If your to-do list is a little overwhelming and you need help getting on top of your task management, why not get InTouch for a free discovery call. The basic process is the same regardless of what your board is tracking, you just modify the lists and cards to suit. Now you have your task management board set up in Trello you can start to experiment with other workflows you could convert into a board. This can help keep people accountable for keeping the board up to date and provide an avenue for discussions that might be better suited to a real time conversation. Book regular time slots to review and update your board individually and as a team.It can be easy to slip back into old habits of relying on email or meetings to manage work. Make a commitment within yourself and your team to a new way of working.Nothing is set in stone, and Trello is highly customisable. Experiment and trial with your set up, then modify it based on what is or isn’t working for the people involved.Again, this can take time upfront but will mean you and your team can work more effectively and efficiently moving forward. Put in all the information you currently have.This can be a real barrier because it seems overwhelming and time consuming, but it will pay off in the long run. Here are my tips for how you can set yourself up to maximise the benefits you can gain from using a tool like Trello: Trello is a fantastic tool, but it’s ability to improve your productivity is going to be dependent on how well you incorporate it into your work routines. When tasks are completed you can archive them to remove them from the board, or you can use a Done/Completed List to keep track of completed tasks.Īs I mentioned, you can experiment with different lists and card functions to find the set up that works best for you and/or your team. This is especially important if you are managing tasks across a team, so that everyone has confidence in the board as an up to date source of truth. The next crucial step is to make sure you are using the board to track the progress of the tasks/cards you have created, and add cards as new tasks come up.Īny task management tool is only effective if you incorporate it into your everyday ways of working. Your task management board is now set up! You can tag someone in the comment and this will ping them so they know there is something for them to action. The direct messaging avoids filling people’s inboxes with questions or progress updates. My favourite features on the cards are the direct messaging within a card and adding a checklist within a card. Suggestions include Weekly To Do, My To Do, Team X Tasks, etc. Give your board a name that will easily identify what it is tracking. Here I am going to walk you through the steps to follow when setting up a task management board in Trello: One of the easiest ways to get started with Trello is to use it as a task management tool - that could be a simple to-do tracker for yourself or more advanced task management across a team of people. You can add checklists, due dates, assign task members, comments, document attachments and more. Each card can be used to store a lot of information, not just the task name and description. You could then move that card from list to list as that proposal moves through the different stages. For example, in your client proposal board you would have a card for each potential client/project. These cards can be moved between lists as required. Cards - within each list you create cards to track individual tasks.For example your client proposal board could have lists labelled Identified, Drafted, Sent, Follow Up, Accepted, Rejected These are like the big buckets of common tasks, or the steps in a workflow. Lists - within each board you can create multiple lists.For example you might have separate boards to track progress of client proposals, client on-boarding, your social media plan and your new product launch plan. Boards - these are individual workspaces dedicated to specific projects or workflows.So to get started with Trello you first need to understand some basic concepts: Trello has translated this board concept into a digital workspace. Tasks are moved around based on their status and urgency. Scrums are supported by a physical board where the team can see all the project tasks and their status. A scrum is a daily meeting of a project team to discuss progress and blockages. The way Trello works comes from the concept of a 'scrum' in agile project management. So in this article I am going to walk through the steps to create a basic to-do list tracker in Trello. It allows you to create dedicated spaces where you can track tasks and store information relevant to specific workflows and processes in your business.īut it can be a little overwhelming for first time users. Trello is one of my top three productivity apps.
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