What To Know
- The position of the merged cards on the board will be preserved in the target card.
- To do this, you’ll need to copy the card from the other board to the board where you want to merge it.
- Merging cards can be used for bulk actions, such as assigning multiple cards to the same member or adding the same label to multiple cards.
Trello is a powerful project management tool that helps teams stay organized and on track. One of its key features is the ability to merge cards, which can be incredibly useful for combining related tasks, consolidating information, or simply cleaning up your boards. However, many users find the process of merging cards confusing or cumbersome. This comprehensive guide will walk you through the process step-by-step, equipping you with the knowledge to effectively merge cards in Trello and streamline your workflow.
Understanding the Power of Merging Cards
Merging cards in Trello offers a range of benefits, making it a valuable tool for efficient project management:
- Consolidating Related Tasks: When multiple cards represent aspects of a larger task, merging them into one card creates a unified view, simplifying your board and improving clarity.
- Combining Information: If you have multiple cards with overlapping information, merging them allows you to centralize all relevant details in one place, eliminating redundancy and improving accessibility.
- Reducing Clutter: Merging cards helps you declutter your boards, making it easier to focus on the most important tasks and avoid distractions.
- Improving Collaboration: A merged card provides a single point of reference for all team members, fostering better collaboration and communication.
How to Merge Cards in Trello: A Step-by-Step Guide
Merging cards in Trello is a straightforward process. Here’s a detailed walkthrough:
1. Select the Cards to Merge: Start by identifying the cards you want to combine. These cards should be related in some way, representing aspects of a larger task or containing similar information.
2. Open the Card Menu: Click on the menu icon (three dots) located in the top right corner of any one of the cards you wish to merge.
3. Choose “Merge Cards“: From the dropdown menu, select the option “Merge Cards.”
4. Select the Target Card: A pop-up window will appear, displaying a list of all cards on the board. Choose the card you want to merge the other cards into. This target card will become the primary card, retaining all its existing information.
5. Merge the Cards: Click the “Merge” button to complete the process. The selected cards will be merged into the target card, combining their information and comments.
Important Considerations When Merging Cards
While merging cards can be a powerful tool, it’s essential to keep these considerations in mind:
- Preserve Comments: When merging cards, comments from the merged cards will be transferred to the target card. However, it’s important to check for any duplicate or irrelevant comments that might need to be removed.
- Maintain Card Order: The position of the merged cards on the board will be preserved in the target card. You might need to adjust the card order manually if you want to rearrange the merged elements.
- Avoid Merging Unrelated Cards: Merging cards should only be done for related tasks or information. Merging unrelated cards can lead to confusion and make it harder to manage your board effectively.
Beyond Basic Merging: Additional Tips and Tricks
While the basic merging process is straightforward, there are several advanced techniques to make merging cards even more powerful:
- Merging Cards Across Boards: You can even merge cards from different boards, although this requires additional steps. To do this, you’ll need to copy the card from the other board to the board where you want to merge it. Then, you can follow the regular merging process.
- Merging Cards with Power-Ups: If you’re using Power-Ups like Butler or Card Repeater, you might need to adjust their settings after merging cards to ensure they continue to function correctly.
- Using Merge Cards for Bulk Actions: Merging cards can be used for bulk actions, such as assigning multiple cards to the same member or adding the same label to multiple cards.
The Final Word: Mastering the Art of Merging Cards
By mastering the art of merging cards, you can significantly elevate your Trello experience. It allows you to streamline your workflow, consolidate information, and create a more organized and efficient project environment. As you become more familiar with the process, you’ll discover new ways to leverage merging cards to achieve your specific project management goals.
Information You Need to Know
Q1: Can I undo a card merge?
A: Unfortunately, there’s no undo button for merging cards. Once you merge cards, the process is irreversible. However, you can always create a new card and copy the information from the merged card if needed.
Q2: What happens to the original cards after merging?
A: The original cards are archived and no longer visible on the board. However, you can still access them through the “Archived Items” section.
Q3: Can I merge cards with different due dates?
A: Yes, you can merge cards with different due dates. The target card will inherit the due date of the first card selected for merging.
Q4: What happens to the checklist items when merging cards?
A: Checklist items from the merged cards will be transferred to the target card. However, any duplicate checklist items will be combined.
Q5: Can I merge cards from different lists?
A: Yes, you can merge cards from different lists. The target card will be placed in the same list as the first card selected for merging.
