Trello – the project management and collaboration app

Trello is a web-based collaboration and project management tool which draws on the principles of Kanban, a method of visualizing workflows to provide an overview of a project from start to finish.

Trello is defined by its creators as an “easy, free, flexible, and visual way to manage your projects and organize anything”.

The “Getting started” guide is very comprehensive and can be found here. If you want to know more about the architecture of the app, you can read the blog post written by one of the developers here.

Just after you get started with Trello, have a look at the “Inspiring boards” list already created by the Trello community – they can be really useful especially given the option to “Copy Board”.

Trello is visually made of four main components: boards, lists, cards and a menu.

The board is the place or the project where you keep track of information.

Lists are keeping the cards organized and making up the workflow. They are very easy to arrange and there is no limit to the number of lists you can use.

A basic list setup might be “To do, Doing, Done”. It can be anything, they are very customizable!

Cards are used to represent tasks and ideas. They are organized into lists and are generally moved from one list to another to show the progress.

The app menu is accessible on the right-hand side of the board and where you manage members, control settings, filter cards, and enable integrations (“Power-ups”).

Once you drill down to the card level, you start seeing the features for collaboration and workflow management:

  • Due dates

  • Descriptions

  • Checklists

  • Attachments

  • Comments

The cards can be very easily created by copying and pasting from an excel file directly into a Trello list.

Board’s privacy settings are very easy to access and immediately set to your requirements.

The power of Trello comes from its integrations and the use of an open API. The add-ons are called “Power-Ups” and Trello has created a space for Developers to learn and create their own enhancements to Trello.

Examples of power-ups are:

  1. Toggl – time tracker in Trello. Once this power up is active, the Toggl button will be visible on your cards.

  2. Butler – automation for Trello repetitive actions. Moving cards, sorting lists, adding members, labels, dates – all with increasing productivity in mind.

  3. Custom fields – add numerical values, input specific start and end dates to cards, drop-down lists, checkboxes and more.

  4. Card aging – the cards will start to fade -out when untouched or forgotten – helpful in keeping a hand on work.

  5. Google Drive and Dropbox – you can choose either Google Drive or Dropbox for file files and folders storage. You can see real-time information when this power-up is activated.

  6. Calendar – Google Calendar, Outlook, Apple calendar and more. Trello imports all important dates from your calendar.

You can access the full list of Power-Ups here or you can ask Trello for more.

Please get in touch if you need help to get started with a new app or enterprise solution, we’d be delighted to help!

#Trello #ProjectManagement #powerups