Organize and view a Trello Workspace
10 min
Advanced
By the end of this lesson, you’ll be able to:
- Group boards using board collections
- Visualize your Workspace with Workspace views
Group boards in board collections
Board collections are an effective way to organize boards by team, department, project, or type.
👉 For example: Wendy uses Trello boards for her event planning business. She creates a new board to plan each event. Using board collections will help her quickly find the board she’s looking for and gather inspiration from related events. Wendy could create board collections for similar events, like weddings, or she could choose to group all events for each client into a separate board collection.
👉 Another example: Marcus uses his personal Workspace to manage many boards. He creates three collections: chores and admin, vacation planning, and DIY projects.
To create a board collection:
- Expand the sidebar to see your Workspace navigation. Select Boards.
- Under any board, select the + icon, then Create a collection.
- Enter a name for the collection, then select Save. That board is now part of your new collection.
To add boards to a collection:
- Expand the sidebar to see your Workspace navigation. Select Boards.
- Under any board, select the + icon, then select an existing collection.
👇You can filter your Workspace boards by collection to easily find them.
Visualize your Workspace boards in one place
Workspace views help you view information in multiple boards in your Workspace in one place. There are two available views:
- The table view shows cards, lists, labels, and other data from multiple Workspace boards in a grid layout.
- 👉 For example: Brian and Hector manage their household chores and projects in a Trello Workspace. In the table view, they can see the status of many different items at once and filter to find the information they need.
- The calendar view shows cards with dates from multiple Workspace boards for a specific day, week, or month.
- 👉 For example: Sheena manages a beauty salon. Each of her employees uses a different board to manage their appointments. She can use the calendar view to see how all of their upcoming appointments look on the schedule.
👇Click the tabs below to learn how to access and use each Workspace view.
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next lesson
Create a Trello Workspace
- Workspaces are the foundation for collaboration in Trello
- Plan your Workspaces ahead
- Create a Workspace