Skip to content
Home » Putting Trello to Work

Putting Trello to Work

Do you sometimes hear about a new genealogical tool but just can’t seem to adapt it to your workflow? For me, that tool was Trello.

I first heard of Trello on a ‘Wacky Wednesday‘ about Adobe Spark. During that episode, they highlighted an Adobe Spark video by Becky Jamison’s: Sharing My Family History on Trello. I likely also watched Cousin Russ’ interview with Becky Jamison where she demonstrated her use of Trello. However, I think I missed seeing Hilary Gadsby’s blog where she included two videos demonstrating her use of Trello: “Trello, Another Tool for Genealogy“.

That was three years ago! I tried tried following Becky’s example to create several boards.

This FOSTER board indicates that I was fairly successful in creating a genealogy board. Unfortunately, I did not remember this board and obviously have never used it to assist with my research.

Since I keep hearing from Dear Myrtle about using Trello for planning, I decided to give it another chance. Thus, in June, I did another Google search for Trello and genealogy. One of the posts that caught my attention was Trello Inspiration – How I Use Trello to Organize my Genealogy on A. C. Ivory’s Find My Ancestor blog.

Using Ivory’s Trello Inspiration as a guide, I started creating a new Trello Board for my ‘to do’ list. At the time I was wanting to keep track of FamilySearch records that I needed to go to my local library or a Family History Center to access.

This time, I found myself actually using this Trello Board!


Thus, when my husband I had the opportunity to visit the Midwest Genealogy Library for a couple of days, I put Trello to work. Knowing that I wanted to learn more about Crawford descendants in several counties in Missouri and Indiana, I created a stack called ‘MidContinent Research Tasks’. Then I created a card for each county with the county name and the associated call number in the title of the card.

With Trello open on my phone, I could quickly glance at the cards and know which section of the library to look for the books for that county.

When I came across a source that I wanted to photocopy information, I created a TO DO card for the source listing the pages I wanted to copy. Again, all of this information went in the TITLE of the card.

With Trello open on my phone, I had all of the info I needed to get the pages copied.

Once finished copying from the source, I changed the TO DO card from ‘photocopy’ to ‘Transcribe’ or ‘Transcribe – RM’.

As I finished working with a county, the card for that county was moved from the MidContinent stack to the Completed Stack.

When I open one of those ‘completed’ tasks, the ACTIVITY LOG indicates when I created the card and when I moved it to the COMPLETED stack.

Now that I’m home, I have a long list of transcriptions to do!

I may never go back and use my FOSTER board on Trello. However, I will continue using Trello for my ‘To Do’ list — because it fits my workflow!

I will continue to play around with tools suggested by others and am thankful I took a second look at Trello. For now, Trello is my ‘to do list’ workhorse.

I wonder what other tools are out there needing a second look?

Discover more from Heartland Genealogy

Subscribe now to keep reading and get access to the full archive.

Continue reading

Heartland Genealogy
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.