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Trello: work management features and setup
Trello organizes work into cards and boards and includes built-in automation. You can create rules, buttons, and commands that save repetitive work.
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Overview
This approach suits a small team that wants a simple process they can see, such as New, In Progress, and Done. A button can group a series of actions that an employee deliberately triggers, while a rule responds to a board event. This combination is useful when part of the process requires a human decision and a card should be moved or its details updated only after that decision.
Features
- Rules that respond to card events
- Buttons for triggering defined actions
- Built-in automation commands on boards
Business uses
- Add a checklist to a new request card
- Move an approved card to the execution stage with one click
Getting started
- Create a board with three lists that have clear meanings
- Add one rule or button that replaces a manual sequence
- Try the action on a card with a due date and one without a due date
What to check
- Check automation command quotas for your workspace
- Prevent rules from repeatedly moving a card back and forth between lists
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.