11/24/2023 0 Comments Cancel trello gold![]() Ensuring boards were only accessible to relevant team members was the next logical step to increase productivity and eliminate distractions. ![]() These simple title changes prompted us to streamline and standardize our board process and the members within them, so it was essential to discuss and clarify the differences between each board type at this stage.Īs with any application we use, relevance is important. With the aesthetics of the titles covered, we started to think about the purpose of each new type. Uppercase and lowercase were both considered, but to ensure client names could be legible from a glance, we applied a lowercase layout as this enables you to see more of the full title when searching for boards on Trello, like so:īoard type. Come up with a Trello board naming convention.ĭiscussing the options with the team was important as these boards are part of our day-to-day at Cogworks. Once the boards had been closed (effectively archived for a later date) it was time to delete them permanently.Ģ. Our team got to work naming any actively used boards with the prefix 'internal' before the original board title, allowing only a specific group of boards to stay in our collection before closing. Here are five simple steps to declutter Trello and a bit about what we did: It was also in the name of a “good old cleanup” to improve productivity and eliminate distractions (below, you can see some of the inactive boards we were hoarding in all sorts of jazzy colours and title formats!). We had over 100 old and inactive boards, making searching for a board a laborious scrolling task.Īlthough most of our client board content usually follows an intentional workflow based on the stages of each project, the purpose of this task was to make finding those boards easy for new starters or new project members. There was inconsistency across board titles. We’ll take you through our Trello cleanup process step-by-step. Our standard way of doing things worked fine, but there’s always room for discussion and improvement. Recently, we started with Trello (our trusted project management ally since 2013). For any organisation or individual sporting a large amount of data, adopting a standard naming convention and generally "tidying up" can see your team start to reap the benefits.
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