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Trello

Score8.4 out of 10

2,892 Reviews and Ratings

What is Trello?

Trello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.

Top Performing Features

  • Gantt Charts

    Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

    Category average: 8.3

  • Team Collaboration

    Team collaboration capabilities let team members work directly with each other and provide team updates.

    Category average: 9

  • Document Management

    Document management provides for centralized management of all project documents.

    Category average: 7.9

Areas for Improvement

  • Invoicing

    Ability to create, manage and send invoices to clients during or after completion of a project

    Category average: 7.6

  • Project & financial reporting

    Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

    Category average: 8.4

  • Integration with accounting software

    Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

    Category average: 8.3

Trello for task management is the BEST

Use Cases and Deployment Scope

I use Trello every day, and have for about 15 years now! My organization hasn't adopted it, but personally, I have done so. I use it for my volunteer projects, board roles and work. I have 3 workspaces I operate on, and within each workspace is its own board.

Pros

  • In particular, Trello does a great job of offering a clear checklist option. I love being able to physically check things off of a list and archive as I go.
  • Trello has excellent collaboration features - you can tag others in comments and have an ongoing chain of communication within specific cards or you can add "members" to tabs so they can follow progress.
  • I specifically love the template options because I can create a template for certain types of events. When i'm ready to start a new event, I can just copy the template and have all of my to do's in one place.
  • There's also a label system for cards, which is great! You can categorize cards based on needs such as: requires follow up, ongoing or just notes.

Cons

  • I wish that you could click a button and create different versions of the charts you created, for example, if my board could turn into a gantt chart!
  • For my use case (events), it is sometimes difficult to see the overall event picture with Trello. It's less of a project management tool (in my opinion) and more for tasks.

Return on Investment

  • This hasn't provided ROI toward overall business objectives, but it has kept me sane!
  • I rely on Trello to keep me organized, and therefore it benefits my organization as a whole.

Usability

Alternatives Considered

monday.com

Other Software Used

Podio, Slack, Google Drive

Exceeded expectations

Use Cases and Deployment Scope

Trello came to our company to help us organize tasks, to dos, recurring activities, simple information and stay updated on what is happening inside our team. It's great to measure the advances in your own tasks but moreover, to keep track of the team updates. Very helpful to organize a week and have set priorities.

Pros

  • Tasks overview
  • Tracking updates
  • Team follow up
  • Week organization
  • Recurring tasks

Cons

  • More customization
  • Chat notifications
  • Reminder messages tone

Return on Investment

  • Faster time to onboarded
  • Resolved team tasks gaps
  • Overview of team tasks

Usability

Alternatives Considered

Notion and Google Calendar

Other Software Used

Fin by Intercom, Mixpanel, Fireflies.ai

My experience with Trello.

Use Cases and Deployment Scope

A colleague at the head office recommended Trello to me, and I used Trello to monitor the development of new learning resources. I started to use it as part of my personal productivity routine. It helped me keep track of my daily and weekly To-Do lists and was a key component of my Weekly Review process. I created a series of personal Kanban boards. The Card format of Trello lends itself to this approach. As a visual thinker, the colour coding of the cards helped me understand what needed to be done and what type of task it was. Finally, the physical movement of cards from 'To Do' to my weekly plan and then to 'Done' was helpful and satisfying.

Pros

  • Allows you to create cards for specific tasks.
  • Allows you to colour code cards for different types of task.
  • Makes it easy to create a functioning Kanban Board.

Cons

  • I use colour coding a lot so I would like a wider range of colour options.
  • Also as a visual thinker I would like to be able to easily add images to cards.
  • I would like to be able to attach a wider range of file formats to cards.

Return on Investment

  • I got great output from the free version.
  • The return on investment was excellent because I used the free version.
  • It was easier to convince colleagues to give it a try as we all used the free version.

Usability

Alternatives Considered

Todoist and Microsoft To Do

Other Software Used

MindManager

Trello is the best app on the planet!

Use Cases and Deployment Scope

I use Trello to organize and schedule my day to day tasks. I also use it for project management and organizing what projects need to be done and all of the steps within that project that are necessary (and in what specific order) to accomplish. It's an incredible tool. I love Trello!

Pros

  • Ease of use
  • Intuitiveness
  • Clean, not clunky
  • Friendly on mobile AND desktop

Return on Investment

  • Made day to day operations more efficient
  • Opened up brain space for creativity
  • Kept projects on track across teams both internal and external

Usability

Alternatives Considered

Slack, Asana and monday CRM

Other Software Used

Kajabi, Calendly

Trello has helped me track multiple tasks across multiple states across multiple employees

Use Cases and Deployment Scope

My employees are scattered across the US. We use Trello to track the activities that need to be accomplished, as well as who is responsible for accomplishing them. I use the automation feature to create lists of recurring activities each month. I also use the template feature, combined with the checklists, to create lists of reports that need to be sent on a monthly basis.

Pros

  • Creating detailed checklists of things to be done
  • Assigning tasks to employees
  • Allowing me to see how many tasks still need to be accomplished

Cons

  • I would love to be able to add a date to the automation (e.g., create a task labeled "October bank rec" instead of just "bank rec").
  • Removing an employee who has left is not easily accomplished

Return on Investment

  • I don't have any hard numbers but I do know that using Trello has enabled me to ensure all my clients have what they need when they need it.

Usability

Other Software Used

QuickBooks Online, Microsoft 365