Our app works with Trello so that you can create tasks, set due dates and collaborate with your team using your digitally captured handwritten notes.
We’ll walk you through our top 3 tips for using Trello with the Rocketbook app, and explain how they’ll improve your remote work flow:
- Plan out and Organize your Destinations
Utilize OCR Features
- Be Selective with File Type
Tip #1: Plan Out and Organize Your Destinations
When you choose Trello as a destination, you'll be able to pick one board and list to send notes to. If you’re writing notes for multiple boards, there are a couple of different methods that you can implement, depending on which better fits your preference and how you're utilizing the other destinations in your Rocketbook app already. It's best practice to plan this out ahead of time, but you of course can switch things up whenever you like.
One option is to choose to devote one symbol to each project. Then, make a “To File” list on each board. This will send Project A notes to the Project A board and so forth. This method eliminates the need to copy cards from one board to another. However, it may not be feasible if you’re already using most of your symbols for other destinations.
If this is the case, it may better fit your needs to create a “To File” board and simply send all Trello notes to that board. This choice minimizes the number of symbols you need to devote to the Trello integration. On the other hand, you will have to copy notes to the proper board
(Note: Copying is easy. Just click the pencil icon in the upper righthand corner of the card and select “Move”. Then you can choose the board and list to move that card to.)
How you choose to utilize Trello is entirely based on how you utilize other destinations in your Rocketbook app. There is no right or wrong way.
Tip #2: Utilize OCR Features
Using Smart Titles is the perfect way to instantly title your Trello cards. Simply draw two hashtags both before and after the title of your notes and your card will automatically be titled. The card title will display the file type (e.g. filename.jpg or filename.pdf) but that’s an easy fix.
Tip #3: Be Selective with File Type
There are two options for file type when using the Trello integration. When using the jpg file types, your notes are much more visible in the card. Also with a jpg file format, the contents of your note will display on the screen and when the card is opened. If you use a pdf format, the contents don’t display at all on the card. Instead, you have to open the attachment in the card to see the content.
A down side of the jpg file type is that you can’t bundle scans like you can with pdf. If you are attaching a lot of meeting notes that don’t need to be displayed and do take up more than one page, you should consider pdf instead. If you’re uploading drawings, diagrams, or equations then use jpg.
If you’re uploading notes AND more visual items, you may want to create a symbol for each type.
Why Use Trello with the Rocketbook App:
In case you can’t think of why this would be useful for you, here are some situations where using Trello with the Rocketbook app will help you master remote communication.
- Diagrams & Process Flows: The Trello-Rocketbook integration is perfect for sharing a diagram. Draw it out, upload to a shared board and your entire team will be able to see your vision.
- Equations: If you’re math-oriented, it’s often important to be very clear about the equations you’re using for a calculation. And when the notation gets complex, there is nothing more painful than trying to type out a mathematical formula. The Trello and Rocketbook integration makes it easy — just write the equation by hand and upload it.
- Notes for a specific workflow step: If you’re holding meetings on discrete tasks in a workflow, the Trello-Rocketbook integration is a great way to capture notes you’ve taken on individual workflow steps.
Try It Free: Communicating remotely is difficult for everyone, not just those with Rocketbook products. To help ease that difficulty, we offer free Rocketbook PDFs that can be used with Snapcast for notebooks. Additionally, you can make homemade Beacons for free, which will work with Snapcast for whiteboards.