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Supercharging Productivity with Trello

You're reading from  Supercharging Productivity with Trello

Product type Book
Published in Aug 2023
Publisher Packt
ISBN-13 9781801813877
Pages 342 pages
Edition 1st Edition
Languages
Author (1):
Brittany Joiner Brittany Joiner
Profile icon Brittany Joiner
Toc

Table of Contents (20) Chapters close

Preface 1. Part 1 – Trello Foundation
2. Chapter 1: The Structure of Trello 3. Chapter 2: Trello Card Starter Pack 4. Chapter 3: Leveling Up Your Cards 5. Chapter 4: Viewing Cards Your Way 6. Chapter 5: Real World Trello Boards 7. Part 2 – Automation in Trello
8. Chapter 6: Initiating Trello Automations 9. Chapter 7: Common Automation Actions 10. Chapter 8: Advanced Actions 11. Chapter 9: Building Automation with Triggers 12. Chapter 10: Date-Based Automation 13. Part 3 – Power Up Your Boards
14. Chapter 11: Power-Ups Built by Trello 15. Chapter 12: General-Use Power-Ups 16. Chapter 13: Syncing Info Between Boards and Tools 17. Chapter 14: Reporting in Trello 18. Index 19. Other Books You May Enjoy

Accessing triggers

We’ll talk more in Chapter 9 about how to tie triggers and actions together and actually build automation workflows in Trello, but for now, if you want to follow along as you read through the types of triggers and actions, you can view them by clicking Automation in the top toolbar of any Trello board:

Figure 6.1 – Automation menu from Trello toolbar

Figure 6.1 – Automation menu from Trello toolbar

In the modal that appears, you’ll see various automation types. Most of the standard triggers are found in Rules, so we’ll go through those triggers in this section. In Chapter 9, we’ll talk about bringing triggers and actions together to create complete automations, and in Chapter 10, we’ll explore a few additional trigger options that are available only in the Calendar and Due Date sections.

Click the first option, Rules, which opens the Automation overlay. Next, select the button at the top right that says Create rule.

Figure 6.2 – Create rule button in the Automation section
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