Understanding Trello List Views: 4 Important Types

on Project Management Tool, Trello, Tutorials • August 13th, 2021 • Write for Hevo

Trello List Views - Featured image

Project Management is an important task in every organization. There will be times when more than one member will be working on the same project. The members working on the project may be in different locations. That’s why there is a need for a proper Project Management tool to ensure that everything is running correctly as it is supposed to be.

Trello is a good example of a Project Management tool. It makes the work of teams collaborating on a project very easy. When using Trello for Project Management, the teams can see the project they are currently working on, the members collaborating on the project, the member working on a particular part of the project, the work that has been completed, the amount of remaining work, and more. 

All this data about a project should be visualized properly. This will make it easy for anyone to understand projects better. This is where Trello List Views comes in. Trello List Views make it easy for you to visualize your project data on a Trello Board as a Table, Dashboard, Timeline, and more. This article will introduce you to Trello List Views. It will also introduce you to different types of Trello List Views. It will also provide you the steps to create those Trello List Views.

Table of Contents

Introduction to Trello

Trello logo
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Trello is a Project Collaboration tool used to Organize, Track, and Coordinate project tasks. It tells Project Teams what is being worked on, who is working on what, and the progress. Trello organizes projects into Boards, facilitating collaboration between internal and external teams.

Trello does not come with resources for rebalancing and managing projects across many projects, thus, it’s not a suitable tool for traditional Project Development. Some of its features are only accessible through Add-Ons.

For more information on Trello, click here.

Introduction to Trello List Views

Trello List Views image
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In Trello, everything starts with the Trello Boards. Trello provides Lists and Cards that are flexible enough to work for any use case. It also provides Trello List Views to visualize your Boards. There are different types of Trello List Views that you use according to your project needs.

In the next section, you will be introduced to the different types of Trello List Views. For more information on Trello List Views, click here.

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Type of Trello List Views

Now that you have a basic understanding of Trello List Views, it is time to know more about the different types of Trello List Views. Listed below are the different types of Trello List Views:

1) Timeline View

Timeline View image
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This type of Trello List View helps you to stay on top of every sprint and see how the moving parts fit together over time with the timeline. Present your team’s pipeline and remove any gaps that can take your project off track. It helps you make changes to the start and end dates as per your needs. It also helps you shift your priorities and ensure that you don’t lose sight of the project’s tasks as it moves towards the finishing line.

The Timeline View makes it easy for you to group cards in lanes by Label, List, or Member to make your workloads and dependencies clear. Change from managing your projects with Spreadsheets that become outdated too quickly and use the Timeline View.

Steps to Create a Timeline View

  • Step 1: Click the “Views” switcher tab from the top-left corner of the Trello Board. 
  • Step 2: Choose “Timeline”
  • Step 3: Customize the view based on Time, Members, Lists, and Labels.

2) Table View

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Sometimes, the project work spans across teams or boards that get too big. That is the best time for you to use Trello’s Table view. It pulls cards from selected boards across your team into a more convenient Spreadsheet-Style Trello List View that you can sort and filter to see the cards that you need to see.

The Table View can help to keep track of company goals and key projects across initiatives, organize all your work, and pull together team meeting agendas within a Table.

Steps to Create a Table View

  • Step 1: Click the “Views” switcher tab on the top-left corner of your Trello Board. 
  • Step 2: Choose “Open Team Table”
  • Step 3: Click the “Add Boards” dropdown to choose the boards from which you need to pull the tasks. 
  • Step 4: Use the “Quick Filters” button to slice and dice your data quickly. 

3) Dashboard View

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The Dashboard View is one of the most used Trello List Views. It makes it easy for you to communicate your team’s progress in a meaningful way. It gives insights into how teams are functioning to help you keep stakeholders aligned on the big picture and increase their confidence in the project.

The Dashboard View visualizes key metrics for a project like Due Dates, Cards Per List, and Assigned Cards to prevent bottlenecks. You can create Charts to visualize the project data. This will ensure that no member is overloaded with work and help you to handle any inefficiencies in time.

Steps to Create a Dashboard View

  • Step 1: Click the “Views” switcher tab on the top-left corner of your Trello Board. 
  • Step 2: Choose “Dashboard”
  • Step 3: Click the “+” symbol to add a new chart. 
  • Step 4: Select the Chart that you prefer for reporting, whether Line Chart, Pie Chart, or Bar Chart. 
  • Step 5: Select the type of the report and click “Add Tile” to create the new report. 

4) Calendar View

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The Calendar View helps you start your day on the right foot and show you what lies ahead. It is one of the most useful Trello List Views. Whether you are managing a monthly Marketing Calendar, or you want to stay on top of your day’s to-dos, the Calendar View will display the Start Dates, Due Dates, and Advanced Checklist items with due dates in a single convenient place.

If you need to update a due date, you simply have to drag & drop a card to the new date and Trello will update the card automatically for you. 

Steps to Create a Calendar View

  • Step 1: Click the “Views” switcher tab in the top-left corner of the Trello board. 
  • Step 2: Choose “Calendar”
  • Step 3: Click “Add Card” from the bottom left and fill in any required details to add a task to the new view.

Conclusion

This article introduced you to Trello and Trello List Views. It also introduced you to different types of Trello List Views and provided you with the steps to create those Trello List Views. It is best to use these Trello List Views for your Trello Boards as it makes it easier for your to visualize your tasks and collaborate with your team members. You can also integrate Trello with other tools like Jira, etc to enhance its functionalities. In such a case, you can use Hevo Data.

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