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Supercharging Productivity with Trello

You're reading from   Supercharging Productivity with Trello Harness Trello's powerful features to boost productivity and team collaboration

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Product type Paperback
Published in Aug 2023
Publisher Packt
ISBN-13 9781801813877
Length 342 pages
Edition 1st Edition
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Author (1):
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Brittany Joiner Brittany Joiner
Author Profile Icon Brittany Joiner
Brittany Joiner
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Table of Contents (20) Chapters Close

Preface 1. Part 1 – Trello Foundation
2. Chapter 1: The Structure of Trello FREE CHAPTER 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 automation actions

You access actions in the same way you do triggers—through the Automation button that appears at the top toolbar of any Trello board. Click it, then select Buttons from the menu that appears.

Figure 7.1 – Automation modal

Figure 7.1 – Automation modal

We’ll talk more about buttons in Chapter 9, but for now, just know that this is a manual way to start an automation, so it’s the quickest way to view all the available actions.

From the Card Buttons modal, click the blue Create custom button option in the top-right corner. Click the + Add Action button.

Figure 7.2 – Card button automation options

Figure 7.2 – Card button automation options

This brings up a menu of actions that we can automate. Feel free to follow along from here for the rest of the chapter as we go through the different actions available in each section.

I’ve organized all this info so you can have access to it and quickly find it when you need it, but no...

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