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Oct 20 2025

Work Management for Trello

In this half-day workshop, you'll learn to use Trello for effective project management, including creating and managing boards, setting permissions, assigning tasks, and leveraging features like labels, checklists, and due dates. We'll also cover automation, advanced functionalities, and Power-Ups to streamline workflows, increase productivity, and enhance team collaboration—perfect for sharpening your project management skills.
 

Outline:

  • Introduction
  • Basics of Trello Boards and Cards
    • Creating Boards
    • Navigating Boards
    • Permissions
    • Assigning assets to cards
      • Members
      • Labels
      • Checklists
      • Attachments
    • Due Dates
    • Card Covers
    • Moving & Copying Cards
    • Notifications
    • Archiving
    • Card-sharing
  • Automations
    • Automation
      • Creating automation rules
      • Creating card button
      • Creating board button
      • List automation
  • More advanced features
    • Custom fields
    • Card templates
    • Linking cards & boards
    • Forwarding to board
    • Shortcuts
  • Power-ups
    • Calendar
    • Google Drive
    • Jira
    • Confluence
  • Conclusion