Organise your Business with Trello

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I love Trello due to its flexibility and its ability to integrate with so many other pieces of software. Trello can help you and your team collaborate on projects and liaise with customers, and so much more.

What is Trello?

Trello is a superb cloud based piece of software. At first it may look weird, but its simple to use, intuitive and extremely powerful at organising you, your ideas and collaborating with teams –  whether it’s personal or business.

Think of Trello as a sticky note board of the future. Postit Notes have just gone digital.

Trust me, its well worth you investigating and it’s FREE.

How can Trello help your business?

The easiest way to realise the potential is to look at some examples.

Click here to view some actual Trello Boards

Note: With Trello you can create boards and set it up exactly how you want. This can be private so only you can see it or shared with specific people in (or outside of) your organisation, you can use it to suit your needs.

Trello can help your business by allowing you to improve communications with clients and collate information in a way which is simple, effective and truly helpful.

What is a Board in Trello?

The easiest way is to liken this to a pin board. The pin board itself is ‘the board’ in Trello.

With a traditional pin board you might attach pictures, print outs, tickets and anything related to the overall topic of the board. Quickly, the pin board can get confusing and overcrowded, as you may have multiple ideas going on and only a limited amount of space to work with.

Quickly, a pin board gets confusing ….

With a traditional ‘pin board’ you are unlikely to buy a new board for each idea or topic that you have.

That would be impractical (and costly).

With Trello, you can create as many boards as you need for each topic or idea you might have.

Imagine the following few scenarios

You have a meeting abroad next month and you need to plan for it.

Create a Board called International Meeting (or whatever you want to call it)

Within this board, you can create a series of lists, and cards, to help you manage your trip.

For example:

  • Travel Arrangements
  • Accommodation
  • Meeting Notes

You may have less or many more, but for now, let’s stick to this.

What are Lists in Trello?

Each of the above would be defined as a ‘list’ within the Trello ‘Board’ and to help you visualise this, I have created a board to show you how this will look.

OK, now we have a Board set up (our Digital Pin Board) and a few lists as shown. Now, we can start sticking some notes and information in by adding ‘cards’ as they are called in Trello.

In this example, we want to track some of the basics of our trip.

  1. Flight Times
  2. Flight Tickets
  3. Car Hire Company
  4. Hotel
  5. Meeting Schedule
  6. Meeting Agenda

Each of these are added as a ‘card’ within the appropriate list in Trello.

As you can see, the ‘Board’ now contains a logical structure which allows me to organise my data in a useful way.

Adding Information to Trello Cards

Adding information is as simple as ‘Drag and Drop’.

You can:

  1. Drag an image into the relevant card (maybe photos of your trip)
  2. Drag a file into any card (your travel tickets, hotel booking, car hire documents etc)
  3. Drag meeting notes into Trello (PDF, Word, Excel or links to Cloud Documents)

As we add this information, the board starts becoming useful, as everything is held in one place for us to access easily at any point and from any device.

How I use Trello for my business

I use a Trello meeting board to capture items I need to discuss next time I meet with clients.

In some cases I create a board to keep track of specific projects because it’s a great way to keep notes about what’s going on.

For complex projects, I use Trello as a full blown project management system, with automatic functions such as API connectivity and push/pull of data into third party applications.

Trello can be as complicated or as simple as you need

The bottom line is Trello provides you with the tools to organise your life, your ideas and your business all in one.

It removes unwanted surprises, it’s fun to use, it’s easy to use and it’s free!

What’s not to like?

There is a great intro video below for you to watch. It’s just under 5 minutes long and even if you already use Trello, it’s well worth a watch.

Need help with Trello in your business?

Trello is but one of the many cloud based tools that Saunders & Lee use and support for clients on a day to day business. If you need help with setting up Trello for your business, get in touch on 01223 803666.