How to Automate Trello with Butler! (5 Workflow Examples)

Рет қаралды 126,687

Күн бұрын

Automating tasks in Trello has never been easier! The Butler for Trello power-up allows you to create rules, scheduled commands, and custom buttons to enhance your workflows.
In this video, Scott Friesen shows you 5 different ways to use Butler for Trello. From automatically adding checklists and comments, to archiving cards on a regular schedule, you’ll be amazed how this power-up can improve your project management.
0:57 Setting card defaults
4:27 Reacting to other actions
7:47 Cleanup routines
9:22 Schedule due date actions
11:25 Process automation
Butler for Trello: butlerfortrello.com/
---
► SUBSCRIBE to the Simpletivity channel: kzfaq.info...
► Get your FREE productivity guide: www.simpletivity.com/free
► Visit the website: www.simpletivity.com
Let's Connect!
Facebook: / simpletivity
LinkedIn: / scottdfriesen
Twitter: / scottdfriesen
Instagram: / scottdfriesen
Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.
Icons made by Freepik from www.flaticon.com #trello

Пікірлер: 62

@Simpletivity 6 жыл бұрын

⚙️ How are you going to use Butler? And to learn more visit: ButlerForTrello.com

@michelevanderworp1274 4 жыл бұрын

This seems like a great way to set up automatic workflows if you work in sales and are managing a lot of clients. I'm going to use the automatic due date feature for follow ups for sure! Thanks for the tutorial!

@AddlerMartin 4 жыл бұрын

Old-school type of video. Goes straight to what matters. Very nice!

@Simpletivity 4 жыл бұрын

Glad you liked this one. Thanks for watching!

@BeyondBorders00 5 жыл бұрын

This is a great topic to cover. Please post more like this in the future. Excellent!!!

@Simpletivity 5 жыл бұрын

Thanks for letting me know how much you like this one, Friedrich.

@kay191105 5 жыл бұрын

Very powerful and great delivery. I will be adding this power-up real soon

@Simpletivity 5 жыл бұрын

Have fun creating some amazing workflows!

@ivvie1452 6 жыл бұрын

I'm adding Butler right now! Thanks for explaining it

@Simpletivity 6 жыл бұрын

You're most welcome. Thanks for watching!

@girlball12 4 жыл бұрын

Very helpful. Thank you!

@barneroxettecarpio7928 8 ай бұрын

Thank you! helped me sooo mucch!!

@Simpletivity 8 ай бұрын

You're welcome!

@mateusmx1217 3 жыл бұрын

THANK YOU!!!!!! I WAS ALMOST GIVING UP WITH TRELLO AND GOING TO ASANA OR NOTION

@kitokid86400 3 жыл бұрын

damn.. I was the same. I didn't know I was missing out a lot.

@tatianaa.2723 3 жыл бұрын

Gave up with Trello and focused on Notion. Wish I saw this earlier! 😭

@Simpletivity 3 жыл бұрын

I'm so glad you found this video! Thanks for sharing.

@jordonschwann2107 4 жыл бұрын

Thank you Organization God. You saved my life. p.s. Loving the monthly sock subscription btw

@PocketSurvey 5 жыл бұрын

Great video, so well explained👍

@Simpletivity 5 жыл бұрын

So glad that you liked this one!

@ericamartin74 5 жыл бұрын

Thanks for this awesome video. One thing you might want to add is that the schedule feature is only available if you upgrade to at least a Trello Gold account.

@sohaibali7651 Жыл бұрын

Thanks, I will get my hands on to Butler

@kaveengoonawardane9651 3 жыл бұрын

Great video! Thanks!

@Simpletivity 3 жыл бұрын

You're welcome!

@l30nh4rt 5 жыл бұрын

I think this is amazing tools!!!

@Simpletivity 5 жыл бұрын

Thanks for watching, Hary.

@henry1733 2 жыл бұрын

Thanks a lot.

@philippetschoeppe9307 4 жыл бұрын

Great !

@sachinnile4254 5 жыл бұрын

Awesome

@electricalservicesmaroc 14 күн бұрын

Thanks 🎉🎉

@Simpletivity 13 күн бұрын

You're very welcome!

@electricalservicesmaroc 13 күн бұрын

@@Simpletivity Hello, I would like to get your opinion on using Trello for managing the daily tasks of an electrician and coordinating a team of 10 people. Thank you in advance for your feedback and advice.

@sharuloveshats6050 4 жыл бұрын

This video was really useful for a novice like me. Do you have any tips on whether it is best to make each team member for the same project a separate board? Since each of their task lists are quite involved? And if so can I as the project manager have a way of overseeing all the 'boards' aka team members at a glance? Please advise or point me in the direction of a similar set up/template/video blog. Thanks again :)

@stan49-3 4 жыл бұрын

Awesome video again, thanks ! Is there a way to synchronize cards between personal a team boards ? Like when when task is moved to "completed" on personal, it will be the same on team.

@Simpletivity 4 жыл бұрын

As long as you are using the same Trello account for both boards, then yes this should work.

@BenjaminLStewart 2 жыл бұрын

Thanks for this video. Do you know of a rule that automatically assigns a certain time of day to any card with an assigned due date? I would like to automatically assign "11:55 PM" to any card with a due date.

@loliradotopper 4 жыл бұрын

when an item is added to checklist "Task Lists" by anyone, convert the item to a linked card, set custom field "Project Name" to "{triggercardname}", and move the card to the top of list "Todo Lists"

@sarahkottke676 4 жыл бұрын

Can you move empty lists to the right automatically?

@jonuy6624 4 жыл бұрын

I have applied butler automation to our board with rules, board buttons and card buttons. Right about the time we implemented it, Trello mobile doesn't automatically sync anymore and would have to click the sync button manually. Setting for auto sync is also turned on. Is that normal to have to do it manually or is there some settings that needs to be changed in trello mobile?

@sarafeijoo6906 Жыл бұрын

Hi Simpletivity! Thank you so much for your Trello videos. They have been really useful. However, I can't find the Butler power-up. I don't know if it is because I have the latest version. Do you know a similar Power-up app?

@Simpletivity Жыл бұрын

Butler is no longer a power-up but is built right into Trello. It is now just referred to as Automation. I hope that helps!

@raelynnetonkin5125 2 жыл бұрын

Syncing cards in trello

@gabrielmetreresende9051 4 жыл бұрын

Wow

@justsoho787 2 жыл бұрын

Hello everyone. How do I make a card move to another list after a specified time ??

@laurabennett7686 3 жыл бұрын

how do you create this rule trigger "when a card without custom fields "**Deliverable" - i can't see this from the custom triggers that are presented to me

@belowasmelashgebremariam 2 жыл бұрын

Checking leyba

@CPA-YANIV 4 жыл бұрын

Hay Can I get more the one bullet rool ?

@jennysimons2865 4 жыл бұрын

you can have as many rules as you think up!

@aaronmccann9711 5 жыл бұрын

Can I do invoices on butler

@Simpletivity 5 жыл бұрын

No, Butler is designed to automate processes within Trello. However, you could use it in connection with something like Zapier to create an invoice in another program.

@loubnaidrissialami6674 4 жыл бұрын

are rules for free or are we limited to one free rule ?

@Simpletivity 4 жыл бұрын

Butler rules are now free for all Trello users. But you can find details about usage and quotas here: help.trello.com/article/1181-butler-features-and-quotas