Are you looking for a better way to stay organized? Do you need something that will help you collaborate and manage projects with your team members? Well look no further! Trello will not only help solve these issues you’ve been struggling with, but it will also help you be more productive.
Trello is an application that can be accessed through the web, as a desktop app or as an app on your phone. With both a free and paid version available, Trello can be uniquely designed to meet your specific needs. Trello has been a huge help to keeping the Admin team here at SPI organized and on task.
So, how does Trello work?
There are three words you’ll need to familiarize yourself with: boards, lists and cards. The board is where you will want to start. This will be your main workspace for your department or large project. At SPI, all office related tasks are going to end up on our “Admin Board.”
Within the board, you are going to create different lists that will stack next to one another horizontally. You will then label these lists to keep things organized on your board, maybe breaking them out by team member or project. We like to use a mix of both!
And last but not least, you have your cards. Each Trello card acts as an individual task that can be placed under any of your lists. The card will have a main title for your task and can then be customized to your liking. There are options to create colored labels, set due dates, add descriptions and comments, insert checklists and so much more!
The features for the cards that we find most helpful at SPI are the colored labels and the due dates. The colored labels are great because they allow for more customization and organization. Although we already have the lists to organize our cards by team member, project, etc., the labels give us the opportunity to categorize the cards even further. At SPI, we decided to create task types within the colored labels. For example, we have different labels for things like customer service and marketing. Customer Service is a top priority for us, so quickly knowing which cards are related to customer service allows us to easily tell which cards are most important and need to be handled above others.
The due date element allows you to add both a date and a time to each card depending on when you need to have it completed. The due date will show small in the bottom left-hand corner of the card until there are only 24 hours before it will be due. At that point, the due date becomes enlarged in a yellow square letting you know that the card is due soon. If the card becomes overdue, the yellow square will change to red. Once you have completed the card, you can then click on the yellow or red square, which will change its color to green — letting you know that it’s done! Creating a “done” list that you can then drag your completed cards into is something we have found helpful to stay organized and has given us a sense of accomplishment.
Although this has been a quick overview and a highlight of our favorite (free) features, Trello has proven to be a critical piece in ensuring our workdays are both successful and productive. We hope you will check it out and that it can help improve your business as well. You can learn more about Trello and it’s features here: https://trello.com/home
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