#TYPES OF TRELLO BOARDS HOW TO#

For further inspiration on using Zapier with Trello, read about how to maximize your work with Trello.īlue Cat Forms is a simple way to get started adding forms for your Trello boards-it's actually one of the Power-Ups that my team built. You can see the Zap here or check out her video on how she built a social media publishing tool with Trello and Zapier.

The title of the new spreadsheet is set from the card title, and a link to the spreadsheet is added to the card.' Zapier creates a new Google Sheet by copying my template. Zapier is connected to Trello and triggers when I move a card into my Pre Production list. As I work on the video, I will add key talking points and more in depth info for each part of the video. 'For each video I produce, I have a spreadsheet in Google Sheets-this is just a typical content plan with ideas on titles, key points, etc. She shared how she uses Zapier to automate repetitive tasks in producing videos for her YouTube channel. Zapier and Trello work beautifully together, making Zapier one of the fastest-growing Trello Power-Ups.īrittany Joiner is a Trello power user who runs a newsletter and a YouTube channel on productivity and Trello. The Zapier Power-Up allows you to access the power of Zapier directly from your Trello boards. It's simple, but it saves a ton of time, instead of reinventing the wheel. I personally have repeating cards set up annually to review our GDPR policies and monthly to check that database backups are all in order. Other teams have repeating cards set up for all sorts of tasks. This is where the bulk of the process is recorded, and people are assigned to most of the steps in the checklists when it's created.' A Trello automation runs to copy our latest checklist onto each one. Repeated cards are created in the To be started list on their renewal date. These cards use the Card Repeater Power-Up to make sure we create a new card for each client every year. 'On the main accounts board, we have a list over on the right, which has a card for each client. Pillow May, an accountancy firm based in the UK, makes use of this Power-Up in combination with other automations to help manage repeated tasks for over 100 clients. Trello's Card Repeater Power-Up (built by Trello itself) lets you create recurring tasks.

Types of trello boards