work with your team

  • Give requesters a way to see the status of their request

  • Keep track of how many requests you’re getting from different teams

It’s easy to do - just set up a shared board, and invite anyone you collaborate with to the board.

Create a template card or use Forms by Blue Cat (or other form tools) to create an intake process for making requests to your team. This makes a consistent way to collect all the information you need to work on a request, rather than having to go back and forth over slack or email.

You can then move cards through a linear workflow of everything you need to accomplish and use automation to keep folks informed, assign teammates, or get reminders!

If you’re a premium subscriber, you can copy my template to get started! I’ve got a sample layout and cards explaining how I’d use it, along with screenshots of automation rules I’d set up!


💪 Featured Power-Up

Since I’m talking about getting consistent data into a Trello board, I’d be remiss if I didn’t mention Forms by Blue Cat.

This Power-Up allows you to create a public URL with a form that when filled out create a new card in your Trello board. You can map form fields to specific fields in Trello, like attachments, labels, or due dates.


Special shoutout to my premium sponsors!

Thanks to:

  • Mike Day -

    Dreamsuite Mike

    🎉 New Website 🎉

    Trello Consulting done differently

  • Gmail by Cardbox
    Integrate Gmail and Trello Effortlessly with Cardbox – The Ultimate Email Management & Collaboration Tool

  • Hipporello

    Turn Trello into a business hub with robust Power-Ups for recruitment, customer support, employee directory, knowledge base and more.

  • Placker

    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
    Connect Trello to other tools through Unito's deep two-way integrations and build powerful workflows. Keeping work tools in sync shouldn't require dozens of Zaps. Build one Unito flow instead.

  • Approvals for Trello

    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.


Btw, haven’t gotten a copy of my Trello book yet? What are you waiting for?

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