![]() You can add as many of these as you like, as well as change list titles to fit your specific use case. You’ll notice some lists already set up for you, and these make up the structure of your board. Trello will prompt you to create your first board on sign-up, which will look something like this: Getting to Grips with Trello Boards & ListsĪs I said earlier, you can have a single board that houses everything, or you can have multiple boards that help you better segment your projects and tasks. ![]() ![]() So with that in mind, let’s take a deeper look inside Trello, and go through each and every aspect of this software in more detail. ![]() Once you get going, it’s like opening a pandoras box of possibilities. What I’ve outlined above is a very basic overview of how Trello works, but don’t be fooled by the simplicity.Īs I said earlier, this a versatile tool and there are countless ways to use Trello in your workflows. With a good team and proper use of automation, you can (almost) let your Trello board run itself. Using Power-ups in particular, you can introduce rules that trigger on user action. Add AutomationĪutomation is another optional step, but one that will undoubtably take your Trello game to the next level. Of course, adding team members is optional and you can certainly use Trello if you don’t currently have a team. Add Team MembersĪfter adding members to boards, you can also assign them to individual cards so they receive all notifications on that card, as well calling them in temporarily via a comment mention. You can then move these cards to any other column by dragging, which represents a change in status for that task. Create CardsĬards are essentially tasks, and you can click on any card to open it up, allowing you to add extra information such as description, file attachment, team members, labels, due dates and more This could be anything from a content creation process, a client acquisition funnel, a building project, or anything else that can be broken down into manageable steps. These are vertical columns that typically represent the different stages of a process from start to finish. You can have as many boards as you like, but it’s a good idea to keep the board titles fairly broad as not to spread yourself thin. To get started, you’ll first need to create a Trello board, which is essentially an environment that houses your lists and tasks. (Okay, slight exaggeration) Create Boards So easy, in fact, it’s probably faster to try and work it out yourself than to read this section of the review. Unlike other big names in the industry, Trello is incredibly easy to pick up and start using right out of the box. Since it first arrived on the scene back in 2011, Trello has become one of the most popular and widely favored management tools to date, and there’s little sign of that slowing down. What is Trello?ĭepending on who you ask, Trello might be described as a collaboration tool, a productivity tool, a visual organization tool, or even a to-do list on steroids.Īt it’s core, Trello is a versatile, Kanban-style project management software that can be moulded around a dizzying number of use cases. In today’s post, I’ll be reviewing Trello as well as giving a complete tutorial of how you can use this versatile tool in your business. This thing has become my obsession over the last few weeks, and the more I use it, the more I realized how powerful it can be for freelancers and small businesses alike. Not because I’m a bad person (at least I don’t think so), but because I can’t stop talking about friggin’ Trello.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |