Track your personal and professional goals in TrelloĪnother use case is for goal tracking. You can use Trello to go through all of the applications and quickly see where your top candidates are in the interview process. Whether you are using a Google form or an applicant tracking system to collect applications, you can use Zapier to create a new Trello card for each new application submitted. For example, you can create a board for every position you hire for.įor example, if you are looking to hire a marketing manager, you can create a board called “marketing manager.” Then you can set up lists called “applications,” “phone screening,” “first interview,” “second interview,” “test project,” “offer made,” “hired,” and “Nos.” The last list is called “published.” Systemize your hiring process in TrelloĪnother great use case for Trello is hiring and onboarding new team members. I break up the “doing” list into multiple lists called “outline,” “writing,” and “editing.” Whenever I have a new idea, I write it in my Evernote notebook and then use Zapier to create a Trello card. I have a column called “In The Queue,” which contains all of my content ideas. In fact, this is the system that I use to track all of my content. Trello works great as an editorial calendar. The possibilities for how you can use Trello are nearly endless. You can sync your Trello card(s) to your Google Calendar, your Evernote notebook, a Zendesk support ticket, or even add, design, and publish Jotform forms without ever leaving your Trello account. Trello also has a paid feature called “ Power-Ups” that allows you to turbocharge the functionality within each card. If you don’t want to sign into Trello every time you create a new card, you can create cards through Slack and email as well as through Zapier and Jotform. You can create a checklist that includes all of the steps, save it as a template, and then use it over and over again. If you find yourself doing a repeatable process, like formatting a blog post correctly, this feature is great. One of my favorite features is the checklist in each card. You can name the card based on the task, add a description, assign a card to team members, mention people on your team in the comments, add attachments to quickly find files (from Google Drive, Dropbox, etc.), set due dates, and label cards. The most versatile and powerful element of the board is the “card.” You’ll create a card for each individual element or task for a particular project. However, you’ll probably want to expand the “doing” column and end up with four or more lists for many of these projects. At its simplest, you’ll create three lists in your board - “To Do,” “Doing,” and “Done.” I’ll go into more detail about how I set this up a little later in this post.Įach board uses the standard Kanban framework so that you can quickly visualize the scope of the program. For example, I have a board called content calendar to keep track of all of the content for my site. I personally like to create boards based on individual projects as well as core initiatives in my business. These boards can be private, just for your tasks, or you can invite your team to use them. When you open an account, you’ll be prompted to start a workplace.įrom there, you can create a board based on a company department, a project, or a specific responsibility. In this post, we’ll highlight some of Trello’s core features along with three different examples of how you can use it. The software is so robust that Atlassian acquired Trello for $425 million in early 2017. While it is traditionally used for work-related tasks, the fact there is a free version means Trello enthusiasts are using it to optimize and keep track of nearly every facet of their lives - from planning meals and their kids’ birthday parties to deciding which media to consume and household chores to do. What is Trello? At its core, Trello is a project management tool.
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