Mastering Trillo: Deleting Cards, Lists, and Boards
Table of Contents
- Introduction
- Archiving Cards
- Performing Searches
- Retrieving Archived Items
- Deleting Cards
- Archiving Lists
- Closing Boards
- Reopening Boards
- Permanent Board Deletion
- Conclusion
👉 Introduction
Welcome back to our "Getting into Trillo" video series! In this final episode, we will cover some additional tips and tricks to help you fully utilize Trillo, a powerful project management tool. We'll explore archiving cards, performing searches, retrieving archived items, deleting cards, archiving lists, closing boards, reopening boards, and permanently deleting boards. So let's dive in and unlock the full potential of Trillo!
👉 Archiving Cards
When using Trillo, it's recommended to archive cards instead of deleting them. Archiving allows you to retain important information while keeping your board clutter-free. Located at the top of the page, you'll find a convenient search box that can be used to search for specific cards. By archiving a card, you can easily locate it by using the search function.
👉 Performing Searches
Trillo offers a powerful search functionality that allows you to quickly find specific cards or information. Using the search box, you can search by label, member, or simply a general search term. For example, if you're looking for a card related to a book, you can search for "book" and Trillo will display all relevant cards. This makes it incredibly easy to locate specific information within your board.
👉 Retrieving Archived Items
If you need to access archived cards but don't remember their specific details, don't worry! Trillo provides a simple way to view all the cards you have archived. By opening the right-side menu and selecting "Show Menu," you can navigate to the "Archived Items" section. Here, you'll find a list of all the cards you have archived. You can easily restore any card back to its original location by clicking on "Send to Board."
👉 Deleting Cards
In certain cases, you may need to permanently remove a card from your board, including all associated actions and comments. Deleting a card is a straightforward process. Simply open the card, click the three-dot menu icon at the bottom, and select "Delete." A confirmation prompt will appear, informing you that once deleted, the card cannot be recovered. Be cautious when using this option, as it permanently eradicates all traces of the card.
👉 Archiving Lists
Unlike cards, you cannot delete lists in Trillo. However, the platform allows you to archive lists, which can help declutter your board and maintain a streamlined workflow. To archive a list, simply open the list menu, click "More," and select "Archive List." This action hides the list from view, but you can easily retrieve it whenever needed.
👉 Closing Boards
Sometimes, you may need to temporarily close a board to restrict access or prevent further changes. To close a board, click on the show menu option and select "Close Board." A warning message will appear, explaining that closed boards can be reopened later. Remember, closing a board is a temporary measure and does not delete any data or content.
👉 Reopening Boards
After closing a board, you may want to reopen it for further collaboration and updates. To reopen a closed board, simply click on the "Boards" dropdown menu and select "Closed Boards." From the list of closed boards, click on the desired board and choose "Reopen Board." The board will be restored to its previous state, and you can resume your work with ease.
👉 Permanent Board Deletion
In rare cases, you may need to permanently delete a board and all its contents from Trillo. To do this, go to the show menu option, click on "Closed Boards," select the desired board, and click on "Permanently Delete Board." Note that this action is irreversible, and all data associated with the board will be permanently erased. Exercise caution when using this feature.
👉 Conclusion
Congratulations! You have now learned how to effectively manage your projects using Trillo. Archiving cards, performing searches, retrieving archived items, deleting cards, archiving lists, closing boards, reopening boards, and permanently deleting boards are just some of the valuable features Trillo offers. So go ahead and start organizing your projects with ease, efficiency, and peace of mind!
Highlights
- Trillo provides powerful search functionality to locate specific cards or information.
- Archiving cards allows you to retain important information while keeping your board clutter-free.
- Archived items can be easily retrieved and restored to their original location.
- Deleting cards permanently removes them, including all associated actions and comments.
- Lists can be archived to maintain a streamlined workflow.
- Boards can be closed temporarily to restrict access or prevent further changes.
- Closed boards can be reopened later to resume collaboration.
- In rare cases, boards can be permanently deleted, erasing all associated data.
Frequently Asked Questions (FAQ)
Q: Can I search for cards by label or member in Trillo?
A: Yes, Trillo offers a convenient search box that allows you to search for specific cards by label or member.
Q: Can I retrieve cards that I have mistakenly archived?
A: Absolutely! Trillo provides an "Archived Items" section where you can find all the cards you have archived and easily restore them to their original location.
Q: Can I permanently delete a board in Trillo?
A: Yes, you have the option to permanently delete a board and all its contents. However, please note that this action is irreversible and should be used with caution.
Q: Can I delete lists in Trillo?
A: While you cannot delete lists in Trillo, you can archive them to maintain a clean and organized board.
Q: How do I reopen a closed board in Trillo?
A: Reopening a closed board is simple. Just navigate to the "Closed Boards" section, select the desired board, and choose the "Reopen Board" option.
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