In my work with clients we often need to be able to communicate about various projects and things that are going on. Rather than going back and forward in messages and emails all the time, it’s much more productive to use a project management tool. So today I want to share a basic guide on how to use Trello for project management.
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How to Use Trello for Project Management
Step One: Create a Board
Usually I will do this for my clients and invite them to the board. But if you need to do it yourself, this is how it’s done.
From this screen you can either use one of the templates or just start from scratch. I usually choose Project Management or Simple Project Board.
Once you’ve selected the template you want to use, click on ‘Create Board from Template’. You can either keep the cards that they have or untick the boxes to remove the template cards.
Step Two: Customise Your Board
Now you can customise the board to suit your specific needs. Click on the ‘Show Menu’ button on the right to expand your editing options.
I always like to change the background to make it something that resonates with my client. I usually do that based on brand colours.
Step Three: Use Your Board
Then you can update the lists and add cards as necessary. To see this part in action you can check out the video tutorial below.
And there you have it, a simple guide on how to use Trello for project management. I hope it helped.
Trello has many other uses aside from project management. I use it for just about everything as it is such a great organisational tool. And it’s just so handy having everything in one place.
To learn about more of my top recommended online business tools, check out my post on 25 Essential Tools for Building a Personal Brand.