Trello-tastic: New Views, Gradient Colors, and More Tips to Keep You Organized!

This newsletter subject/headline was generated with OpenAI 😂 but the content is real!

May 04, 2023

I’m coming back from a week in Greece and it was amazing! I had a blast seeing all the old fancy rocks (I mean ruins) and so many cats. I also got to visit the Museum of Ancient Greek Technology and that might have been my favorite thing of the whole trip. Definitely needs to be on your list if you’re going!

Did you really go to Greece if you didn’t post a pic like this?

In This Edition

🌮 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 creating a Trello board with a few different card templates. Lots of people will be adding cards to the board, and some of them will need to do so by sending an email (with attachments), but I need that information (and the attachment) to eventually be in one of the templated cards. Is there a way to apply a template to an existing card, or make sure that a card emailed to a board is created in a template? Failing that, is there a way to merge two cards together, or transfer the attachment from an email-generated card to a templated one?

Dear Template Twister,

I totally appreciate the idea of wanting everything to have the same template and be consistent, and the idea of copying a template card sometimes isn’t very intuitive.

Here’s how I like to do it for cards on a board. Create a board button. Use the Automation section, then go to Board Buttons, and create a button with an action for creating a card in exactly the template you want, with the labels, due dates, etc like this:

Then when a user goes to your board, they’ll see a button in the top that they can click and it creates the new card, ready for them to fill in like a template.

You might also find the Forms for Trello Power-Up helpful. You can create a form that when people fill it out it creates a new card in Trello. Here’s a video demo showing how that works.

The emailing part is a bit tricky as every email is different so the way the card is going to be formatted when it comes in could be a little different. I think what I’d do in this scenario is that I’d make a rule that when a card is emailed into the board, it updates the description with the fields for the template and posts a comment tagging the person who created the card (from email) and asks them to update the description, like this

This would then send them an email notification that they can click to go to the card and update the description with the template and text you need in there! Reply back if you want some more help walking through this!

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

Ask Taco

🙋 Britt’s Pick

🗞 New(s) And Upcoming

👀 Have you tried out the new views in Trello? I think they’ve officially rolled out the “rounded edges” design as it’s affectionately called by some. Check for it in the top right corner.
🎨 New gradient colors for board backgrounds. Head to the board background settings and click “Colors”. You’ll see some pretty sweet new options. I’m really digging these and they’ve been my backgrounds for every new board created lately.
Updates for Trello admins - I think I announced all this in my Team recap, but in case you missed it, check out the post.
Sendboard has some UI updates to go with Trello’s updated design!

🛟 How To and FAQs

💡 Use Case Idea

As a world traveler, I’ve been wanting to build an app that would let me keep track of which airports I’ve been to and any notes with them. I love that this whole time I’ve been thinking it needs to be an app, and I finally realized I can do this in Trello. So I am! I’m just starting to build it out, but it looks like this:

Lists for grouping the airports, using Map view to view all the airports I’ve been to on a map, and then using card description to add more details about the airport, such as lounges that I want to remember or specific security notes.

If you want to use it, feel free to copy the template!

That’s all for this week! Feel free to reach out if you have any questions or suggestions, I love hearing from readers!

How To Trello

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