As a company with many part-time employees, Michigan Creative needed to find a way to organize ideas, thoughts, tasks, and to-do lists. It needed to be all in one place, easy to access, and easy to use.
After doing some research, we came across an online system called Trello. Never heard of it before? Neither had we, but we are sure glad we came upon it!
In short, Trello is a free online organization system, where you can create boards, lists, and cards, and assign them to users. You can also assign due dates, categories, and a priority order to each of those cards.
My blog today is not going to be so much on how to use Trello, but what we like and dislike about the system. I’ve polled the office and we’ve come up with a complete pro and con list–just for you!
Our favorite pieces:
1) It’s easy to create tasks and lists and keep them organized: In our office, we have one board for each client. Within that board we have three lists: To Do, Doing, and Done. It’s easy to click and drag cards as projects are moved from step to step and as they change in priority.
2) You can assign cards to users and tag them in comments: By doing this, we can keep tabs on users and see who is doing what and when they are doing it. It helps limit the notifications the user receives to just the boards they are assigned to or tagged in.
3) You can view it from anywhere: Not only can you login from any computer, they also have an app. It makes it easy for the part-time employees to be able to keep up on what happens in the office while they are gone.
4) It makes it easy to delegate big projects: With each employee having their own specialty, large projects are never handled by just one person. Trello makes it easy to assign different parts of each project to individual users.
What we really wish it could do:
1) We wish it could organize cards by assigned user, not just by board: It would be great if one user could pull up their cards to see all of the tasks that need to be completed. The only way to view cards is by board; this doesn’t always prove useful when dealing with a business. This is by far the wish we want the most!
*Update: This can be done! By clicking on your avatar in the upper right hand corner you can select how you’d like to view the page-by boards or cards. Thanks to Michael P on Twitter for the tips!
2) It’d be nice if it included a schedule: For business use, it’d be helpful if we had a spot where employees could put up their schedules for each week. This could be either internally or possibly link to something like Google Calendar. They, just yesterday, added a calendar where you can see what tasks are due when. There is no way to see a staff schedule without adding a card for each staff member on each day.
3) Since there is the option to categorize cards, it’d be nice if we could sort the cards by category, not just by board: Let’s say an employee wants to view all video project categorized cards. To do that, you currently need to go into each board and look through the cards to find what you are looking for.
4) When you create a new account, it’d be nice if the system prompted you to change your password: Although it’s nice you can get started right away, the system will lock you out if you don’t change your password before logging out. We had this happen when two of our employees created an account and didn’t reset their password right away.
Of course no system will be perfect, but we think Trello really does a great job for the most part. It wasn’t created for businesses originally, but it definitely can be used that way!
‘Till next time
“The achievements of an organization are the results of the combined effort of each individual”
*The opinions written here are of my own and no one else. I was not paid by Trello or any of its affiliates to complete this review. I also welcome comments on updates or features that I am incorrect about or am unaware of.*