As a devoted Trello user, I am constantly seeking methods to enhance my workflow and maximize the benefits of this robust project management tool. A valuable feature that I have found particularly beneficial is the option to convert Trello boards into PDF documents. In this article, I will walk you through the steps of utilizing Trello PDF and offer some of my own personal advice and methods along the journey.
Exporting a Trello Board as PDF
To export a Trello board as a PDF, you’ll first need to open the board you want to export. Once you’re on the board, click on the “Show Menu” button located on the top-right corner of the screen. From the menu, select “More” and then choose “Print and Export”.
Next, a pop-up window will appear with different export options. To export the board as a PDF, click on the “Print” button. This will open a new tab in your browser with a print preview of the board. Don’t worry, we’re not actually going to print anything – we just need to use the browser’s print functionality to save the board as a PDF.
Now, it’s time to customize the print settings. On the print preview page, you can choose the layout, paper size, and other options according to your preference. Take a moment to review the preview and make any necessary adjustments. Once you’re satisfied with the settings, click on the “Save” or “Print” button, depending on your browser.
After clicking the “Save” or “Print” button, a dialog box will appear asking you to choose the destination where you want to save the PDF file. Select a folder on your computer and give the file a meaningful name. Click “Save” and voila! You’ve successfully exported your Trello board as a PDF.
Tips and Tricks
Now that you know how to export Trello boards as PDFs, let me share some personal tips and tricks to help you get the most out of this feature:
- Include date and time: When exporting a Trello board as a PDF, consider adding the date and time of the export in the header or footer. This can be helpful for reference purposes, especially when you’re working with time-sensitive projects.
- Group related lists: Before exporting, you can rearrange your lists in Trello to group related tasks together. This can help in creating a more organized PDF that is easier to read and comprehend.
- Choose the right layout: Trello offers different layout options for exporting boards as PDFs. Experiment with different layouts to find the one that suits your needs best. Whether you prefer a more compact view or a spacious layout, Trello has got you covered.
With these tips and tricks in mind, you’ll be able to leverage the power of Trello PDF to create professional-looking reports, share project updates with clients or team members, and archive important information.
Conclusion
Exporting Trello boards as PDFs is a valuable feature that enables you to easily share and archive your project boards. By following the simple steps outlined in this article, you can quickly export your Trello boards as PDFs and customize them according to your needs. Don’t forget to try out the tips and tricks I shared to enhance your PDF exports. Happy organizing!