What is Trello?
Trello describes its product as “a collaboration tool that organises your projects into boards. In one glance, Trello tells you what’s being worked on, who’s working on what, and where something is in a process.”
Basically, it is a project management tool, it can be used as a project planning tool but it’s strengths lie in its simplicity rather than the creation of project time lines. For an agency it is ideal as you can set up multiple boards giving each client their own space. Within each board you create lists, each list can be for a particular project or type of activity. Then each task you have for each of the projects is added as a card, where you can add all the relevant details, such as who is responsible for the action, a deadline date and any more relevant information. Individual cards themselves can contain checklists, images, attachments, deadline dates, coloured labels, and discussion notes from others who share the board. The cards themselves are like sticky notes and can be dragged and dropped from different lists.
If a task has several parts to it you can break it down into a checklist, it will display a percent complete as you tick through your activities.
You can create different teams for different boards. This is great for us where we can invite our clients to view tasks, so they can check on progress. You can also create private boards where you can keep your personal to do lists.
The people at Trello have also been working hard on partnership integrations. It talks seamlessly to a number of other apps such as Slack or Tmetric. There are also various add on’s, they call them ‘Power-ups’. You can connect your internet browsers and your email systems, so you can add tasks to your boards from outside the app. Alternatively, you can email directly to your boards as emails come in. If you want to keep on top of your projects on the go, the phone app is equally as user friendly.
Once you have completed a task it will still show in your in calendar which can be confusing. The only way of stopping it appearing as a live task is to delete or archive it. I personally would like to keep completed tasks, so you have an audit trail for projects.
It would be useful to see tasks on a continuous timeline for each project. For daily work planning it would also be handy if you could use the calendar view but display cards from all your different boards.
The benefits of Trello far out weigh the negatives and provides a simple project management tool. I would say if you are looking for a project planning tool you may be better off using something like Zoho but just juggling your everyday to do lists Trello is the perfect App. The freemium version has a good number of features. The paid for Trello Gold is just $45 per year and gives you access to the same features as the free version but with less restriction. It will also give you a whole host of fun stickers and tools to customise your boards, and additional storage for attachments. Overall, the Trello Gold gives you some great ‘nice to haves’ but generally the free version would be sufficient for most small businesses.
A Great Tool