Trello Automation: 9 Workflows You Can Use Right Now

Рет қаралды 105,156

Күн бұрын

Get the detailed tutorial here: activegrowth.com/workflow-aut...
This video is the most practical guide to the "Butler" automation feature in Trello I could make. Instead of loads of bla bla about what Trello is, how the feature works and so on, we get right into it. Here are timestamps for the 9 processes I show in the video:
- 01:20 - Automatically add new cards to the top of a list.
- 02:57 - Recurring tasks: example of how to create a morning routine reminder in Trello.
- 06:42 - Board Cleanup: clear your most important lists automatically.
- 09:35 - Board Cleanup, Part 2: example of a cross-board automation.
- 10:39 - Stage Based Automation: example of how to create recurring tasks for a content marketing team.
- 13:43 - Stage Based Automation: example of how to use filters to create advanced automations.
- 16:47 - Automatically move a card to a new stage when a checklist is completed (this one is great for daisy-chaining automations).
- 18:45 - Create a "sort by date" board button.
- 19:46 - Create a "I got this!" card button.
If you're looking for a tutorial that shows you how to set up a highly effective "personal productivity" board in Trello, check this out: • How to Use Trello for ...
And if you'd like to learn my entire system that makes me a highly productive entrepreneur, check out my course: bit.ly/facourse

Пікірлер: 101

@rogierd7408 3 жыл бұрын

How this only has 725 likes, is beyond my understanding. Hands down THE best Trello video I have seen. Most creators circle in the basic stuff, with examples that work for their specific usecase. This gives actual tools, and indepth. Thank you!

@cliffrusselliv7642 3 жыл бұрын

I agree. I look for other videos, but always end up back here because these are the best!

@scoogsy 2 жыл бұрын

So basically every automation discussed is universally applicable. Awesome.

@SeanKearney 4 жыл бұрын

Wow! The automations are powerful but your thinking behind them is even more so!

@ActiveGrowth 4 жыл бұрын

Thank you, Sean!

@Batavijf 3 жыл бұрын

This is how you get the most out of Trello. Workflow automation is key. Thanks so much for these kind of videos!

@AmandaLucaseu 4 жыл бұрын

Another great video, thanks Shane. I built one recently where I was able to use the card link for my checklist templates in one board to apply across other client boards. Works well.

@marandahoffman6242 4 жыл бұрын

This was amazing and so useful! My life just got easier, thank you.

@sergemo4607 3 жыл бұрын

Forget about a lot of garbage we see on KZfaq about Trello; your video is Wow Amaaaazing! Now I am going to like and subscribe and probably check out all your other videos. Thanks a lot.

@AgainstPureReason 2 жыл бұрын

Thank you. Exactly what I was looking for - clear explanation, easy to follow and no annoying self-disclosure-background as seen in other »tutorials«. That´s a real pleasure.

@jennysimons2865 4 жыл бұрын

This is exactly what I needed to learn...tonight!

@kirin7409 5 ай бұрын

I started using trello for my personal use, I love the tips you shared; most things have started to fall in place! thank you for this tutorial!

@cristinarceo9672 2 жыл бұрын

So helpful and easy to understand and follow. Thank you for posting this!!

@hardi19950626 3 жыл бұрын

amazing content! really learned a lot, I think trello really should use your tutorial as a intro to beginner series

@momessori 3 жыл бұрын

Your tutorials are so helpful! thank you so much!

@MichelangeloSosa 2 жыл бұрын

That Stage based automation is a game-changer for me.

@Tisha.SaludIntegrativa 3 жыл бұрын

Excellent! I was using Trello only for follow-up of my contacts, and for online publishing. I didn't think of using it for my "to do" list and daily tasks. The daily checklist feature is awesome! Thank you!!!!

@gwyntravel8136 3 жыл бұрын

This tutorial is exactly what I needed. I like that you speak so clearly without all the "ums and ahs" that most do. I subscribed and am going to tell my friends.

@kathleenlloyd2300 2 жыл бұрын

Three minutes into your video and - boof! - brain explodes. In the best way. Thank you.

@MENKIN82 3 жыл бұрын

i see a lot of youtube trello videos and this one is one of the best you got a new sub

@at-easetv608 3 жыл бұрын

Excellent information presented in a clear and easy to follow manner. Thank you!! Have subscribed and will be looking at all your videos. This was helpful for a client who has a lot of incoming calls and creating some automated workflows will definitely reduce the amount of interruptions in the office!

@HanafiHazemi 4 жыл бұрын

Thank you so much.. I've been watching all your videos 😊

@dianelively8094 Жыл бұрын

Awesome training. Exactly what I was looking for.

@jwhauptmann 3 жыл бұрын

After watching this enlightening video I’ve created at least 10 automation for my Trello. Thank you soo much! 🇧🇷

@kaseyclemans2064 7 ай бұрын

I really liked the board cleanup automation. Thank you!

@fortresslearning1177 2 жыл бұрын

Best tutorial I have found so far. Thank you for sharing

@kellijofullan4702 3 жыл бұрын

So helpful! Thank you for these Rock Star tips and tricks!

@oldmanonfire6474 4 жыл бұрын

Butler really makes some big improvements. You can still do great things with "free" but the new pieces are certainly tempting. Thanks for the great content!

@ActiveGrowth 4 жыл бұрын

Thanks! I understand that they kept these featured relatively gated. Worth paying for, IMO. :)

@wallazlai 3 жыл бұрын

Learn the automation power of Trello. Thanks for share!

@ladyfar 3 жыл бұрын

Amazing tips and super well explained! thanks a lot!

@imr4nkhan Жыл бұрын

Thanks Shane. This just shows how powerful Trello is🔥

@SoccerArchive 3 жыл бұрын

Thanks dude for this amazing explanation ! Great job

@gerhardroos6163 2 жыл бұрын

Great video with good advise especially before starting up Trello

@jacquelinesamuda6547 3 жыл бұрын

Excellent presentation!

@farukh_rationalist 4 жыл бұрын

Thanks Shane! Watched all of your Trello videos over last weekend & your Trello Tutorials playlist is the best thing to learn more about Trello, from basics to task automation. Your guide & Simpletivity by Scott are the best place to enhance & improve the Trello experience. Keep making more Trello related videos in future.

@ActiveGrowth 4 жыл бұрын

Thank you very much! I'm happy you found the videos useful!

@Simpletivity 4 жыл бұрын

Thanks so much for the shout out!

@farukh_rationalist 4 жыл бұрын

@@Simpletivity Your tips & tricks videos are amazing Scott. Learned many new Time-saving Shortcuts & Tricks about Google Sheet, Drive, Trello, etc. 🙏🙌

@olliejay6655 2 жыл бұрын

@@ActiveGrowth n O I’ll 🆙 m love lolIpp on my

@olliejay6655 2 жыл бұрын

@@Simpletivity I’m up ok love lol l no I’m Lo mom mi k kpol Ml m K

@frajoladellagato 2 жыл бұрын

Fantastic video, thank you! You actually covered so much so quickly that I had to watch it at 0.75 speed. :)

@jorgeabarca5970 11 ай бұрын

Very nice and useful automation!!! Great Job !!

@Certainlycaroline 4 жыл бұрын

Brillant. Thank you!

@EdrisSaberi 3 жыл бұрын

Amazing, thanks for a great content.

@AskFilipShow 2 жыл бұрын

Huge value in this video. I will recommend it.

@MisterKN 3 жыл бұрын

Perfect. Very handy indeed. Many Thanks. 🙏

@mrdobbin9600 Жыл бұрын

This was so helpful. Awesome!

@chrystelelacroix4681 7 ай бұрын

Bravo! So helpful and well done. Thank you very much.

@zbtrtv1158 Жыл бұрын

You are a professional, talk like professional. I am sure there's a better word than bad ass

@diegoramirezcastillo2282 3 жыл бұрын

Amazing bro! Thanks!

@comedyswapshopshow9076 Жыл бұрын

Checklist template is very helpful. Thanks.

@arslanyounas7302 9 ай бұрын

Thanks . Its really helpful

@quangcaobinhminh1194 3 жыл бұрын

Amazing trello skill. Thanks alot

@hammockmonk 3 жыл бұрын

Great content. Subbed!

@kathleenlloyd2300 2 жыл бұрын

Okay, so I've kept your link in my ***Content Templates card to I can always find it. Also posting it wherever someone in a group I'm in bleats about Trello. You have a raving fan. :)

@marclamblin6211 2 жыл бұрын

This is a very useful and practical content but at the same time it does not have the views and the likes it deserves. It seems an empirical rule: it happens that great contents are not easily retrievable with standard metrics such as views count. Kudos again!

@davidkombuca2082 3 жыл бұрын

Great man! Thanks very much

@robertschulz2005 3 жыл бұрын

Sensacional. Congratulations

@NoxorionZ 3 жыл бұрын

Thanks! Very useful :)

@Sayiwont15 3 жыл бұрын

This is VERY helpful

@naveedullah7232 Жыл бұрын

Thanks a lot!

@freedomformysyria 2 жыл бұрын

thank you so much

@gestaoonline6939 3 жыл бұрын

very nice, thank you for sharing. :)

@DansAutoBody 2 жыл бұрын

Very helpfull!

@alexryzhov7680 2 жыл бұрын

thanks a lot!

@christineleary1688 3 жыл бұрын

This is fantastic!!! I have lost my team at this point but working on getting a solid, streamlined process in place for the next team member to be more successful with and the check list template card and ability to move cards throughout the workflow upon step completion will be game changers for me! Thanks so much for this!!!!

@josetthgordon2594 4 жыл бұрын

Fantastic

@ActiveGrowth 4 жыл бұрын

Thanks!

@wileybrazier1519 2 жыл бұрын

This was really GREAT! 1st time watcher, now a lie-long subscriber! #Question - Do you have any Trello board templates to help implement and improve business systems?

@brighteduworld7408 3 жыл бұрын

Thanks for wonderful video. Please guide me on how to do following automation: When a particular item (say, video folder given to video editor) is completed in the checklist, a new card which is copy of the card where the item was marked completed, should get created in new list or new board.

@ahmedginani9353 2 жыл бұрын

I like all rules, thank you so much for explaining them all so beautifully and so clearly. Mostly I am going to use the default actions on adding the card. Board button is the most useful to save my team's time. Thank you once again!!!

@emilyclaudettefreeman2688 3 жыл бұрын

Been trying to figure out how to use Butler Automation to trigger steps on client publishing production cards and team operation cards that sync. I think this is going to help me.

@alibekargimbayev4764 3 жыл бұрын

Thanks! Can you please show how to remove custom fields when a card moves from one board to another as different boards have different custom fields

@kimblackburn4942 4 жыл бұрын

Hi Shane I want to move a checklist item from one list to another on a card for example from a checklist on Initial Enquiry to the next list on Responded. Is there a way of moving one checklist item to another checklist on a separate list please? Hope I've explained that in a simple way :-)

@TobiasOliveira685 3 жыл бұрын

Thanks man, that was veeery useful! I just have something in mind. Is there any possibility to move a card to next list when its respective item is checked in a checklist? And vice versa haha. Thanks!

@3984204 Жыл бұрын

Great tutorial! Question, is it possible to set due dates for checklist items relative to the card’s due date or custom field due date? E.g. have checklist item abc due 3 weeks before card due date, have item xyz due 1 day after card due date…

@calladdicts1733 2 жыл бұрын

We use Trello with Crmble powerup for CRM purposes. How can we set it up so that every new lead card that is generated automatically creates our follow up check list? Right now we have to keep going in to each new lead imported, or that comes in from booking a call on calendly and adding the followup checklist to the card. Thanks!

@martinhughes6161 Жыл бұрын

Thank you, very useful and I have applied these tips. What is the application you use to make your KZfaq and Thrive Themes videos, please?

@kevinleesmith 11 ай бұрын

If you had an automation that has a checklist when the card is moved to a particular list, what happens when you manually remove that card back to a previous list, and then manually move it back into the list that had to check list again? Read delete the partially completed checklist and create a new one will it add another check list of the exact same type or will it delete the checklist completely bullet preserve the checklist that already has?

@youssoufahmed1788 Жыл бұрын

Thank you so much! I have 3 questions: my work involves the same steps with revenue cycle management and submitting medical claims. Question #1 Is it possible to set up an automation for creating a new list that is customizable. For example lets say the standard check list states "call family to review insurance. coverage" , "request life insurance verification" "Request Pension verification" "Request bank statements".... however, once I know the location of the institutions, I need the checklist to show "request life insurance verification - PRUDENTIAL" "Request Pension verification -TIAA" "Request bank statements - Bank of America".... I don't want to retype the checklist, but I also need to add more information. Question #2: Once I set a label on a card, lets call it "Clinical Evaluation" is it possible to copy the card onto a new Kanban board specifically for the three steps in the clinical evaluation process? Ideally, I want to go to the clinical eval board move all cards to done as I work on them, then have them appear in done on my master board when completed. Question #3: is it possible to get a weekly summary of tasks I completed and tasks that are in todo or in progress emailed to me so I can share with my team members who are not using trello?

@rachelfitzgerald8234 4 жыл бұрын

Hi Shane and thanks for your videos. However, I was gutted to realise when I tried to put some of your excellent automations into action that I can't use them unless I upgrade and pay for Trello! What a shame....Are there any free tools that you are aware of that can provide this sort of functionality? Many thanks.

@ActiveGrowth 4 жыл бұрын

You can use one automation for free, I believe. There are no tools I know of that provide such features for free. Trello provides a ton of functionality for free and I think it's a fair choice for them to gate advanced automation behind a paywall.

@wild_tuna 3 жыл бұрын

If you create an automation on a board that you made a template, does that automation transfer when adding a new board? *Example:* We have separate boards for website builds. Will automations on our Website Template board transfer to new boards for new website builds?

@kevinleesmith 11 ай бұрын

What happens, after an automation runs, if the user determines that that was not there what they wanted to do can they control z and reverse everything that just happened?

@floriangegaj9383 Жыл бұрын

I moved all the cards from all the lists to one list (completed) with a calendar command setting (that was by a mistake). Is there a command or rule that helps me return the cards from that list (completed) back to their original lists? Thank you.

@inkedupgraphics1012 4 жыл бұрын

Do you know if dash cards are still a butler automation???

@wntsuniverse1343 3 жыл бұрын

I have a certain question if you can answer it! How do you add images/Gifs appear in a trello card description?

@DivineLightProductions 6 ай бұрын

Hello - Is there a way to create an automation based on multiple Triggers/conditions being met...? Lets say, add a Checklist Item to a card w/ an assignee & date if another Cards Checklist Items are 100% complete. Thanks! - Jared

@terezacerna939 2 жыл бұрын

Please help! I have a problem with creating the automation via Butler button. My goal is from main "mother-card" via checklist on it to create a butler, which when triggered, creates the card with name of the mother-card (main project card) and at the same time name of the item in checklist. My button currently sounds: convert all the incomplete items in checklist "Campaign Planning" into linked cards in list "Task Backlog" using pattern "[{triggercardname} - {checklistitename}] ({cardlink})" copying labels Unfortunately only the item name appears on the newly created card. The triggercardname is renamed on the checklist within the mothercard, but doesnt appear on a new card. Does anybody know how to solve this? Thank you!

@yendinh1440 2 жыл бұрын

How can i let who sent request know status when i move the cart?

@AgainstPureReason 6 ай бұрын

hello, do you know where I can find the saved checklist templates to edit them again?

@AgainstPureReason 6 ай бұрын

Found it.

@chrystelelacroix4681 7 ай бұрын

What means the list 'in' exactly?

@sahilchawla1137 4 жыл бұрын

Hey Shane, Love your content. Whats the best email to reach you?

@ActiveGrowth 4 жыл бұрын

Thank you! I'm very deliberately not reachable by email. I see digital communication as a major distraction and keep myself away from it as much as possible.

@my_codingchannel7479 Жыл бұрын

it's very easy to run out of automations and then of course it costs.... a lot to upgrade

@therandomdiaries1022 3 жыл бұрын

Knit a sweater for the cat. #Priorities ..... If you know, you know.

@Tetracarbon 4 жыл бұрын

Just a minor point of feedback. A Positive suggestion (since so many of the comments under my videos are less than positive). When you include your face, can you please reduce the size of the portrait or just not overlay it? You are drawing attention to what you are doing on screen and your face talking makes it hard to see the tiny mouse cursor on my phone as I follow the tutorial on the computer. No problem with cutting to you talking if you are not demonstrating something, but otherwise draw attention to the important thing. Cheers!

@kevinleesmith 11 ай бұрын

Is very stupid you have to actually type in the name of the checklist instead of selecting it from a combo!!!! How old were the children that wrote the software?