Previously on “Trello bullet journal workflow” …
I had a process going using Trello to handle my weeklies when I decided it was just too much to do the paper bullet journal any more.
Well, I’ve been using that process for a while now and have made a few tweaks. The biggest addition being automations with the Power-ups.
I sprung for a Trello Gold subscription and it’s well worth it to be able to use more than one Power-up on a board. I’m currently using two on my personal boards: Calendar and Butler.
Building on my weeklies from my previous workflow post I found that I was doing a lot of repetitive actions that were just tedious. In comes Butler.
Board Buttons
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Board buttons are buttons that are displayed at the top of your board and can be clicked any time to complete a task. One of the first ones I have set up is “ Archive Completed ”. On Monday’s when I set up my week I can archive all my completed cards with just a single button click.
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A couple other buttons I have set up will create a few different cards that have my Monday tasks and some other tasks that I complete nearly every week. I have a “master card” set up for each of these tasks that contains a checklist of tasks. On Monday I can click my “ Monday Tasks ” button and Butler will copy that master card and place it in the appropriate list for the week. I just keep these master cards in my “Information List.”
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Automations
Additionally I have Butler marking tasks as “complete” and applying a certain label when the due date is complete. Then those cards are easily archived with my Archive button.
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And because Google doesn’t seem to be importing tasks with actual due dates assigned I have anything that doesn’t have a due date marked with a specific label to make them easier to find and edit.
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Card Buttons
Another type of button is a card button. These are buttons that appear right on your cards.
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Right now I only have one card button and it’s for setting the card’s due date to “today.” That way I can set a due date to “today” easily without having to go through the calendar picker dialog.
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So just these few automations are enough to make my Monday set up a lot easier.
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