Working with teams require collaborative effort that necessitates coordination, organisation, planning, and meaningful member participation. But at the same time, incorporating teamwork and dealing with team dynamics can become difficult and a frustrating experience. Team synergy requires accommodating schedules, exchanging resources, and coordinating information in a timely manner.
This is what Trello aims to resolve. Trello is an incredibly powerful tool to build a task outline for a company and monitor projects to completion. For example, you can label Trello Cards using Trello Labels to categorise, assign, and sort tasks based on priority and due dates.
Trello is a lovely Collaboration tool when you don’t need a heavy-duty Project Management application. Trello has an interface that can be used for more than just Kanban boards, altogether simplifying your Workflow.
While there are a plethora of Collaboration tools available, Trello stands out for its use of a well-thought-out, visually attractive User Interface and Coloured Labels that filter your tasks and stick to the user’s memory.
Table of Contents
Introduction to Trello
Trello is a popular Kanban board application that doubles as a Project Management and Collaboration tool for individuals and teams. It simplifies Task Assignment and Progress Tracking with an excellent User Interface that allows you to see who is working on which project, initiate discussions with them and take necessary actions.
Trello features Boards (which represent the birds-eye view of projects), Cards (which represent tasks), and Lists (which track statuses of multiple projects) to help you organise your Project Workflow. Trello’s revolutionary feature is that you can add Attachments, Photos, Labels and Checklists to your Board(s). You can also invite as many users as you need and include discussions on your Team Boards.
Working with Trello becomes easy with Trello Power-Ups when your favourite apps like Slack, Jira, Adobe XD, Microsoft Teams, Typeform, etc., can be readily integrated into your Trello Boards. Trello also offers a Built-in No-code Automation tool called Butler, which Automates Tasks and Workflows on Boards.
To promote better Team Collaboration, Trello delivers alerts that are synced with all of your team’s devices when Boards are updated with new comments, hence making it simple to keep all your team members engaged and updated.
Beyond its essential aspects, Trello includes plenty of tools like Trello Filter by Label, Due Date, options to create Recurring Tasks, Cloud Storage for your Trello Boards, etc., that give you total control over your projects and allow you to tailor your Workflow to your style. You can use Trello for Event planning, Freelancing, Editorial Calendar Planning, Consulting, Content Creation and Publishing, Recruiting, Software development, Inventory management and much more with its Customisable Templates. For more such ideas, check out this Board of Templates or Trello’s Inspirational Templates to organise and streamline your Workflow.
Introduction to Trello Labels
Trello Labels are coloured markups on Trello Cards. They help to categorise Trello Cards by type, representing them by a colour and a term. There’s also an option to add colourless Labels on Trello Boards.
Trello lets users add up to 10 Labels with different colours. For colour-blind users, Trello offers “Trello Colourblind Friendly Mode”, a feature that adds simple textured overlays to the coloured Labels. The existing Labels keep their colour, so the Trello Cards are still marked, but textures are placed on top of the Labels, so Trello Cards become accessible for the colour-blind.
You can apply multiple Labels to a single Trello Card to organise and streamline your tasks. By default, Trello features Coloured Labels both on the front and the back of a Trello Card, whereas Colourless Labels appear only on the reverse.
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- Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer.
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Key Features and Functionalities of Trello
Delightful User Interface
Trello’s friendly User Interface has allowed it to earn great ranks among well-known businesses like Google, Squarespace and Fender. With a beautiful and clean interface, team members can quickly follow their project progress, initiate discussions, include attachments and sort Trello Cards by adding Trello Filter by Label, Custom Field, Date and Importance.
Trello also allows you to create separate Boards for separate projects, hence leaving minimal risk for confusion in an organised Workspace. Trello’s customisation features like adding Backgrounds, Custom Templates, Stickers to Cards can make even the most complex tasks seem less daunting.
Drag and Drop Editing
Trello ensures to keep your Workspace structured and organised which is why Trello gives you the freedom to manage and replicate Cards within separate Lists, by just dragging and dropping. Trello Lists are totally customisable where you may choose to track only the metrics that matter to you and utilise automatic alerts to remain up to date on any changes and updates.
Better Workflows with Automations
Trello’s No-code feature, called Butler, allows you to set up Automations, Rules, and Commands on your Trello Boards to cut down on repetitive work. For example, you can configure Trello Butler to automatically cross off due date and checklist items, once a Trello Card is moved to the ‘Done’ list. The Butler will also remove all members associated with the task, so there aren’t any pending tasks on their Todo List.
To add Butler’s powerful Automations to your Trello Boards, you can simply click the “Butler” icon in your Trello Board menu and provide information on such tasks. Currently, Trello Butler supports these Automations and Commands:
- Rules that are instantly triggered by a set Action.
- Buttons that run an Action on a Trello Card or across an entire Trello Board in a single click.
- Due Date commands that run on tasks with approaching or past due dates.
- Calendar commands that run at set calendar intervals.
Multifarious Trello Views
When it comes to boosting your team’s productivity and getting an improved perspective on your team’s performance, Trello provides teams with Multifarious Views to assess their projects across different phases. The six major Views available on the Trello platform for teams are:
- Board View: The default Kanban Board View with Lists and Cards.
- Timeline View: Visual path view for working with projects involving a starting and ending date.
- Calendar View: Similar to Timeline View, the Calendar View is for projects having a start date, due date, and for advanced checklist items to be organised on the Calendar.
- Dashboard View: Useful for visualization and displaying key metrics like Due Dates, Assigned Cards, and Cards per list to keep stakeholders aligned and confidence running high.
- Table View: A Spreadsheet View for Adding, Sorting, and Filtering Cards from Team Boards.
- Map View: Add locations or visualise geographic data on Trello Cards using Map Views.
Trello Power-Ups, enable users to seamlessly integrate some of the most commonly used SaaS applications like Google Drive, Salesforce, Slack, CloudApp and GitHub to Trello Boards. With Trello’s cool feature of Email Integration, you can create Trello Cards on a Board by forwarding or writing an email to Trello. Every Trello Board and Trello Card has a unique email address that can be used for communication and adding comments.
Alongside the aforementioned applications, Trello offers 87+ other integrations that you can check for your reference.
Trello offers three pricing tiers to suit your team’s Project Workflow:
- Free: The Free Trello Plan comes with Unlimited Trello Lists, Trello Cards, Members and Checklists, however with an upper cap of a maximum of 10 Trello Boards. You get only one Power-Up per Board, 50 Automated Command Runs per month and Unlimited Storage with 10 MB of storage space per file.
- Business Class: The Business Trello Plan offers Unlimited Trello Boards, Lists, Cards, Checklists and Power-Ups. You get access to all the six major Views, 1000 Automated Command Runs per month and Unlimited Storage with 250 MB of storage space per file. You can also enable Admin and Security features as per your needs. The Business Class plan costs $10 per user per month.
- Enterprise: Enterprise Class, offers the same set of features available in the Business Class, along with Public Board Management, Organisation-wide permissions, Power-Up Administration and Attachment permissions. The price is usually around $17.50 per month per user.
Based on the NCSC’s SaaS security principles, Trello currently gets an ‘A+’ rating from SSL Labs. Trello Network runs on Transport Layer Security (TLS) and is encrypted.
As an administrator, you can establish permissions and set Boards as private and accessible to only approved members.
Label Trello Cards: Your Go-To Guide
You can label Trello Cards by creating and customising Trello Labels which can help categorise and filter your Trello Cards. You can add up to 10 coloured Labels, and unlimited uncoloured Labels per Trello Board.
A. Label Trello Cards: Adding Labels
To label a Trello Card, follow these steps:
Step 1: In your Kanban Board, select Trello Card(s) which you would like to label.
Step 2: Click the card(s) to open its properties and contents.
Step 3: On the right-hand side of the Trello Card, you would find an “Add to Card” option that lists Members, Labels, Checklist, Dates, Attachments and Cover. Select “Labels” from these choices.
Step 4: Select the Labels you want to apply to your Trello Card(s). You can also edit the existing Labels by clicking on the “Edit icon” next to each one.
Step 5: If you want to add a new Label, click the “Create a new label” button. A new screen will appear, allowing you to choose the name and colour of your new Label.
B. Label Trello Cards: Removing Labels
To remove an existing Label from a Trello Card, follow these steps:
Step 1: Open the Trello Card(s) and click on the Label which you wish to remove.
Step 2: A new screen will open, displaying a list of all of your current Labels. A “Check Mark” shows next to each Label that has been applied to your current Trello Card(s).
Step 3: Simply click the Check Mark button (to uncheck the Label), and the current Label will be removed from your Trello Card(s).
C. Label Trello Cards: Viewing Labels
When viewing Trello Cards from the Board View, by default, only the Label colour is displayed, not the Label names. If you’d like to know what the Labels are named, simply click on one of them. When you click on the Label again, the Label name will hide.
D. Label Trello Cards: Editing Labels
Trello Labels can be edited and modified in their names and colours. To edit a Trello Label follow these steps:
Step 1: Hover your mouse to the Trello Card(s). At the top right corner, you will find a “Pencil Icon (Edit icon)”. Click on that button.
Step 2: Select “Edit Labels” from the list that appears.
Step 3: You can choose to either edit the current Labels by clicking on them, modify their names, change their colours, or create a new Label by clicking on the “Create a new label” button.
E. Label Filtering
Trello Board allows users to filter their Trello Cards using Trello Labels. To pull up your Trello Cards linked with a specific Label:
Step 1: Simply press the “F” key, and a menu will display, enabling you to select the Label you wish to filter by.
Step 2: Select Labels with which you wish to segregate Trello Cards. Once you’ve chosen one (or more), only the Trello Cards connected with the Labels will be displayed on your Trello Board.
Quick Tips on Using Trello Labels
You can label Trello Cards, quick search, and categorise them using Trello shortcuts. Use these features to ease your navigation, change Label colours or create new ones:
- Hover your cursor over a Trello Card and press the “L” key to access the Label menu. You may then add Labels on the card, name them, modify their colours, or create new ones.
- Tap “F” to open your Trello Board’s filter and select Labels for which you would like to filter.
- Mark Trello Card(s) with grey Labels that you don’t want to see at the front but would like to display in searches.
- Each Label colour also has a numerical hotkey (0-9) that is displayed in parentheses for each colour in the Label menu. To apply or delete the Label, simply hover over the Trello Card and hit the corresponding number hotkey.
Limitations in using Trello Filter by Label
You can Label Trello Cards but it falls short when you need several markings to categorise your Trello Cards. Trello presently has only 10 Labels, and it’s easy to run out of distinguishable markings in demanding and huge projects.
Uncoloured Labels can be used indefinitely, however, they are inconvenient when it comes to accessibility and project outline visibility.
This article presented a thorough step-by-step guide on how to label Trello Cards, perform Add, Remove, View and Edit features and use Label Filters to segregate Trello Cards. This guide also laid a thorough overview of the product Trello, its key features and functionalities. Trello is a popular dynamic Collaboration tool revolutionising Team Collaboration, by serving a well-thought-out, visually attractive and easy to use User Interface. It is helping teams to achieve their targets, delegate tasks and collaborate effectively.
While Trello serves as one part of Project Planning and Team Collaboration, businesses may require Data Integrations with some other popular SaaS applications like Slack, Google Sheets, Google Analytics, and Salesforce. Having a common repository like a Data Warehouse can help you create a centralised location for all your Data, which would be accessible for all of your team members.
Hevo helps to bring your data from various sources like Customer Relationship Management (CRM) and SaaS applications to any Data Warehouse of your choice in real-time. You can store your Trello Boards or Trello Projects to popular Data Warehouses like RedShift, Snowflake, Google BigQuery or Firebolt (Integration Coming Soon!) with a few clicks, in minutes.
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