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Use Trello to organize your business!

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Trello (download for Android and iOS) is one of the most widely used tools worldwide for organizing work demands in companies. There is no shortage of reasons for this: its interface is quite simple and it is possible to create various parameters and permissions to make working from home incredibly easy and simple to perform.

Want to know how to use the app to make your company more efficient? Read this article until the end!

Read also: 4 Best Password Generator Apps and Websites

What is Trello for?

In short, the software works like this: users create cards containing tasks and categorize them according to their nature and urgency. It is an incredibly robust and functional project management tool.

Anyone who is familiar with agile methodologies probably knows Trello: it works based on the method kanban. It is one of the most consolidated workflows, given its simplicity and for being straight to the point – as it should be.

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Its block-based interface is very pleasant and it only takes a few moments to understand how it was configured by administrators. Even users who have never used Trello will find it easy to learn how to use it.

Is Trello expensive?

Many of its basic features are available in the free version. Truth be told, most users don't need more than that to organize their professional lives!

However, if you deem it necessary, you can choose between the Premium and Enterprise options. Each has specific advantages, such as:

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Trello Premium

  • Unlimited views;
  • Advanced checklists;
  • Custom fields;
  • Advanced permissions;
  • Improved automation.

Trello Enterprise

  • Special and priority support;
  • Advanced reporting;
  • Granular access control;
  • Integrations with identity management systems;
  • All the benefits of Premium.

Quite a lot, right? To find out which solution is ideal for your company, take a deep look at how your demand works and then choose the right plan. 

Tips for organizing your business

Now that you know what Trello is and what it’s for, it’s time to get started! With the tips below, your company will certainly become more productive and your mood will be lighter. After all, a disorganized workspace can stress anyone out!

Change frames according to priorities

Companies are like living organisms in constant movement: their survival depends on adapting quickly to changes. Check what is more or less urgent and reorganize the tables according to your demand.

If you don't take care with organization, you could end up with dozens (or even hundreds!) of obsolete boards. Removing them will be a real pain and will take up a lot of your time! And time is money.

Always use labels

Many users still don't use labels on task cards: they don't know what they're missing! Labels help keep things organized by grouping specific tasks together in one place.

Simply add a tag to inform that a certain task is urgent, for example. This way, all team members will be notified and can work hard to meet deadlines.

On the other hand, labels can be used to inform the department responsible for that task. This way, no one will get confused and take on other colleagues' work!

If you have the Premium or Enterprise version, you can create even more elaborate tags, with usage limitations according to collaborators' permissions. 

Use calendar mode

As great as the block organization method is, it's not effective for tracking time: for that, you can use Trello's calendar mode! View all your daily tasks, but according to date/time.

There are many cases in which professionals “abandon” the block method and work only with the calendar. It is quite powerful, since all the features of the classic app are present in it; however, the view is completely different.

This way, it is possible to prevent scheduling conflicts and better manage time in relation to more urgent tasks.

Work with checklists

How about creating more complex tasks, divided into steps and without having to create several cards for this purpose? This is perfectly possible with Trello.

Some tasks require several procedures to be carried out until they are completed; using checklists, you can assign these steps in an advanced manner and, once they are completed, they will be crossed off by professionals.

This is an important tool in the app, as it allows users to know about the progress of the project in a very clear and direct way. In addition, it will be easier to detect possible delays through the functionality! 

Manage member permissions

In the Premium and Enterprise versions, you can configure all the permissions of the work members in an advanced way: decide who can (or cannot) move, delete or create certain boards. This is one of the most important settings of all – do it carefully!

Additionally, tasks can be automatically assigned to specific professionals. This way, no one will forget any important demands!

Chat on Trello

All boards support comments – and this is one of the most important features to ensure that teamwork flows smoothly. If the demand needs any adjustments, let us know in the comments.

You can chat in real time with teams, centralizing all business communication in one place. This is great, especially for compliance purposes.

Integrate Trello with other tools

Companies can integrate the tool with several others, such as Google Drive, Asana, Slack and Zoom, making them intercommunicable. Cool, right?

This can be extremely useful if you have to share information with other companies, who probably use other tools to organize their own demands. Plus, some tools are better for certain niches than others, so why not use them together?

Did you enjoy learning about Trello?

See how Trello is an incredibly powerful tool for improving your business? Even its free version may be more than enough for many businesses. However, you should carefully analyze your needs and find out if you need to subscribe to one of its paid versions.

What tool does your company use? What has your experience been like?