![]() Trello is accessible both on mobile and desktop. This software allows you to see who’s working on what and every stage of the project’s process. Trello is a project management tool that tracks the projects of your business and the working progress of all your employees in one software. Enter your feature requirements, and we’ll send you a shortlist of recommended products that fit your needs. If you’re looking for a PM software that can help your business by managing your tasks, you might want to compare Trello and Liquidplanner.įor more project management tools, make sure to check out our Product Selection Tool. ![]() If you’re wanting to find new ways to improve your workflow or schedule, there will always be a product management tool to help you achieve that goal. This way, we can look back later and go over the topics, and don’t forget the great ideas.Today’s project management software can do more than just organize your projects it can also improve the overall performance of your team members and company. When I get an email from a client that has multiple ideas in one, I add them to Trello one-by-one.I also take this time to cross items off of my checklist, and see what needs to be re-prioritized. At the end of the day, I enter the notes into Trello to keep track of what I worked on, and what still needs to be done.I take notes throughout the day on a large notepad.Which is why I continue to take notes on paper, but make sure to put it all in Trello at the end of the day. How to be a notetaker, and still use TrelloĪre you still thinking “I need to take notes all day!” Well, I feel you. Blog procedures) you can easily duplicate checklists over and over again. This way I never forget a step! And a cool feature? If you often have the same checklist (ex. I love checklists, so mine always have a checklist and a due date. You can have a description, comments, attach files, assign other members to it, create checklists, and add a due date. These contain details and tasks for each project. ![]() I personally like to keep my completed tasks, so I can look back if there are questions, but you can also archive it. Once an item is completed, I move it over to the Completed card. This way I can see what is due this week, what is due this month, and what are ideas we will implement down the road. Each of my boards have four lists: This Week, This Month, Down The Road, and Completed. These are how you organize your ideas into categories. But you could have a board for each wedding, each project, etc. Boards:īoards are the dashboard where you can manage a project. ![]() Trello is made up of four main components: Boards, Lists, Cards, and Checklists. Well paper-people-loving people, I have a solution: Trello! Trello is an online task manager that is simple, but full of options. My cat weighs a lot, and this can be an issue. I just think so much better, and clearer when I take notes!īut what happens when you start losing notes? Or a breeze comes by and your papers are all on the floor (yes, this is a weekly occurrence in my office!) Or when your cat decides to sit on them, and then you have to try and take him off of them. So the idea of trusting an online system to organize me can be very stressful. Every client has a folder, and every client folder has a print out of their contract, branding guidelines, and notes. I’m going to start this with a quick fact: I am a paper person. And unless you are organized, this can fail easily! It can be so easy to forget due dates, or details of a task unless you have a system in place. As a marketing agency owner, I have to juggle multiple clients with multiple projects all at once. One of my favorite programs I use to stay organized is Trello! Trello is a free task manager that is user-friendly, has a clean and simple layout, and is great at keeping you organized.
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