What is the best way to organize contacts in Trello?

Annie Tandy

Right now I have a spreadsheet that lists the following:

 

Business Name

First Name

Last Name

Email Address

Tags

 

I need to be able to search by tags to pull up a list of contacts that I want to email for any given category. How can I do that in Trello? I connected Contalist and saw that there's an option to import from a spreadsheet, but I'm not seeing where the tags would be imported and if that's possible. Also, what would I end up with then... a list with cards for each of the contacts on a board? I'm trying to visualize how this would work.

If Contalist isn't the answer, what other ways can I organize contacts within Trello that I can then search by name or tag?

Brittany Joiner

@Annie Tandy a lot of options for how you could do this! You could be very simple and use something like Import to Trello and create labels on your board that matches the tags, and then just import the spreadsheet and map the `tags` column to `labels`

Although, if one can have multiple tags, ie, `"test", "test2"`, then that might be tricky... but this would definitely work if they only have one tag and you can create a label for each tag in your Trello board. Then you'd be able to filter by labels, which would let you search via your tags.

In either case you can always search by name via the board filter. You can search a name there and it will only show cards with that name.