Using Trello for tracking and working Business Plan

A handy online tool that I have used for managing projects and To Do lists is Trello.  I first started using Trello on a software development team about four years ago.  Trello was integrated into the team’s usage of Scrum, which is an Agile approach to project management in the Information Technology field.  Our project team used 2-3 week “sprints” or time-blocks for managing short-term To Do lists and task assignments within a framework of long-term company goals and project priorities.

In that context, I was one of several users on a Trello team.  So Trello can be used for team collaboration, including teams where members may be working in different locations or remotely from main office.  I have also read that some couples have used Trello to plan their wedding.

In addition to team collaboration, I have also used Trello for tracking personal To Do lists, goals and tasks, including home remodeling projects.  When we remodeled our kitchen, Trello was a valuable tool for planning and keeping track of ideas, tasks, contractors, web links, documents and images.

I recently took a Business Planning course over the winter season.  A Business Plan and the writing and planning process itself suggests a variety of goals and To Do lists.  Now that I have written plan, I spent time reviewing my business plan again, this time making notes regarding goals, tasks and priorities.  From there, I was able to put that information into Trello to help track all these items.

Trello is a very flexible tool.  You can track your projects in ways that make sense to you and your project.  For the most part, you are not “shoe-horned” into following a specific way to structure your project.

The structure or hierarchy of Trello starts with one or more “Boards”.  Each Board is like a bulletin board.  On each Board you can add one or more “Lists”.  These Lists are laid out vertically, and you can add “Cards” to the Lists.  The Boards, Cards and Lists are each named by the user who creates them, and can later be renamed.  On each Card, you can also add an image, if you want to view the cards in a more colorful or visual way.

When you click on a Card, it opens another screen for you to enter or update details about the Card.  This popup screen can be thought of the “back of the Card”, where more information can be obtained or edited.  On each Card backside, you can add team member assignments, or you can ignore members if it is a personal or one-person board.  You can also add Description, Comments, Labels, Check Lists, Due Dates and file Attachments.  A Card can either be a high-level goal or a detailed set of tasks.  You can also include the URL of the high-level goal Card and put it in Comments for related detail Card.

As you work on your project you can move cards around according to priority or status (To Do, In-Progress or Completed; or To Do, Doing and Done for short).  Trello also has a mobile app, so you can keep tabs on your project To Do list via laptop, tablet or smart phone.

To learn more about Trello, here are some helpful links to get you started.  Let me know if you find Trello helpful for your business.

Trello Getting Started Video

Trello Online Guide

Trello Help Website


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