Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for...
Transcript of Quick-Start-Guide for Butler for Trello - inspirITing€¦ · Trello account with Butler for...
QUICK-START
FOR
Butler for Trello
GUIDE
Your
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 !
https://inspirITing.biz
You need some relief with all these manual tasks in Trello?
This is a good place to start from ...
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
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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.
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
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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
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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.
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
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"].
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
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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:
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
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 ?
https://inspirITing.biz
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