If you’re on the lookout for better management and organization tools, then Trello might just be the answer for you. Whether you’re a solo virtual assistant or with a team, Trello is a useful platform to manage tasks. We checked out this tool that easily sorts out your projects into cards and columns which can be rearranged according to your preference. Here’s what we found out.
What is Trello?
Trello is a project management and collaboration tool which helps you sort out your tasks into boards. It organizes projects in columns that each contain cards for more specific elements. It’s supposed to arrange your team’s projects and tasks into one simple and understandable glance.
1. Rearrange-able cards and columns
You can arrange cards and columns according to your team’s needs. Easily move the columns from most relevant to those that do not necessarily involve the team. The columns have cards in them that could also be divided and arranged to make delegation more efficient.
2. Adding members to a card
If there’s a certain task that involves one or two members, you may opt to add them to the card, and they will be notified. Inside the card, you can type out the instructions needed to finish a project. Once they’re done, you can archive the card and proceed to the next task!
3. Attached documents and files
You don’t have to insert links or any other external platform to view a photo or audio file. You have the option to attach files from your hard drive or Google Drive and Dropbox.
4. Separate boards for individual and group tasks
This is important for a virtual assistant team to sort out certain tasks for their clients. You may categorize these projects according to dates, themes, and even clients!
5. Checklists for progress
Looking into the progress of your projects has never been easier. With the checklist feature, you can narrow down big projects into simple, bite-sized to-do’s. This will help you keep track of everything you’ve done and those you still have to do.
6. A downloadable mobile app
You can check your boards on your phone for more convenience. You will still be on top of your tasks even when you’re out and about!
1. Cannot comment with photos
While you can attach photos to a certain card, it’s still missing the ability to comment with a photo. You have to include the link of the photo into your comment before you can see it.
2. Needs huge internet bandwidth
You will need a stable internet to enjoy Trello’s best features. When your connection is not that reliable, you will have a hard time going through the cards and the links attached (if any). If you’re a virtual assistant for social media, better find a place where your internet is at a fast speed to be on top of your tasks.
3. Lacks a chat box
This is not a big issue, but it would still be great if you can have a chat box that notifies your team about something so urgent. You must manually set up a card or column and designate it solely for the use of chatting. Add team members so they will get notified easily. Of course, you can also use power-ups, but that's added work.
4. Missing functionalities for text or comments
You have to use certain symbols and codes to either underline or italicize your text. In short, you need a basic understanding of using the Markdown language for text formatting in comments and posts. However, unless you’re not very keen on emphasis for text, then this shouldn’t be a problem.
The Verdict: Highly recommended! Here's why.
It doesn’t require a computer genius or a management tool freak to organize your cards. It’s beginner-friendly and reliable!
Ease of utilization
The features are straightforward and manageable. Mainly use it to organize your projects and sort them through cards.
Its visuals are pleasing to the eye. You can even customize columns and cards so you feel at home with your online workspace!
There is no doubt that Trello is a helpful tool to keep your to-do’s at bay. From virtual assistants to task managers, those who are on top of their management game have Trello to thank for. Our virtual assistant team uses this great tool and so far, it hasn’t let us down.