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Working Across Multiple Boards in Trello: Strategies for Enhanced Productivity

The ability to work seamlessly across multiple boards in Trello is a game-changer for teams and individuals alike. While working within a single board is straightforward, managing and collaborating across multiple boards presents a unique set of challenges and opportunities. In this article, we'll explore strategies to enhance productivity and streamline workflows when navigating through multiple Trello boards.

Understanding the Landscape: Boards, Lists, and Cards

Before diving into strategies for managing multiple boards, it's essential to grasp the basic structure of Trello. Each board represents a project or a major component of work. Within boards, lists act as categories or stages, and cards are the individual tasks or items. This flexible structure allows for a wide variety of organizational schemes, tailored to the specific needs of each project or team.

1. Linking Cards Across Boards

One of the simplest yet most powerful ways to work across boards is to link related cards. This can be done by copying the link of a card and pasting it into the description or comments section of another card on a different board. This technique is particularly useful for tracking dependencies between tasks or projects. It ensures that all relevant information is easily accessible, even when it spans multiple boards.

2. Using Trello Power-Ups

Trello Power-Ups are add-ons that increase the functionality of your boards. Several Power-Ups are specifically designed to facilitate working across multiple boards. For instance:

  • Board Sync by Unito: This Power-Up allows for the mirroring of cards across different boards, ensuring that changes made in one card are automatically reflected in its counterpart. This is ideal for maintaining consistency across projects.
  • Planyway: Planyway is a powerful calendar and timeline tool that integrates with Trello, allowing users to visualize cards from multiple boards in one unified calendar or timeline. This overview helps with planning and spotting potential scheduling conflicts.

project portfolio in trello

3. Master Boards

Creating a "Master Board" is a strategy that involves having a central board where cards from various boards are linked or mirrored. This approach provides a high-level overview of multiple projects or tasks. You can either manually link to specific cards from other boards or use Power-Ups like Board Sync to automate this process. The Master Board becomes a hub for cross-project visibility and management.

4. Utilizing Trello's Advanced Search and Filters

Trello’s advanced search functionality and filtering options are invaluable tools for managing tasks across multiple boards. By using keywords, labels, due dates, and more, users can quickly find specific cards across all their boards. This capability is particularly useful for prioritizing tasks or finding items that require immediate attention.

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Josh_Unito
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
May 15, 2024

This is a great overview! If anyone is curious to see how Board Sync works, here's a guide to syncing Trello cards with the Power-Up.

Like Mary from Planyway likes this
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