Trello, Zapier, Evernote and Basecamp Masterclass

Explore Zapier's automation ecosystem, discover multiple applications beyond web apps, and learn multistep and social media automations, with an upcoming focus on multistep integrations.

Master multi-step automations with Gmail, Trello, and Google Sheets in one Zapier workflow by triggering from a starred Gmail email, connecting accounts, and creating a spreadsheet row.

Master advanced social media automations with Zapier by building a multi-step workflow that auto posts a Flickr photo to Twitter, Facebook pages, and Pinterest boards, with testing and activation steps.

Explore advanced affiliate network integrations by using Zapier to automatically add customers who request refunds from Jayvee Zoo to a Mailchimp list for post-refund outreach.

Explore web hooks in Zapier, connect a webhook application with catch hooks, and test the integration.

Explore advanced Zapier web hooks with RSS, configuring two triggers and one Gmail action to notify you by email whenever a WordPress RSS feed updates.

Learn how to set up Zapier email integrations to trigger on Google Drive folder changes and send automated notifications via email when new files are uploaded.

Configure a zap triggered by a new subscriber on a MailChimp list to send personalized emails via Zapier, avoiding autoresponder headers, then test the connection and send a test message.

Schedule automations with Zapier calendar integrations, setting a specific day and time to trigger weekly Wunderlist tasks, including due dates, reminders, and notes, with test and verification steps.

Master Zapier calendar automations by using Google Calendar as trigger and action, then create Trello cards in a chosen board and list, with test and verification steps.

Explore advanced Zapier SMS integrations by linking Google Calendar events to SMS alerts via Zapier, set up trigger and action, verify connections, and test the flow.

Set up a zap that triggers when any file is added in Google Drive and sends an sms alert, then test, verify, and turn on the automation.

Automate advanced event syncing from Eventbrite to Google Calendar using Zapier. Build and test a Zap triggered by events you attend, connect accounts, and choose your calendar.

Create a zap to auto-add event attendees from Eventbrite to Aweber, test connections, select the event and email list, and activate the automation for new subscribers.

Build a Dropbox-based zap in Zapier to watch a folder for new files and email you via Gmail, using two triggers, five actions, and three searches.

Automate storage workflows with Dropbox and YouTube in Zapier, creating zaps that trigger on new files, upload videos, set descriptions, and validate with tests.

Learn to automate client data flow from FreshBooks to Google Contacts using a Zapier advanced invoicing integration, including connecting accounts, testing connections, and sending test records.

Learn to build advanced custom form integrations with Zapier by connecting Job form submissions to Google Sheets, testing connections, and turning on a working Zap.

Explore advanced custom form integrations in zapier by building a zap that triggers on a new submission and registers a user to go to webinars, with tests confirming the workflow.

Master multistep automations with Zapier, discover additional apps via the search bar, and implement RSS feeds, scheduling and email feeds alongside event tracking, contact lists, forms, and webhooks.

Explore Trello, a web-based app for organizing information with cards, boards, and teams, enabling real-time collaboration across devices and featuring free and business class plans with power ups.

Explore the Trello menu, customize your avatar and profile (username, initials, bio, photo), and save; use the left menu to search boards and create boards or teams with plus button.

Configure account settings from your avatar: update profile details, add and confirm recovery emails, set a primary address, manage notifications and email frequency, revoke app access, and monitor login activity.

Discover how Trello power ups boost productivity by connecting Evernote, Zapier, and other apps; enable integrations from a board's power ups panel and authorize accounts.

Master Trello basics by creating lists and cards, adding content and comments, using card formatting, and applying due dates to set reminders and track tasks.

Create color-coded labels, name each label, and apply them across cards on the board for visual organization; add comments, attach files or links, and tag teammates.

Attach files to Trello cards from your hard drive or cloud services as direct links up to 10 MB.

Learn to add and manage checklists inside a card, add steps, convert items to cards, track progress with checkboxes and a completion bar, set a due date, and review activity.

Enable the Trello custom fields power-up, create named fields like text, number, checkbox, and date, display them on the card front, and set a date reminder for better categorization.

Learn to create Trello cards by emailing a board address, with the subject as the card title, the body as the description, and attachments up to ten megabytes.

Create a new Trello board, keep it private, and customize background, labels, and card covers; watch activity by email, and manage exports and free-plan powerups.

Create and manage checklists inside a card, name steps, convert a checklist item to a card, track progress with due dates and completion, and review activity.

Import data into Trello by copying spreadsheet column and pasting to Trello list, then use Zapier to import Google Sheets data into Trello as a new list on a board.

Attach files from Trello, iTunes, and Google Drive into a Chello card, while direct integrations connect Dropbox, box.com, inbox.com, and OneDrive for easy in-card access.

Explore the Google Drive power-up for Trello: connect your Google account, configure the integration, and generate a Google Slides presentation from board content to train teams or present tasks.

Store and track documents on a Trello proposal board by uploading PDFs, Word, PowerPoint, and MP3 files with name-based search, 10 MB per document and 250 MB per upload.

Activate card-level discussion in Trello by enabling team notifications, sharing card links or embeds, and encouraging participation on uploaded files.

Download the Trello app from the app store or Google Play, open it, and set your notifications. Access all boards and activity on mobile, and expand a card by tapping.

Set up teams with Trello business class, gain administrative control, use multiple power-ups, and learn upgrade steps and Trello gold features like attachments.

Create and manage your business team by adding members, configuring billing, and activating the business class, ensuring team members see the business class status upon login.

Learn to grant observer access on a Trello board by inviting users via their email address, then select observer role to let them view progress without commenting.

Assign admin privileges to a team member on select Trello boards, and restrict access on others. Customize access levels (observer, normal, admin) and verify the admin status across boards.

Enable the Slack power-up in Trello to route board notifications to a dedicated Slack channel, enabling real-time, board-wide discussion and streamlined team collaboration.

Master how to manage team access and board permissions by assigning admins or members, adjusting visibility, and centralizing control across personal and team boards.

Learn to manage a Trello board by assigning due dates and action steps to each card. Sort by due date, search upcoming tasks, and save queries to keep team aligned.

Learn to collaborate on documents using Google Drive and Google Docs within a Trello workflow by creating parallel folders, sharing edit access, and attaching folders to Trello cards for updates.

Learn how to integrate Google Hangouts with Trello for real-time collaboration and archive meetings using YouTube live events, private or unlisted, shared via Trello cards.

Track project progress in Trello by using lists, cards, and checklists with due dates; visually verify completion on the card front with subtasks and stickers.

Learn to keep your team updated by subscribing to boards, lists, and cards, using watch to track activity and enforce a policy that everyone stays informed.

Build a resource board to centralize team files from cloud storage into a searchable database, using categories, cards, downloadable links, and labels for easy retrieval.

Create a dedicated templates and playbooks board in Trello, move completed lists there, archive or search them, and copy templates to new projects to avoid starting from scratch.

Create a webinar workflow in Trello by adding a webinar card, sharing its link, and presenting live via YouTube with Google Docs presenter view to handle attendee questions.

Learn to make a Trello board public, set visibility and commenting permissions, and enable public collaboration with power ups like Job Forms and Survey Monkey to engage the business community.

Explore how to deconstruct an editorial calendar using five lists, cards with checklists, dates, and file uploads, and enable the calendar power up to track publishing stages.

Explore an event planning board where each task card has a dedicated member and visible avatar. Save the setup for next year by copying the board to a team collection.

A Trello case study shows a six-person team recruiting affiliates by moving names through launch stages left to right, using a visual workflow to prevent double work and reuse boards.

Explore a lead management system using a visual left to right board with color coded labels, one owner per lead, and scheduled tasks from contact to contract.

Visualize support workload with a Trello board, using labels for hierarchy and task details. Filter by team member names to balance responsibilities and keep cards focused.

Explore Basecamp as a cloud-based workspace for time- and task-based projects, share documents and files, manage calendars, and collaborate with others to finish projects efficiently.

Compare base camp 3.0, base camp classic, and base camp 2, detailing pricing, storage, and features like file storage, documents, campfire, and real-time chat.

Install Basecamp on your mobile from the App Store, log in, and navigate a mobile workspace that mirrors the desktop app, with access to settings, account management, and support.

Customize your base camp profile by updating billing details, account name, and personal information (including time zone), then save changes in real time and upload an avatar.

Customize Basecamp settings to tailor email notifications by project and frequency, manage daily recap, and set calendar preferences, improving visibility across time zones.

Create a new project by clicking the plus button, name and describe it, then invite teammates by email and start with discussions, to-dos, files, and events.

Learn how to start and manage project discussions in Basecamp, including posting messages, assigning recipients, attaching files and Google Docs, controlling email notifications, and archiving or reopening discussions.

Create and manage multiple to do lists in Basecamp, assign tasks, set due dates, attach files from hard drive or Google Docs, and track progress via the calendar.

Edit project text documents with the wizzy week editor and save changes as they become permanent. Collaborate in real time, with edits visible to all team members.

Master Basecamp discussions by initiating conversations from to-do items, files, and documents, choosing email or in-app notifications, and encouraging team reading and replies.

Master project management with dates and content by moving to-dos between projects, copying lists, preserving comments and due dates, and adjusting schedules in the calendar via drag-and-drop.

Learn how to customize project notifications in base camp by adjusting email and daily recap settings, choosing for all or selected projects, and opting for login-based text alerts.

Navigate Basecamp to track project progress using the Everything tab for all-time activity and the Progress tab for recent updates, discussions, to-dos, files, and individual activity.

Learn to manage project calendars by linking to-do items and events, add calendars with colors and names, and view six-week glance, visual calendar, and agenda views with reminders.

As the project administrator, manage team members in Basecamp by granting project creation, billing access, access to other projects, and calendar visibility, and control or remove access as needed.

Create and reuse project templates by converting an existing project into a template. Start new projects from templates to save time and include commonly used elements from the start.

Learn how to email content to Basecamp projects using project-specific addresses, with methods like to do list or discussions, formatting items on lines, and adding addresses to your address book.

Master Basecamp navigation by dragging and dropping files into project areas, labeling them, and attaching to to-dos or discussions. Reorganize priorities and upload files via the project email feature.

Master base camp navigation with the search bar to jump between projects. Use the G key with numbers to reach project screen, calendar, everything screen, timeline, and everyone.

Explore Basecamp basics such as discussions, to-dos, files, and calendars, and learn how to track progress and create content. Compare upgrade options, including Base Camp 3, by project needs.

Master Basecamp basics: create and organize content, invite team members, post discussions, manage to-do lists, attach files, control calendars, and use templates and integrations for external collaborators and product launches.

Learn to organize project access in Basecamp by creating companies and groups, inviting clients, and controlling visibility of discussions, to-dos, and documents.

Learn to invite clients to projects, tailor their access to to-do lists and documents, and use client logins and subprojects to restrict visibility and manage collaboration.

Learn how to work with outsourcers by creating client logins and subprojects to limit access to specific parts of a project, archive completed work, and remove outsiders from your Basecamp.

Invite non-basecamp users to a project discussion by emailing them, enabling reply by email with attached documents, without granting full project access. Open items and comment to involve external participants.

Learn how to integrate Basecamp with Microsoft Outlook, enabling one-way and two-way calendar synchronization, connect project calendars via a link, and subscribe to Basecamp calendars in Outlook.

Learn how to automatically archive new Basecamp files to Dropbox using Zapier by connecting Basecamp and Dropbox, configuring a zap, testing the trigger, and enabling uploads under 100 megabytes.

Learn how to automatically create Basecamp to-dos from inbound emails using Zapier by configuring email triggers, customizing addresses, testing the connection, and selecting the target project and to-do list.

Learn how to connect Basecamp with Google tools via Zapier, automating Basecamp to-dos to Google Tasks and testing the Zap to enable seamless task syncing.

Develop an interface strategy for a multi-person product launch. Assemble teams, create groups and to-do lists, add content and calendars, assign dates, and save a reusable template.

Create a new blank project, name it, invite base camp teammates, customize the welcome message, and guide the external member to accept the invitation and verify via email to join.

Create a company and add your team members, then build groups or departments, assign members to groups (with potential overlaps), and use these groups to tailor project activity updates.

Create a Basecamp to-do template from a product launch checklist by emailing items into a launch checklist and organizing them into four groups via drag-and-drop.

Set up project contents and three targeted discussions by assigning groups, posting messages, creating shared note documents, and scheduling opening project and wrap-up meetings with reminders.

Save time by turning an existing project into a template, then reuse it to start new projects by selecting the template, renaming, and publishing.

Set due dates for each task, group tasks on the calendar, and drag and drop to distribute work evenly; then assign team members and review calendar interference across projects.

Assign individuals to each task on the project page, track open to-dos with a progress bar, and reassign workloads in Basecamp to keep tasks moving on time.

Track project progress using the dashboard, progress button, and calendar view; review updates, manage upcoming events with the agenda view, and notify teammates by commenting via email.

Learn how to remove a participant, reassign their tasks, notify the team, and adjust permissions to empower others and plan the next project with templates.

Conclude by showing how to set up a project as a template, convert emails to to-dos, assign tasks, dates, and team members, and use three Zapier integrations with Basecamp.

learn to overcome information overload and shiny object syndrome by becoming a deadline manager, using a practical 10-point plan and tools like Trello and Basecamp to finish on schedule.

Discover how base camp helps organize and delegate projects, manage to-do lists, calendars, and notifications, using a mind map to collaborate with clients via Outlook, Dropbox, email, and Google functions.

Explore how Evernote enables digital and analog note taking, categorization, and searchable cross-device access to boost collaboration, communication, and productivity through automation features.

Explore how to use Evernote as a searchable, adaptable archive to track activity across popular apps and automate workflows with Google Drive, Zapier, IFTTT, Trello, and Basecamp.

Compare Evernote's free plan with unlimited storage, sharing notebooks, and encrypted data to paid tiers offering higher upload limits, business collaboration, and support.

Set up Evernote on your desktop, start the Evernote business trial, invite teammates, install and sign in, then sync notes to the web app to confirm readiness.

Install and secure your Trello, Zapier, Evernote and Basecamp apps on mobile by locating, downloading, logging in, enabling passcode and optional Touch ID, syncing across devices, and signing out.

Learn to share notes in Evernote from the desktop app, assigning view, edit, or invite permissions, creating or disabling share links, and sharing copies or posts to social media.

Explore how Evernote integrates with popular apps like Outlook, and learn how Zapier and IFTTT extend Evernote across web, mobile, and desktop platforms.

Explore how to connect Evernote with other services using IFTTT, sign up or sign in, authorize access, browse applets, and automate actions like Gmail to Evernote.

Explore scanning documents into Evernote via the scannable app on mobile, then save, annotate, and organize scans into notebooks with tags.

Learn to create and save voice notes in Evernote on desktop and mobile, record audio with a microphone, and manage wave file size limits for reliable syncing.

Learn to take notes with the Evernote desktop app using a traditional word processing interface, attach files and images, including office documents, and keep everything searchable and synced across devices.

Learn to integrate calendar apps with Evernote using IFTTT recipes, connecting Google Calendar or Outlook, configuring applets, and syncing calendars across devices.

Organize your notes in Evernote by tagging, arranging them into notebooks and stacks, and using reminders to keep information categorized, searchable, and easy to retrieve.

Learn to integrate Evernote with a task manager using Zapier or IFTTT to automatically create Wunderlist tasks from new notes, then verify them.

Connect Google Drive with Evernote to attach Google Drive documents to notes, enable cross-device sync, and search note titles as you extend storage without counting toward monthly quota.

Explore how to connect Evernote with Trello via Zapier to create Trello cards from Evernote notes and keep notebooks synchronized.

Learn to automate file transfers from Dropbox to Evernote with Zapier by setting a Dropbox trigger, connecting accounts, testing the Zap, and creating an Evernote note with the file.

Learn to connect Zapier with Pinterest to automate Evernote notes from pins and manage boards. Explore testing connections, creating notes, and using Twitter zaps and ifttt recipes for automation.

Explore how Evernote automation helps chronicle and track your information across desktop, web, and mobile, using Ifti recipes and Zappia to update WordPress, with cost-aware feature choices.

Learn to enable team collaboration in Evernote by using a business account, manage users, invite teammates, and access a shared workspace with team notes for collaborative work.

Learn to use Evernote as a shared team space for collaboration, archiving, and continuous communication to get work done faster, avoid silos, and keep projects aligned with deadlines.

Create and share business notebooks in Evernote, set per-user permissions for edit or view, publish to the company, and ensure notebooks remain with the company even if members leave.

Develop collaborative content collection by creating notes in the project's shared notebook, adding titles, content, links, and images, and syncing across devices with web clipper.

Strategize by organizing each idea into its own note, create a table of contents from the desktop app, and assign a team member to maintain structured, easily navigable notebooks.

Learn a tagging strategy to organize notes, ensure every item sits in one note, and is tagged for easy, searchable retrieval; encourage teams to reuse existing tags.

Discover how to share specific notebooks privately, create a notebook, invite individuals, set view access, and maintain private conversations without exposing content to the entire team.

Assign Evernote notes and tasks using the shared interface by tagging individuals, creating saved searches, and setting reminder dates to keep teammates accountable.

Master real-time team collaboration with Evernote's work chat across web, desktop, and mobile, enabling chat, linked notes sharing, and notebook-level collaboration in real time.

Learn to share and collaboratively edit Google Drive documents inside Evernote, granting teammates edit access, tracking changes, and communicating updates, using the Drive integration and advanced permissions to control access.

Learn to speed up project productivity by recording voice messages in Evernote, attach audios to notes across mobile and web, and manage storage by deleting finished wave files.

Explore how Evernote uses shared and personal spaces for team work, including moving notebooks into a business account, with notes and links not preserved or portable back to personal space.

Implement a consistent naming convention for documents in the Evernote team shared space, using dates, project and teammate codes, periods, dashes, and capitalization to improve search.

Learn how to create artifacts by establishing a naming convention and archiving only valuable assets in Evernote, using rename and annotate features to document long-term records.

Create a training center in Evernote by building a table of contents from four notes in a business notebook via the desktop app, then record a training video walkthrough.

Learn how to interface with customers and suppliers, share notes with outsiders via share links or email, and manage access to Evernote notebooks and free accounts.

Discover how to expand your Evernote contacts by connecting Google Drive, LinkedIn, and Salesforce, and import external contacts through Gmail to enhance the partners and team members interface.

Turn everyday Evernote workflows into timeless, document-based templates stored in business notebooks to boost future collaboration, enabling teams to reuse processes and pass knowledge.

Leverage previously created templates to boost teamwork, onboard new members, and enforce consistent naming while building a library of Evernote templates for reusable procedures.

Explore how to manage joint team expenses using Evernote workflows, including scanning receipts, creating notebooks for purchase research, and real-time or asynchronous work chats to gather feedback before purchases.

Learn how Evernote enables collaboration through notebooks, notes, tags, deadlines, and work chat, with real-time and asynchronous updates, archiving, and a shared team space to prevent silos.

Discover how Wunderlist helps you create organized to-do lists with inbox, due dates, reminders, and folders, and explore Base Camp 2’s integration with Zapier to boost productivity.

Create an outsourcers list in Wunderlist, draft the daily tasks, email the to-do to your VA, and mark completion as updates arrive.

Master project management with Basecamp version 2, using a project dashboard, a six-week calendar, and the everything, progress, and everyone tabs to organize content and assign tasks.

Learn to add team members to a Basecamp project: create a product launch project, invite via email, send and accept invitations, and manage access for collaborators.

Use base camp two to brainstorm in the discussion tab, attach documents, and run a titled to-do list with assigned tasks, due dates, and file attachments for clarity.

Explore how your team sees and collaborates on Basecamp projects, from discussion emails and in-app comments to due dates, task completion, and summary emails.

Explore how Basecamp lets you add and edit word processing documents, assign titles, save changes, upload files, manage a three-gigabyte limit, and email content to project with calendar integration.

Learn to automate task syncing between Basecamp and Wunderlist using Zapier, creating tasks from Basecamp to Wunderlist and vice versa, with configurable lists and categories.