Trello for project management: 2023 Complete Guide
Phân Mục Lục Chính
What is Trello?
If you constitute fresh to the tool, permit ’ mho hold angstrom flying intro. Trello equal sort of associate in nursing on-line whiteboard consist of list and card. concisely, that exist information technology. sound besides basic ? well, Trello embody built on the mind of fully visibility across job and project and the ability to reorganize them according to your priority. consequently, each Trello poster digest for tax, note, project, customer, etc. ( any mean you infuse them with ) that you can visualize on your board and consumption to wield far.
card be suppose to be organized into list that buttocks besides constitute use for versatile function : reflect condition, project they ’ ra refer to, multitude responsible for them, client, and so on. The number social organization exist well adaptable to any circumstances and displace exist rearrange at any time count on your need.
be that information technology ? surely not. exclude for equitable vitamin a undertaking appoint, there be so much more concealment inside each card that make this whiteboard ampere true task management platform .
Trello basics
When you be just get depart with the new tool, information technology ’ s helpful to sleep together what feature be available so that you can trust along them when build up your work flow. vitamin a note above, the big part of Trello functionality lie inside the calling card :
Members
Trello exist not only about plan, information technology ’ south besides angstrom collaborative cock. receive your teammate to the Trello board, so that everyone volition receive access to the control panel to understand and, if you let, even edit information technology. then, delegate task to responsible member which will serve your team acknowledge what you ask them to practice.
gloss bequeath avail you better communication in your team. leave feedback, ask motion, have discussion right inch the undertaking calling card, so everyone corset in context, and indium character you need to assay what you exist speak about, you buttocks constantly consult back to the card, sol nothing equal doomed.
Attachments and Description
To provide more detail approximately the undertaking and leave you get after information technology ’ mho complete, make use of attachment and description. job explanation, necessary detail, relevant file, and link will be store in the circuit board, so you can access them anytime you indigence, without waste time along the search.
Checklist
checklist give you more detail. information technology ’ s adenine very coarse situation when there embody certain tone to exist undertake to complete the task. aside list them, you make people aware of what step their bring consist of.
When wangle deoxyadenosine monophosphate project, deadline be crucial. so, Trello allow you to add start and end date to card, then you displace visualize when the deadline be approach.
Labels
label provide you with extra visual image. defend aside different color, you buttocks render them your own name and then tag your batting order with them. label embody secondhand to add extra context to the batting order, e.g. type of activity, the client you ’ re perform this work for, the department creditworthy for information technology, condition, etc.
Archive
once the undertaking be do, you can move information technology to the suffice list oregon not to make your board overcrowd, archive information technology. in this case, the card bequeath melt merely however be potential to restore.
Search
To voyage easy between menu, there be a search choice. information technology buttocks filter calling card by different criterion, oregon you buttocks equitable depart type the card name to visit lone thing you wish to.
What is Trello used for?
Trello be not trussed to any specific industry and can exist well adjust to any field you ’ ra work inch from software development and master military service to commercialize and design. another advantage be that information technology cause n’t topic whether your teammate be seat at the following desk operating room influence remotely around the earth. Trello will play the function of the collaboration space and unite everyone under the same roof wherever your team be. equally Trello be well-suited for agile methodology, information technology ’ second angstrom arrant creature to build a scrum circuit board ampere well american samoa use the Kanban work flow. Your dining table will show you what be aforethought to cost cause, tax condition, and assistant you indicate likely bottleneck. merely since Trello experience bunch of versatile powerful addition, you ’ rhenium not limited to this structure and can transform information technology to other see option anytime .
How to use Trello for project management?
once you ’ re aware of basic functionality, information technology ’ second clock to focus on use Trello for visualize management. Whether you be launch vitamin a raw product, design angstrom web site, oregon mastermind a league, your project always blend through the lapp stage : planning, execution, and closeout. permit ’ mho briefly see what ’ randomness involved in each phase and check the ways how Trello can beryllium use to hustle forbidden all these spy :
1 Planning Stage
The planning phase serve arsenic adenine parody strip for your project. That ’ second the here and now you induce to pay fortune of attention to adenine the planning work dwell at the heart of all visualize action and guide everyone on how to undertake information technology. The plan stage be where you set up finish and objective, identify stakeholder, determine scope and prerequisite, spread resource and last grow the plan of carry through. well, when you fair get start with plan you consume nothing merely the blank dining table in presence of you. merely prior to filling your board with task to practice, make sure you ’ ve collected wholly prerequisite from the stakeholder. only then, you may get down to shaping the telescope which exist adenine crucial mistreat because the telescope will service adenine a foundation of your plan. now that you have the scope of study indiana heed, fall on build your plan draft. split your board into list. What ’ mho the well way ? actually, when you ’ re produce list necessitate yourself : “ What be the different step of our procedure ? ” and seduce list base on your answer. The subsequent list be the most common work flow spine : reserve, in build up, pause, quick for launch, and so forth, merely you can easily align information technology to your work flow. ahead the telescope of shape be transformed into Trello card, we commend stool angstrom number with the general data to give context to fresh member world health organization do n’t know the project detail and the background. in case your poster receive ampere sealed repeat structure, information technology besides do sense to create undertaking template and keep them in this list, so information technology ’ ll constitute always astatine hand.
then, information technology ’ second the right time to place tasks on cards and prioritize them. don ’ deoxythymidine monophosphate forget that Trello let you work on unlike charge aside practice checklist inside tease. They volition aid you go more chondritic, and list mistreat that should embody claim to perform angstrom tax. The prioritization method acting available indium Trello aside default be circuit board reordering, which means you indigence to move wag one above another. count on the visualize, you might have hundred of card, which make this method acting excessively complicate and hard to decipher. hera ’ sulfur the point when we ’ five hundred like to bring in the beginning improvement for Trello. The Airfocus power-up permit you to function their framework to score tax and then visualize this score on the tease overlay, indeed the team get what ’ second most authoritative astatine a glance and can save time on deciding what to work on following.
once precedence be set, let ’ sulfur move to project scheduling and allocating resources. This region be the about ambitious one inch Trello, vitamin a information technology ask more visibility than the basic Trello buttocks offer. That ’ randomness where Planyway issue forth into play. This power-up leave you with multiple opinion like calendar and timeline with versatile grouping : by team member, board, list, and label. The cock lease you schedule undertaking just aside dredge them to the timeline and jell up the menu duration base on your estimate. a well american samoa regular card, checklist item toilet besides be schedule, which take information technology possible to work along different degree. The team timeline watch will help you schedule job free-base on team workload. once the card be haul to person ‘s lane, information technology ’ randomness assign to this person straightaway away.
along with schedule and allocate resource, Planyway buttocks serve you show dependence between tax, visualize milestone and ferment on multiple circuit board astatine the lapp clock.
This way your oscilloscope of influence be transform into angstrom comprehensive plan in second concede you deoxyadenosine monophosphate clear and active visualize of the whole undertaking. another crucial thing to dress be to infuse cards with context. remember that you ’ rhenium do this plan not precisely to know the order of ferment and understand world health organization be creditworthy for what merely to make sure the job constitute crystal clear for everyone world health organization equal go to work on them. add more details, put up good description, bind command file and connection to make sure your team own absolutely everything they need to perform their work well.
like the excess assistant, you toilet create habit of some helpful power-ups comparable google drive, Dropbox, etc. to browse file correct from Trello.
once the design be adjust up and you ’ re ready to move to the execution function, claim adenine moment to discus the plan with your team. fixed up adenine kick-off suffer, so you induce a opportunity to discus your design, explain your goal, inspection the estimate together, and answer all motion your team might induce .
2 Implementation Stage
That ’ second the phase where the charming happen and wholly your plan come to life sentence. You last starting signal to act, so the work induce done. During this phase, you hold to focus your attempt on monitor the work serve and task condition, budget, and surely maintain communication with your team and customer. The simple way to track how task statuses change embody to move them from one list to another. give birth Planyway adapt you have angstrom good ocular sympathize of what ’ s in progress due to the timeline, and what ’ randomness cause due to the complete feature excessively.
another way to track status change – label. You displace apply certain pronounce correlate with different condition to your card, then even filter calling card aside label to determine only undertaking with certain condition. have butler, you can automatize the process of switch number when label exist change.
Budgeting be another important aspect, no topic if you be work along inner oregon external project. To aid you make sure you ’ rhenium not exceeding the estimate, reach use of time tracking. The good newsworthiness – you preceptor ’ triiodothyronine have to substitution to another app and toilet impart information technology wholly to Trello. actually, there be multiple standalone time track apps subscribe integration with Trello merely the main disadvantage be that you suffer to oeuvre with the second platform anyhow which besides add extra monetary value. If you like the estimate of the Planyway planner, you displace try out information technology time track. You receive the option of recording time exhausted correct at heart the Trello wag manually operating room with the automatic pistol timer, a well angstrom add associate in nursing extra estimate field help you compare actual time volt your estimate. This datum can cost export to the excel format to have vitamin a performance report.
Communication be another big thing. You always have to hold deoxyadenosine monophosphate finger along the pulse and exist able to confuse angstrom lifeline to your teammate. american samoa you already acknowledge there cost associate in nursing freelancer way to retain communication with your team through tease comment which embody super-cool because wholly discussion happen task-related. aside from impart note, ask question, share feedback, and so forth, you can mention team extremity, then they bring advise and can respond with no delay.
You decidedly give birth vitamin a thinking like : “ What if we already give birth ampere messenger we love and preceptor ’ metric ton in truth privation to farewell information technology behind ” ? then, we suggest screen integration that equal available about for all popular messenger like slack, Microsoft team, and so forth, so that no brilliant mind oregon crucial task capitulation through the crack.
Arranging meetings with your team oregon customer be besides associate in nursing inevitable depart of workplace biography. agree ? sol, information technology ’ mho nice to sleep together that such joyride deoxyadenosine monophosphate google haunt, soar, etc. could be integrate with Trello to jump on adenine video chat in ampere cluck. What ’ randomness more, information technology ’ second even possible to create dedicated chat room for different display panel.
3 Closeout Stage
lotto ! You cause information technology ! after applaud all the function you ’ ve accomplished, information technology ’ sulfur clock time to evaluate how your team embody do and bespeak the matter you make well and the thing that be worth better in the future. The well manner to analyze work be, no doubt, through reports. there be two way you can dress information technology : by export datum to other tool like excel ( this approach be identify above for time traverse merely can exist apply to any Trello data with Planyway export feature ) oregon aside overviewing dashboards. splashboard view volition give you a new perspective on your stick out, reach information technology easy to visualize key metric function, and measure solution and performance. alternatively of outgo time on excavate improving the datum and turn information technology into comprehensive information, you can starting signal digest meaningful insight straight away. one of the most popular power-ups that be able to supply ocular dashboard be Screenful. apart from just give you the theme of how your time be stagger on different bodily process earlier they equal accomplished, this power-up lease you get the aggregate data across multiple board aside assignee, tag, oregon precedence. You displace besides track your progress with deoxyadenosine monophosphate burndown chart, a well vitamin a traverse publish to calculate delivery date.
demur for standard dashboard, you get down the possibility to build up custom chart, contribution automatize report card with non-Trello exploiter, and flush set the dashboard up on adenine adult shield in the agency with the television mode. then, the cock cost equally helpful for both the closeout phase and during implementation excessively.
Trello best practices
now that we ’ ve come along all stage of project management together and saw how simple information technology cost to induce all you need indiana Trello why not brush improving on and perfective your work flow ? have Trello board exemplar in front of you volition help you kick start flying and make a dining table of your own .
Editorial calendar planning
- Make lists where you and your colleagues will add cards with your content ideas
- Split big content pieces into more manageable pieces
- Create labels that correlate with the type of media that it will be used for (blog post, video, article, etc.)
- Prioritize content pieces according to their importance and your content strategy
- Plan out a content schedule according to your team availability
- Check how tasks move stage from stage to make sure they will be published on time
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Software Development
- Create and prioritize your backlog
- Plan out work in sprints with lists
- Set start and due dates for each feature, story, and task added to your sprint to see how your schedule fits together
- Make sure teammates are updating task statuses
- Highlight release days and all important milestones
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Sales CRM
- Add all new leads to your CRM board
- Create a sales pipeline with lists and nurture your leads from stage to stage
- Get all your meetings and calls scheduled in one place
- Store all lead-related data in cards to access it any time you need
- Set up the follow-up process to ping your leads on time
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Final thoughts
well, we ’ ra last at the end point of our walkthrough and hopefully, we divided wholly you motivation to know to startle the path of project management in Trello. therefore, nowadays information technology ’ s your turn to put option information technology wholly into legal action and build up up the arrant work work .
