3 tips for managing your Trello boards


Find out how to get the most out of your Trello boards by following these tips.

How do I link tables in Trello?

The simplicity and flexibility of Trello make it powerful. It can serve as an idea repository, task list, or workflow that you design. It’s very likely that you manage multiple Trello boards for different purposes and use them for all of the above.

Here are some smart tips for working effectively with multiple boards in Trello. You can move cards, link tables, and automate things.

How to move cards between Trello boards

There are different Trello boards that serve different purposes. But that doesn’t mean they shouldn’t be connected. It’s easier to move your cards around instead of creating duplicates across multiple Trello boards. For example:

  1. You can see this “Memes History” card here. And you want to move it to another board.

    Trello board.

  2. All you gotta do is right click on the map and select the Move option.

    Move a card in Trello.

  3. You will see an options box. Here you can select where you want to move the map, the list and its position.

    Move the cards around in Trello.

  4. Click on Move and the map will move. You can then go ahead and move other cards, or just check your card on another board.

    Move the cards around in Trello.

How to link your Trello boards

After learning how to move cards between boards, now you also want to switch boards quickly. In this way, you can add bookmarks to tables so that you can easily access them when you need them.

Let’s see an example. Suppose you want to link two cards, so that you can access both quickly. Here we have two tables: Work and Work in Progress. You want to link the work board to the Work in progress board. To do this:

  1. Click on the Show menu button on the right side of the screen. Then click Following.

    Linking boards in Trello

  2. You will see a Link to this table option. Below, the link to this table will appear.

  3. Copy this link.

    Link boards in Trello.

  4. Back on the Work in progress array, create a new list. Keep in mind that this list contains links to other forums.

  5. Create a new card and paste the link on it. Now there is a dedicated card that serves as a link to the work board. Trello automatically creates a board thumbnail, so it’s super easy to find. You can now access this table while working on another table.

    Link boards in Trello.

  6. Let’s say you don’t want to see the thumbnail. You can right click on the thumbnail and select Convert to regular card. This will remove the thumbnail and you will only see the link.

    Link boards in Trello.

Likewise, you can copy the link to the Work in progress board and paste it on the work board. This will keep the two cards connected.

Related: How To Manage Your Clients As A Freelancer Using Trello

How to automate your organizational tasks

Moving cards and linking arrays can be satisfying. But don’t forget to let Trello do the heavy lifting on your behalf. You can use the following rule to automatically add cards to a list and then move them to Trello boards. To do this:

  1. Click on the three-dot menu at the top of the table.

    Automate tasks in Trello.

  2. Click on the When a card is added to the list under the Automate subtitle.

    Automate tasks in Trello.

  3. Choose the table and the list under the When subtitle. Then click on Add action under the Then subtitle.

    Automate tasks in Trello.

  4. To select Move the map to.

    Automate tasks in Trello.

  5. Then punch out the places where the cards should move.

    Automate tasks in Trello.

  6. Click on Add a new rule to record your action.

    Automate tasks in Trello.

Now, whenever you move a card to this list, it will automatically move to the other board and to the specified location.

For example, help desks often receive requests that are best handled by sales teams. Linking these Trello boards and setting up exchanges between them can increase productivity. With just one card, your team will see email history and responses.

Linking Trello cards between boards is easy!

Managing multiple Trello boards doesn’t have to be tedious or confusing. These tips allow you to configure and manage a series of interconnected cards.

You can also link your email to Trello. You can then reply to emails from your Trello board. It saves you time and makes you more productive.

Send your emails via SendBoard on Trello

How SendBoard makes it easier to send emails to Trello

Enable all standard emailing options on your Trello boards with SendBoard.

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