Become a Trello pro: Top 5 lesser-known Trello tips and features
Boost your team’s Trello workflow with these 5 lesser-known tips!
Get the most out of Trello for your business with by learning some of these lesser-known tricks to supercharge your team’s workflow.
5 lesser-known Trello tips for your workflow
1. Mirror cards across teams
Trello’s built-in card mirroring tool lets you sync updates on a card across multiple Trello boards. This is particularly useful for managing to-dos across teams working in the same Trello workspace.
Mirrored cards reduce manual task management, and help cross-functional teams track updates and collaborate more effectively in real time. For example:
Help desk. The support team can keep a log of feature requests and mirror that card to the product development team, so that customer feedback can be considered when planning new updates.
Sales and CRM. The sales team can keep a deals summary card and mirror it to the accounts team, so that everyone stays up to date with the latest sales figures.
Project management. Project managers can use card mirroring across different project boards to make sure everyone has access to the most up-to-date details, eliminating the need for constant check-ins.
💡 TIP Find out more about how to seamlessly manage cross-team handovers in Trello.
2. Manage your email in Trello
Your best work happens in Trello – so why not use it as a shared inbox for your teams?
The Email for Trello Power-Up combines the concept of a shared inbox with the power of Trello to give your team collaborative superpowers.
💡 A shared inbox lets multiple people on one team read and send email from one mailbox.
Connect your team email address (like help@ or info@) to your board, and receive emails as new cards – ready to reply right from Trello. By creating a shared space to collaborate on email, your team can:
Improve response times. Trello’s Kanban layout makes it easy to spot open conversations, discuss action items in emails, and jump in to assist colleagues – contributing to better customer service outcomes.
Assign, tag, and track easily. No more confusing email threads! Triage incoming emails more effectively by assigning team members, adding due dates and prioritizing with labels.
Automate workflows. Set up rules to assign tasks, add labels or due dates, and send emails automatically.
💡 TIP Unlock the power of Trello automation with our directory of ready-to-use rules, buttons and commands.
3. Add a shared calendar
If your team works together, and uses Trello as a shared inbox, the planner feature is a helpful way to take this collaboration one step further.
Adding a shared calendar to your existing shared inbox workflow means everyone can see the team schedule – whether that’s for upcoming bookings, sales meetings or project deadlines.
Add a shared calendar to your Trello planner, so that you can view and add to your team’s schedule
Note that if you want to add a calendar associated with a shared email address, everyone will have to add the calendar to their Trello planner manually in order to have shared visibility. This is because the calendar you add to your planner is only visible to you by default.
💡 TIP Find out more about how to use Trello’s latest personal productivity features to improve team collaboration.
4. Use reactions as a comms tool
Close the loop on communication within your team using emoji reactions! It’s a quick and fun way to provide instant feedback, without having to type out a comment.
For example, when someone sends an email with the Email for Trello Power-Up, it’s posted as a comment on the card. Any team member can then add an emoji reaction to the comment, whether it’s a thumbs-up to say ‘Got it!’ or a clapping emoji to say ‘Well done’.
With notifications enabled, the team member who sent the email will see emoji reactions in the right-hand Trello notification panel
As long as the team member has notifications enabled, they’ll see emoji reactions in real-time, making communication that much quicker and clearer.
Find out more about how to speed up collaboration cycles with emoji reactions in Trello.
💡 TIP Looking for some extra fun? Add the party popper emoji to the name of your list and get a confetti celebration when you move a card into ‘Done’. Find out more about celebrating team wins with Trello confetti.
5. Set up button automations for your cards and boards
Rules and due date commands are some of the most popular ways to automate processes in Trello – but button automations can be just as handy and powerful!
Card and board buttons are added to your Trello cards or boards to perform automations that make common tasks quicker and easier. Instead of performing actions on a schedule, or based on custom triggers, you can automate tasks on demand. For example:
Create a button to tidy up your board by archiving all cards marked as complete.
Create a card button to send a template email with one click.
Send a batch email update by creating a button to automatically send one email to multiple contacts.
Become a Trello pro
Take collaboration in your Trello workflow to the next level with these 5 lesser-known tips and features!