Making a card model in Trello is an excellent method for optimizing your workflow and cutting down on redundant duties. Being an experienced Trello user, I have found this capability to be extremely handy for managing my projects. In this guide, I will lead you through the steps of crafting a card template in Trello and also provide some beneficial suggestions and techniques.
Step 1: Understanding Card Templates
Before we jump into creating a card template, let’s take a moment to understand what a card template is in Trello. A card template is a pre-defined card that contains all the necessary information and checklist items for a particular task or project. By creating a template, you can easily duplicate it whenever you need to create a new card with similar attributes.
Now that we have a clear understanding of card templates, let’s move on to the steps involved in creating one.
Step 2: Creating a New Card
To get started, open Trello and navigate to the board where you want to create the card template. Click on the “Add a card” button to create a new card. Give your card a title that represents the template you are creating. For example, if you are creating a template for blog article ideas, you can name it “Blog Article Template”.
Next, add all the necessary information and checklist items to the card. This can include things like due date, labels, description, and any specific checklist items that are relevant to your workflow. Remember that the goal of a card template is to have all the essential details pre-defined, so you don’t have to fill them in every time you create a new card.
Once you have added all the information, take a moment to review the card and make sure everything is in order. You can always edit the template later if needed, so don’t worry if you miss something at this stage.
Step 3: Duplicating the Card
Now that you have created your card template, it’s time to duplicate it whenever you need to create a new card with the same attributes. To duplicate the card, hover over it and click on the “…” button that appears. From the dropdown menu, select the “Duplicate” option.
A new card will be created with the same title and checklist items as the template. You can now edit the duplicate card to add any specific details or make changes as needed. This way, you can easily create new cards with similar attributes without having to start from scratch every time.
Step 4: Customizing Your Card Templates
Trello allows you to customize your card templates even further by adding custom field options. Custom fields are additional fields that you can define to capture specific information that is unique to your workflow.
To add custom fields to your card templates, click on the “…” button on the top right corner of the board, and select “Custom Fields”. From here, you can create new custom fields or choose from the existing ones.
Customizing your card templates with custom fields can greatly enhance your workflow and help you gather all the necessary information in one place.
Conclusion
Creating a card template in Trello is a simple but powerful feature that can greatly improve your productivity. By taking the time to define and customize your templates, you can save valuable time and ensure consistency in your projects. Now that you have learned how to create card templates in Trello, give it a try and see how it transforms your workflow!