🔍 Unlock your Trello Track with these questions
Take this short quiz and find your next best move to up your Trello game.
What if I could tell you the “next best thing” you can do to get the most out of Trello before you finish reading this email?
I’m trying something new this week. I’ve created a very short quiz about Trello. Based on how you answer the questions, I’ll suggest the next step in your Trello journey! Ready? Keep reading.
Ready to level up your Trello game? Whether it’s keeping track of your personal tasks or wrangling your teams at work, Trello is your tool—you just might need some guidance on how to best set it up.
For less than a cup of coffee, you can get premium templates and guides, bonus Trello tips, and direct access to monthly Q&A calls with me.
👉 Join the Trello supernerds here: trello.substack.com/subscribe
Are you using the Trello Planner?
I’ve got a super quick warm-up question for you.
Are you using the Planner feature in Trello? (That calendar which appears in the new Trello when you press g+p or the calendar icon on the bottom floating island.
Have things you like about it, things you hate?
The Trello Product team wants to hear from you as they’re looking for ways to improve the experience. Reply back to this email (or comment on the post), and I’ll have my people talk to your people so you can share that feedback!
🗺️ What’s next on my Trello journey?
Pick the answer that feels right—track your A/B/C/Ds to see where you land.
1. What do you do when you wonder if Trello has a specific feature?
A) Click a few things on the board and then move on.
B) Post in the Altassian Community and ask.
C) Search the Power-Up Directory or Chrome Extensions and try out a few to see if they work.
D) Build automation with Trello or another tool, or develop my own Custom Power-Up/Chrome Extension to make it happen!
2. You want to turn a whole list of to-dos from a spreadsheet into Trello cards. What’s your move?
A) Cry… because that sounds like a daunting task.
B) Click “Add a card…” and paste one cell at a time, then fill in the fields.
C) Copy and paste the list into a new card—Trello magically splits them up.
D) Create an automation to assign members and due dates to new cards on a board (based on criteria you set), then use a Power-Up to import the cards from a CSV.
3. Where do you go to manage members, Power-Ups, and fine-tune permission settings?
A) I email my team and hope for the best.
B) There are permission settings??
C) I can do some of that from the top toolbar
D) The board menu, but I also tweak permissions so that Observers can comment on cards, and only Admin can add people to my board
4. If you want Trello to automatically create a recurring “Monday Meeting” card each week, what’s your best option?
A) Set a calendar reminder on my phone and do it myself
B) Use the Card Repeater Power-Up
C) Build a Scheduled automation rule to create the card
D) Build a scheduled automation on Fridays to create a new list with cards for the agenda and assign those to certain members, then send a Slack reminder.
5. You’re connecting Trello to Slack, Google Drive, and Jira to create a workflow masterpiece. What Trello feature are you flexing?
A) I copy-paste links everywhere
B) Attach files manually to each card
C) I’ve got Trello in Slack!
D) Jira lists, Power-Ups, and custom automation to send Slack notifications that don’t exist out of the box.
How’d you do? If you’re mostly…
A: Ah, your Trello journey is just starting, and I’m so stoked for you.
Watch this Trello 101 video for a bite-sized Trello basics. You’ll learn a bit and have more context for everything I discuss in this newsletter.
Also, whenever you feel stuck, make sure you submit your questions for Dear Taco, and I’ll answer them in an upcoming edition!
B: You’ve got the basics—now let’s level up your Trello game and blitz through that to-do list
Watch this longer Trello talk where I dive a bit deeper into the core tenants of Trello and how to get the most out of them.
Join the Trello Trailblazers for once a month events to teach you new tips and tricks in Trello, and make sure subscribed to my YouTube channel (and this newsletter!) so you get all the latest contest as soon as I create it.
C: Okay, you’re hungry for more, let’s go.
Watch this deep dive into Trello Automation, and…
Definitely join the Trello Trailblazers to learn about more Power-Ups and Trello hacks!
D: You’re a Trello expert! you’re
You need to join my Trello Developers Club, and you should definitely join the Atlassian Community and become a champion. (You get swag and all sorts of cool perks. Ask me about it if you’re interested and I’ll share my experience from the last 7 years.)
Before you take your next step, please click below to fill out this poll. This will help me create more relevant content for you based on your current stage in the Trello journey!
🗞 In case you missed it
Did you see I created a (free) Chrome Extension for collapsing your checklists?
Any interest in a course about Trello for Project Managers?
Here’s how to handle your “done” cards in Trello
Bonus - are you tracking time in Trello?
Just discovered this new time tracking Power-Up. It works great if you’re tracking time across multiple boards, and have custom data you want to capture with your time logs!
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!
2-Way Card Mirror & Sync by FullZinc
Sync cards across boards and workspaces! Any edits to one card will be automatically mirrored to any other cards.
Thanks for reading!! I’ll be taking a break next week while I’m enjoying some time in the UK, and I’ve got a guest post coming up for you the week after from a guest star that I know you’ll be thrilled to hear from (someone who is almost as obsessed with Trello as I am!)
