Introduce
Trello is one of the most popular task and project management tools today, thanks to its simplicity and intuitiveness. Built on the Kanban method, Trello makes it easy to track work from start to finish. However, to take full advantage of the power of Trello in managing your daily work, you need to know how to arrange, organize and optimize your workflow.
In this article, we will share useful tips and tricks so you can use Trello more effectively in managing your daily work.
1. Use Lists to Manage Task Status
In Trello, lists are columns you can create to organize work by stage, status, or task type. An important tip when using Trello to manage daily tasks is to create lists that represent different stages of your workflow.
List Setting Tips
- Create basic lists like: “To Do”, “In Progress” and “Done”. This helps you track daily work progress easily.
- Use the “Pending” list: If there are tasks that depend on others or need confirmation before continuing, you can put them on this list.
- List of “Ideas”: Set aside a list to store potential ideas or projects that you don’t have time to do.
By organizing tasks into clear lists, you can easily grasp what needs to be done and track progress.
2. Use Labels to Classify Jobs
Labels in Trello are a powerful tool for categorizing and prioritizing tasks. You can use colors to represent different priorities, types of work, or departments within the team.
Tips for Using Labels Effectively
- Colors by priority: Use colors like red for important tasks, yellow for intermediate tasks, and green for tasks that can be delayed.
- Sort by project: If you manage multiple projects at once, you can use labels to mark tasks that belong to each project, making them easier to differentiate.
- Labels by job type: For example, you can use separate labels for “Meeting with clients”, “Writing reports”, “Planning”, etc.
Labels help you get an overview of tasks from many different perspectives, making it easier to prioritize work more appropriately.
3. Use Checklists to Track Work Steps
Checklists are an extremely useful feature in Trello for managing complex tasks that require multiple steps to complete. Instead of creating a card for each small step, you can create a checklist in a single card to keep track of the work steps.
Tips for Using Checklists
- Track detailed progress: Use checklists to break down large tasks into more specific and manageable steps.
- Arrange in order of priority: Put the most important items at the top of the list so you don’t miss important steps.
- Combine multiple checklists: You can create multiple checklists in the same card to track different stages of a task.
Checklists help you track the progress of each small task throughout the day without having to create too many individual cards.
4. Assign Due Dates and Create Reminders
To avoid missing important tasks, always assign due dates to your cards in Trello. This helps you keep track of the tasks you need to complete during the day and prioritize your work.
Tips for Using Expiration Dates Effectively
- Set due date: Assign due dates to important and upcoming tasks. Trello will remind you when deadlines approach.
- Use Power-Ups: Activate Power-Ups like Google Calendar to sync tasks with your calendar, helping you keep track of your day more intuitively.
- Deadline reminder: Trello allows you to set reminders before due dates, ensuring that you won’t miss any tasks.
Using the due date feature in conjunction with reminders helps you stay on track with your daily work schedule and always complete tasks on time.
5. Take advantage of Power-Ups to Expand Trello Features
Trello offers a ton of Power-Ups, allowing you to integrate with other apps to expand Trello’s features. This helps you connect and manage work from multiple platforms on the same Trello board.
Useful Power-Ups
- Google Calendar: Sync tasks with Google calendar for easier daily schedule management.
- Slack: Connect Trello with Slack to quickly communicate and communicate about tasks with team members.
- Evernote: Attach and manage notes from Evernote directly on cards in Trello.
- Butler: Automate repetitive tasks with Butler, helping you save time by automatically moving cards or adding labels when certain conditions are met.
Using Power-Ups helps you optimize your work process, thereby increasing the efficiency of daily work management.
6. Automate Work With Butler
Butler is a powerful feature in Trello that helps automate repetitive processes and reduce time spent managing manual tasks. You can set up rules to automatically move cards, add labels, or create checklists when a certain condition is met.
Tips for Using Butler Effectively
- Move cards automatically: Set up Butler to automatically move cards to the “Done” list when all checklist items have been checked off.
- Add repeating tags: If you have tasks that repeat weekly or monthly, you can use Butler to automatically create new cards periodically.
- Add labels and curators automatically: Butler can help you automatically assign labels and curators to new tags based on the conditions you set.
Automating work with Butler will help you save time and focus on more important tasks.
Work management
Trello is not only a powerful task management tool, but also very flexible. By using the tips and tricks above, you can optimize your workflow, making your daily work more organized and efficient. From using lists and labels to taking advantage of Power-Ups and Butlers, Trello will become your powerful assistant in managing your work.
