Are you having trouble staying organized? Is your wall calendar just not keeping up in the digital world? Here at Saffire, we’ve started using Trello to stay organized! Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what’s being worked on, who’s working on what, and where something is in the process.
Trello uses “cards” which contain each of your tasks or ideas. In each card, you can add members, labels, checklists, any attachments and even a due date. Each card is filed under a list and can be easily moved from list to list. For example, you can have a “to do” list, “overdue” list and a “completed list” and easily move the cards to their appropriate list. Cards and lists are then housed under boards in order to stay organized and keep your projects separate. You can also add an unlimited number of members to a Trello board in order for multiple people to collaborate.
Trello boards can be extremely effective as both a meeting agenda and task tool. We use trello boards to list out our agenda in cards. Then, we take notes under each agenda item, assign a task to someone and put a due date on that action item.
Another great way to utilize Trello is to place your marketing editorial calendar into a board. You can switch to a calendar view and anyone on your team can see what posts, emails or content is scheduled to be published so your team can plan accordingly, whether that means graphic design or preparing copy for social media.
For our event planners, this can be an extremely powerful tool to help keep your event prep work organized. Tasks can easily be seen by your team such as when tickets go on sale or entertainment announcements are made. As we all know, plans can drastically change and Trello makes changes easy! Simply drag & drop a card onto a new date on the calendar and the due date will update automatically.
There are endless uses for this powerful tool! Let us know if you use Trello and how you use it!