Are you an entrepreneur or a business owner facing project management challenges? Do you want to create a smoother workflow, and stay updated on your team’s progress? Are you tired of calling team members to keep track of tasks? Want to save time and effort, consider giving “Trello” a try ☺
What is Trello?
A project task management application that helps organize tasks between different team members in an easy and simple manner. It can be accessed on laptops and mobile devices (Android, IOS). Follow up with your team on the go, and never miss a detail.
Create a new account here: https://trello.com/home
You can also sign in using your Google account. Once you log in, you’ll see a screen like the one shown below (Screen 1).
Creating boards is the backbone of the application. A board is a place where information is shared and projects get organized. Assign a board for each project, and change the board’s title according to the project you’re working on. Create a new board by clicking “Create new board”, or the plus sign at the top right corner of the screen, as shown in screen 1. Then, choose the board title and privacy setting (private or public).
This is how your board looks like (screen 2). It has a group of lists; list titles are set to (to do, doing, and done) by default. Titles can be changed by clicking and typing a new title depending on your company’s workflow. You can even add a new list by clicking “Add another list”.
You can add new cards by clicking “Add a card”; each card represents a task within the project. This is how the board looks like after adding new cards (screen 3).
Cards can be moved easily from one list to the other by dragging them across lists according to the task status (to do, done, doing).
How to add team members to the board?
Click “Invite” at the top of the screen (screen 4) and enter team member(s) e-mail(s), then click “Send invitation”. There’s another option as well; click “Create link” and send them an invitation link.
To add more details about a task, click the card to flip it around and view “card back” (screen 5). You can add a description, comment, or due date plus a bunch of other options.
All that we have discussed so far can be done by signing up to the free version. In case you’d like to get more information about pricing plans, visit this link: https://trello.com/pricing
What users say about Trello?
- User-friendly interface
- The mobile app helps you keep track of your team’s progress on the go
- No wasted time on phone calls and e-mails
- There’s a learning curve for getting familiar with all the application’s options.
- The tool is more suitable for small companies and teams.
That was a quick overview of Trello. If you’ve used Trello before, please share your experience with us.