Trello Essential Training

Course details

Learn how to get more done using Trello, the popular productivity tool from Atlassian. Follow along with time management expert Zack Arnold as he shows you everything you need to know to make the most of Trello. Zack explains how to use Trello to organize your own projects or to manage larger projects in collaboration with your team. Discover how to create, filter, link, and archive cards and boards, as well as extend Trello's vast capabilities with Power-Ups, custom automations, and cloud services such as Google Drive or OneDrive. Plus, learn how to apply your knowledge of Trello to the popular Getting Things Done® (GTD) system and the Kanban productivity method.

Concepts

0. Introduction

01 - What is Trello
02 - Navigating Trello s free vs. paid options

1. The Basic Features of Trello Boards and Cards

03 - Navigating the home page and creating your first board
04 - Navigating boards, lists, and cards
05 - Managing board settings and permissions
06 - Managing members, labels, and checklists
07 - Adding due dates, attachments, and card covers
08 - Creating and formatting card descriptions
09 - Moving and copying cards
10 - Communication, notifications, and watching
11 - Archiving cards, lists, and boards
12 - Trello card-sharing options

2. More Advanced Features

13 - Managing workspaces, members, and creating collections
14 - Creating and using Trello card templates
15 - Linking Trello cards and boards together
16 - Searching and filtering boards and cards
17 - Forwarding messages to boards and creating cards
18 - Board background images and collections (paid feature)
19 - Trello keyboard shortcuts
20 - Tables, timelines, and other views (paid features only)

3. Essential Trello Power-Ups

21 - Introduction to Trello Power-Ups
22 - The Trello Calendar Power-Up (with calendar integration)
23 - The Planyway Calendar Power-Up
24 - Syncing Planyway to Google Calendar
25 - The Card Repeater Power-Up for recurring tasks
26 - Integrating cloud services - Google Drive, Dropbox, and more

4. Automations and Custom Fields

27 - Introduction to Trello automation
28 - How to create a Trello automation rule
29 - How to create a custom Trello card button
30 - How to create a custom Trello board button
31 - How to create Trello list automation
32 - How to create Trello custom fields (paid upgrade)

5. Getting Things Done Using Trello and Kanban

33 - Trello and the Kanban method
34 - Trello and GTD - Board setup and capture
35 - Trello and GTD - Clarify and organize
36 - Trello and GTD - Contexts, reflect, and engage

Conclusion

37 - Where to go from here