Trello is a popular project management tool that allows users to create and organize tasks using cards. One of the most useful features of Trello is the ability to automatically archive cards when they are completed or no longer needed. In this article, we will explain how to set up automatic archiving in Trello.
Step 1: Create a New Board
To start, create a new board in Trello. This can be done by clicking on the “Create Board” button in the top right corner of the screen. Give your board a name and select a background image if you wish.
Step 2: Create Lists
Next, create lists within your new board. These lists will represent different stages or categories of tasks. For example, you could have lists for “To Do,” “In Progress,” and “Completed.” To create a list, click on the “Add List” button in the top left corner of the screen.
Step 3: Create Cards
Now that you have your lists set up, it’s time to create cards. Cards represent individual tasks or items that need to be completed. To create a card, click on the “Add Card” button in the top right corner of the screen.
Step 4: Set Up Automatic Archiving
To set up automatic archiving for your cards, you will need to use Trello’s built-in automation feature. To access this, click on the “Automation” button in the top right corner of the screen. From there, select “Create Automation.”
Step 4a: Choose a Trigger
The first step in creating an automation is to choose a trigger. A trigger is an event that will initiate the automation. In this case, we want to set up a trigger that will automatically archive cards when they are completed or no longer needed.
Step 4b: Choose an Action
The next step is to choose an action. An action is what will happen as a result of the trigger being activated. In this case, we want to set up an action that will automatically archive cards when they are completed or no longer needed.
Step 4c: Set Up Conditions
Finally, you will need to set up conditions for the automation. Conditions are rules that must be met in order for the action to occur. In this case, we want to set up a condition that checks if the card is completed or no longer needed before archiving it.
Automatically archiving cards in Trello can be a game-changer for project management. By setting up automatic archiving, you can keep your boards organized and clutter-free, making it easier to track progress and stay on top of tasks. With just a few simple steps, you can set up automatic archiving in Trello and start reaping the benefits today.