Trello Recurring Tasks: Achieve More Using 6 Easy Steps

on Automation, CRM Automation, Data Automation, Marketing Automation, Project Management Tool, Trello, Tutorials, Uncategorized • August 12th, 2021 • Write for Hevo

With the onset of Remote Work Setups and Workflows, more and more Business Teams are shifting towards Digital Collaboration and Project Planning Tools like Trello to maximise their productivity and organise their Project Flows.

As more and more Trello Tasks accumulate, it becomes cumbersome to track and review many of such activities in a single space. Furthermore, if you are not reminded of important Trello Tasks again, you are likely to overlook them.

Trello Recurring Tasks is a simple setup that omits the need for Team Members to manually set up Recurring Tasks, lets them cut down on mundane activities and focus on what’s more important. Trello Recurring Tasks using Trello Card Repeater Power-Up saves time and clicks by adding Scheduled Automation to the Cards you are working with, frequently. You can set your Trello Card repeat intervals for every Day, Week, Month, or Year.

Trello Recurring Tasks on Trello Cards that you build contain Assigned Team Members, Descriptions, Checklists, Advanced Checklist Features, and other information from the Parent Trello Card, saving your Team even more time inside your Workflows.

Continue reading to learn how to create and set up Trello Recurring Tasks on your Trello Cards and Trello Boards so you can stay one step ahead of your goals.

Table of Contents

Introduction to Trello

Trello Recurring Tasks: Trello Logo
Image Source- 1000logos

Trello is a leading Collaborative Project Management Tool based on the Kanban Board System. Trello organises your Projects into Boards (which represent the birds-eye view of Projects), Cards (which represent Tasks), and Lists (which track statuses of multiple Projects). With such a Workflow Organisation, your Team Members are less likely to become confused, and all of your Assignments are in order. For more information on Task Organisation and Trello Boards, you may check out our other Hevo article here.

Trello streamlines Task Assignment and Progress Tracking using a simple Drag and Drop Interface Mechanism. Trello Lists are fully Customizable with Trello Cards, where you can use plenty of tools like Trello Recurring Tasks, Add Labels, Comments, Descriptions and Cloud Storage options.

Teams use Trello for a variety of purposes like Event Planning, Freelancing, Editorial Calendar Planning, Consulting, Content Creation & Publishing, Recruiting, Software Development, Inventory Management and much more. Trello with its Customisable Templates for Trello Boards allows you to tailor set your Project Workflows according to your Team’s requirements. For more such ideas, check out this Board of Templates or Trello’s Inspirational Templates to organise and streamline your Workflow.

Trello also now features a whole new Trello Home which is a big step toward getting more done. The Trello Home gives you a high-level view of what’s going on in your Teams, Boards, and Cards at any given time. When you log in, you’ll get a single view that includes everything from Trello Recurring Tasks to High Priority Actions. Best of all, you can respond to and check off Trello Tasks and Cards directly from this Trello Home Screen. 

Trello Home View
Image Source- Trello Blogs

Trello Key Features and Benefits

Top-hole User Interface

Trello’s Top-hole User-Friendly Interface helps Team Members to easily track the status of their Projects, include Attachments, Discussions, Comments, Labels and use Trello Recurring Tasks feature for Routine Tasks.

Trello also allows you to establish different Trello Boards for different Projects, Trello’s Customization options, such as adding Backgrounds, Custom Templates, and Stickers to Cards, may make even the most difficult jobs appear less overwhelming.

Flexibility

Trello has you covered whether you have a team of 10 or 100 individuals. Trello is infinitely Versatile and Adaptive, from simple Tasks to large Projects, without becoming disorderly or chaotic. 

Trello is adaptable enough to work with any Workflow. Simply arrange your Trello Board in accordance with how you want to work, play, and plan. Trello’s appeal derives from its ability to manage all of your Tasks in one place, on any device, and in real-time.

Colourful Collaboration & Advanced Checklists

Trello Card Covers and Labels may be used to make Trello Boards and Cards more aesthetically attractive. You may use your own photos or the Unsplash Gallery to create a Front Cover Display for your Trello Cards. Adding Coloured Labels to Trello Cards gives your Trello Boards greater organisation and clarity. Trello Labels not only offer an extra layer of information at a glance, but also more Sophisticated Filtering and Search Options at your fingertips.

Advanced Checklists are very useful in Team Meetings. Managers may add Checklist Items, assign them to Team Members and set Due Dates so that everyone can leave the meeting with a clear knowledge of who is addressing what.

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 move the newly added Trello Cards at the top of the List so that new Tasks are visible to everyone.

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. For more detailed information on configuring and setting Trello Butler Automations, you can visit our Hevo Blog here. You can also deploy Trello Butler on Trello Recurring Tasks which is covered here.

Trello Integrations

Trello Power-Ups allow Users to effortlessly integrate some of the most popular SaaS Apps, such as Google Drive, Salesforce, Slack, CloudApp, and GitHub, into Trello Boards. Trello’s amazing Email Integration functionality allows you to create Trello Cards on a Board by forwarding or sending an email to Trello. Every Trello Board and Trello Card has its own email address that may be used for communication and commenting.

Trello, in addition to the aforementioned applications, has 87+ additional connectors for your consideration.

Mobile-Friendly

Trello works well on all platforms. Users may access it from any device, including a Computer, Tablet, or Smartphone (both Android and iOS). Access to Trello Boards, Projects and Trello Cards on Mobile Platforms means that all Team Members can access it, stay organised no matter where they are, and receive notifications to stay current of the recent changes.

Pricing

Trello offers three pricing tiers to suit your team’s Project Workflow:

  1. 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. 
  2. 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.
  3. 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. 

Hevo’s No-code Data Pipeline simplifies Trello ETL and Analysis

A fully managed No-code Data Pipeline platform like Hevo Data helps you integrate and load data from 100+ different sources like Trello to a Data Warehouse/Destination of your choice in real-time in an effortless manner. Hevo with its minimal learning curve can be set up in just a few minutes allowing the users to load data without having to compromise performance. Its strong integration with umpteenth sources allows users to bring in data of different kinds in a smooth fashion without having to code a single line. 

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Trello Recurring Tasks: Setup Guide

Trello Recurring Tasks can be created using Trello Card Repeater Power-Up, which can schedule your Team’s regular Daily or Weekly To-Dos on your Trello Board before anyone even clocks in for work.

Your Team can use Trello Recurring Tasks to schedule common repetitive tasks such as Regularly Scheduled 1:1 Meetings, End-of-Month Book-Keeping Reminders, Regular Content Creation for Marketing, Password Changes for IT Teams, and Side Activities such as Fitness Goals, Meal Planning, etc.

To enable Trello Recurring Tasks using Trello Card Repeater Power-Up, do the following actions:

Step 1: Visit the right side of your Trello Board and select “Power-Ups” from the Menu Options. 

Trello Power-Ups Menu
Image Source- Trello Dashboard

Step 2: When you click on the Power-Ups Menu, Trello will present you with Trello Power-Ups Catalogue. Search for “Card Repeater” in the search bar.

Trello Recurring Tasks: Trello Cards Repeater Power-Up
Image Source- Trello Dashboard

Step 3: Click on the “Add” button below Trello Card Repeater Power-Up to initiate Trello Recurring Tasks in your Trello Cards.

Step 4: After configuring. Trello will now establish Card Repeater Power-Up to your Trello Cards in the Trello Boards. To utilise this Power-Up navigate to the Trello Card(s) which you would like to replicate frequently on a Daily, Weekly, Monthly or Yearly basis.

Step 5: On the right side of your Trello Cards will be available Trello Power-Ups which you can use. Select “Repeat” to use the Trello Card Repeater.

Trello Card Repeater: Configuring Trello Card Repetition
Image Source- Trello Dashboard

Step 6: After you click on “Repeat”, a popup window will appear. 

  • The First Field allows you to choose how often you would like to repeat the Card, Weekly, Monthly or Yearly. 
  • The Second Field allows you to select the List where would you like to add your Recurrent Cards, 
  • The Third Field allows you to specify whether you would like to make your Cards appear at the top or bottom of the mentioned List.
Setting Repeat Frequency: Trello Card Repeater Power-Up
Image Source- Trello Dashboard

Once Trello Recurring Tasks have been configured and Cards are set to repeat, you’ll see the “Next Repeat Date” on the Card back. You may bring up the card repeater pop-up by clicking the date.

Trello Recurring Tasks: Checking Repeat Schedule for Trello Cards
Image Source- Trello Dashboard

Trello labels Repeating Cards with a tiny symbol to facilitate viewing of these Trello Recurring Tasks if you want an overview of the count of such Tasks from any List.

Trello Recurring Tasks: Checking and Viewin g Card Repeater Icon
Image Source- Trello Dashboard

Trello Recurring Tasks: How to Avoid Card Repetition

If you would like to stop a Trello Recurring Task/Card, you can either:

  1. Cancel the Trello Card Repeat.
  2. Move the Trello Card to another Trello Board.
  3. Delete the Trello Card.

For cancelling the Trello Card Repetition, head for the Trello Card(s) you would like to remove Card Repetition from. Click on the Next Repeat Occurrence and click “Remove” to stop its recurrence.

Trello Card Repeater: Cancelling Card Repeatition
Image Source- Trello Dashboard

Quick Tips on Configuring Trello Recurring Tasks

  • Archiving the Trello Card won’t stop its Repetition.
  • To quickly open Trello Recurrent Tasks & Cards and viewing them, click on the Repeats Icon on the top right of your Trello Board. 
Viewing all Repeating Cards from the Trello Board
Image Source- Trello Dashboard
  • Have a dedicated list on your Trello Board that houses all of your Repeating Trello Cards. You can easily edit their settings within the Card back. 
  • Trello Card Repeater creates an identical duplicate of the original Trello Card, thus Cards with Due Dates are not immediately updated as a consequence. Adding a “Butler Rule” to your process can assist to automatically update your Due Dates when the Trello Card is repeated, eliminating the tedious task of manually changing the Due Dates on each Repeated Card. 

For example- If you would like to copy your Weekly Meetup that happens each Friday to the list ‘This Week’ using Card Repeater, you can instruct Trello Butler using this configuration.

Image Source- Trello Blogs

Conclusion

As you manage your numerous Projects, To-Do Lists, and Task Lists in Trello, you may discover the need to create Trello Recurring Tasks to help you stay on track. This article aimed to present detailed step-by-step instructions on how to create Trello Recurrent Tasks using Trello Card Repeater Power-Up. This makes it simple to build a procedure for Weekly To-Dos, Retrospectives, Closing out the books at the end of the month, or a Reminder to create Monday Team Meals. This guide also laid a thorough overview of the product Trello, its key features and functionalities.

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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Sign Up and take a free trial if you need help in setting up a new Data Warehouse or connecting your Data Sources to your Data Warehouses. Hevo will ease your Data Transfer and do it in minutes, so you can focus on the important things. 

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