If you start using Trello in the middle of a project, you can add tasks at any time by clicking 'Add another card' at the bottom of any list. Now that you have your lists, it's time to plan your project and make the task cards.

Step 2: Make task cards and give them to the right people on your team. If you need to add additional steps to your kanban board, scroll to the right to construct a new list. While you work, your tasks will remain in these kanban lists. These lists, like the ones below, show the steps that must be taken to finish the project. The first step in setting up is to fill in the fields that will be used to make your board lists. Trello has a great way to get started and set up, so make sure to use it to its fullest for your first project. It can sort cards based on different criteria, or you can just start typing the name of the card you want to see. There is a search option that makes it easier to move between cards. In this case, the card will go away, but it can still be brought back. When a task is finished, you can move it to the 'Done' list or, if you don't want your board to get too full, you can archive it. Labels are used to give the card more information, such as the type of activity, the client you're working for, the department in charge, the status, etc. You can give them your own name and use them to mark your cards. So, Trello lets you put start and end dates on cards so you can see when the deadline is coming up. Dates and deadlinesĭeadlines are important when running a project. By writing them down, you show people what steps make up their work. It's very common for a task to need to be done in a certain order. ChecklistĬhecklists give you more detail. The card will hold a description of the task, any necessary details, relevant files, and links, so you can get to them whenever you need to without wasting time looking for them. Use attachments and descriptions to tell people more about the task and the results you get when it's done. This keeps everyone on the same page, and if you need to go back and check what you were talking about, you can always look at the card. Leave comments, ask questions, and talk about the task right on the card. Your team will talk to each other better if you use comments. This will help your team understand what you want them to do. Then, give tasks to the people who can do them. Invite your team members to the Trello board so that everyone can see it and, if you give them permission, even change it. Trello is not only a tool for planning, but it is also a way for people to work together. Most of the things you can do with Trello are related to its cards. When you're just starting out with a new tool, it's helpful to know what features it has so you can build your workflow around them. Cards: The heart of Trello for project management

Now, let's look at what each card can be used for. These are the most important parts of Trello for managing projects. Each card can have a label, a description, and a checklist. Cards: You could write specific tasks on a post-it note.Each list will have specific jobs added to it. These could be marked with the words 'To Do,' 'Doing,' and 'Done.' Each box is a list on Trello. Lists: You can draw three or more big boxes on your whiteboard.You could use more than one board for things like marketing and research in your business. Boards: Imagine a big whiteboard where you can write and draw to organize your work.Project managers can keep everyone organized with Trello's Kanban workflow. This tool is great for most projects, as long as they don't have to do with money, because Trello doesn't have any budgeting or billing features. This makes it easier to track project progress because you can see what is happening at a glance. It uses a visual method of organizing and presenting tasks in a clear workflow based on boards, lists, and cards. Trello is a Kanban project management tool. For now, let's get into the basics of Trello. Indy uses a Kanban project board but also has all the other features you need as a freelancer.īut we'll come back to that soon. However, it also lacks some features freelancers need, such as billable hours and invoicing. Trello is great for project management because it is easy to use, visually appealing, and very flexible. In this article, we'll go over the basics of Trello, how to use it, some advantages and disadvantages of it, and we'll show you a brilliant alternative designed especially for freelancers.īefore we dive in, let's give you the world's fastest summary: Trello users love its easy-to-use interface and how simple it is to manage various projects at once. Trello makes it easier to manage projects by creating a flexible and visual representation of your entire project. One tool for effective project management is Trello. Project management skills separate successful freelancers from those who struggle to get work done consistently.

Display card on multiple trello boards