Trello: The Ultimate Guide to Mastering Amazing Fields on Mobile
Trello is an incredibly versatile project management tool that can be used for a wide range of tasks. One of its key features is the ability to create "custom fields," which allow you to add extra information to your cards beyond the standard title, description, and due date. These custom fields can be incredibly powerful for tracking progress, making better decisions, and organizing your work more efficiently.
But what about using these amazing fields on your mobile device? You might be thinking, "Trello is great on my computer, but can I really use it on the go with all its powerful features?" The answer is a resounding yes!
Here's a breakdown of how to get the most out of Trello's amazing fields on your mobile device.
Why are Amazing Fields So Important?
Let's first answer a fundamental question: why are custom fields so important for Trello users?
- Detailed Information: Imagine needing to track a specific detail for each task, like a priority level, budget, or deadline for each project. You can't always fit everything into the title or description. Amazing fields let you add these details directly to the card for easy reference.
- Visual Clarity: The standard Trello interface is great for basic task management, but with custom fields, you can visualize your data in unique ways. Use colors, dropdowns, and other features to quickly understand the status, priority, or other important aspects of your tasks.
- Advanced Filtering: You can filter your boards and cards by the values you've added to custom fields. This makes it easy to find what you need without having to search through dozens of cards.
Getting Started with Amazing Fields on Mobile
You'll be happy to know that using amazing fields on your mobile device is just as easy as using them on your computer.
- Open the Trello App: Start by opening the Trello app on your smartphone or tablet.
- Choose Your Board: Select the board where you want to add custom fields.
- Go to Board Settings: Tap on the "Board Menu" icon (usually three dots in the top right corner) and choose "Board Settings."
- Navigate to Custom Fields: In the Board Settings menu, you'll find a section called "Custom Fields."
- Add Your Fields: Click on "Add Field" and select the type of field you need. Trello offers a variety of options like:
- Text: For simple text entries.
- Number: For numeric values.
- Date: For dates.
- Checklist: To create lists of items to check off.
- Dropdown: For choosing from a predefined list of options.
- Assign Values (Optional): Depending on the field type, you can define possible values. For example, in a dropdown, you might add "High," "Medium," and "Low" as priority options.
- Save Your Fields: Once you're happy with your fields, save them and you're ready to use them!
Using Amazing Fields on Mobile
Now that your amazing fields are ready, you can use them to add even more depth to your cards.
- Open a Card: Go to the card where you want to add information.
- Edit the Card: Tap on the "Edit" button (usually a pencil icon).
- Add Values to Fields: You'll see your custom fields listed in the card details. Add the relevant information to each field.
- Save Your Changes: Tap on "Save" to finalize your card updates.
Filtering and Sorting with Amazing Fields
One of the most powerful features of custom fields is the ability to filter and sort your boards based on their values.
- Open the Filter Menu: Tap on the "Filter Menu" icon (usually a funnel icon) on your board.
- Select Custom Fields: You'll see a list of options for filtering. Select the custom field you want to filter by.
- Apply Filters: Choose the specific value you want to filter for. For example, if you have a "Priority" field, you could choose "High" to see only high-priority tasks.
- Sort Your Results: You can also sort your filtered results by the values in your custom fields.
Examples of Using Amazing Fields on Mobile
Here are some real-world examples of how you can use amazing fields on your mobile device:
- Project Management: Track the status of your tasks (in progress, completed, blocked) with a dropdown field.
- Event Planning: Use a date field to track deadlines for invitations, catering, and venue bookings.
- Personal Tasks: Create a "Category" field to organize your grocery list, errands, and work tasks.
- Customer Support: Use text fields to track customer names, contact information, and the nature of their requests.
Tips for Maximizing Your Amazing Fields
Here are a few tips for getting the most out of custom fields on mobile:
- Keep it Simple: Don't overwhelm yourself with too many custom fields. Focus on the most important information for each card.
- Choose the Right Field Type: Select the appropriate field type for the data you need to collect.
- Use Field Values Consistently: Maintain consistency in your field values to avoid confusion and enable effective filtering.
- Experiment and Iterate: Don't be afraid to try different custom fields to find what works best for your needs.
Conclusion
Amazing fields are a game-changer for mobile users. By adding extra information and organizing your data in powerful ways, you can elevate your Trello experience. Whether you're managing projects, planning events, or simply staying organized, custom fields are essential for keeping your mobile workflow streamlined and efficient.