course

Manage and optimize a Trello board


duration

1 hour and 20 minutes

role

Trello Board Admin

level

Beginner

product

Trello

Share your work

Invite others to view or edit your Trello boards, change a user’s permission level, and maintain consistency with board and card templates. You’ll also learn how to bring additional features to your Trello boards, integrate your favorite apps with Power-Ups, and automate simple tasks.
 After this course, you’ll also be able to:
  • Leave, close, reopen, and delete a board.
  • Remove a member from a board.
  • Create and modify a card template.
  • Add a Power-Up to a board.
  • Set up an automation.
  • Edit, duplicate, disable, share, and delete automations.
The availability of features and functionality shown in this course depends on your product subscription. To learn more about Atlassian product subscriptions, visit our FAQs.

6 Lessons in this course

15 minutes
Configure Trello board permissions and visibility

By the end of this lesson, you’ll be able to: - Set board visibility - Configure board permissions - Leave a board - Close, reopen, and delete a board


Sections
  • Set your board’s visibility
  • Configure board permissions
  • Manage board lifecycle actions
  • Try it yourself
  • Let's review!
10 minutes
Invite members to a Trello board

By the end of this lesson, you'll be able to: - Compare board observers, members, and admins - Invite someone to a Trello board - Change a member's permission level - Remove a member from a board


Sections
  • Explore board users
  • Invite someone to a board
  • Change a user’s permission level
  • Let's review!
15 minutes
Create template boards and cards in Trello

By the end of this lesson, you’ll be able to: - Create a board template - Create and modify a card template - Change a template back to a board or card


Sections
  • Save time with templates in Trello
  • Create a board template
  • Create a card template
  • Try it yourself
  • Let's review!
10 minutes
Use Trello Power-Ups

By the end of this lesson, you'll be able to: - Explore Power-Ups made by Trello and the community - Add a Power-Up to a board - View enabled Power-Ups


Sections
  • What are Power-Ups?
  • Choose your Power-Ups
  • Let's review!
15 minutes
Automate tasks in Trello

By the end of this lesson, you'll be able to: - Describe what you can automate in Trello - Set up an automation


Sections
  • What can you automate in Trello?
  • Create automations
  • Create card and board buttons
  • Create app automations
  • Try it yourself
  • Let's review!
15 minutes
Manage automations in Trello

By the end of this lesson, you’ll be able to: - Edit, duplicate, disable, and delete automations - Organize your automations using tags - Share your automations - Inspect automation activity using Automation logs


Sections
  • Manage your automations
  • Organize automations using tags
  • Share your automations and buttons
  • Inspect automation activity and errors