5 Ways to Setup Trello as a To-Do List (Tutorial)
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- Опубликовано: 21 июл 2024
- Trello is a fantastic app for creating a customized to-do list. In this tutorial, Scott Friesen show's you 5 different ways to create a task list in Trello. From simple to complex, you'll discover a Trello to-do list to help you boost your productivity!
Get your copy of the Ultimate Trello To-Do List: bit.ly/2MaAvID
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Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.
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#simpletivity #trello #todolist
Learn how to set up a great Trello board in 7 easy steps:
ruclips.net/video/HvkTamEjDXk/видео.html
It can't be more simple than this explanation. The excellent Narration Award goes to Mr. Simpletivity. Keep it up, so we keep learning.
The timing is perfect to see this video Scott, as we are seeking a better way to manage our projects and team. Today’s video sheds light on Trello as the potential answer. We have a team that is both in office and virtual and being able to connect and communicate directly will save time and make us all better at staying on top of the projects and the steps. Thanks Scott another great tutorial.
You are most welcome, Jeff. So glad that you enjoyed this one and I hope that you and your team benefit!
Thank you!!! this is the an excelelnt video, simplest yet most detailed and usefull tutorial video for someone started using trello. Love it!!!! Congratulations !!! I hope to have more like this ... Greetings from Athens Greece
Really appreciate the tips and the share board! Am always looking for the best/easiest way to manage tasks and I reckon I've found it! Thanks again 👍
Completely new to Trello & these videos have saved me a LOT of time getting started - thanks!
You are so welcome!
love all your quick productivity & efficiency hacks! I subscribed! yay!
Yay! Thank you!
Nice tutorial! After watching this, I decided to give Trello a try and so far I'm very satisfied - I have actually recommended it to colleagues recently and will now use it on a joint project. Thanks!
All the best as you dive into Trello!
Love this Scott, certainly given me some ideas, especially project linking. Thanks.
You are very welcome, Stephen. Yes, linking cards can be a great benefit to this setup!
Thank you, Scott, for these ideas!
Thank you! Very clear for a beginner .... I now feel more confident in being able to get this started :)
You can do it!
Been struggling how to use trello for some time. This looks good though. I will give it a shot! Thanks!
Chapeau Mr. Simpletivity. Insightful, practical and oh so useful. Many thanks!!
Glad you enjoyed it!
Thank you! I'm implementing this today!
Hope you like it!
Great tutorial, thanks!
Glad you enjoyed it!
Thanks for the sharing. It is a really good intro / overview of Trello used for To-do list.
Glad you like it!
WOW! Amazing! Thank you!
You are so welcome!
Thank you! You are always f so o helpful
You are so welcome!
Amazingly helpful, thank you.
Super juicy. I love it. Thanks!
I am new to ur channel. Infact, this is the first time and I became ur subscriber. This is a very good informative video which helps us keeping things right in Trello
Thanks and welcome
Thank you! Great ideas and simple explanations.
You're very welcome!
Hey there, love your videos! They are usually geared towards individuals though, hope you can shed some light on startups and businesses in the future.
Thanks for the tip!
AMAZING TIPS THANK YOU!!! just starting mine!!!
You're so welcome!
Perfect. Suggestion/tip: to complement your to-do list also add "In calendar"-list - which means that the card is planned in your calender a certain day (for example in gmail). In the gmail calendar you can place the task "night-time" to separate from time-blocked activities (use full-day mark) with different prio colors and when its done - mark it light-green, and move the trello card to "done". Works for me! :-) Simpletivity - great video as usual! Thanks.
Thanks so much for the additional tips, Christian.
Thank you for the tour, an urgent/important matrix along with a level of priority approach could be also interesting!!
That's a great suggestion. Thanks for sharing!
Amazing explanation
Really useful, Scott
This really helps, thank you so much
I've been looking for an platform to keep on top of everything. I've been using trello and recently tried jira. The one thing I liked about jira in Mac is that you can put a subtasks in progress and you can see that task in the progress board instead of having to go in project by project to see what's your current step. Love your videos!
Thanks for sharing. Yes, Jira is a great tool for this type of purpose.
Hi, great video very very helpful. I do a lot of projects and they have similar but not exactly the same sets of tasks. Is there a way to build a template in s separate board that you can bring in all the related cards and customize for the project at hand? Do you have a video also showing how to integrate my Trello task into a calendar such as iCal, Outlook or Google Calendar so I have one source to see what I am working on in any week? I know you have a video talking about Task integration with calendaring, but can you do that with Trello?
Great info thank you
Thanks for watching!
WOW, great video again! Thank you! :-)
Thank you! Great vid
Ok, this was incredibly helpful. I didn't realize the scope of what you can do with Trello, I guess. Thanks much!
WFH's been struggle for me and i think i become less productive. Thank you for sharing this solution! Can you suggest me how we can apply this for daily activities?
Fab. I’ve been playing with Trello for the last couple of days and I learnt so much in this video. Thanks. I have a quick question if I may - when you link tasks to a project and all the tasks are completed, does it automatically move the tasks cards in the done list if you only move the project card in the done list? I hope this makes sense 😊
No it doesn't seem to do that from my testing, which is a bit of a let down
Thank you for putting out good information.
You are very welcome!
Thank you, great stuff.
Thank you too!
Hi Scott I have been using Trello for several years and love your videos helping us to use it well. Are you planning to do a video on the new Workplace change? Soon? PLEASE????!!! I'm struggling, and have only 12 days left to figure it out before my 52 boards get reduced to 10!
Great suggestion!
Great video and thanks for sharing the board template! Have you worked with any Mortgage Brokers/ Loan Officers in helping them create a Trello Board for their business?
Thanks for sharing a great info...
Glad it was helpful!
Thanks
Great! Really helpful! Maybe the first video tutorial about Trello where concepts are well explained. Thanks a lot. I have only one doubt remaining: is this board lasting forever or it's better to use it for a specific period (week, month, year) and then start with a brand new one?
I would recommend sticking with the same board going forward. But of course, that's really up to what works best for you!
Nice!
You are AWESOME!!!
Thanks, Earl!
thank you
I used Trello for 6 months but moved onto Microsoft To-Do since I had a job that demanded quicker task flows every day, and it made my Trello boards seem too overcrowded. By watching this video, I'm starting to think over moving back and pet Taco again.
thanks
Is this the best productivity structure in 2020 or is there a better system? I need the best system because I am an INFP 9w1 and find productivity EXTREMELY difficult. Thank you.
Hello I've been using Trello for a few years and one of the big issues we are having is that as we are growing, it is hard to keep track what tasks a team member is doing day-to-day. The way we assigned tasks is that there are boards which we are doing work for each of our digital marketing clients, and in those boards there are many cards and we tag the team member in a particular card to do the task. But with enough clien's being worked on at the same time, we don't know what that team member is doing today versus tomorrow vs next week? to solve this we created a board particularly for the team member where they will write down what they are doing in 1 board (So it's a board to manage the tasks they are doing another boards) but this is also getting a little blue confusing and I wanted to know if there's an easier way to solve this issue by possibly have a card copy to the team members whenever they are assigned to the task?
Hi, Scott! Thanks for sharing! I have one question, what should I set to make the labels display the full name on the card? I only got colorful tabs here without the text on it even I renamed the labels. Thank you!
Hi Victor, to see the full label name, just click on the label itself (on the front of the card). This will expand all labels. I hope that helps!
Question: Once a project has been completed and all the cards are in DONE - what's next? Do these get archived or save for a repeat project?
How do you handle recurring tasks? Seems like most task managers fall short on the tasks that repeat “Every 2nd and 4th Thursday”. In Trello, I have a Recurring list and just use checklists 1st Quarter and add items that repeat. Example: under the first quarter checklist I would have a task “20200204 | Tue | Take out trash”. But that is a pain (and time consuming) to make. Any better ideas?
Is it possible to add a task to trello card by voice? Example google assistent and so on?
Thanks for the Tips......
Question?, I see you had the Butler at the time of the video.
I am wanting to use Butler in the following way and wanted to know if you have tried this?.......
Use the Custom Field Power-Up
and Create Roles in the Custom Fields like...
Manager
Quality Control
Admin
Secretary
Etc
So I have "John Doe" as Admin and "John Doe" is a member of the Board.
If I have Butler assign to the Admin if the label is made urgent, Can Butler read the custom field for Admin as {Admin} and it assigns this to "John Doe" since "John Doe" is in the Text in the Custom Field, but also is a member of the Board.
This Way if the person changes in the Custom Field and they are a member of the Board, Butler will automatically know what to do and will not be stuck with a hard coded rule to "John Doe".
Thinking Out Loud for your feedback......
Thanks
Great, useful tutorial! Pitty there is no convenient filter tool in Android app like in the desktop version.
True.
Trello is a great kanban-style task manager, but I've found it somewhat lacking as a to-do list. For example, the feature I miss is the lack of hierarchy so that I can group and structure when needed.
Also, I think it's just better to create separate boards for each project, so that you can see their progress, which you can't do with attachments (unless you add some card tag to mark the completion of the task, but that would no longer be kanban, right?).
Having separate boards for different projects is especially useful if they are large in size. For more smaller projects, having a separate board may be overkill and take additional time to manage.
I also wanted to ask, you mentioned that you prefer using Google Calendar for your tasks and todos and I’ve seen the video, the process is really good however you also use Trello? If so, there would be an overlap of todos and tasks between your google calendar and trello? Or are you showcasing Trello for demonstration purposes only? Plus if I had a small team do you recommend Google calendar or Trello or both?
Thanks in advanced.
Great question. Personally, I use Google Calendar as my primary to-do list. However, if I am working on a medium to large project, I will use Trello and manage my tasks there for that purpose.
As for team collaboration, I highly recommend Trello. You will still need a calendar to schedule meetings and events, but your calendar will not be able to effectively be used among a team in this way. I hope that helps!
@@Simpletivity Thanks for the reply! Yes that surely answered my question. 👍
Cool! :)
Thanks! 😄
@@Simpletivity most welcome 😘
Can you give a little help...I have Keep and gmail...now trello...so many different ways to do things...am I missing something or is it just options that I have to find the one that works for me.
Great question. Sometimes you need to experiment and find the right tool for you. But also keep in mind that some tools perform certain functions better than others i.e. Keep = notes, Gmail = communication, Trello = tasks & project management. I hope that helps!
The problem I have is that while I can keep myself organized with Trello, I cant figure out how to print all lists on a piece of old fashioned paper to work from. Any ideas?
From the menu of any board, just select the Print and Export option. This will allow you to print out all lists.
Scott, ive just enjoyed your tutuorial video and clicke on teh list set up link but its created these as public with you as admin within my provate trello account, i dont appear to be able to change this, please can you amend or advise how to ake it personal please as I cannot have trello public, such is a violation of data protection and I am not happy about it if I had known this I would have rcrated teh links myself, please can you come back to me ASAP
How did you Apply labels so quickly?
Each color corresponds to a number. So for example, selecting 1 on your keyboard will apply the green label to the card you are hovering over.
Is this the premium version or the regular free version?
This is showing the free version.
Dude you sound like the Narrator from The Stanley Parable, very cool
what software you use to record your videos?
I use Camtasia.
What do you think of using another board as your project?
This can be another great way of using multiple Trello boards. You can have a separate board for the project and then link cards to the ones on your personal to-do list board.
@@Simpletivity I didn't see how to do that right away and am a newbie with Trello so I went back to your setup which is good. I have a couple of other questions though along the same line. I have three different roles (Jobs) that all could benefit from using Trello. Each of those areas I thought I would set up as a separate board and link to the cards to my personal to-do list. board. I was also wondering if you can have a rule where if a card has a due date farther into the future, if it would be able to automatically be brought forward to your to-do at a certain point.
@@DonGoertz Yes, absolutely. You can set up this type of rule with Butler (top right hand corner).
Does trello work with either Microsoft or Google email?
Yes, it does. There's an add-on for Gmail that allows you to transform mails into Trello cards.
@@oscarcastro211 thank you
How to use detail in tamil
FYI for future videos: that yellow dot is really annoying and blocks the view
agree....
Easy to create tasks but not so easy to delete them
just press c on your keyboard while hovering over a card and it will be archived :) you can also install a power-up to delete with one click but I haven't tried that myself.
@@quarehoc Thanks Dawn. I don't want to archive; I want to delete.
@@donaldboyddotorg I understand. Then it's definitely a bit annoying to have to "waste" one of the power-up slots on the delete function :/