How to Add, Edit, and Delete Cards in Trello

Edited 1 week ago by ExtremeHow Editorial Team

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Trello is a popular project management tool that allows users to organize tasks visually. In Trello, tasks or ideas are represented as "cards" that can be moved in columns, symbolizing different stages of work or different categories. This comprehensive guide will explain how to add, edit, and delete cards in Trello. Understanding these basic functions will help you manage your projects more effectively.

Understanding Trello boards and cards

Before we dive into card management, it's important to understand Trello's basic structure. Trello is organized into boards. Each board can represent a project, team, or workflow. Within the boards, there are lists. Lists typically represent stages or categories of progress, such as "To Do", "In Progress", and "Done".

Cards are the most detailed items in Trello and are placed within lists. A card typically represents a task or a piece of information. When you open a card, you can add more details such as descriptions, attachments, and due dates. Cards can be moved between lists to show the progress of a task.

Adding cards to Trello

Adding cards is the most basic action in Trello, and you can add them as follows:

1. Open your Trello board:

   Visit the Trello website and log in with your credentials. Once you're logged in, select the board where you want to add the card. If you haven't created a board yet, you can do so by clicking the "Create a New Board" button.

2. Select list:

   In your chosen board, find the list where you want to add the new card. The list usually has a name that reflects the stage of your progress or the category of your tasks.

3. Add a card:

   At the bottom of each list, you can find an "Add Card" button. Click this button to initiate the card creation process. A text box will appear where you can type the name of the card. This is usually a short representation of the task or topic. For example, you can name it "Finalize Project Report."

4. Enter more details:

   After typing the name of the card, press the "Enter" key, and the card will be created and added to the list. You can click on the newly created card to open it. Here, you will find several sections where you can add more details, such as:

   • Description: Provide a detailed description of the task.
   • Attachments: Include files or links related to the task.
   • Due dates: Specify when this task should be completed.

Editing a card in Trello

Once the card is created, you may need to make changes to it according to the project requirements. Trello allows you to easily edit the details of an existing card. Follow these steps to edit a card:

1. Locate the card:

   Go to the board where your card is located. Once you're on the right board, find the list that contains the card you want to edit.

2. Open the card:

   Click on the card you want to modify. This will open a more detailed view of the card, where you can see all the existing information associated with it.

3. Edit card details:

   There are various changes you can make inside the card:

   • Edit the title: To change the name of the card, click the title, make your edits, and press "Enter" to save.
   • Update details: Click the "Edit details" button to add more detailed information about the task or update old information.
   • Add comments: Use the “Comments” section to leave notes or updates for collaborators.
   • Edit due dates: If the deadline changes, click the calendar icon to modify the due date.
4. Save your changes:

   After editing, make sure all the changes you made are saved. Normally, Trello will automatically save changes, but it's always a good idea to double-check that your edits have been applied.

Deleting a card in Trello

Sometimes, you may need to remove a card from the list, whether because a task is no longer relevant or was added by mistake. Follow these instructions to remove a card:

1. Access the boards and lists:

   First go to the board that contains the card you want to remove. Find the list that contains this card.

2. Open the card:

   Click on the card you want to delete to view its details.

3. Delete a card:

   In Details view, look for the "Archived" option in the card menu. Clicking "Archived" moves the card out of the list, hiding it from view but not permanently deleting it. To permanently delete:

   • Go to Archived Items: On the Board menu, find the “Show Menu” button, then select “More” and “Archived Items.” You can see all archived cards here.
   • Permanently delete: Find the desired card and click "Delete". You will be asked to confirm the deletion as this action is irreversible.

Additional tips for managing cards in Trello

Effectively managing cards in Trello requires some additional information:

• Labels: Use labels to categorize cards by priorities or teams. For example, you can use green for high priority tasks and blue for low priority tasks.
• Checklist: Break down the steps needed to complete a card using a checklist. This makes it easier to track progress in a single card.
• Power-ups: Trello offers add-ons (known as power-ups) that extend its functionality. For example, the Calendar power-up integrates card due dates into the calendar view.

Conclusion

Managing your workflow is made easy with Trello's user-friendly interface and flexible card system. By understanding how to efficiently add, edit, and delete cards, you can streamline your project management process. Start by mastering these basic actions, and you'll find that organizing and executing your tasks becomes much more efficient. Take advantage of all the features Trello offers to customize and refine your workflow.

As you gain more experience with Trello, explore additional features like automation through Butler to automate repetitive tasks based on rules you define. Plus, integrating other tools with Trello can make your work more centralized and increase productivity. Stay organized, collaborate easily, and watch your projects take shape with effective card management.

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