Presented by Jeremy LeRay on 01/10/2019 2:00pm
What is Trello?
Trello is a collaboration tool that you can use to manage almost any area of business or your personal life. In this webinar, we'll focus on using Trello for web design project management.
But Trello is in no way limited to web design management uses. In fact, it is really only limited by your imagination. Other uses might include client tracking, content management, real estate management, and software project management. How about school bulletin boards, lesson planning, or accounting? There are folks who use it for law office case management and even gaming.
Trello can integrate with other existing systems using email-in capability and, with a rich API cloud-based integration services like IFTTT and Zapier can be enabled.
The best part is that Trello has a FREE plan that probably does what most users want. By upgrading, you can add Power-Ups (like plugins to add functionality) and get a larger file upload limit. The middle tier is $45 annually.
Trello uses a Kanban style of organization and management. Kanban became an effective tool to support running a production system as a whole, and an excellent way to promote improvement.
Did You Know…?
Kanban means signboard or billboard in japanese.
Kanban means signboard or billboard in Japanese. In the Kanban system, problem areas are highlighted by measuring lead time and cycle time of the full process and process steps. The Kanban system also takes its name from the cards that track production.
Trello implemented this basic concept and made it their own.
Trello uses boards to house each project that is in need of being managed. Boards are created at the top level or category for a project or subject matter.
Trello uses lists to identify the process steps. For example, a to-do list, a doing list, and a done list. Lists belong to a particular part of the project path.
With Trello, cards are like your Post It notes and are organized in your Lists. Cards to track the progress of particular tasks or coordination and move through the lists on the board.
How Trello Works
Trello has an app for iPhones, iPads, Android phones, tablets, watches, and Kindle Fire tablets. And of course, Trello also works on any screen size desktop computer.
You can invite people to your board as you need, they only need to have a (free) Trello account. There is no limit to the number of people you invite.
A drag and drop feature allows you to move people to cards as needed to assign up tasks. Trello lets everyone see the same board so they can see the big picture.
You can start discussions within boards. Add anything from a quick note to detailed code. Open a card and you can add comments, upload file attachments, create checklists, add labels and due dates, and more.
If you mention a member in a comment they get notified. And notifications can be enabled by email or by an alert right to their computer. You can get notifications wherever you are – in the app and even via mobile push notifications. You choose the method that works best for you. And the best part about notification is that they stay in sync across all your devices.
Add files by uploading them from your computer. Uploads will work from just about anywhere, like Google Drive, Dropbox, and Evernote. And just for fun, emojis work too.
Checklists and Dates
Trello also includes checklists and due dates. You don’t have to worry about missing anything. Important tasks, upcoming dates, or items will all be accessible. A Calendar Power-Up places everything is in a nice calendar view right inside Trello. If you prefer not to use the Power-Ups calendar, try the feed right from your own calendar app.
Nothing gets lost with the Trello label, filtering, and search system. Use labels to help you to categorize your cards. Search is super fast. Powerful sophisticated operators allow you to easily filter and narrow for a finely detailed search.
Trello works in real-time. Move a card, it moves on your board instantly, on any device you use. Many users simply keep their tab open all day because you never have to refresh.
Power-Ups are like plugins that add functionality to your Trello boards using adaptable features and integrations like with Salesforce, Slack, GitHub, Google Drive, Evernote, to name a few.
If you have a lot of boards and people using Trello, you can use Trello teams. Teams keep groups of people and boards connected. And there is no limit to the number of teams you create either. You can make as many teams as you want – all with a free Trello account.
Trello is Safe and Secure
When you use Trello you control who sees your boards. Furthermore, any data transferred is sent via a secure, SSL/HTTPS connection. You can rest easy knowing your data is private and secure. And in case of disaster, an encrypted, off-site backup of your data is always available.
What You Get By Upgrading Trello
Extra bits of fun and functionality are available with upgrades. Trello Gold offers three Power-Ups per board instead of the standard one. You’ll also get extra board backgrounds and stickers with the ability to upload your own backgrounds and stickers. There is also custom emojis and the ability to upload larger attachments.
Trello also offers Trello Business Class specially designed to work for your business! Trello Business plan features include all the fun benefits from Trello Gold PLUS unlimited Power-Ups, more administrative controls, and some advanced security features. Additionally, you’ll be able to sort and filter boards!
Try Trello today! Organize and manage your business and your life!
Presenter Bio: Jeremy LeRay
Jeremy LeRay owns and operates New Bern Web Design.
Jeremy’s favorite thing about having his own business is learning about his client's goals and working with them to make their goals a reality.
He has worked in web design for over ten years and has implemented successful websites for a wide range of companies and nonprofit organizations.