Assigning Contexts to Tasks

by | Jun 12, 2022

To assign contexts in Trello:

Major Context

Create task in the appropriate board:

  1. Click Boards (top left).
  2. Under PERSONAL BOARDS, click the appropriate major context.

  1. Using the scroll bar (bottom), find the Unprocessed column.
  2. Click Add another card.

  1. Enter task title in the Enter a title for this card… field, then press Enter or click Add Card.

  1. Order task if needed.

Move a task to the appropriate board

  1. Click task.
  2. Click link besides in list (pop-up, under task title).

  1. Click Board (new pop-up), then select the appropriate major context.

  1. Click Move.

Minor Contexts

Create and assign a new label:

  1. Click task.
  2. Click Labels (pop-up).

  1. Click Create a new label.

  1. Enter minor context name in the Name field (pop-up).

  1. Under Select a color, click a color (we recommend green for meeting contexts, yellow for 1-1 contexts, and red for action contexts).
  2. Click Create.

Assigning labels:

  1. Click task.
  2. Click Labels (pop-up).

  1. Click the appropriate minor context/s from the list.