Simplify your team handovers! We take a closer look at how Trello and the Email for Trello Power-Up can ensure seamless collaboration across all the teams in your business.

If your business has multiple teams working in Trello, it’s often necessary to cross-collaborate with colleagues in other departments. But how do you maintain clarity and context when managing handovers across teams in Trello?

In this article, we explore:

• Why structured handovers are important

• How to send cards between Trello boards in your workspace

• How to make the most of Email for Trello to keep emails and internal discussion together

Why are handovers important?

Clarity and context are critical in team handovers. With well-structured handovers, you can maintain project momentum, reduce the risks of miscommunication when transferring cards between boards, and collaborate to achieve better work outcomes.

Managing handovers across teams in Trello

How to move cards between Trello boards

Trello is a flexible platform that allows you to customize a series of boards to suit the teams working in your business. For example, you might run one board for customer support and another for your sales pipeline.

But even if the Trello boards in your workspace serve different purposes, it doesn’t mean they can’t stay connected! Instead of creating duplicate cards on different boards (which can be messy and confusing), here’s how to send cards between your Trello boards:

• Click the edit button at the top right of your Trello card

• Select ‘Move’ and choose the board that you want to send it to

How to use Email for Trello to streamline handoffs

With the Email for Trello Power-Up, your email threads stay accessible – even when cards move between boards. All sent emails and replies remain on the card, alongside existing team discussion, allowing the conversation to continue seamlessly on the new board.

For example, if a team receives an email to their customer support board that would be better dealt with by the accounts team they can:

• Move the card from the support board to the accounts board, maintaining the email thread so that their colleagues can see the conversation history.

• Keep internal discussions as comments on the Trello card, rather than as confusing text within a complicated thread of forwarded emails.

Best practices for effective cross-team collaboration

• Keep all your comms in Trello. To avoid fragmented conversations and overlooked to-dos, keep all your discussions about specific tasks on your Trello cards. Email for Trello makes it easy to manage your to-dos right alongside your email comms, reducing friction and confusion.

• Use all your favorite Trello collaboration features – for email. For example, use Trello checklists to outline next steps before sending an email card to another team, mention a colleague to request confirmation when an email handover is complete, or use due dates to make sure targets are met post-handoff. For more, try these 10 quick-win strategies for better team collaboration in Trello.

• Triage incoming emails. If you have a catch-all email address (like info@ or hello@), create a triage board to sort your emails before sending them on to the other teams in your Trello workspace.

• Synchronize data on cards across Trello boards. If you keep the same card on multiple boards, make sure that information stays up to date with one-way card syncing in Trello. If you want to mirror cards (two-way card syncing), it’s best to use a Power-Up.

Improve your team handovers with Trello

Smooth handovers are key to great teamwork! By using Trello’s built-in features alongside the Email for Trello Power-Up, you can ensure transparency, maintain context, and improve cross-team collaboration.