Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process.
Client-Specific Questions
• What are your goals for using Trello?
- This is important because if we see their goals, we can create a complete solution for them without constantly asking questions.
• What are your goals for automation?
- We need to know what automation processes they would like so we can recommend power ups that would do what they want.
• Are we setting up your Trello teams, boards, and lists, or are we just optimizing them?
- We will need to know if they already have a Trello system implemented or if we're building one from scratch. We may be just cleaning up their Trello and organizing it to maximize its effectiveness, or we may be building a system to match their specifications.
• What teams are in your business?
- We need to know what teams are in their business so we can create subsections of boards that are team-specific. If they don't want that much organization, we can always create boards and individually invite members, but teams provide them with a one-click invite to all applicable employees.
• What processes do your teams follow?
- In Trello, processes are relatively equivalent to boards. An example of this that we use in NN is our NOM creation process, where cards are moved to different lists based on their progress in the process. Once we know what processes they would like to see, we can set up boards and lists that follow these processes.
• What are the steps in each respective process?
- As mentioned above, we'll need to know what processes they would like to follow and each individual step involved, so that we can create lists that mirror those steps.
• Are we maintaining your boards, or simply educating you on Trello?
- Because we save our members time and provide them with peace of mind, they may expect us to update their Trello account with new teams, boards, lists, and even cards. However, sometimes they may simply want to do it themselves. We will need to know if they want the complete Trello Bootcamp or just the card creation, along with modules for those cards (checklists, due dates, etc.)
• Where did you hear about Trello?
- We might want to know where they've heard of Trello to see how our members view Trello and what they think it can do for them.
• Have you seen other companies that use Trello that you would like to imitate?
- Some companies draw inspiration from other companies' tried-and-true methods. Are there businesses that our members would like to model their Trello boards on? If so, we might be able to gather that information from other businesses and leverage it to help our members.
Additional Information
• What is a power up?
- Power ups are integrations and automation processes that allow for increased productivity by linking together services and leveraging different programs to get things done.
- Trello Power Ups
• Are there tools for automation?
- There are many tools for automation. Among these are Butler, which can copy cards, automatically add checklists, and perform a variety of other tasks. There is also Zapier, which is a "one stop shop for application integration," and Board Sync by Unito, which mirrors boards and cards. More automation tools can be found at
- Automation Power Ups.
- Trello Automation
• How does one set up Trello?
- Trello has four main items you can create: Teams, Boards, Lists, and Cards. Initially, you'll set up a team and invite members. Then, you can create boards for each category you're interested in making a process for. In each board, you will then make lists. In the original Kan-Ban, you would make a backlog, doing, review, and done. However, you can make these lists with whatever header you would like to suit your process. Finally, you would make cards in those lists. These cards are typically to-dos, packed with descriptions, checklists, due dates, labels, and other power-up enabled items. Members can also be invited individually to these cards.
- Getting Started