What is Trello?
Industry Specialties: Serves all industries
Trello is a cloud-based visual collaboration solution that can be used by organizations of any size. It provides tools to define projects, their requirements and the workflow to ensure they're completed in a planned and sequential manner.
Supports a range of types. Specific team use cases include marketing, engineering, product management, support, design and sales. It’s also useful for remote teams and startups.
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Benefits and Insights
Why use Trello?
Key differentiators & advantages of Trello
- Visualize Project Workflows: Trello provides both Kanban and Scrum layouts, which present your projects visually. You can add as many list columns as your team needs and name them based on your workflow stages. This helps keep items organized and identifies bottlenecks.
- Hit Deadlines: You can add due dates to cards and set reminders for everyone who’s a member of or watching the card. The due date shows in the card preview for easy viewing and turns red when the card is past due.
- Work in an Intuitive Interface: The software comes with drag-and-drop capabilities. This makes it easy to move cards from one column to another or to quickly switch the order of your columns.
- Centralize Collaboration: Trello provides a number of elements that let your team communicate within the system. Cards include description boxes, attachments and comment threads. Users can @mention other team members and you can also add members to cards to identify who’s responsible for each task.
- Track Details: It’s easy to follow the details surrounding a task. Labels identify the card’s purpose, status or other specific information. You can add a checklist to keep track of items associated with a task and show or hide a card’s activity.
- Work With External Users: With Trello, you can invite guests to collaborate on your boards. Guests can either be invited to a single board or to multiple boards that you designate. This gives them access without compromising boards that are for internal use only.
- Simplify Communication: The software connects with email, letting you comment on Trello cards and share attachments directly from your inbox. And you can reply to notifications from your email as well. Each board is assigned a specific email address, which enables creating cards from email as well.
- Stay Updated: Trello’s notification feature keeps everyone updated on changes. The system sends notifications when users are tagged or when a card they’re a member of or following undergoes other changes — e.g., gets moved to another column. You can set notifications for email, mobile, desktop and the app.
- Use Trello for Free: Trello offers a free version of the software, which comes with unlimited personal boards, cards and lists, along with one Power-Up per board. It also includes 10 team boards, basic automation via integration with Butler and two-factor authentication.
Trello is used by thousands of companies and millions of users around the globe. It’s suitable for businesses in any industry, and its clients come from sectors ranging from technology and the nonprofit space to manufacturing and food service. Adobe, Google, Kickstarter and National Geographic are among its customers.
- Boards: This feature acts as the foundation of the platform. It allows you to create multiple boards for different projects, workflows or other needs. Boards keep all related information organized in a single location.
- Cards: With cards, team members can build processes, follow progress and manage all aspects of a project. Card features facilitate collaboration and organization.
- Task Management: Each card represents a task, which can then be moved through the workflow accordingly. You can set up and manage task dependencies by creating checklists and linking the associated cards to one another.
- Templates: The system offers a version of both pre-built and custom templates. Trello’s website has an “Inspiration” section, which is a compilation of real-world boards that teams use. You can use this as a framework for your own team’s boards. Creating custom templates simply requires copying the element you want to replicate. This can apply to boards, lists or cards.
- Power-Ups: These are apps you can integrate with Trello. There nearly 130 choices that cover everything from file management and reporting to automation and developer tools. If Trello doesn’t come with a built-in capability, there’s likely a Power-Up that can provide what you need. Popular apps include Slack, Zapier, Google Drive, MailChimp, Salesforce, Dropbox, SurveyMonkey and Zendesk.
- Mobile Apps: Trello’s apps for iOS and Android let users access the system from a variety of devices. In addition to web and desktop, team members can use Trello on smartphones, iPads, smart watches and Kindle Fire tablets.
Trello Suite Support
The support team is available from 9 a.m. to 5 p.m., Monday through Friday. Trello is closed on all major U.S. holidays, including Martin Luther King Day and President’s Day. The user community is a great place to receive advice, get use case questions answered and find how-to suggestions.
mail_outlineEmail: The support email address is [email protected] Users can also send a message via the support page on Trello’s website. This option is best for questions related to billing, security or Business Class. For additional help, users can reach out to @trellosupport on Twitter.
phonePhone: No phone support number is listed.
schoolTraining: Although Trello doesn’t offer any formal training, it provides guides that cover features, board creation, Trello basics, team creation, pro tips, collaboration, team admin and other core topics. There’s also a robust knowledge base that contains 290+ help articles on getting started, apps, Power-Ups, using the software and more.
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