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