Best practices after several months of Trello use.
Common board structure
Common boards I recommend, left to right.
To Dolist contains cards waiting in the work-pipeline.
Sometimes I use a variant with multiple To-Do lists by separating it by purpose, like: To Do / Content, To Do / Site, To Do / Server etc.
Doingis a list for current tasks.
Donefor finished tasks. Archive them after couple of months or couple of hundreds.
Notes / Infocontains permanents notes, manuals or informations that are useful to keep forever.
You can create optional
Ideas / Prepare / Postponed list that is
usually placed fully-left, before To-Do list, and that contains ideas,
usually a pile of garbage, that is postponed, delayed, just an idea and
Everything is written in English. It’s the only language that all team members are required to know. Writing meaningful sentences in description and using markdown for formatting is highly recommended.
Card title should fit in one line. For a more detailed task description use, you guessed it, description field.
About card members: you’re probably using it wrong.
Every card must have at least one member - the user responsible for that card. If you want just to be informed about the card, and you’re not doing any related work, don’t become member and just subscribe to that card; you’ll get notified when something changes.
When marking card as done, write a comment containing word “Done” and besides a concise explanation about the work done. Everybody will know who did what and when. Only at the end, move that card to list Done.
Only a member can archive a card.
You never delete a card that had some activity (comments). If there were no comments, maybe the card shouldn’t have been created at first place.
Bookmark your searches
Option Saved Searches is only for paying customers. But you can achieve similar results by using browser bookmarks.
The base URL is
https://trello.com/search?q= on which we append search
I’m working on what, across all projects?
@me list:Doing/ URL
What Maria (example) is working on?
@Maria list:Doing/ URL
What are my unfinished tasks?
@me -list:Done -list:Info -list:Idea/ URL
My active tasks only in project XYZ?
@me board:XYZ -list:Done -list:Info -list:Idea/ URL
In search results, Trello will return both normal and archived cards.
Also, if you need a to search for an exact phrase, use double-quotes
"some phrase", just like in Google.
Extra Tip: When you are inside Trello, you can now get to the search box
just by hitting slash
So, go ahead and create your own Trello bookmarks.