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NITA AccreditedAdvancedPhysical + Virtual5 daysTOAT902

Training on Advanced Trello Techniques for Project Managers

Enhance your project management strategy with advanced Trello techniques—automate workflows, track performance, and drive team productivity.

Next intake

20 Jul 2026 · Nakuru

View all dates

Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Advanced

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

This course is designed for professionals seeking to elevate their project management effectiveness using Trello, a powerful visual collaboration and task management tool. Moving beyond basic task boards, the course introduces advanced techniques to optimize workflows, automate processes, manage complex projects, and integrate Trello with other productivity tools.

Participants will learn how to leverage Trello’s features—such as Power-Ups, Butler automation, templates, and integrations with platforms like Slack, Google Workspace, and Jira—to enhance visibility, collaboration, and accountability across teams. By the end of the training, participants will be equipped to lead projects more efficiently, improve communication, and deliver results aligned with organizational goals.

Duration

5 Days

Who Should Attend

  • Project managers and team leaders

  • Operations and administrative managers

  • Product owners and Agile practitioners

  • PMO professionals

  • Anyone responsible for managing cross-functional teams or digital projects

Learning outcomes

What you'll walk away with

By the end of this course, participants will be able to:

  • Apply Trello’s advanced tools for professional project management.

  • Build dynamic, automated workflows to streamline repetitive processes.

  • Integrate Trello with communication and analytics tools for better visibility.

  • Implement reporting dashboards to track project progress and performance.

  • Use Trello strategically for Agile, Scrum, and Kanban methodologies.

Course modules

What we cover, module by module

Module 1: Advanced Trello Setup and Customization

  • Optimizing board design and structure for complex projects

  • Managing multiple workspaces and teams efficiently

  • Using templates and checklists for standardized processes

  • Custom fields and advanced labeling systems

  • Case Study: Designing a scalable Trello setup for a multi-department project


Module 2: Workflow Automation with Butler

  • Introduction to Trello’s automation features

  • Creating rules, triggers, and commands for task automation

  • Automating status updates, notifications, and approvals

  • Managing recurring tasks and checklists

  • Case Study: Automating a project approval workflow to reduce turnaround time


Module 3: Power-Ups and Integrations for Project Management

  • Overview of Trello Power-Ups for enhanced functionality

  • Integration with Slack, Google Workspace, Microsoft Teams, and Jira

  • Managing calendars, timelines, and reporting tools

  • Using third-party analytics dashboards (Planyway, Dashcards, etc.)

  • Case Study: Integrating Trello with Google Workspace for seamless collaboration


Module 4: Reporting, Monitoring, and Performance Tracking

  • Building project dashboards using Dashcards and reports

  • Monitoring performance with charts and analytics Power-Ups

  • Exporting and visualizing Trello data using Power BI or Excel

  • Generating project summary and progress reports for stakeholders

  • Case Study: Creating real-time progress tracking for a product launch project


Module 5: Trello for Agile, Scrum, and Team Collaboration

  • Using Trello boards for Agile and Scrum project management

  • Managing sprints, backlogs, and burndown charts

  • Enhancing communication and accountability across teams

  • Setting KPIs and managing workload distribution

  • Case Study: Managing an Agile software development cycle using Trello

Impact

Where the change lands

Organizational Impact:

  • Improved project visibility and transparency

  • Enhanced productivity through process automation

  • Streamlined collaboration across distributed teams

  • Stronger project monitoring and accountability mechanisms

Individual Impact:

  • Advanced Trello mastery for professional project management

  • Increased ability to automate and manage complex workflows

  • Strengthened leadership and coordination skills

  • Practical application of Agile and digital project methodologies

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

Basic familiarity with Trello is recommended, but not required. The course starts with a structured recap before advancing into automation and integrations.

Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on Advanced Trello Techniques for Project Managers in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.