Trello For Project Management: How To Make It Work For You

trello

trelloAre you looking for a better way to manage projects this year?

I’ve tried at least a half dozen different systems, and Trello has become my program of choice for project management in both my business and personal life.

In addition to using Trello to manage writing assignments and WordPress projects, I’ve used Trello for:

  • Selling a house
  • Buying a house
  • Organizing a move
  • Decorating a new living space, in collaboration with my interior designer daughter
  • Planning trips

Trello is a visual system based on Kanban — that’s the process Toyota introduced as part of its “just-in-time” manufacturing efforts. Kanban (Japanese for “visual signal” or “card”) has since found its way into the world of software development, but it’s useful in a wide range of settings.

Trello took the Kanban concept and organized it into a system based on boards, lists, and cards. It’s extremely visual, and shows at a glance what you need to do, what you’re currently working on, and what you’ve completed.

Use Trello on your own, with a client, or with a team. The basic account is free, so there’s no cost to get familiar with Trello, and, depending on your needs, it could be free forever.

Setting up a Trello Account

  1. Navigate to trello.com (that’s my personal affiliate link), and click the big green button that says, “Sign Up ─ It’s Free.”
  2. Fill in your name, email, and password, accept the Terms of Service and Privacy Policy, then click Create New Account.
  3. Or, if you have a Google account, you can sign up with Google. Fill in your Gmail address and password, then click

The first screen you see invites you to set up a team. If you’re not ready to do that, there’s a link to skip this step. (You can add a team later.)

Trello does a great job of bringing you on board. Once you’re inside, you’ll see this screen.

Trello

Click on the Tutorial Board to open it up.

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Susanna Perkins

Susanna was dragged back, kicking and screaming, into freelancing after losing her job in the banking meltdown in March, '09. One 3-month stint in an appalling temp job persuaded her to get serious about establishing herself as web writer. In March, 2012, she moved to a small town in Panama with her husband and three small dogs. After enjoying the writer's life in the culture of "buenas" and "mañana" for 2-1/2 years, she's returned to the US. At least for now.

2 Comments

  • Great article Susanna, thank you.

    Staying organized online is one of the biggest challenges for me. Trello is a great tool that I’ve used in the past. Unfortunately, I allowed myself to be sidetracked by numerous new task manager apps… Need I say more?

    Anyway, I’m back in Trello and just finished setting up some boards.

  • Great article, thanks!

    I just signed up for Trello a few days ago and I’m quite enjoying. You’ve given me a few new ideas.

    Question: I am very interested in the Master board idea, but I’m not totally clear on how you keep info from multiple boards in sync. Will they sync automatically when you copy?

    Also, do you find the standard calendar view sufficient or have you used another power up?

    Thanks!

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