As a longtime user of Trello, I have found it to be an incredibly useful tool for organizing tasks and managing projects. One key aspect of using Trello effectively is knowing how to format your boards, lists, and cards to make them visually appealing and easy to navigate. In this article, I will share some tips and tricks for formatting in Trello.
Customizing Board Backgrounds
Trello allows you to personalize your boards by changing the background. To do this, simply click on the board’s title at the top, select “Change Background”, and choose from the available options. You can also upload your own image to use as the background.
Create Lists and Add Cards
Lists are the backbone of Trello boards, and they help you organize your tasks. To create a new list, click on the “Add a list…” button on the right side of the board. Give the list a descriptive name, such as “To Do”, “In Progress”, or “Completed”.
Once you have your lists set up, you can start adding cards to them. Cards represent individual tasks or items, and you can add as many cards as you need. To add a card, simply click on the “Add a card…” button below the list’s title. Give the card a name and press Enter to save it.
Trello allows you to add labels, due dates, checklists, and attachments to your cards. These features can help you add more context and details to your tasks.
To add a label to a card, click on the card and then click on the “Labels” button on the right side. You can choose from the predefined labels or create your own. Labels are useful for categorizing tasks, such as by priority, type, or team.
To add a due date to a card, click on the card and then click on the “Due Date” button on the right side. Select the date and time when the task is due. This will help you stay on track and prioritize your work.
To add a checklist to a card, click on the card and then click on the “Checklist” button on the right side. You can then start adding individual items to the checklist. This is particularly useful for breaking down complex tasks into smaller, manageable steps.
To add attachments to a card, click on the card and then click on the “Attach” button on the right side. You can attach files from your computer or link to external sources, such as Google Drive or Dropbox. This is handy for keeping all relevant documents and resources in one place.
Formatting Board Views
Trello offers different views for boards, including list view, board view, calendar view, and timeline view. You can switch between these views to find the one that works best for your workflow.
List view is the default view in Trello and displays all your lists and cards in a vertical layout. Board view, on the other hand, presents your lists and cards in a more visual and interactive way, allowing you to move cards across lists by dragging and dropping.
Calendar view provides a calendar-like interface that shows your cards with due dates. This view is great for getting an overview of upcoming deadlines and managing your schedule.
Timeline view displays your cards in a timeline format, allowing you to see the duration and dependencies between tasks. This view is useful for tracking the progress of a project and identifying any potential bottlenecks.
Formatting in Trello can greatly enhance your organizational workflow. By customizing board backgrounds, creating lists and cards, and using features like labels, due dates, checklists, and attachments, you can create a visually appealing and well-structured Trello board. Experiment with different board views to find the one that suits your needs best. Happy organizing!