Within our cards, we include checklists of tasks associated with the social post or blog, attachments of graphics or Word documents needed to complete the post or blog and a due date for the post or blog. >Blog and Social>(client name)>(title of blog or social post)>card contents. With daily posts going out for 30-plus clients, keeping our schedule in an easy-to-use and easy-to-maintain format is absolutely necessary for the sanity of everyone involved-and not to mention, to keep our clients happy.įollowing the hierarchy mentioned above (boards>lists>cards>card contents), here’s how our social media and blog board is organized: The most use that we get out of Trello is regarding our social media and blogging schedule. You can also create Trello cards via email, which can be helpful when tasks pile up in your inbox and you need to organize them quickly. You can attach pictures and documents to the card, create multiple checklists, choose colored labels, add a description, assign a due date and time, designate a person to work on the task and more. When you click on a card, it opens you up to a selection of functions. Cards are movable within a list and from list to list with a simple click, drag and drop. Within a list are cards, which represent individual projects or tasks that fall into the category of that list. A board consists of lists, which are laid out horizontally on the page so that you can easily view what is going on with your project. “Client Blog Schedule”) is akin to a white board with individual post-it notes representing the tasks, except that it is in digital form. Like we mentioned, a Trello board (the name for a set of tasks, i.e. Trello isn’t only useful for business, but it could be used to manage personal errands, family chores or even vacation itineraries. Multiple people can have access to a Trello board at one time, so that an entire group can be in the know, and users can contribute their individual efforts. ![]() Using Trello, one can assign due dates to tasks, delegate tasks to certain individuals or teams, create checklists, set reminders and even integrate the system into one’s email. Imagine a white board filled with post-it notes in rows according to category, and each note represents a task to be performed within that category. Trello reflects the Kanban system, a scheduling system developed by an industrial engineer at Toyota to improve manufacturing efficiency. Trello is a task management app that visually organizes what you are working on and who is working on it. In other words, we would be lost without Trello! Using the app Trello for project management, we’ve been able to efficiently outline our in-house responsibilities per client at any given time while tracking our progress and sticking to a prescribed output schedule. With more than 30 clients’ social media accounts and more than 75 websites to manage, our team at McNutt & Partners had to find an efficient solution for keeping all of our tasks in a row, and the one we landed on has not made us look back since. ![]() Organization is critical to any business’s smooth operation, but so is making sure that the organizational tools you employ are optimal for your business’s particular needs.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |