Trello is a project management tool loved by everyone from solopreneurs to large enterprises to plan their work, and they just released what they call the biggest update in their history — Trello views. 

Trello users now have the power to visualize the data on a Trello board as we know it in five new ways to effectively manage everything from workload to task-planning, execution, and more. Here are all the views you can switch between in Trello:

  1. Board View
  2. Map view
  3. Timeline view
  4. Dashboard view
  5. Calendar view
  6. Team Table view

Note: All the new views in Trello are only available on their Business Class and Enterprise plans.

Without wasting time let’s learn more about the different Trello views, how you can use them, and better organize your work.

1. Board view

Ideal for: Managing day-to-day tasks and tracking a project’s progress.

Whether it’s your daily work, company-wide launches, or vacation, the old-school Trello Board view can help you plan anything. Its Kanban-style makes it quite effective to plan and track projects. Marketing teams can use it to track their content pipeline, Recruiters to manage the candidate pipeline, Product teams to track their roadmap. The possibilities are endless.

Also read: 12 Best Trello Power-Ups to Use in 2021

How to set up and use Board View in Trello

Trello board view
Using Board View in Trello
  1. Go to the Boards tab on Trello, and click on ‘Create new board’.
  2. Name your Trello board.
  3. Then, name your first list and start creating cards for your tasks.
  4. You can further organize the card by adding description, members, label, start date, due date, and location.

Creating cards in Trello, and filling up all the necessary details can take up a lot of your precious time in the longer run. Here’s how you can automate card creation in Trello based on activity in the apps you use daily at work:

Note: The different views in Trello are set up based on the data in Trello cards—they are still the heart of the platform.

2. Timeline View

Ideal for: Planning sprints, viewing company goals, and managing team workload.

As a manager, the timeline view in Trello helps you stay on top of what your team is collectively working on in the current day, week, month, quarter, or year. You can further group the cards in the timeline view by:

  • List: Gives you a breakdown of all the tasks in your board based on work status.
  • Member: Helps you in identifying if a member is under-utilized or over-burdened by work.
  • Labels: See how all the tasks contribute to different projects or sprints over time.
  • None: Gives you an unfiltered view of all the tasks by time.

How to set up and use Timeline View in Trello

timeline view trello
Using Timeline View in Trello
  1. Go to the views switcher tab in the left corner tab of your Trello board.
  2. Select Timeline.
  3. You can customize this view based on time, lists, members, and labels.

3. Dashboard View

Ideal for: Project reporting, resolving project roadblocks, and monitoring team workload.

The Dashboard view takes the grunt work out of project reporting on Trello. By default, Trello generates four reports based on cards by:

  • List: See all your team’s tasks by work status to resolve any blockers you see. 
  • Due date: Analyse your team’s deliverability rate.
  • Member: Helps you identify the workload across the team.
  • Labels: Get an insight into your team’s contribution across different projects.

How to set up and use Dashboard View in Trello

dashboard view trello
Using Dashboard View in Trello
  1. Go to the views switcher tab in the left corner tab of your Trello board.
  2. Select Dashboard.
  3. Add a new chart by clicking on the ‘+’ sign.
  4. Select your preferred chart for reporting – line chart, bar, or pie.
  5. Select the report type and click on ‘Add tile’ to generate a new report.

4. Calendar view

Ideal for: Tracking content deliverables, sales meetings, events, and candidate interviews.

The Calendar view helps you stay on top of your deliverables every day by showing all your tasks deadlines at a glance. While managers can use this view to get an insight into how the day, week, or month looks like for their team.

How to set up and use the Calendar view in Trello

calendar view trello
Using Calendar View in Trello
  1. Go to the views switcher tab in the left corner tab of your Trello board.
  2. Select Calendar.
  3. Click on ‘Add card’ at the bottom left and fill in the required details to add a task in this view.

5. Map view

Ideal for: Ideal for planning events, logistics, and tracking your client’s demographics.

The Map view is perfect for people whose work demands them to be at a certain place for meeting prospective clients, showcasing real-estate properties, or planning events. To organize your work outside the office space, all you have to do is add the location data to your Trello card and switch to the Map view. 

How to set up and use the Map view in Trello

map view trello
Using Map View in Trello
  1. Go to the views switcher tab in the left corner tab of your Trello board.
  2. Select Map.
  3. Double click on any desired location on the map to add a task in this view.

Note: Only Trello cards with the location data will show up in this view.

6. Team Table view

Ideal for: Planning projects across multiple teams and getting top-level insights on your team.

With the Team Table view, you can finally view multiple Trello boards across your team in a single window. The Team Table allows you to filter the cards based on the due date, member, list, and label to ensure you’re not lost in the pile of tasks and are only viewing the data you need across multiple boards.

For e.g. Filtering data based on tasks due in the next week will help you resolve the blockers in your weekly sync up any and make sure your team meets the deadline.

How to set up and use the Team Table view in Trello

Team table view in Trello
Using Team Table View in Trello
  1. Go to the views switcher tab in the left corner tab of your Trello board.
  2. Select Open Team Table.
  3. Click on the ‘Add Boards’ dropdown to select the boards from which you want to pull the tasks.
  4. You can use the ‘Quick Filters’ button to quickly slice and dice the data.

Now that you know how to use different views in Trello to organize your work, it’s time to put it into practice! Go set up your Trello board in the view best suited for you and boost your productivity.

Check out this post by Trello to learn in detail about all their recent product updates.