Adding Trello to a card on the new Outlook can be a great way to streamline your workflow and keep all your tasks organized in one place. In this article, I will guide you through the steps of adding Trello to a card on the new Outlook, sharing personal insights and commentary along the way.
Step 1: Accessing the new Outlook
To begin, open your web browser and navigate to the Outlook website. Log in to your account using your credentials. Once logged in, you will be directed to the new Outlook interface.
Step 2: Creating a new card
Next, locate the folder or email conversation where you want to add the Trello card. Click on the email to open it, or select the folder from the left-hand sidebar. Now, you need to create a new card to add to your Trello board.
1. Click on the "Add-ins" tab at the top of the email.
2. In the add-ins pane that appears on the right-hand side, click on the "Trello" icon.
3. A Trello popup will appear, displaying your Trello boards. Choose the board where you want to add the card.
4. Click on the "Create New Card" button.
5. Enter a title for the card in the provided field.
6. Optionally, you can add a description to provide more context for the card.
7. Select the list where you want the card to be placed.
8. Click on the "Add" button to create the card.
Step 3: Adding personal touches
Now that you have created the Trello card on your new Outlook, it’s time to add some personal touches and make it your own. Remember, Trello is a powerful tool for organizing and managing tasks, so feel free to customize your card as much as you like.
1. Add labels: You can use labels to categorize your cards. Click on the "Labels" button on the card to choose from existing labels or create new ones.
2. Add due dates: If your card has a deadline, you can set a due date by clicking on the "Due Date" button and selecting the date from the calendar.
3. Attach files: If you have any relevant files or documents related to the card, click on the "Attach File" button to upload them.
4. Add comments: You can leave comments on the card to provide updates, ask questions, or collaborate with others. Simply type your comment in the comment box and press enter to post it.
5. Assign members: If you are working on the card with a team, you can assign members to it. Click on the "Members" button and select the team members from the list.
Conclusion
By adding Trello to a card on the new Outlook, you can seamlessly integrate your task management and email workflows. The steps outlined above will help you get started with incorporating Trello into your Outlook experience. Remember to experiment with customizations and find the workflow that works best for you. Happy organizing!