A powerful Project Management System helps companies keep track of the projects and ensure everyone is working to their utmost potential. Trello, a Kanban-Based Project Management System, uses Cards and lists to organize complex tasks into a coherent workflow. In a Kanban system, the Cards or tasks move left to right between lists that are a phase of your workflow.
You can use Trello for keeping track of personal finances, planning holidays or weddings, tracking the next marketing campaign, and just about anything. There are numerous Trello Board Examples the can optimize your workflow. Some of them will be discussed in further sections.
This article will give you a comprehensive guide to Trello, Trello Templates and Boards. You will also explore the key benefits of using Trello and some of the best Trello Board Examples. Let’s get started.
Table of Contents
Introduction to Trello
Trello is an organization tool available on web browsers and mobile apps, which helps keep track of Business Projects, Family Schedules, Freelancing Projects, and everything in between. It is an entirely customizable application where users organize the projects into Boards and tasks into Cards.
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Introduction to Trello Board
Boards in Trello constitute a basic framework. Users can either create custom Boards or use public Boards from Trello’s extensive library of templates. After making a Board, users can add various tasks as Cards and keep them in multiple lists to keep track of the progress.
In Trello’s public Boards’ library, you will find various Trello Templates for Business, Education, Engineering, Productivity, Project Management, Remote Work, Support, Team Management, Sales, Product Management, HR (Human Resource) and Operations, Education, Design, and Marketing. You will get to know more about Trello Board Examples that can significantly optimize your workflow.
Key Benefits of using Trello Board
Trello Boards have gained wide acceptance in the market. Some of the Key Benefits of using the Trello Board includes:
1) Smooth Editing
Trello makes your work easier by offering a drag and drop mechanism for Cards. Trello Templates, Lists and Boards are fully customizable, and you can also follow specific matrices that are of interest to you and your team. You can also use automated notifications for staying on track with all altercations and comments on lists and Cards.
2) Well-Organized Board & Card System
Boards in Trello make workflow more accessible and user-friendly. Teams and individuals can create custom Boards for each project, generate Cards for every small task, and move them in the various lists to keep track of the progress. Since there will be Boards for every project and Cards for every task, there is minimal confusion, and users can easily track all assignments.
3) Reasonable Timeframes
Trello offers powerup calendars that allow you to prioritize tasks, assign last-minute operations, and display all tasks on a master calendar. These powerups will enable you to keep track of minor and major tasks of projects.
Trello is also a great collaboration tool for teams. You can enable members to participate in group discussions, one-to-one chat sessions, share notes and files, and comment on individual Cards.
Trello has public developer APIs (Application Programming Interface). This allows users to connect Trello with most extensions, third-party apps/systems, or plugins. The web version is compatible with most browsers and can be accessed by users of both Apple and Android phones and tablets.
6) Mobile Optimization
Trello is a mobile-friendly collaboration system. Users can easily access data from every device, including those which operate with Android and iOS.
To know more about Trello Boards, visit this link.
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Top 9 Trello Board Examples and Templates
Here is a list of a few Trello Board Examples that can come in handy for your use cases:
1) Project Management
This Project Management Board created by the Trello management team allows companies to create an ideal workflow for small and big projects. There are six lists by default: Resources, Questions for the Next Meeting, To-do, Pending, Blocked, and Done. It is one of the popular Trello Board Examples.
The Resource list has all the designs, documents, specifications, or anything that your team will have to refer to while working. Your team members will have various questions while working on projects. The Questions for the Next Meeting list ensures every team member can slide their questions into this list as they pop up. The To-do list is where all the live tasks are assigned so the team can check who is working on what task and when it’s due. A lot of work in projects depends on someone else completing their task.
The Pending list can have Cards for those in-between tasks. You can also choose to have a Blocked list for all the rejected ideas or issues that are slowing down your team. At last, you will have the Done list for keeping all the finished tasks that your team has completed and feels proud of. Thus, it can be the best Trello Board Example for the professionals that want to optimize their workflow.
2) Kanban Template
The Trello Engineering team designed the Kanban Template for ensuring a fluid workflow. There are six lists: Backlog, Design, To-do, Doing, Code Review, Testing, and Done. This is the perfect Trello Board Example for engineering teams that want to create a roadmap of their process. You can also enable power-ups for various design tools like Invision or Figma.
Team members can quickly start by placing Cards in the Design list and move them to the To-do list once they are fully specced out. Engineers can then pick tasks they are working on and move them to the Doing list. Next, the Cards move to the Code Review and Testing before moving to the Done list.
3) Simple Project Board
This is a typical Trello Board Example for teams starting a project and wants a simple Board to brainstorm ideas and keep track of tasks that they are working on and finishing. It was created by David Mugisha, the senior tech delivery analyst at Accenture. This Board is true to its name and has only four lists: Brainstorm, To-do, Doing, and Done.
4) Remote Team Hub
The Remote Team Hub Board template is an excellent Trello Board Example for monitoring and improving your remote team’s productivity. There are three main lists in this template: Team Info, Current Projects, and Completed Projects.
The Team Info tab has Cards for resources, working hours, and vacations. Remote team managers can have recurring Cards and checklists for working hours and OKRs. Remote teams can also have various Cards assigned to team members for Current and Completed projects. With Google Drive Power-Up, team members can also link the files for the project. It is the best Trello Board Example for anyone who wants to monitor and improve the team’s productivity.
5) Marketing Overview
Marketing Overview Board can be a perfect Trello Board Example for those teams whose work revolves around creating and tracking various deliverables across Marketing Campaigns. You can have a list of Marketing Campaigns, Team Meetings, upcoming Holiday Campaigns, and much more. You can also have a list of the forthcoming events to assign tasks to various team members. Another great column to have in a Marketing Overview Board is an In-review column. This column will keep track of all the social media posts and blogs that are to be reviewed by editors, which you can move to an Approved list after receiving the final approval.
Moreover, you can also have columns like Done, Ongoing, and Resources. In the Resource section, you can have Cards about login information, how-to-documentation, social media sizes for blog posts and images, and every miscellaneous item that your team needs to refer to on an ongoing basis. It is a perfect Trello Board Example for the Marketing Teams.
6) Teaching: Weekly Planning
This is a typical Trello Board Example that has three lists by default: the Beginning of Term, Week 1, and End of Term. You can copy and paste the Week 1 list for all the weeks in your teaching term this semester.
The beginning of the term list has Cards for events that every teacher has to set up before starting class usually. You can also have a done list to dump all the Cards that you have completed—the weekly list information about lesson plans and assignment schedules. Teachers can keep track of all the assignments and classes they need to take for every subject. This Trello Board Example can be a suitable choice for the teachers or professors who require weekly planning of their schedules.
Various Cards on this Board come with a checklist to ensure that teachers don’t miss any minor details before and after the class. This is an excellent Trello Board Example for co-taught classes to ensure every teacher can complete all the teaching tasks at the beginning and end of the semester.
7) Daily Task Management
The Daily Task Management is one of the Trello Board Example created by Michelle Fry, Software Engineer at Oliver Wyman Digital. It can be used for keeping track of personal tasks and to-do lists. This template uses butler automation for day-to-day Task Management.
You can start by creating Cards for all the tasks that you want to work on in the Backlog list and drag them into the To-do-today list as you start working on them. Every day, the butler automation will rename the Done today list with yesterday’s date and create a new Done today list. You can also use the butler automation for tasks that you will do daily, so they are copied each day into the To-do today list. Thus, it is an excellent Trello Board Example for those who want to meet track of their personal tasks.
8) Publishing Process
The publishing process Board is one of the Trello Board Examples that was created by the Telegraph for streamlining the editorial production process. In this Board, the Cards move in a left-to-right fashion as they move through the actual stages of content creation and publishing.
There are five lists: Ideas and Watching, Commissioned, Content Created, Scheduled and Published. All the writers can create new Cards for all the ideas they have for blogs and articles, which editors and managers can move to Commissioned if they are approved. Members can add due dates, exemplary headlines, word count, etc., with all the Cards. As the blogs move towards Scheduling and Publishing, the Cards can move from left to right in the same fashion on this Board. It can be the best Trello Board Example for content writers and editors.
9) Customer Success Management
The Customer Success Management Board is also one of the popular Trello Board Examples that was created by Chris Wheeler, Enterprise Customer Success Manager at Iterables, for keeping track of customer success and customer relationships. This is an excellent Board for digital marketing agencies or any industry that has customers with recurring requirements. There are five lists: Highlights, Agenda items, Projects, Feature Requests, and Completed.
Teams can create multiple Boards for multiple customers and track their agendas, future projects, future initiatives, outstanding progress, requests, and details. You can also keep all the key documentation and information about the customer in the Highlights list. Thus, this can be a perfect Trello Board Example for anyone whose tasks are related to Digital Marketing.
These were some of the popular Trello Board Examples that have gained wide acceptance in the market and helped professionals to optimize their workflow.
Trello offers an extensive library of Board templates for individuals and teams to manage workflow. Their platform provides flexibility for designing custom Kanban Boards to fit everyone’s unique requirements.
This set of nine unique Trello Board Examples enhances Trello’s diversity and helps in visualizing workflow and processes. You can begin with simple Boards and add lists, Cards, advanced checklists, and powerups to give your Boards more structure, detail, and customization. Try these Trello Board Examples discussed above and start optimizing your personal and professional life.
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