Trello is a project management tool, which offers drag and
So how does that relate to you and your project, especially if you are producing a virtual product to sell to customers or you provide a service? Well, every business needs to ensure they are working towards their goals. The easiest way to know what progress you are making is to create a plan and then review the plan to see how you are doing.
Because Trello is
At the top level, there are boards and each one represents a project, where you can
The board comprises a number of lists, which are based on your high-level activities. Mine tend to have one for brain dumping everything, one for each of the main topics which come out of that brainstorm and then one for completed tasks. If you use it to
At the task level, there are cards. These are used to represent tasks and ideas and you can have as many cards as you like per board. These cards contain all the information that you need to complete the task. You can add checklists for tasks which require subtasks, due dates, attachments from both local drives and many cloud storage services like Dropbox and Google Drive so everything you need is in one place. You can add more information regarding the task to your card including links to websites, or step by step directions.
To help manage your cards you can add labels to
You could also use the labels to
You can then use these labels for filtering and data
Lists keep cards organised in their various stages of progress. They can be used to create a workflow, or act as a repository of ideas. Cards can be moved across lists as tasks go from start to finish, so its fast, flexible, and even fun to use. You can organise your projects into columns and cards that are easy to drag around, add supporting details to, comment on, and assign from person to person on your team. What’s not to love?
If you are working within a team and want a central repository, then you can still use Trello. It allows 10 people to work on a board for free. You can also use the team feature to
If you need to keep up to date with the progress of a particular board, but don’t actually have any tasks within that board, then you can ‘watch’ the board. This means that each time the board is updated you will be notified. This can be useful if you are the manager of the team, or if you have a task that is dependent on that project
Trello knows that it can’t be all things to all people, so what it has done is has created alliances with other apps, so that they can integrate to give you a better experience. These are called Powerups.
Useful powerups include using the calendar option so that you can make sure you have smoothed out the tasks, rather than have them all finish on the same date, creating a new Google Doc in Google Drive directly from
Each board has 1 powerup allowance, so rather than having to decide on the 1 powerup which will help you across all of your boards, you can choose the most relevant integration for each one.
Rather than starting from scratch, Trello also offers a number of public templates that anyone can use to start a project and adapt to their individual needs. This is great, as sometimes you know you need to start, but you really don’t know exactly where.
Trello offers templates under various headings and they are easily searchable using their inspirations section. Once you have found the one that you want, you sign into Trello and then copy the board into your personal boards. You can then adapt as needed.
The basic tool is free and you can have up to 10 people on your team, all being able to access the same project(s). If you have over 10
- Easy to change your preferred language within your account.
- In program help with a good search bar and articles separated into lists relevant to where you are on the journey
- Good navigation to relevant sections of the tool, with easy drag & drop functionality to
- A great visual tool, where you can easily see an overview of your project activities and easily change due dates on tasks if you need to
- Integrates with Toggl, Google Drive, Slack, Dropbox,
Mailchimpand Twitter amongst other things
- Ability to add a checklist and create labels to filter different types of tasks
- You can have up to 10 members collaborating on a project on the free version of Trello
- No real reporting tools.
Only 1 powerup per board on the free version
You can’t bill from Trello, so need to manually monitor time, through Toggl or other time-tracking tools
You can’t add a critical path to your project, so if you have something where everything will fail if that task isn’t completed, then you will need to use labels and create reminders.
Although you can view your tasks on a calendar, and therefore could create a weekly ToDo list, this isn’t any different than using Google or
So as you can see Trello is a brilliant
If you’d like some help creating your first (or tenth) Trello board, then book a call now!