Manage requests and spray confetti everywhere š all possible with Trello!
Happy Thursday!! For those of you who are invested in the Brittany RV life experiment, Iām currently in Tampa at an RV show trying to pick out my rig!! Get excited. Iāll let you all know as soon as weāve found her :)
But now, itās time for Trello. Hereās whatās on deck in this issue.
š® Quick check and uncheck all checklist items
šļø Fastest growing Power-Ups live stream rescheduled!
šļø Confetti everywhere!
š” Use Trello to manage external requests
šŖ Forms by Blue Cat
ā” [PREMIUM] Automate a weekly done list
š® Dear Taco
This is a section where readers can submit their Trello questions, and each week Iāll pick one and answer it! Itās like āDear Abbyā 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 āfaffā but Iām definitely adding it to my vocab from now on š
So I am assuming whats happening is that youāre copying over a card with checked items, and needing to un-check them to start from fresh. If thatās the case, Iāve got just the fix for you.
Youāre going to go to Automation and click āCard Buttonsā and then look under the āChecklistā set of actions and choose ārest all the checklists on the cardā.
Save that, and now youāll 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!
(Itās just above the āreset all checklists on the cardā action. Click āin checklistā and choose āin all the checklistsā.)
No more faffing for you!
Want to submit your question? Maybe itāll be featured next week!
š 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 havenāt already! I havenāt scheduled the date yet, but Iām curiousā¦ what works best for you for joining live events?
Fill out this poll and Iāll do my best to pick a day and time that gets the most votes:
And the best time?
šļø Trello Tip of the Week
This is a new section! Iām 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 š or š or š emoji to the name of any list, confetti will spray across your screen when you move a card into that list!
š” 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!
Hereās 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 youāre getting from different teams
Itās 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 youāre a premium subscriber, you can copy my template to get started! Iāve got a sample layout and cards explaining how Iād use it, along with screenshots of automation rules Iād set up!
šŖ Featured Power-Up
Since Iām talking about getting consistent data into a Trello board, Iād be remiss if I didnāt 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 -
š New Website š
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Email in Trello
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Btw, havenāt gotten a copy of my Trello book yet? What are you waiting for?
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