FOR A VIDEO WALK-THROUGH, CLICK HERE
Summary
Trello is a web-based list-making application. We use it for lists and processes.
we use this in conjunction with Slack to organize tasks and clients
Description
think of Trello as multiple pin boards that you can organize items on
these are some of our boards
they are located in the upper left corner of the page
above is Nick’s To Do board
each board has “columns” and “cards”
you can create as many channels and cards as you like and move card from column to column as you work though something
this board has everything we are working on that is not related directly to any specific client
To create a card, simply select the “+Add another card” at the end of
add a title to the card
you can load almost anything to a Trello card including:
PDF
JPG
PNG
MP4
screenshots
files
documents
you can also:
add members to assign
a description
checklists
you can also create template checklists to add to cards easily
there are pre-made checklists for buyers and listings
due dates
link google drive
assign an image as a cover image (make it a pic of the clients so that you know who is who)
Slack Integration
Slack and Trello talk to each other!
you can send a card to a Slack channel
there are further integrations, but we do not use them as of now