If you're not using the Trello mobile app as a part of your project management experience, you may be missing out. Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less stress.
And in today's video I'm gonna show you a number of tips so you can get really, really comfortable
with the mobile version of Trello.
Create a New Board
And we're gonna get things started off with remembering that we can create new boards directly here from within the app.
Now, I realize that most people do not start their journey with Trello in the mobile version. There's a good chance that you first signed up and use much of the Trello services and features from a desktop computer.
But when you need to start a new board, don't forget that you've got this green button here in the lower right-hand corner.
When you're viewing your boards, when you're in the default view here on the main page, you can select that green button and start by creating a new board. I'm just gonna call this one New Board 2 Sample there. I can select and I can assign it to a particular team if I want, or I can just say No Team and select Create. And there we go. We've got a brand-new board.
So when I've got a new project or I want to dump some notes into Trello, often I'll start off with a fresh board depending on what that project will entail.
Now, that brings me to my second tip here and that is the importance of selecting an appropriate background, and also starring our boards as well.
Let's start with by picking an appropriate background. As I scroll through my large collection of boards and you might have a large collection of boards as well, it's important that you pick either a color or a distinctive image so that you can easily access this.
So if I go back to this new board which I just created, I've got the default Trello blue here. But you know what, very quickly I'm gonna be adding a number of lists and a large number of cards. The blue background isn't going to matter so much.
But on this screen, it is going to matter when I want to go and find it.
Board Settings
So, when you're within your board in the top right-hand corner, we've got the three dots, which are gonna open up the menu, and about halfway down we want to select our board settings.
And here, about the fourth option down, we have background. So I'm gonna select Background and I can either choose a distinct color on the left, or I can select a stock photo. And in many cases I encourage people to select a stock photo.
Now, you can search for something up in the top right-hand corner. You can search for a particular image. In this example, I'm just gonna pick something. Now, this is kind of interesting here. What is this, jelly fish? I'm gonna select this jelly fish one here. And then I can go back. It will be applied here to my board.
Again, I'm probably not gonna see much of this image when I'm working on the board but when I come to the front here, it's gonna make it stand out a little bit more.
The second thing I want to encourage you to do is don't forget to star certain boards. When we go to our home screen here, here you can see I've got about seven boards that I've starred which essentially pins them to the top. So these are gonna be my most frequently used boards, the ones I want to be able to access all the time.
So when I open up this New Board 2 Sample, I'm gonna select Menu once again and just below Board settings we have Star board. I'm gonna select Star board and if we go back to the home screen, there you see New Board 2 Sample is now as a part of this collection.
So don't forget to star the boards that you need access to most quickly and picking a unique color or a unique image so that you can quickly and easily grab those boards. Just for example, you'll notice I've got a home improvement board here and the image I've chosen is a hand with a bunch of color swatches. It's pretty self-evident that that's a renovation or a home improvement board. I don't even have to look at the label anymore, I know which one I want to select.
Filtering Cards
All right, now let's go into another one of my sample boards here, and I want to give you a tip about searching and filtering cards on mobile because you can do the same things that you do on the desktop version here in mobile.
If I select the magnifying glass in the top portion of the screen, I can enter in a keyword, such as task, and now I can see all of the items that have task in their card title or somewhere within the card. It even helps me out by giving me a number to the left. So in this case it's telling me there are a total of three cards with the word task in them.
But you can also filter cards by other ways. One of the ways I'd like to do it is by member. So if I type in the at symbol here, in this case I'm the only one who is assigned to this board so I'm the only member that comes up. But if I had other members a part of this board, they would also come up as well and I can find them. So I'm gonna select myself in this case and I can see that there're seven assigned to me. Let me just hide my keyboard and I can scroll over. Now I'm only viewing the cards that are assigned to me.
So, I use this a lot filtering cards down so I can only focus on the things that I want to. Let me close that for a second or I should say cancel that particular filter.
The other one I use quite frequently is filtering by label. And to do that you want to enter in the number sign. And here everything, all of the labels that are applicable to this board are gonna be presented to me, and let's say I just want to look at urgent cards. I just want to work with urgent cards right now. I'm gonna select urgent. It's telling me that there's only five, I'm gonna hide my keyboard again, and now I am just dealing with those cards that have the urgent label attached.
So, beyond just a text search don't forget that you can also filter by members, you can also filter by labels. All right.
Attaching Images
Now, the next tip I want to show you is how to take a picture and attach it directly to a card.
Because let's be honest, our mobile phones tend to be more of a camera more so than anything else, and when you're away from the office, you're away from your desk, you still might want to take a picture or grab an image of something and put it within a Trello card.
So, I'm gonna open up an existing card. You can obviously add a picture to a new or an existing card. Once I'm within the card itself in the bottom right-hand corner we want to select the green button here.
And we're given two choices. We can either add a checklist at this point, or we can add an attachment. We want to select Attachment. And the very first option here is Take photo. We can do other things, such as attach a file from our phone, link it to things like Google Drive or another link, but in this case we want to say Take a photo.
I'm gonna select that option. It's gonna open up my camera. I'm just gonna pull back for a second, take a picture of my microphone, and Trello is gonna say hey, does this look okay or do you want to retry it? I'm gonna say that's fine. That's fine for this example. Let's say okay.
And now you can see it's attached that image directly to this card. If I want to tap on the attachment itself I can click on it and see a bit of a bigger image if I want. And if I have Card Covered Images enabled, you can see now that I'm in the board level view I can see that image on the front as well.
So don't forget that you can take pictures and add them directly to any card. It's quick and it's very, very simple.
Last but not least, I want to show you how to get information into Trello from another area of your phone, such as a web browser or maybe some other application that allows you to share information.
Sharing Cards
So let me just exit here for a second. I'm gonna open up my browser here. And let's say I've come across an article. I've come across a blog article and I'd like to reference this for later. I'd like to come back to this, so I'd like to add it to a particular Trello board.
Well, in the top right-hand corner of my browser, I've got three dots and it's gonna give me some other options. And the one that you're looking for is Share, whether it's a web browser or perhaps some other application. So here you see Share about halfway down. I'm gonna select that option and on my phone, it gives me a few different options. The first row are some of the people that I've texted with recently so maybe it assumes I want to share this with them. But I've got many other options down below including to share it via social media, Gmail, or a variety of other apps.
But the one we want of course is Add Card to Trello. I'm gonna select that option and what it's gonna do, it's gonna give me two choices here. It says well, first of all, which board do you want to add it to? And I want to add it to the one that we're in, my Scott's Tasks and Projects. And then the second dropdown is which list within that board do you want to add it to? And in this case I am going to say To Do.
And now, last but not least, I'm gonna select Create in the top right-hand corner. It's gonna bring me back to where I was, which is great, 'cause maybe I do want to read some of this article right now.
But let's go back to Trello and let's go back to that board, for example. And if I go to the bottom of my To Do list, there you will see that article, How to Find a Trustworthy VPN, and it's got the link there so I can click on the link and go directly to that webpage.
So yes, you can easily share and get information directly into a card, into a Trello board when you're browsing or doing other things within your mobile device. I hope you enjoyed today's tips on getting the most out of the Trello mobile app. But I'd love to hear from you next. What do you think? And how do you use the Trello app to be more productive? Be sure to leave your comments down below in the description.
I want to thank you so much for watching today's video. I hope you subscribed right here to the Simpletivity channel. Give this video a thumbs-up, and don't forget to leave me a question or a comment down below. Remember, being productive does not need to be difficult. In fact, it's very simple.
