Making the most of Trello

10 tips and tricks for Trello beginners

Trello can make your team's projects a lot more organized and manageable. These tips will put you in the driver's seat.

trello web macbook pro

Having problems tracking team projects? Never learned how to use a formal project management application? You might want to try Trello.

Atlassian's Trello can be described as a project-management tool for those of us who don't have the time or inclination to learn traditional project-management techniques. Rather than having to deal with Gantt charts, milestones and similar concepts, users can employ a visual system known as Kanban that allows them to track events, activities, tasks and more by dragging and dropping cards between a series of lists. Each series of lists is in turn contained within what Trello calls a board.

trello tips - project board Barbara Krasnoff / IDG

Trello makes it easy for a team to track projects without having to learn the intricacies of project-management software. (Click any image in this story to enlarge it.)

So, for example, let's say you have new project where you have to implement a support page for your company website. You could create a board called Client Support Page Project. That board then could contain, say, lists titled Ideas, Tasks Proposed, Tasks Assigned, In Process and Completed. Within each list you then start adding cards — a card can contain notes, comments by (or full conversations among) various team members, links to websites, photos, or other useful information. And each card can then be moved from one list to another — for instance, a card in which you and your team discussed whom to hire as a designer can start in the Ideas list and then be moved to Tasks Assigned.

(For more details about Trello, including plans and pricing, see "What is Trello? A guide to Atlassian’s collaboration and work management tool.")

Although it's very simple to start using Trello, as with all good applications, there are a number of tips and tricks that can make it even more efficient and useful. We've collected 10 for you to try.

To continue reading this article register now

7 inconvenient truths about the hybrid work trend
Shop Tech Products at Amazon