So anytime that I create a new card, and I can do this several different ways, I can either go to the card itself, Create a Card From Template, and it's going to ask me how much of this information I want transferred to my new card. So what does that mean? What that means is, it's now going to be labeled as a template. Click, Make Template, and instantly this has become a template card. I simply click the, Make Template button, pretty obvious. So now all I have to do is turn this into a template, which is super, super simple. So now I have members attached, I have labels, I have processed information, I have the necessary documentation, I have the member assignments, and I have the various steps. So I'm going to go click on the Label button, and let's just say that it's going to require the yellow, and the orange labels every time this process is going to begin. And the last step, if you find that it's going to be useful for your organizational workflow, is to add specific labels. So I will add to card, myself and my producer, Hillary, and now we are on as members. So logically, the next thing I probably want to do if this process is for the two of us, is I want to attach both of us as members. I'm going to paste it, and you'll see that it's going to create five separate checklist items. Now, what I want to do is, I'm going to add another process in here, and let's assign this to my team member, Hillary, and for her, she's also going to have these five steps, and for the sake of ease, I'm going to copy this. This is something I need to do every single time I go through this specific process. So let's put a couple of checklists in here, and we're going to call this, Process Number One, and I'm going to assign this one to myself, and we're just going to call it, step one, step two, step three, step four, and step five. Now the next most logical step would probably be adding the actual process to this card, and I'm assuming that's going to be using a checklist. We now have our spec sheet, where in this case, just for the tutorial, it is about microphone placement. So let's go ahead and let's attach that sheet. So, what that means is, I probably should attach that spec sheet. So it's just going to have a header, a little bit more information, some bullet points, and I want to let them know that there's a spec sheet that goes along with this process if they have further questions, or they need to look up further details. We're going to open this card, and I'm going to add some basic information for my team, so they understand what this is about. We're going to start with a brand new card, we're just going to call it, Process Template. So let's create a process template instead. You don't want to continually add that information to one card after another, after another, after another. So let's assume that you have a process that you're going to complete multiple times over, and over, and over on a regular basis.
This is where you can become really effective with your use of Trello, and I'd like to show you how using the templates function, so you can become infinitely more productive in a very short period of time. But where Trello becomes really fun, fascinating, and powerful, if you are a productivity nerd like me, is the ability to create complex processes, and systems that you can repeat over and over with minimal effort. Trello is a fantastic tool for managing cards, lists, checklists, members, and so much more.
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