How to use Trello boards?

To create a workflow in Trello:

• Create a new board to represent your project or process.
• Add lists (e.g., 'To Do,' 'In Progress,' 'Done') to reflect different stages of your workflow.
• Under each list, create cards for individual tasks or items. Add details like descriptions, due dates, checklists, and attachments.
• Assign team members to cards to delegate responsibility.
• Use labels to categorize tasks (e.g., Urgent, Low Priority).
• Set up automation with Butler.
• Integrate Power-Ups like Slack, Google Drive, or Calendar to enhance functionality.
• Monitor progress using Calendar, Dashboard, or Timeline views (available in Trello Premium).
• Share your board by clicking 'Share' and inviting team members with view or edit permissions.
• Save time by using templates or duplicating existing boards for similar workflows.

Here’s how you can integrate Trello with Google Calendar:

• Use Trello’s Built-in Calendar Sync
• Add Trello to Google Calendar
• Use Third-Party Tools for Advanced Sync
• Adjust Sync Settings

If Trello isn't syncing properly, here are some troubleshooting steps you can try:

Basic Fixes

• Refresh Trello – Press CTRL + R (Windows) or CMD + R (Mac) to force a sync.
• Check Internet Connection – Ensure you have a stable connection, as slow Wi-Fi can prevent real-time updates.
• Try a Different Device – If Trello isn’t syncing on your browser, test it on the mobile or desktop app.
• Update Trello – Running an outdated version can cause sync issues. Check for updates in the app store.

Advanced Fixes

• Clear Cache & Cookies – Go to your browser settings and clear cached data.
• Disable Browser Extensions – Some extensions may interfere with Trello’s syncing.
• Check Trello Server Status – Visit Trello’s status page to see if there’s an outage.
• Restart the App & Device – Close and reopen Trello to refresh data.

Step-by-Step Integration Guide

• Open Microsoft Teams – Navigate to the Apps section.
• Search for Trello – Type 'Trello' in the search bar and select the Trello app.
• Install the Trello App – Click Add to Teams and follow the installation prompts.
• Log in to Trello – Sign in with your Trello account to link it to Teams.
• Add Trello to a Channel – Go to a Teams channel, click the '+' (Add a Tab) button, and select Trello.
• Select a Trello Board – Choose the board you want to integrate and click Save.
• Enable Notifications – Set up Trello notifications in Teams to receive updates on board activity.

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.