![]() I could create a template board for a Website Project, with lists like:Īnd link or attach documents like the proposal, invoice, contract, welcome packet, etc.įor the client to collect ideas & inspiration, add color palettes or sites they like, etc. Not all projects are large enough to warrant their own Trello board, but it would work really well for larger ones. That would allow you to share information with them, and for them to see where you are in the process, keeping the line of communication open. Instead, you could create Client Boards or Project Boards, and share them with the client. If you work alone, as I do, you don't necessarily have a team to manage. Labels could be things like, "RUSH," "Retainer," "Repeat Client," "Referral Client," "New Client," "Website," "Print," etc… Attachments could be proofs that are uploaded, or links to proofs posted somewhere online (Dropbox, Client Portal, etc.). Since each card allows labels, due dates, checklists, and attachments, the team member can build an organized overview of what he/she has on his/her plate at any given time & as the team manager, I could look at this for each team member to see how things are going. A card would be created for each order or project (maybe even with the project/job/purchase order number), and moved to a different list on that board each time it goes to another stage in the process. With individual team boards for each person, I could create lists for each board like To Do, Revise, Sent for Approval, and Approved. Let's say I hired a team of additional designers to help with my workflow. Or create several boards and subscribe one team member to his/her own board, and whoever will be managing the team that way, either will be notified of comments and changes to the cards within. This one can be really powerful! Create a team board and subscribe the team members to that board, with lists for each member. Once I dug in, I found all sorts of fun ways to use Trello both for business & for home, so today I'm sharing 7 ways you can use Trello too! No, I'm not an affiliate, but that super cheap course was worth. Then finally, I ran across a mention of it in Think Creative Collective's Facebook group, or maybe it was their blurb about their online course for Trello during their podcast. I set it aside to come back to later, and for months I completely forgot it existed. Then I was introduced to Trello, but I wasn't really sure what to do with it, or how I could use it. I wanted a more visual way to organize things. And as we all know, if we don't like how something works then we're probably not going to use it. There are other ways I use it, such as for planning content, sorting information I need to find quickly and even for my Christmas shopping list(!) but the first three I listed are the big ones.The first organization tool I ever heard about was Asana, and while I like what Asana can do, the way it worked just didn't mesh with how my brain functions. There are three key areas I use Trello for my business: weekly to-do list, big picture planning and managing my client work. Having tried a couple of other options (Asana and ClickUp) I landed back at Trello, this time really digging in to how it could work for me specifically and I ended up really loving it. However, once I started to take on more work and have more business tasks on my plate I really wanted to find a tool that would help me stay organised. I had tried to use Trello many times before but I didn’t really like the way it looked and found moving cards to be less satisfying that checking a box. If you like lists and being organised, you will love it, if that’s not really your thing, give it a go because it might be a game changer! How I use it in my web design business It can help you to see exactly what you need to do and how much of that task is complete at any one time. It is based on a ‘kanban’ board, which is a visual way of managing the stages and tasks of a project from start to finish. Trello is a free organisation, planning and project management tool.
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