Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for...

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QUICK-START FOR Butler for Trello GUIDE Your

Transcript of Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for...

Page 1: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

QUICK-START

FOR

Butler for Trello

GUIDE

Your

Page 2: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

The Quick-Start Guide for Butler for Trello is where you can get the very basic

info to connect your Trello account with Butler and start creating commands

that alleviate you from some of the most repetitive tasks you always do in Trello.

After following the steps from this checklist, you will be able to connect your

Trello account with Butler for Trello. For the beginnings, you can use Butler's

free account, which allows you to have 250 weekly operations. That's a lot and

should really help you do set up some basic workflows in your boards.

The following checklist steps refer to using the ButlerBot, not the Butler

PowerUp.

I prefer to teach about the ButlerBot. It is a bit more complex, but it also has

more capabilities than the PowerUp (even though, I need to admit, it does have 

advantages using the latter one).

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W E L C O M E !

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You need some relief with all these manual tasks in Trello?

This is a good place to start from ...

Page 3: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

In order to create automations and workflows in any of your Trello boards,

you need to connect Trello with Butler for Trello.

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C O N N E C T Y O U R A C C O U N T STEP

1

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Confirm that you want to allow Butler to connect with your Trello account.

Make sure you have opened Trello in your web browsers.

Open Butler for Trello in another tab of your browser.

Authenticate yourself.

You are now redirected to the Board's overview in Butler's Dashboard.

Page 4: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

After your successful authentication with Butler for Trello, you see an

overview of all boards you have within Trello

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I N V I T E B U T L E R T O B O A R D STEP

2

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When the invitation has succeeded, the button changes to 'Edit Board'.

Invite Butler to those boards you wish to create automations in.

A new list called 'Butler' has been added to the board.

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C O M M A N D B U I L D E R STEP

3

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The Command Builder is part of the dashboard and a great way to create

commands (if you are shy of typing).

The Command Builder does what it says: it builds commands for your

workflows.

It has two parts:

Triggers on the left, and

Actions on the right.

Page 6: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

Bulter has made it possible for me to create a central dashboard which is the only thing that was holding

me back from using Trello for EVERYTHING!

- Jess

Page 7: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

Butler lets you create commands in plain English.

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S E T U P A 1 S T C O M M A N D STEP

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You do not need to learn a programming language to tell Butler what you

want it to do within Trello.

By default, a card's title holds the

command for Butler.

It's best practice to use the Butler list in order to create new commands.

Once you have typed the command and hit enter, Butler automatically

validates the command, adds its member icon (bottom right) and a green

checkmark sticker (when everything went well)

Most commands require a trigger in

the first position of the command

syntax [i.e., when a red label is added

to a card].

After the comma, you can list the

actions that the command shall perform

[i.e., move it to list "To Do Today"].

Page 8: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

When you have successfully set up a

command, by default your

commands gets a green checkmark

sticker.

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D E B U G A C O M M A N D STEP

5

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Should there be a problem with your

command, and Butler doesn't

understand it, your command will

get an orange warning sticker.

Inside the command card,

Butler gives you clues why it

has a problem with the

command.

Check for typos and/or try

some of its suggestions.

Inside the card, Butler states that it

understood your command:

Page 9: Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for Trello. For the beginnings, you can use Butler's free account, which allows you to have

COMMAND - A command is generally composed of two things: a trigger

and an action. (But it's also good to know that there are immediate

commands. This type of command doesn't need a trigger. It runs

immediately and only once.)

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S O M E T E R M I N O L 0 G I E S STEP

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TRIGGER - Part of a command. Specifies, when an action should be

performed.

ACTION - Part of a command. An action is what you would like Butler to do.

WEEKLY QUOTA - Is the number of actions allowed per week (depends on

the pricing plan).

WEEKLY RESET - Is every Sunday at midnight GMT.

COMMAND SIZE - There is a limit on the number of actions a single

command may have (depends on the pricing plan)

CARD LIMIT - There is a limit on the number of cards or items that a single

command will operate on.

DASHBOARD - A place where you can do multiple things:

Invite Butler to your boards

Add, edit and see all your commands in one place

Set the preferences for your board and default preferences

See your weekly usage

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A digital Kanban board is nice to have, but the project- and task-management

issues we as online entrepreneurs are confronted with,  are difficult to depict

with Trello's classic features only.

Scalable boards and processes, and the ability to create individual automations

as well as well-thought out workflows are the new requirement for the Digital

Age.

Here is a starting point for you:

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W A N T T O B U I L D A D A S H B O A R D I N T R E L L O ?

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A set of workflows that lets you build a real system - quickly!

Pre-written & tested commands

Extensive Tutorial

1 Master board

/ as many

projects boa

rds as you w

ant