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This ONE Tip Makes TRELLO So Much More Powerful!

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Want to know one of the most powerful features of Trello? If you've ever felt overwhelmed with tasks or struggled to keep track of your projects, you won't want to miss this. Whether you're new to Trello or an experienced user, this single tip will help you unlock its full potential.
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Scott Friesen is a productivity specialist and founder of Simpletivity Training Inc.. He is also a prolific public speaker, workshop leader, and time management coach. Scott helps people to focus more time on what they want to get done and to experience less stress by simplifying their technology.
Simpletivity shares productivity tips, technology apps, time management ideas, and more to help you get more done and enjoy less stress at the same time. If you’re an entrepreneur, business owner, or professional who wants to get more out of your day, make sure to subscribe for helpful training videos ( / @simpletivity .
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Опубликовано:

4 апр 2023

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Комментарии : 69

@berndintemann9631 2 месяца назад

Thank you Scott. That really was one of the best tips for Trello. Now you can see the overview in the project card and distribute the tasks in the board according to urgency or status.

@Simpletivity 2 месяца назад

I'm so glad you found this helpful! Thanks for watching.

@michaellowe6872 9 дней назад

Thanks Scott. Your videos are always so useful.

@dworkman01 8 месяцев назад

Great video thanks. You mentioned that the linked tasks / cards could be created on another board. I dont see that option. How do I do that please?

@kbdab 6 месяцев назад

out of all Trello videos, this was the most helpful! thank you..

@Simpletivity 6 месяцев назад

I'm so glad to hear that. Thanks for watching!

@gregviner4309 Год назад

Thank you!! This is exactly what I have been looking for! I'm also looking forward to seeing your filtering tips with Google Sheets!

@Simpletivity Год назад

So glad that you found this video helpful. Thanks for sharing!

@MGSV626 8 месяцев назад

Perfect! I was looking for this. Thank you

@ionryan 2 месяца назад

Trello is a huge part of my life. This could be an excellent automation for me! Thanks!

@TheBookHistorian Год назад

Fabulous Trello tip! Thanks for sharing.

@Simpletivity Год назад

You are so very welcome, Susan. Thanks for sharing!

@estherhetherington1959 9 месяцев назад

this worked well with the exception that the tasks do not appear on the "Tasks" list showing the due date. How do I get my linked tasks to show the due date so I can click complete from the tasks list rather than the Sub- Tasks?

@SherzodMirzaahmedov 6 месяцев назад

Thank you for sharing this automation

@Simpletivity 6 месяцев назад

You are very welcome. Thanks for watching!

@joycechan4648 Год назад

Thank you for sharing! What about sending the sub-tasks to the “complete” board after ticking off the due date

@jentaculophile Год назад

This is amazing! Thank you!

@Simpletivity Год назад

You are very welcome. Hope you have fun with this cool automation!

@alishaomahoney2144 Год назад

Thank you so much for this! I have done this but I have many sub tasks across various projects. Therefore, when I apply your automation the sub task have the same names. Is there a rule where I can automate adding of the label from the (main) project card to the converted card. I would be grateful if you can help. I just can’t wrap my head around it!

@nitatutoring4626 9 месяцев назад

I usually add: {checklistitemname} - {cardname} to the title of the new card and Original card name: {cardname} Original card link: {cardlink} Checklist name: {checklistname} to the description of the new card

@FedericoAccardo 2 месяца назад

This is an amazing tip! Is there a way to create a rule that will assign the same label present in the card containing the checklist on the created cards? I only find a rule that ask you to assign a specific label but this won't work

@chrisscheer8528 Месяц назад

I really wanted to use this power up. You did a good job walking us through it. However, I'm a little unsure about the cost. I see that when you make a change, the sync happens immediately, and the Unito plans show that there are only two options with prices that get you that sync timing... the 14 day trial which is of course free and the Business plan that costs $1,439/month. I feel like that's just incredibly too high. Why so high? Who's buying this? Even the basic plan starts at $65 and that comes with 15 minute sync delays. Who wants that?

@michaelforrest5320 Год назад

Great tip Scott. Thanks. Any tips for sharing boards with clients? I've been looking for a "Filtered view Observer" option but can't seem to find one. Thanks again.

@Simpletivity Год назад

Stay tuned, Michael. I'm testing out a new sync option which will let you filter out specific cards or lists via Google Sheets.

@PropheticSoakingwithSarahJER 10 месяцев назад

Great tip thanks

@pabloprado8228 9 месяцев назад

Thanks a lot!

@assuncaoraissa 6 месяцев назад

The best Trello tip I"ve ever seen! A question: can you do it the other way around? Can Trello replicate a card into a checklist and make it an item? I've been dying with this cause I use cards for Titles mainly and there's not as much you can automate if it's a checklist item. Please help hahaha

@Simpletivity 6 месяцев назад

Thanks for the question! While I haven't tested this out myself, I do believe that it is possible. You would just need to specify the rules such as 'every new card in this list' or 'every card with this label' would become a checklist item in a particular card.

@jack2media Месяц назад

Can you make it generate a card thats a template card with its own unit check lists and information?

@officeofsafra1360 6 месяцев назад

Obsessed! Is it possible to have the checklist items moved to a different BOARD? Or does it only work for different lists within the same board?

@Simpletivity 6 месяцев назад

Great question. Yes, you could set this up so that the added checklist items create cards on a different board.

@josemanuel7249 Год назад

Exactly what I was looking for - how to do it selectively, so that not all check-list items create into a task?

@Brahdyssey 6 месяцев назад

this has been the most understandable guide to using trello. I have a follow up question. is it possible to un-checkmark the parent box if the child is un-marked done? suppose someone needs to do revisions on the task so it gets moved back into rotation.

@Simpletivity 6 месяцев назад

While I haven't created this particular setup myself, I do believe it is possible with Trello automation.

@gberdousis Год назад

Thank you! If only the created card had the same due date as the checklist item it came from... is it possible?

@arthurkriklivy5859 4 месяца назад

Can I also make it so that deleting a checklist item in the parent task also archives the linked card?

@BennyurenaVMPGlobal Год назад

Thank you!.. its working but when I create a task in the check list it converts itself to a link changing the original name of the task.. how do i fix this please ??

@maevanvooren2155 Год назад

I'm having the same issue.

@Fluless 2 месяца назад

Thats a great little functionality but is there way to link a card without the butler?

@Simpletivity 2 месяца назад

Here's an alternative way to link cards: www.simpletivity.com/blog/how-to-link-trello-cards-together

@user-lt8mt9zk8d 11 месяцев назад

Thank you so much, really helpful. But how do I have link all of the checklist items to another board? I have project specific boards, but need the tasks to show on a master to do list board.

@Simpletivity 11 месяцев назад

Within the automation, you can choose to have them appear on other boards. However, you would most likely need to create specific checklists for each desired board.

@user-lt8mt9zk8d 11 месяцев назад

@@Simpletivity Thank you. I will give it a try. Any chance of a video to show me how?

@Simpletivity 11 месяцев назад

I'll make note of this for a future video!

@hi_lizzybear6021 2 месяца назад

What if you are working off a template, so you have several boards and duplicate tasks.

@user-th8rq7hv6k 7 месяцев назад

Hi and thank you so much! I used your game changing tip and I have one further question: Is it also possible to set the due date on the project card in order to set the due dates automatically to the linked checklist items. I try for much hours and didnt find a working butler solutuion.

@jack2media Месяц назад

What software do you use for filming tutorials?

@Simpletivity Месяц назад

Camtasia.

@darcykube6191 8 месяцев назад

I am not getting the dates on the cards when I do the programming. Thinking I am missing a step?

@azzedinetito3760 Год назад

Can i add this automation for a sub tasks? Ex: Projet (create manual) > Tasks (create automatic when i add in tasks of project)> Sub tasks (create automatic when i add in sub tasks of tasks). Thanks for content ❤

@Simpletivity Год назад

Great question, Azzedine. Yes, since this automation is all based on the name of the Checklist(s), you could setup exactly what you've described here.

@azzedinetito3760 Год назад

@@Simpletivity Thank you Scott ❤️

@matthewparris2823 10 месяцев назад

A great automation to convert checklist items into linked cards. What about moving these linked checklist items into different checklists (for organization). The link is retained, but then the "complete" automation is broken, correct? Any way to keep this functional?

@Simpletivity 10 месяцев назад

Hmm, great question, Matthew. I'll have to investigate this some more.

@andrewtucker4282 Год назад

Love the tip but how do the dates show up on the new cards?

@Simpletivity Год назад

Great question. In this example, the due dates on the new linked cards are generated by an automation (i.e. all new cards in the Tasks list will have a due date of 3 days from today).

@LanceDarby Год назад

The project cards have some custom text fields cardname, program. Is there a way to add the cardname field from the project card to the task card? Is there a way to copy the program field from the project card to the task card?

@najeebpm2560 Год назад

Brother, this is paid version. ? This not working in my mobile

@msohaibnayyar7186 11 месяцев назад

Can we change list colors on the window app?

@spiderman8632 10 месяцев назад

is the feature only available in premium trello version?

@Simpletivity 10 месяцев назад

No, automation in Trello is free for all users. So you can go ahead and use this with the free version.

@dereklhendricksmortgagelender 9 месяцев назад

Does Trello link with Fantasical ?

@Sabbbem 5 месяцев назад

how do i create the automation such that the sub-tasks would only show up on "To Do This WeeK" due that week ? so i have an overview of the subtasks that i need to complete this week

@Simpletivity 5 месяцев назад

Within the automation recipe, you would just need to specify the list that you would like the sub-tasks to appear.

@Sabbbem 5 месяцев назад

@@Simpletivity where do I find this

@Simpletivity 5 месяцев назад

Please see the video at 3:45. This is where you would select the list you would want the new cards to appear.