Up your project management game in Trello! SendBoard’s Email for Trello Power-Up seamlessly blends your tasks and emails, turning your Trello board into a dynamic project management powerhouse.

In many ways, Trello is the ideal project management platform. Its flexible layout of cards, lists and boards makes it easily adaptable to any kind of project, so that you can stay organized with an at-a-glance overview of your tasks.

Combined with SendBoard’s Email for Trello Power-Up, you can turn Trello from a useful tool into a real project management powerhouse. By integrating your emails alongside your tasks, your Trello board becomes a centralized project dashboard for your entire team — giving you the ability to not only manage your project requirements, but also manage incoming requests, stakeholder engagement, and email updates on project status all within the Trello board for your project. Send emails, meet deadlines, and collaborate with your team from sign on to sign off.

Read on for our top ten tips to up your project management game in Trello.

10 ways to become an expert project manager in Trello

1. Leverage the power of Kanban

Trello is built on the Kanban system, so great project management is baked right into the platform! By arranging your to-dos as a series of cards in lists, project managers working in Trello get the edge with a visual and intuitive way of viewing all their work in progress.

With Kanban, there’s a set process for all your action items, right the way from concept to completion. This means project managers in Trello can stay agile – always on top of things, and ready to adapt if things aren’t going according to plan.

2. Get your emails into Trello

Connect your email to Trello, so that you can combine your tasks and emails on one board! A large proportion of project management involves managing communication between various stakeholders, so being able to remove the barriers between “work” and “email” is invaluable for team productivity.

With SendBoard’s Email for Trello Power-Up, all incoming emails arrive as new cards on your Trello board, ready for you to work with in your Kanban workflow! Learn more about how to manage your business and email workflow with Trello in our step-by-step guide.

3. Take professionality up a notch

With your emails flowing seamlessly into Trello, it’s time to make the right impression in your customer’s inbox. It’s a good idea to:

• Use a custom email address. Sending emails from your own domain name is one of the best ways to boost customer trust and recognition. Learn more about how to send and receive email in Trello with your own email address.

• Insert an email signature. Project a professional image with a branded email signature, including your logo, company name and contact details.

For more tips to project the right image, have a look at our article for 4 ways to brand your emails with Email for Trello.

4. Use multiple Trello boards

The beauty of Trello is that you’re not just limited to one board. Complex projects might require multiple Trello boards! For example, if you’re a property development company managing a cross-disciplinary project like a new build, you might want separate boards for the groundworks team vs the construction team.

Learn this nifty trick to link multiple Trello boards so that you can send cards or swap between your Trello boards quickly and effortlessly.

5. Manage your contacts in one place

Real-time updates and communication are essential for any project manager! The Email for Trello contact management dashboard makes it easy to see all your Trello tasks alongside your emails and contacts at a glance, so that you can keep your finger on the pulse.

You can also add custom notes to any contact so that your team stays informed. Contact notes are a great place to jot down extra project details or team reminders like ‘Sally asked for weekly email updates’ or ‘Don’t step on Mrs Jones’ new carpet!’

6. Automate repetitive email tasks

Automation is one of the best, most powerful parts of Trello. But a lot of teams miss out on what it has to offer. Although moving a card or sending an email might seem like a quick task that isn’t worth automating, it’s exactly these kinds of things that add up in the long run.

Save time and streamline your project management workflow by automating repetitive tasks instead! Here are just a few automation ideas for project managers working in Trello:

• Drag a card to send an email. Set up an Trello automation rule to automatically send an email when you drag a card from one list to another. Perfect for project updates, review requests, or any other comms that have to go out at a certain stage of your workflow.

• Automatically send a follow-up email. This useful Trello automation can automatically send a follow-up email after a chosen number of days. No need to mentally remember your follow-ups – they’ll be automatically sent on time, every time!

The list of possible automations for your project management admin is only really limited by your needs and imagination! For more ideas about what to automate and how to do it, have a look at our 10+ automations to try in Trello.

7. Send email from Trello on the go

Some emails just can’t wait if you’re at site or away from your desk! Email for Trello has specifically developed mobile-friendly features, so that you can send and receive emails on the go with the Trello mobile app.

Using the @reply and @email keywords, you can send an email simply by typing a comment:

• Any text in a comment preceded by @reply will be sent as a reply to all the contacts on the email thread.

• Any text in a comment preceded by @email and the contact’s email address will be sent as a new email to the specified contact.

8. Make a custom button to send emails

A simple Trello button combined with a template email creates a powerful, one-click automation that you can use to reply to emails! For more details, have a look at our article about how to reply to emails in Trello with a button automation.

You can use it for anything you like, but here are just a few ideas for project management teams:

• Ask for feedback at the end of a project

• Share your standard price list with new business enquiries

• Send a booking confirmation email when you schedule a new project

9. Get the most of Trello Custom Fields

Custom Fields are often under-utilized, but they can be used to create a highly tailored solution for organizing the information that’s important to your particular project. Trello Custom Fields support five different data types. For example, you could:

• Add start and end dates to track your project timeline

• Create a drop-down list of options (i.e.: High, Medium and Low Priority)

• Include a checkbox on any card to tick off as you go

• Enter a field for any number or text (i.e.: the value of a quote or your client’s name)

Read our top 4 tricks for getting the most out of Custom Fields to learn more.

10. Exclude past emails

Most project managers deal with multiple stakeholders, including clients and suppliers, so it’s sometimes necessary to exclude sensitive details from your past emails.

If you’re forwarding an email, or looping someone into an existing thread, you can exclude any unwanted messages by choosing to show or hide your conversation history. This handy feature effectively forks your conversation, making it possible to continue multiple email threads on one Trello card.

Reach your project management potential

By seamlessly integrating your emails and Trello with the Email for Trello Power-Up by SendBoard, you can transform Trello from a useful tool to a fully-fledged project management solution. Manage your project tasks, emails, and contacts collaboratively on a centralized Trello board – upping your team’s productivity and ensuring a streamlined workflow from start to finish!