Jack Wallen shows you how to add the power of notes and documents to your Trello boards and cards using a simple Power-Up.
Out of the box, Trello is one of the best project management platforms on the market. With just the right mix of features and usability, anyone can get started with this tool pretty quickly and manage projects seamlessly and quickly and easily. Most organizations don’t have to worry about adding too many extra features, but for those who find the odd missing feature, you’ll be happy to know that Power-Ups are here to rescue you.
One such feature could be adding notes and documents to your Trello account. With a free Power-Up you can take notes and create documents. You can even add notes to your cards, and that feature alone is worth the small amount of time and effort it takes to add the Power-Up.
Speaking of which, the Power-Up I’m referring to is simply called Notes & Docs, which allows you to take notes, write documents, embed rich content (such as images, files, web bookmarks, tables, and YouTube videos), Figma prototypes, Miro- boards, loom shots and more into a card or board.
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Let’s add this Power-Up and see how it works.
What you need
All you need is a working Trello account. This account can be a free plan because Power-Ups are now free for all Trello users. So log in to your Trello account and let’s get started.
How to Install the Notes & Docs Power-Up
Log into your Trello account and select the board you want to add the Power-Up to. In the top right corner, click Powerups (Image A†
Image A
From the pop-up menu (Figure B), click Add Powerups.
Figure B
In the next window, look for Notes & Docs, which will display the Power-Up we want to install. Click Add (Figure C) to install the Notes & Docs Power-Up.
Figure C
If prompted, click Add again and the installation will start and complete. Before you can use the app, walk through the introductory wizard and, if prompted, click the checkbox to agree to the terms and conditions, then click Authorize with Trello (Figure D†
Figure D
Another pop-up window will appear asking you to give the app permission for your Trello Board. Scroll to the bottom of that window and click Allow (Digits E†
Digits E
Once everything is settled, you will be greeted by a window explaining how to format your content (hint, Markdown is your friend). After going through that window, close it and return to your board. When you open a card, you will now see a Comments section (Figure F†
Figure F
Click Add Note to open the new editor (Figure G), where you can add as much content as you need.
Figure G
Create a board document
Think of Board Documents as general documents that provide users with information about the project. Perhaps it is documentation or general and additional information. To create a Board document, click Notes in the top navigation and in the resulting window (figure H), click + linked to BOARD in the top left corner of the window.
figure H
In the resulting window (Figure I), start typing your document.
Figure I
All board documents can be accessed via the Notes icon in the top navigation and can be accessed under the BOARD section.
And that’s all there is to adding notes and documents to your Trello boards. This Power-Up is a great addition for any board that needs more than just the basic information that can be added to cards. Give Notes & Docs a try and see if it doesn’t become a must-use for all your Trello boards.
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