Trello is my go to Project Management tool, both personally and professionally. I find it reliable, easy to use, flexible, and easy to learn.
I’m in it everyday – here are three tips for managing projects in Trello.
A board is used to collect details about a phase, process, or organizational structure that is under continuous development. A board can represent anything and have a variety of uses but importantly needs to make sense to participants!
Tip 1: Have a “Read Me” or “Start Here” list in each board so any new user can understand what this board represents.
A list is collection of vertically-arranged cards. They may represent a collection of ideas, action items, or notes from status calls and budget discussions.
Tip 2: Subscribe to “lists” at the start of a project to be able to immediately respond or take action. Users that are early adopters will see the value, and “buy in” will spread.
Cards are a basic unit of a board. If a user opens a card they can comment, upload attachments, create checklists, and add due dates.
Tip 3: Set a process where an assigned Member and Due Date are required on every card!