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Trello Essential Training

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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.

Note: Getting Things Done® is a registered trademark of the David Allen Company.


01 - Introduction
  • 01 - What is Trello
  • 02 - Navigating Trellos free vs. paid options

  • 02 - 1. The Basic Features of Trello Boards and Cards
  • 01 - Navigating the home page and creating your first board
  • 02 - Navigating boards, lists, and cards
  • 03 - Managing board settings and permissions
  • 04 - Managing members, labels, and checklists
  • 05 - Adding due dates, attachments, and card covers
  • 06 - Creating and formatting card descriptions
  • 07 - Moving and copying cards
  • 08 - Communication, notifications, and watching
  • 09 - Archiving cards, lists, and boards
  • 10 - Trello card-sharing options

  • 03 - 2. More Advanced Features
  • 01 - Managing workspaces, members, and creating collections
  • 02 - Creating and using Trello card templates
  • 03 - Linking Trello cards and boards together
  • 04 - Searching and filtering boards and cards
  • 05 - Forwarding messages to boards and creating cards
  • 06 - Board background images and collections (paid feature)
  • 07 - Trello keyboard shortcuts
  • 08 - Tables, timelines, and other views (paid features only)

  • 04 - 3. Essential Trello Power-Ups
  • 01 - Introduction to Trello Power-Ups
  • 02 - The Trello Calendar Power-Up (with calendar integration)
  • 03 - The Planyway Calendar Power-Up
  • 04 - Syncing Planyway to Google Calendar
  • 05 - The Card Repeater Power-Up for recurring tasks
  • 06 - Integrating cloud services Google Drive, Dropbox, and more

  • 05 - 4. Automations and Custom Fields
  • 01 - Introduction to Trello automation
  • 02 - How to create a Trello automation rule
  • 03 - How to create a custom Trello card button
  • 04 - How to create a custom Trello board button
  • 05 - How to create Trello list automation
  • 06 - How to create Trello custom fields (paid upgrade)

  • 06 - 5. Getting Things Done Using Trello and Kanban
  • 01 - Trello and the Kanban method
  • 02 - Trello and GTD Board setup and capture
  • 03 - Trello and GTD Clarify and organize
  • 04 - Trello and GTD Contexts, reflect, and engage

  • 07 - Conclusion
  • 01 - Where to go from here
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