Back in episode 23 we talked about an app called Evernote that is a great tool for not only collecting and finding notes but has a ton of other uses as well. If you haven’t tried it yet, do a quick search and try it out.
On today’s Tech Tuesday, we’re going to take a look at a slick, cross platform task management tool called Trello.
Like Evernote, Trello is one that I’ve been using for years and still use here and there.
I love it because, again, it is cross platform and lets me enter, modify or retrieve my task info from my computer, phone or wherever.
So, what is Trello.
At it’s core, Trello organizes tasks inside Boards and then grouped by Lists.
A board might be a certain department or area or product line of your business (say Customer Success or Accounting or Manufacturing).
So, when you select a board, picture that board being like a cork bulletin board, filling your screen.
Then, on the board are a series of vertical tiles called lists. These can be for specific sub-areas within the main area. Or they could be each tied to a status of specific tasks for that board.
Each of these lists can be clicked and dragged to wherever you want them.
And then on each list are the tasks. Trello calls them cards. The same is true with the cards. They can be clicked and dragged, edited, whatever.
And you can add labels to cards to tie things together easily.
So, let’s say you have a board for a specific project.
And on that board your lists are titled “Not Started”, “In Process”, “Waiting” and “Complete”.
You would create all your cards (or copy from a template) in the Not Started list and then as they change status you can drag them onto the appropriate list.
Meanwhile, you can use the tags to connect items by type or category, you can assign due dates, add attachments or notes, add sub checklists, whatever.
And on top of all that, you can share boards with other people and assign specific tasks within the group.
It’s so clean and easy to use, is just as easy on a phone as a computer, and is just a great way to track things.
If you haven’t tried Trello yet, check it out at trello.com today.
Thanks for listening to today’s episode. You can shoot me an email at firstname.lastname@example.org.