What is Trello? Is there a fee? Instructions for using Trello effectively​

What is Trello? Trello is a very familiar term for many businesses in the 4.0 technology era. The application of Trello to time management and work arrangement brings many benefits to businesses. Let's learn with Viindoo Enterprise Management Software the concept of Trello as well as how to use Trello effectively in the article below.

What is Trello Software? What is Trello used for?

What is Trello? Trello is an online app for planning and managing your time and organizing tasks effectively. Trello is known as an application with many functions. In addition, this is an effective support tool for many companies today. Because, this application possesses outstanding features such as:

  • Summarize and divide work for each team member, including specific job description, time and status of work completion.
  • Support teamwork by allowing all team members to ask for each other's help when performing tasks.
  • Use simply, flexibly and freely.
Trello is an online assistant for planning

Trello is an online assistant for planning.

Another question that users are interested in is “Is Trello free?” Trello Software is currently offering the product as a Freemium. That means users can use the basic features for free. However, the advanced features of the Business version are not very comfortable $ 9.99 / user / 1 month.

Creating components in Trello

After understanding what Trello management software program is, the next question is what is the structure of the internal components of this software?

  • Card:

Card is an information card contained in Title (title) and Description (description) with the task of storing work. The card will support recording Task, Feature (product feature) and Question (question), with Checklist. Through that, businesses break down the jobs that are most appropriate.

  • List:

This is a list of Cards of the same condition or of different properties. Specifically, List Doing includes cards in progress or List Done contains completed cards, etc.

  • Boards:

A board is like a project or task. A Board can contain many Lists that are used to divide the status of performing the tasks of the project. At that time, it will be more convenient for businesses to track the progress of the project.

  • Organization: It is an aggregate component of Boards and group members.
Organization is an aggregate component of Boards

Organization is an aggregate component of Boards

How to create a Trello account?

Currently, there are many businesses that are having a hard time creating Trello. To not lose time in this step, please refer to how to open a Trello account of Viindoo below.

Step 1: Visit the Trello. com website and click Sign Up – It's Free.

Visit the Website Trello.com

Visit the Website Trello.com

Step 2: Fill in the information in the Form and then click Create New Account.

Fill in personal information such as name, Email, .. in the Form

Fill in personal information such as name, Email, etc.

Step 3: Open Mail and click on Confirm Your Email Address when Trello software will send confirmation link via Email.

Trello software will send a confirmation link via Email

Trello software will send a confirmation link via Email.

How to Use Trello Effectively

In the process of using Trello, many businesses encounter different errors. Therefore, a "handbook" of effective Trello usage is essential. Here are some important notes when using Trello businesses can refer to.

Creating a table

To create a complete job board, businesses should follow these steps:

Step 1: Click on Create New Board right below Personal Boards.

Step 2: Give the table a title and can change the background color and display pattern of the table.

Step 3: In case there are many groups, select the correct group that you want to grant access to the table.

Table creation operations in Trello
Table creation operations in Trello

If you want to add team members to your board, do the following:

Step 1: On the homepage of Trello, open the task board and click Share in the upper left corner.

Step 2: Enter Email or Trello Username of the member you are looking for.

Step 3: Enter all the members' names, click Send Invitation.

Manipulation of adding team members to the board

Manipulation of adding team members to the board.

Creating a list

After creating a successful table, the next thing businesses need to do is system and reorganize tasks. Trello has built-in lists to choose from that are suitable for many Tasks. However, if you want to create your own to-do list, follow these simple steps:

Step 1: Proceed to open the table to create the list. On the right side of the list click on Add a list.

Step 2: Name the list, click Add List.

Step 3: Add a note card (Card) by button in the bottom of the list

Three steps to create a list in Trello

Three steps to create a list in Trello

Creating flashcards

In case businesses want to add flashcards to the list, they need to do the following:

Step 1: Click Add a card at the bottom of the list

Step 2: Enter a title name for the tag.

Step 3: Click Add Card.

Create flashcards by doing 3 steps

Create flashcards by doing 3 steps.

Assigning tasks and managing completion time

When adding members and setting deadlines for cards are the two most useful features of flashcards in use Trello. If working in a group, the enterprise assigns each member to a certain task card. In addition, businesses can add multiple users to one card for easy tracking. Therefore, if you want to add people to a card, follow these steps:

Step 1: Select a note card when you want to assign it to everyone in the group.

Step 2: Click Members on the right side of the card.

Step 3: Search for members in the group and tap each person to add.

The operation of adding members to the card
The operation of adding members to the card.

Not only that, when setting deadlines for work and reminding people, businesses only need to do the following:

Step 1: Click on the note card to set the Deadline.

Step 2: Click on Due Date on the right side of the card.

Step 3: Select Deadline from the calendar tool and add a time and click.

Actions to create Deadline for work

Actions to create Deadline for work.

Search with keyboard shortcuts

Businesses will easily see everything with a personal notepad. But, with lists with a lot of work, especially large projects, definitely use the search feature. Here are some helpful shortcuts to find information faster:

  • B: Opening the Spreadsheet Menu. Then, businesses can search for information and switch between tables.
  • I: This is the shortcut that opens the search box. This will help search flashcards and lists to get to the tag you're looking for.
  • F: Action to open the search filter. This helps to filter out flashcards by keywords and custom labels, or by membership or by the tag's expiration date.
I: The shortcut that opens the search box

I: The shortcut that opens the search box.

Monitoring and managing work

The card's expiration date notification feature is very useful for businesses. However, this feature displayed in the calendar view (Calendar view) is more wonderful. By default, the Trello software does not have this feature available. Therefore, businesses must activate themselves through extensions (Power - Up). To enable Calendar or other extensions, follow the steps below:

Step 1: Click Show Menu on the right side of the screen and under the Profile icon.

Step 2: Click on Power - Ups.

Step 3: Search for Calendar and add this widget in Trello.

Actions to track work

Actions to track work.

After that, on the horizontal menu of the table will appear a new button that is Calendar. When this button is clicked, the Calendar View is opened immediately. Cards with expired deadlines will appear here.

Advantages and disadvantages of Trello

Thus, it can be seen that Trello possesses many extremely useful features. However, for the most intuitive assessment, businesses need to know about the pros and cons of this software. Don't miss the important content below.

Advantages

The outstanding advantages that Trello software owns are:

  • Easy to use:

Trello's working interface is identical to the Note papers glued on the screen. Therefore, anyone who looks at it will easily grasp and use it. The operations are very simple as the work of the stages is flexibly transferred by just dragging and dropping the Cards. In addition, scheduling or assigning work in the Team is very quick, etc.

  • Free:

Trello is software that is currently offering products in the form of Freemium. Businesses can use the basic features for free. However, the advanced features of the Business version will incur a fee. Business also easily invite partners to join Trello thanks to this "free". Through this, Trello is being favored by Startups and Freelancers.

Trello software is offering products in the form of Freemium
Trello software is offering products in the form of Freemium.
  • Visual tracking:

This software is designed based on Kanban project management method. Therefore, the work stages will be divided into lists like to-do lists. At that time, just looking at the interface, the business manager has the most intuitive grasp of the project progress.

  • Great integration capabilities:

When businesses use Trello Free package, the attachment size is only 10MB. However, using the Business plan, that number is up to 250MB.

Trello software has great integration capabilities

Trello software has great integration capabilities

Disadvantages

Besides the advantages, Trello software still has some limitations. Let's find out with Viindoo those disadvantages below.

  • Do not decentralize administrative members:

All members participating in the project on Trello has the right to edit, assign and delete the pre-marked part. Such loose decentralization is completely inappropriate. In case there is a need to apply Trello to an enterprise level - when there is a need to have different operational rights restrictions for staff levels such as department heads and CEOs, etc. This is Trello's biggest weakness. As a result, businesses may be broken the rigor and confidentiality of information.

  • Poor communication environment:

Even though Trello allows members to trade in Cards. However, the software lacks an interface for general commenting on the entire project. Especially, commenting at Card is not friendly at the moment, can't Post comments right away with the Enter key. Members need to use the mouse to click "save" when exchanging. This is a bug that hinders the business experience.

Trello software lacks an interface for general commenting on the entire project
Trello software lacks an interface for general commenting on the entire project.
  • Not suitable for time management:

With a single interface that stretches horizontally, Trello has made it difficult for businesses to accurately time management of tasks. Cards are designed to be independent and hinder relationship management between tasks. For example, it will be difficult for members to know what to do first and what to do later or what must be done in order to be able to do another. To optimize these factors, businesses need an extension - integration with the Gantt chart application (in the paid version of the software).

  • Missing work report:

Trello is a great tool for teamwork. However, this software lacks many essential features for the role of a manager. This includes reporting. Trello does not have an interface that allows managers to immediately track how much work has been completed compared to expected or which individuals are ensuring the progress of the assigned work, etc.

Trello lacks features essential to the role of a manager

Trello lacks features essential to the role of a manager

Viindoo Projects - Project Management Software

If you are looking for an alternative to Trello to help your business save costs and improve productivity, Viindoo Projects is the software you can trust.

Viindoo Projects is one of the first software in Vietnam to apply the quintessence of the famous management model in the world. Through that, this software will solve the problem of operating the business as well as the project. Viindoo Projects is developed by Viindoo. This is one of the number 1 corporate governance platforms in Vietnam with thousands of customers stretching from North to South.

Viindoo Projects software inherits the optimal Kanban interface like on Trello. However, this software has superior features that have solved the disadvantages of Trello such as:

  • Make a plan and manage tasks in order of priority.
  • Control the work progress of each employee such as tasks, implementation time and due date, overdue, etc.
  • Track useful working time instead of employee presence time thanks to integrated timekeeping right on tasks.
  • Send messages, attach documents and photos, take notes, or add followers right in the task.
  • Record work history and information exchanged or collaborated between departments.
  • Send collaborative emails with customers right on the task interface while ensuring security.
Software that allows to plan and manage tasks in order of priority
Software that allows planning and manage tasks in order of priority.
  • Create automatic actions to remind you to perform and avoid missing or forgetting tasks.
  • Collaborate on each task in real time - Viindoo Project integrates Etherpad.
  • Work online on smart devices.
  • Allocate resources and assign tasks by person or department.
  • The software allows to forecast time and Deadline for each project.
  • Project progress will be fully updated on the tracking board or linked to OKR.
  • Expected and actual time can be compared to calculate profit.
  • Own an overview and instant reporting system of work management software Viindoo Project.

In addition, Viindo Project also overcomes the disadvantages of Trello by providing an extremely reasonable price. Vietnamese businesses only have to pay a fee of $8 / month / 1 user to be able to own the superior features of Viindo Project. Even small companies can still choose this software to increase organizational performance while keeping costs stable.

Viindoo Project software owns an overview reporting system

Viindoo Project software owns an overview reporting system.

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The above article has helped businesses better understand “What is Trello?”, features, benefits and instructions for use. Hopefully businesses can apply the software well in managing time and work to make business more effective. Please contact Viindoo immediately for advice and provide the most effective business management software.


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What is Trello? Is there a fee? Instructions for using Trello effectively​
Viindoo Technology Joint Stock Company, Amber Nguyen December 3, 2022

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