Zack demonstrates the most common and useful Trello keyboard shortcuts that he uses every day to navigate the Trello interface faster and more effectively. This includes how to add members, due dates, and color labels with a single keystroke. He also shows how to create a pop-up menu of shortcuts right inside your Trello cards.
- [Instructor] Throughout the remainder of this course, I'm gonna be using numerous keyboard shortcuts to help you navigate the Trello interface faster and more efficiently, but before walking you through some of the most common keyboard shortcuts that I recommend you learn, I would like to direct you to the shortcut glossary, so what I'm going to do is just open a brand new tab and go to trello.com/shortcuts. This is gonna give you a glossary of every single hot key and shortcut that's available in Trello.
So I'm just gonna scroll down very briefly. You can visit this and read it at your own leisure and in your own time, but now I want to show you a really cool feature where you can integrate this directly into your Trello cards. So I'm just gonna go ahead and copy this, go back to my board, and I'm gonna create a new card called Keyboard Shortcuts. I'm gonna open it up, and I'm gonna edit the description. I'm gonna paste this, save it, and now I have my Keyboard Shortcut glossary available to me at any time without ever leaving the interface, so it's the entire glossary that I just showed you, but you don't have to have a different tab open.
It's available to you directly in your Trello card. Very briefly, I just want to walk you through my five favorite keyboard shortcuts, and throughout this course, I'm gonna be using keyboard shortcuts repeatedly to show you how to be more efficient in the Trello interface, but now I want to show you the top five that I think you should learn and incorporate immediately. The first key and my favorite one of all of them is going to be F for filtering. I use filtering so when I have large boards with lots of cards or members, I can narrow it down to look at only the cards or the information that I need at any given point.
So I'm just gonna hit the F key, and it's gonna bring up this Filter Cards option. So let's say that I only want to see cards where I personally am assigned, so I'm gonna click my own member profile, and now every card that's on the board is going to be removed. I can remove that, all the cards show up again. Let's say that you're using colors to assign different stages of your project, so in the example that we have so far, I have a green card and I have a yellow card. Let's say that I want to see all of the cards that are labelled green, which in the way that I label things means that that project is complete.
So if I were to hit the green label, now I'm only going to see cards associated with projects or tasks that are completed. My second favorite hot key is going to be quickly assigning members. The first step is to make sure the filtering is turned off so you can see your entire board, and to turn all your filtering off, you just go up here and click on the little X. If I have a whole board that's full of all kinds of different cards, the last thing I want to do is click on a card, click Members, and then click the member. If I have to do that 50 or 100 times on a board, which I've had to do personally in the past, that can take forever.
So all you have to do is hover your mouse over an individual card, and hit the M button, and the Member tab will show up immediately and you can add the members right from here. The third hot key that I want to show you is gonna be doing the exact same thing, but for labels. So if you wanted to modify or add different labels to your cards, once again, just like with Members, you're gonna hover over the card, except this time you're gonna hit the L key, and you'll have access to all of your color labels, and you can choose them and modify them as you see fit, and then just close this, and you're done.
You can do this repeatedly over and over without ever having to go into the back of the card. My fourth favorite and most frequently used hot key is going to be doing the exact same thing, but now for due dates. So again, if you have a board with lots and lots of cards and you want to repeatedly add due dates to all of them, all you have to do is use the hot key D, hover over your card, hit the D button, and now you have the due date panel that opens up and you can do this once again very quickly, any card that you want, just make sure that your mouse is hovering over the card that you want to modify.
Now, the fifth and final hot key that I want you to learn that you're most likely going to be using all the time is going to be adding colored labels to your cards, but unlike the previous hot key where you used the L, I'm gonna show you how to use the Number key. So again, we're gonna be hovering over our cards, but I'm using the Number keypad. Right now I'm just gonna hit the number one, and one is associated with green, so it's quickly going to toggle between the colors, and you'll see that without having to go into the label field and click in and out, I can add the green label very quickly, as fast as I can hit the number keypad and move my mouse, and all of the colors are associated with numbers, and if you want to see which colors are associated with which numbers, we go back into our keyboard shortcuts and our handy dandy little menu.
When you scroll down, you're gonna see the entire index of which number goes with which label color. So as we proceed through the rest of the course, I'm occasionally gonna throw out other keyboard shortcuts that I use on a regular basis, but having both the glossary and my five most commonly used shortcuts should get you navigating Trello like a workflow ninja in no time.
Trello for Video Post-Production is a hands-on learning experience in using Trello, Google Drive, and Slack to build your post-production project management system from the ground up—all the way from planning to the delivery of your final masters. This system can apply to scripted projects, unscripted, documentary, reality, and almost any other kind of project imaginable. Filmmaker and professional editor Zack Arnold shows how to create boards and add new cards, attach documents, share media, assign due dates, and link to several different cloud-based storage solutions like Google Drive and Dropbox. Each step of the process is broken down in detail so you understand how to use Trello to its fullest potential. With these tips, you can finally achieve the dream of a post-production workflow that minimizes busywork, paperwork, and email and maximizes your time to be creative.
- Using the Trello interface and boards, lists, and cards
- Creating teams in Trello
- Attaching files to cards
- Linking and filtering cards
- Integrating with Google Drive and Slack
- Organizing your boards, lists, and cards
- Building your main board
- Breaking scripts and stories into lists and cards
- Managing revisions, specs, and deliverables
- Organizing projects with multiple videos
- Mapping your workflow
Skill Level Intermediate
Q: This course was updated on 01/23/2018. What changed?
A: We added one video describing four new powerful plugins for Trello: Trellists, Scrum for Trello, CardCounter for Trello, and Pro for Trello.