# Trello for teams: a board, lists, cards, labels, due dates and a free automation rule on one page > A free one-page Trello cheat sheet: a team board, lists for each stage, cards with labels and due dates, and a free rule that marks Done cards complete. Source: https://learn.ynteractive.com/content/cheat-sheets/trello-team-board · Updated 2026-10-24 · Free from Stepthrough (https://learn.ynteractive.com) [Tool cheat sheet](https://learn.ynteractive.com/content/cheat-sheets#kind-tool) · One page · US letter · [Trello](https://learn.ynteractive.com/content/tool/trello) By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 24, 2026 · From the free lesson [Trello: Track Client Onboarding on One Team Board](https://learn.ynteractive.com/content/trello-client-onboarding) A free one-page Trello cheat sheet: a team board, lists for each stage, cards with labels and due dates, and a free rule that marks Done cards complete. [Download the free PDF (59 KB)](https://learn.ynteractive.com/content/cheat-sheets/trello-team-board.pdf)Print this sheet Free, no sign-up and no email needed. It prints on one letter-size page; the whole sheet is below. *▶*StepthroughFree printable cheat sheet · learn.ynteractive.com Trello for teams: a board, lists, cards, labels, due dates and a free automation rule on one page The steps from the free Trello for Teams course, practised there on real Trello screens (Free plan). ## New words **Board** One project or process, e.g. Client onboarding. **List** A stage, left to right: To do, In progress, Waiting on client, Done. **Card** One task. Holds labels, dates, checklists, comments. ## Set up the board 1. **Create > Create board**, type a title, check the **Workspace**, **Create**. 2. Type the first list name, **Add list**; repeat for each stage. 3. **Add a card** under To do; start each card with the client name. ## Labels and due dates 1. Open a card > **Labels** > pencil on a colour > name it (**Urgent**) > **Save**, then tick it. 2. **Dates** > tick **Due date** > pick the day > **Save** (reminder 1 day before). 3. Drag cards between lists; that is the status update. ## A free automation rule 1. Board header **lightning bolt** (Automation) > **Rules** > **Create automation**. 2. **+ Add Trigger** > Card Move: when a card is **added to** list **Done** **by anyone** > **+**. 3. Action: **Dates** > **mark the card as complete** > **+** > **Save**. **Remember:** If a tidy-up job happens every time, make it a rule; if a task is stuck with someone outside the team, give it its own list. Practice it free: [Trello: Track Client Onboarding on One Team Board](https://learn.ynteractive.com/modules/trello-client-onboarding) at learn.ynteractive.com/modules/trello-client-onboarding. This sheet: learn.ynteractive.com/content/cheat-sheets/trello-team-board. The four-person bookkeeping firm is a made-up business from the lesson. By Robert Breen, October 24, 2026. ## Practice it in the free lesson **Trello: Track Client Onboarding on One Team Board**. A beginner Trello walkthrough on real screens: put every new-client task on one board with lists for each stage, cards for each task, an Urgent label and a due date, so nothing waits in someone's… You do every step yourself in a practice copy of Trello, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/trello-client-onboarding) [Or read the full step-by-step guide](https://learn.ynteractive.com/content/trello-client-onboarding) ## Lessons on this sheet - [Trello: Track Client Onboarding on One Team Board](https://learn.ynteractive.com/content/trello-client-onboarding): A beginner Trello walkthrough on real screens: put every new-client task on one board with lists for each stage, cards for each task, an Urgent label and a due date, so… - [Trello: Mark Work Complete Automatically with a Free Rule](https://learn.ynteractive.com/content/trello-butler-done-rule): A beginner Trello automation on real screens: one free rule that marks every card complete the moment it reaches Done, so the board stays true without anyone tidying… ## Related terms Plain-English definitions, each with an example from a free lesson. [Trello](https://learn.ynteractive.com/content/glossary/trello) · [Kanban board](https://learn.ynteractive.com/content/glossary/kanban-board) · [Automation rule (Trello)](https://learn.ynteractive.com/content/glossary/automation-rule) [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## More cheat sheets - [ChatGPT at Work Cheat Sheet: Facts, Format, Privacy](https://learn.ynteractive.com/content/cheat-sheets/chatgpt-at-work): A free one-page cheat sheet for ChatGPT at work: give it facts, set the format and length, check every promise and keep private data out. - [GA4 Cheat Sheet: Traffic Sources, Top Pages, Events](https://learn.ynteractive.com/content/cheat-sheets/ga4-basics): A free one-page GA4 cheat sheet: read the Reports snapshot, find which channel brings visitors, see top pages and form submissions, and read events. - [Jira Cheat Sheet: Sprints, Story Points, Kanban, WIP](https://learn.ynteractive.com/content/cheat-sheets/jira-sprint-and-kanban): A free one-page Jira cheat sheet: create a space, fill and run a sprint, story points, a Kanban board with a WIP limit, and the reports that show progress. 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