If you’re a Trello user, you know how much this service can help you organize your life. You can use it to keep track of anything from work to meal prep. Want to make sure you’re getting the most out of Trello? If you’re nodding your head yes, this is the article for you. Keep reading to discover how to manage projects with Trello.
Ways to set up your board
There are a few ways that you can start with your Trello board. Below, you’ll find some of the most popular ways to set up your board and manage projects.
To do list
This is the set up that most people are familiar with. This works particularly well for personal projects. You can simply set up your lists in a way that makes sense to you and start adding to your board. In this example, I’ve set it up by month.
If your project is still in the early stages, this is a good option to start with. In this example, I’ve set up the board to list ideas, things to prioritize and things being tested.
Working on a project that requires content management? If so, setting up an editorial calendar in Trello will prove to be extremely useful.
This step is optional if you’re working on a personal project. However, if you are working with others, you’ll want to add team members to your board.
To do this, locate user and plus icon on the top of the board and click it.
Then, enter their username or email if they are already on Trello. If they aren’t on Trello yet, you can share a link to the board with them.
Trello cards are where the work gets done.
Add a new card by navigating to “Add a card” at the bottom of any of your lists.
Now, enter a title for the card and click “Add Card”.
Once you’ve done that, you’ll be able to click on the card to view more information about it. You can add attachments, comments, images or virtually anything else you need to on each card. As you move the card through your board, everything stays in one place, making it easy to track progress.
Find your features
Once you’ve followed all the steps above, you’ll be on your way to starting this new project off right. Now, you can play with different free features, Power-ups and integrations to see what works best for you.
For example, you can integrate Trello with Gmail and have the ability and create new cards straight from your inbox.
If you respond well to visual cues, you can color code your cards.
Or – if you are really focused on meeting deadlines, you can enable the calendar power up. If you want to know more about how to use the calendar power-up, we covered that here.
Looking for more ways to manage projects with Trello? Good news! Trello has an entire page dedicated to inspiration and Trello templates! Under the “project management” category you’ll find some templates that can help you put these tips in action or come up with a system of your own. Click here to access them.