- File management
- Time blocking
- Cleaning up your email inbox
- Organizing and prioritizing notifications
- Selecting apps to help you with task and time management
- Filtering email messages and paperwork
Skill Level Appropriate for all
- [Narrator] Trello has some incredibly powerful tools to enable team communication all in a single virtual environment. But if you really want to start organizing your communication then my recommendation is integrating Slack. The online training library has an entire course on how to use Slack, so I'm not going to go into the specifics of how to use it. But I at least briefly want to walk you through how you can connect Slack with Trello and then help you understand where your communication should happen to maximize efficiency and minimize confusion.
Looking at our main tutorial board here the first thing I want to show you is how just Trello manages notifications. I'm going to go up here to the little notifications button and that's pretty much it. You're going to see a list of notifications in chronological order. There's no way to organize them by person, organize them by read or unread, or a way to organize them by board or team member. So basically it's just a giant brain dump of all the notifications. If you're working with just one other team member this system usually works.
But my recommendation is that when you have any more than two team members working on a board or within a project, you're going to want to integrate Trello and Slack so you can organize your communication on a much more productive level. So I'm going to close this and I'm going to walk you through the steps to integrate Slack with Trello. Just don't shoot the messenger because there's a lot of steps and a lot of links, it does get a little confusing. But I'm going to do my best to simplify for you as much as possible. Step one is I'm going to create a brand new team if you don't already have one.
I'm just going to call this my Trello Team. Going to create. And now I'm brought to the team homepage. You want to go under the settings tab and you're going to see that one of the defaults is it's already asking me to link my Slack team. So I want to click Add to Slack, and just one note, make sure that you have already logged in to your Slack team inside your browser. If you're logged in just inside the Slack app you're still going to need to log in and connect in the browser as well. Now I've already done that, so I'm going to click Add to Slack, and using the sample Slack team for this tutorial you can see that it's already come up and it's asking, would you like me to connect with Trello? So I'm going to go down and click Authorize.
And you can see that now the team is listed down here in my Trello Team which means we're all set. However, there are a couple of more steps if you want to get this done properly. Going into Slack the app, not the web browser but the actual desktop app, you can see that I now have a new user under my direct messages that's called Trello, there's two notifications and it's letting me know, hey, we're connected and here's how to get started. You'll notice that some of the keystrokes and some of the commands are a little complicated and if you're not a coder or a programmer these might be kind of hard to remember.
So my recommendation is to actually go one step further and make sure that your notifications in Trello are going to show up in Slack, because right now the only form of communication is if you put in these code words or these lines of code into Slack and then it does the commands in Trello. So here's what we're going to do instead. What I want to do is go up to my team menu, go to Apps and Integrations, I'm going to search for Trello, and I want to find the Trello app, and you'll see that when I go down here it is already connected because it says Remove Application, so that means that this stuff is good.
One thing I want to note, if you want to change the name of your bot for some reason you can do edit here and say, we want to call this Trello App instead of Trello for whatever reason, Save Changes, it's now updated here. Just to double check, it is now updated here so everything is working properly. The next step is enabling Trello alerts. So I'm going to go to Trello and search for Trello Alerts. And the next step is going to install that. Where this gets confusing is you're thinking, wait, haven't I already connected all of these things? You've connected Slack to Trello.
Now, you're connecting Trello to Slack. Like I said, don't shoot the messenger. So I'm going to hit Install, I want to authenticate my Trello account, make sure that it's connecting to the correct one, I hit Allow, so I'm now authenticated. And what I want to do is set up a channel that funnels all of my Trello notifications to a specific channel, so I'm going to go back to Slack, I want to create a new channel, let's call this Trello Notifications, and you can create multiple channels for multiple boards and multiple types of notifications, so don't think that you're just going to be dumping all of them into one channel, you can create as many as you want.
So I create this channel. And if I refresh, here are my Trello notifications. So I select that, I add the Trello integration, and now it's going to ask me for new options, and this is where this integration gets really, really powerful and you can customize it to your specific work flow as detailed as you want. So I want to choose a Trello board, I'm just going to choose our Episode 101 Main Board.
And there are all of these different options for notifications based on boards and lists, based on activity and cards, activities and checklists, there's a whole bunch of options. Just to demonstrate how these two communicate together we're just going to say that if I create a list I want a notification in Slack. So I choose that, I hit Save Integration, now I go back to my Trello board, I'm going to create a new list, and save.
Now I go back into Slack, guess what? I have a notification right in Slack that's telling me that a new list has been added to my board. So this is a great way to get all of your different notifications, whether it's adding labels, whether it's team communications, this allows you to mute specific types of notifications, to focus on other types without having a giant dump of all of your Trello notifications in one menu. Now once you've integrated Slack into your Trello workflow, you now have the ability to achieve email zero within your team, meaning that all project collaboration and communication can happen without ever having to send a single email internally.
Q: Why can't I earn a Certificate of Completion for this course?
A: We publish a new tutorial or tutorials for this course on a regular basis. We are unable to offer a Certificate of Completion because it is an ever-evolving course that is not designed to be completed. Check back often for new movies.