How To Use Trello As A Planner

Trello is a widely used tool for project management that serves multiple functions, including planning. In this article, we’re going to explore how Trello can be employed as a planner to manage your tasks and monitor your advancements.

Setting Up Your Board

The first step in using Trello as a planner is to set up your board. You can create a new board by clicking on the “Create Board” button on the homepage. Once you have created your board, you can customize it by adding lists and cards.

Creating Lists

Lists are the backbone of Trello’s organization system. You can create as many lists as you want to categorize your tasks. For example, you can create a list for each project or task that you need to complete. To create a new list, click on the “Add List” button and give it a name.

Creating Cards

Cards are where you will add your tasks. You can create as many cards as you want for each list. To create a new card, click on the “Add Card” button and give it a name. You can also add details such as due dates, labels, and attachments to your cards.

Using Trello as a Planner

Once you have set up your board and created your lists and cards, you can start using Trello as a planner. You can move cards from one list to another to track your progress. You can also add labels to your cards to categorize them further.

Using the Calendar View

Trello has a built-in calendar view that allows you to see all of your tasks in a timeline format. This is useful for planning out your week or month and ensuring that you are meeting your deadlines.

Using the Timeline View

Trello also has a timeline view that allows you to see all of your tasks in a Gantt chart format. This is useful for visualizing your project’s progress and identifying any bottlenecks or dependencies.

Conclusion

Trello is a powerful tool that can be used for various purposes, including planning. By setting up your board, creating lists and cards, and using the built-in views, you can use Trello to organize your tasks and keep track of your progress. With its intuitive interface and customizable features, Trello is a great choice for anyone looking to improve their productivity and planning skills.