How To Combine Two Boards On Trello

How To Articles

Trello is a robust tool for managing projects, enabling users to create boards and effectively manage tasks and projects. A frequent obstacle for users is merging two boards on Trello. In this article, I will walk you through the steps of combining two boards and provide some personal tips and thoughts throughout the process.

Introduction

Combining two boards on Trello can be a valuable technique when you want to consolidate tasks, streamline your workflow, or collaborate with team members. It can save you time and help you maintain a clear and organized project structure.

Step 1: Identify the Purpose

Before combining two boards, it’s essential to clearly define the purpose and goals of the merged board. Ask yourself, “Why am I combining these two boards?” Are you merging two boards for the same project that were created separately? Or are you merging boards from different projects to have an overview of all your tasks?

Having a clear purpose in mind will help you make informed decisions while merging the boards and ensure that the resulting board meets your needs.

Step 2: Evaluate Board Content

Once you have identified the purpose, it’s time to evaluate the content of both boards. Take a close look at the lists, cards, labels, and attachments on each board.

Consider the following questions:

  • Do both boards have similar list structures?
  • Are there any duplicate or overlapping tasks?
  • Do the cards have any labels or attachments that need to be preserved?

Understanding the content of each board will help you make decisions on how to merge and organize the tasks.

Step 3: Create a New Board

Before merging the boards, create a new board to serve as the merged board. You can name it according to your project or any other relevant title. This new board will be the canvas where you’ll combine the tasks from the two boards.

Step 4: Moving Cards

Now that you have your new board ready, it’s time to start moving cards from the original boards.

Begin by copying or moving the cards from the first board to the new board. You can do this by opening a card, clicking on “Move,” and selecting the new board as the destination. Repeat this process for all the cards you want to merge.

While moving the cards, you can add personal touches and commentary to provide context or add extra information. This can help you and your team members understand the tasks better.

Step 5: Organize and Merge Lists

Next, organize the lists on the merged board to suit your project’s workflow. You can create new lists, rename existing ones, or move cards between lists as needed. This step allows you to streamline your project management process and maintain clarity.

If both boards had similar list structures, merging them should be straightforward. However, if the boards had different list structures, take some time to plan the new list structure based on your project requirements.

Conclusion

Combining two boards on Trello can be a game-changer in terms of project management and organization. By following the steps outlined in this article, you can successfully merge boards and create a centralized hub for all your tasks and projects.

Remember to have a clear purpose in mind, carefully evaluate the content of the boards, and make informed decisions while moving and organizing the cards. With a well-merged board, you’ll have a streamlined workflow, enhanced collaboration, and a better overview of your projects.