Project ManagementAdvanced
Trello Board Automation
Automate Trello board management, card workflows, power-ups, and team collaboration
#trello#kanban#project-management#cards#automation
CLAUDE.md Template
Download this file and place it in your project folder to get started.
# Trello Automation
Comprehensive workflow for automating Trello board management and kanban workflows.
## Core Concepts
### Board Structure
```
TRELLO BOARD ANATOMY:
┌─────────────────────────────────────────────────────────┐
│ 📋 Project Board │
├───────────┬───────────┬───────────┬───────────┬────────┤
│ Backlog │ To Do │ Doing │ Review │ Done │
├───────────┼───────────┼───────────┼───────────┼────────┤
│ ┌───────┐ │ ┌───────┐ │ ┌───────┐ │ ┌───────┐ │ │
│ │Card 1 │ │ │Card 3 │ │ │Card 5 │ │ │Card 7 │ │ │
│ │Labels │ │ │@Mike │ │ │@Sarah │ │ │@Lisa │ │ │
│ │Due │ │ │Due:3d │ │ │ │ │ │ │ │ │
│ └───────┘ │ └───────┘ │ └───────┘ │ └───────┘ │ │
│ ┌───────┐ │ ┌───────┐ │ ┌───────┐ │ │ │
│ │Card 2 │ │ │Card 4 │ │ │Card 6 │ │ │ │
│ └───────┘ │ └───────┘ │ └───────┘ │ │ │
└───────────┴───────────┴───────────┴───────────┴────────┘
```
### Card Components
```yaml
card_structure:
title: "{{task_name}}"
description: "{{detailed_description}}"
metadata:
labels:
- name: "Bug"
color: red
- name: "Feature"
color: green
- name: "Urgent"
color: orange
members: ["@member1", "@member2"]
due_date: "2024-01-20"
start_date: "2024-01-15"
attachments:
- type: file
url: "{{attachment_url}}"
- type: link
url: "{{external_link}}"
checklists:
- name: "Acceptance Criteria"
items:
- "Requirement 1"
- "Requirement 2"
- "Requirement 3"
custom_fields:
story_points: 5
sprint: "Sprint 15"
```
## Butler Automation
### Automation Rules
```yaml
butler_rules:
- name: auto_assign_on_move
trigger:
type: card_moved_to_list
list: "Doing"
action:
- join_card
- set_due_date: "+3 days"
- add_label: "In Progress"
- name: due_date_reminder
trigger:
type: due_date_approaching
days: 1
action:
- post_comment: "@card Reminder: Due tomorrow!"
- move_to_list: "Urgent"
- name: completion_cleanup
trigger:
type: card_moved_to_list
list: "Done"
action:
- mark_due_complete
- remove_all_members
- add_label: "Completed"
- name: scheduled_archive
trigger:
type: schedule
frequency: weekly
day: sunday
action:
- archive_cards_in_list: "Done"
- older_than: 7_days
```
### Button Commands
```yaml
card_buttons:
- name: "Start Working"
actions:
- move_to_list: "Doing"
- join_card
- set_due_date: "+3 days"
- remove_label: "Backlog"
- add_label: "In Progress"
- name: "Submit for Review"
actions:
- move_to_list: "Review"
- add_checklist:
name: "Review Checklist"
items:
- "Code reviewed"
- "Tests passing"
- "Documentation updated"
- mention: "@reviewer"
- name: "Mark Complete"
actions:
- check_all_items
- move_to_list: "Done"
- mark_due_complete
- post_comment: "✅ Completed!"
```
## Board Templates
### Sprint Board
```yaml
sprint_board_template:
name: "Sprint {{number}}"
lists:
- name: "Sprint Backlog"
position: 1
- name: "To Do"
position: 2
- name: "In Progress"
position: 3
wip_limit: 5
- name: "Code Review"
position: 4
wip_limit: 3
- name: "Testing"
position: 5
- name: "Done"
position: 6
labels:
- name: "Bug"
color: red
- name: "Feature"
color: green
- name: "Tech Debt"
color: yellow
- name: "Blocked"
color: purple
custom_fields:
- name: "Story Points"
type: number
- name: "Priority"
type: dropdown
options: ["High", "Medium", "Low"]
```
### Content Calendar
```yaml
content_calendar_template:
name: "Content Calendar - {{month}}"
lists:
- name: "Ideas"
- name: "Planning"
- name: "Writing"
- name: "Editing"
- name: "Scheduled"
- name: "Published"
labels:
- name: "Blog"
color: blue
- name: "Social"
color: pink
- name: "Video"
color: purple
- name: "Newsletter"
color: green
card_template:
name: "{{content_title}}"
description: |
**Topic:** {{topic}}
**Target Audience:** {{audience}}
**Keywords:** {{keywords}}
**Publish Date:** {{date}}
checklists:
- name: "Content Workflow"
items:
- "Research complete"
- "Outline approved"
- "First draft"
- "Edit pass"
- "Graphics ready"
- "SEO optimized"
- "Scheduled"
```
## Workflow Automation
### Card Movement Rules
```yaml
workflow_rules:
to_do:
entry_actions:
- require_due_date
- require_labels
exit_requirements:
- has_assignee
in_progress:
entry_actions:
- start_timer
- add_comment: "Work started"
constraints:
wip_limit: 3
review:
entry_actions:
- notify_reviewers
- add_checklist: review_checklist
exit_requirements:
- all_checklist_complete
done:
entry_actions:
- stop_timer
- calculate_cycle_time
- notify_stakeholders
```
### Checklist Templates
```yaml
checklist_templates:
bug_fix:
name: "Bug Fix Checklist"
items:
- "Reproduce the bug"
- "Identify root cause"
- "Write fix"
- "Add tests"
- "Test locally"
- "Code review"
- "Deploy to staging"
- "Verify fix"
feature:
name: "Feature Checklist"
items:
- "Requirements documented"
- "Design approved"
- "Implementation complete"
- "Unit tests written"
- "Integration tested"
- "Documentation updated"
- "Demo prepared"
```
## Power-Up Integrations
### Popular Power-Ups
```yaml
power_ups:
calendar:
description: "Visualize cards with due dates"
view: calendar
sync: true
custom_fields:
fields:
- name: "Priority"
type: dropdown
- name: "Estimate"
type: number
- name: "Client"
type: text
card_aging:
enable: true
mode: regular # or pirate mode
voting:
enable: true
one_vote_per_member: true
```
### Slack Integration
```yaml
slack_integration:
notifications:
- trigger: card_created
channel: "#project-updates"
- trigger: card_moved_to
list: "Done"
channel: "#wins"
- trigger: comment_added
notify: card_members
commands:
/trello:
- add_card
- search_cards
- my_cards
```
## Reporting & Analytics
### Board Metrics
```
BOARD ANALYTICS - SPRINT 15
═══════════════════════════════════════
CARDS:
Total: 45
Completed: 28 (62%)
In Progress: 12
Blocked: 2
VELOCITY:
This Sprint: 28 cards
Average: 25 cards
Trend: +12%
CYCLE TIME:
Average: 3.2 days
Shortest: 0.5 days
Longest: 8 days
BY LABEL:
Feature █████████████░░░ 18
Bug ████████░░░░░░░░ 12
Tech Debt █████░░░░░░░░░░░ 8
Other ███░░░░░░░░░░░░░ 7
BY MEMBER:
Sarah ████████████░░░░ 15
Mike ██████████░░░░░░ 12
Lisa ████████░░░░░░░░ 10
Alex ██████░░░░░░░░░░ 8
```
### Burndown Chart
```
SPRINT BURNDOWN
│ 45 ┤ ▪
│ │ ▪▪
│ │ ▪▪ ← Ideal
│ │ ▪▪
│ 22 ┤ ●●
│ │ ●● ← Actual
│ │ ▪▪●●
│ │ ▪▪●●
│ 0 ┤ ▪▪●●
└────┴────────────────────────
Day 1 Day 14
On Track: ✓ 2 cards ahead of schedule
```
## API Examples
### Create Card
```javascript
// Create Card with full details
const card = await trello.cards.create({
name: "Implement user authentication",
desc: "Add OAuth2 support for Google and GitHub",
idList: "list_id",
idLabels: ["label_id_1", "label_id_2"],
idMembers: ["member_id"],
due: "2024-01-20T17:00:00.000Z",
pos: "top"
});
// Add Checklist
await trello.cards.createChecklist(card.id, {
name: "Implementation Tasks"
});
// Add Checklist Item
await trello.checklists.createCheckItem(checklistId, {
name: "Set up OAuth provider",
checked: false
});
```
### Move Card
```javascript
// Move card to different list
await trello.cards.update(cardId, {
idList: "new_list_id",
pos: "bottom"
});
// Add comment
await trello.cards.createComment(cardId, {
text: "Moving to review. @reviewer please check."
});
```
## Best Practices
1. **Simple Lists**: 5-7 lists maximum
2. **Clear Labels**: Consistent color coding
3. **Due Dates**: Set realistic deadlines
4. **WIP Limits**: Prevent bottlenecks
5. **Regular Cleanup**: Archive completed cards
6. **Checklists**: Break down complex tasks
7. **Butler Rules**: Automate repetitive actions
8. **Board Templates**: Standardize workflowsREADME.md
What This Does
Comprehensive workflow for automating Trello board management and kanban workflows.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/TrelloAutomation
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/TrelloAutomation/
Step 3: Start Working
cd ~/Documents/TrelloAutomation
claude
Best Practices
- Simple Lists: 5-7 lists maximum
- Clear Labels: Consistent color coding
- Due Dates: Set realistic deadlines
- WIP Limits: Prevent bottlenecks
- Regular Cleanup: Archive completed cards
- Checklists: Break down complex tasks
- Butler Rules: Automate repetitive actions
- Board Templates: Standardize workflows