How to use Trello boards?

Trello can be used as a simple CRM by creating boards to track sales pipelines, using lists for stages like leads, prospects, and closed deals, and attaching customer information and communication history to cards.

To schedule a calendar automation in Trello, one can utilize the ‘Scheduled’ tab in the Automation directory. To do this follow the steps given below:

• Open your Trello account
• Click on Automation button from the board menu or at the top of your board
• Navigate to the Scheduled tab
• Click on ‘Create Automation’
• Hit ‘Add Trigger’
• Set up a trigger or schedule for your automation
• Click on Save

To create a board rule automation in Trello, follow the steps given below:

• Open your Trello account
• Click on the Automation button from the board menu or at the top of your board
• Open the Automation directory
• Navigate to the Rules tab
• Click on ‘Create a new rule’
• Hit ‘Add Trigger’
• Personalize the actions and trigger
• Save the rule

To create a due date automation in Trello, follow the steps given below:

• Open your Trello account
• Click on the ‘Automation’ button from the board menu or at the top of your board
• Navigate to the ‘Due Date’ section
• Click Create Automation
• Hit ‘Add Trigger’
• Personalize the action and trigger
• Click on Save

Trello Enterprise makes user management easy with several features like automatic seat management, enterprise admin dashboard, Atlassian access, audit log, Filters and member categories etc.