In terms of project management tools, Trello is a highly effective and adaptable system that aids in the monitoring of ongoing tasks for teams. Its simple board-and-card approach allows for seamless organization of tasks, making it a preferred choice among teams around the globe. But, were you aware that you can enhance this functionality by emailing directly to your Trello board? This feature offers a convenient method for adding cards and streamlining your workflow straight from your email. Today, we will provide a step-by-step instruction on how to utilize this feature.
Locating Your Board’s Email Address
The first step is to find the unique email address assigned to your specific Trello board. Here’s how:
- Access your Trello account and navigate to your chosen board.
- Click on the ‘Show Menu’ button on the right-hand side.
- Click ‘More’, and then select ‘Email-to-board Settings’.
- Your unique board email will be displayed.
Remember, this email address should be held confidential as anyone who has it can add cards to your board. If the address is accidentally shared, you can reset it at any time.
Creating Cards Via Email
Now that you have your board’s unique email address, you can start creating cards. The subject line of the email will become the card’s title while the body becomes the card description. Here’s an example:
Subject: Finalize Project Proposal Body: Tasks: 1. Consolidate team ideas. 2. Create a draft. 3. Review and finalize.
In this example, “Finalize Project Proposal” would be the card title, and the three tasks would be in the card description.
Attaching Files
You can also attach files to your card by attaching them to your email. Trello supports a variety of file types including images, documents, and others. The file will appear in the card’s attachment section once it is created.
Additional Tips
Here are some additional tips to make your Trello experience even more efficient.
- Cc or Bcc : You can use the Cc or Bcc field in your email to copy the email to your board.
- Quickly Accessing Board Email: Save the board’s email address to your contacts for easy access.
- Email Signatures: If you have an email signature, it will be included in the card description unless you add “#trello” to the end of your email. This tells Trello to ignore anything after this hashtag.
Conclusion
Emailing to a Trello board is a handy trick to boost your productivity. It allows you to create cards directly from your inbox, saving time and effort. It’s a testament to Trello’s versatility as a project management tool. Give it a try and take your project management game to new heights!