Trello

Trello helps you track events, projects, and progress over time.

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Trello is designed to help increase transparency and visibility of projects, ideas and tasks across the Leaership Team and volunteers. Your use of it will vary based off of your team and projects. Some boards are used by all teams for common tasks (like Social Media, which is used for scheduling posts) and others are primarily use for project managemetn (such as the Annual Conference board, which is copied each year to track key tasks and tag responsible individuals).

You should be added to at least one primary team board (e.g. "Operations" or "Giving") when you are sent a Trello invitation. Other boards that you are not a member of, but are shared by the team, can be added by going to the team view and seeing other boards. You will need to create an account if you have not used Trello before; if you already use Trello for personal projects, you can associate your DEF email with that account and access your existing boards or teams and DEF's boards / team using a singular log-in.

There are three primary Trello boards that Agoras use to keep up with project and event information. Agoras are sent invites to join Trello using their community DEF email address (e.g. city@def.org) and then tagged on cards relevant to them to receive updates. Agoras are only added to the Agoras, Community and Events boards on Trello. This provides transparency for relevant information without inundating potential commenters (or confusing who the originator is, as most Agoras have multiple people with access to their accounts).

There are some core tasks, like scheduling, that we use Trello to organize; here are two quick videos showing how DEF uses Trello to create posts for social media and add content to go out in the DEF Dispatch, our email newsletter:

The rest of this page explores Trello features and capabilities.

Trello is a visual project management tool.

DEF likes Trello because it helps organize drive our attention towards relevant projects, captured in the form of a Trello card, list, or board. Cards are also tagged with labels (colored tabs) and members (individual accounts) to help make clear what is important to whom.

Due dates, power-ups, and automations take the manual work out of keeping information sorted, and integration with other apps and attachments.

At the same time as this discrete segmentation, Trello also allows for transparency and easy coordination, because you can easily check on other cards or collaborate in other ways beyond just how we might "normally" use it.

You can easily copy cards, lists and even boards, add checklists (including for content pushed from other apps), and comment so there is an easy record tied to a task (not just an email list or Slack thread).

DEF uses Trello a lot with Zapier to pull information in from Google Forms and display it visually so that it can be run through a weekly sprint or other workflow, allowing for the status of a task, volunteer applicant, or other entity to be easily identified.

trello.com/guide

Looking for more tips and tricks? Check out the Trello links above to get started.

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