Have you ever left a meeting feeling like nothing was accomplished? Have you ever wanted to visualize your project and collaborate with team members? In this post, we’ll explore a free task management tool called Trello that you can use to maximize your productivity. Easy to understand, easy to collaborate, and easy to incorporate. No sales pitch here, just an honest look at a tool that makes life easier to manage.
What is Trello?
- Trello is a free task management tool that visually organizes your work and life.
- Think of it like a bunch of sticky notes on a board. Except neater.
- You can see it on your phone, tablet, or desktop with the Trello Apps.
- There is a premium package, but it’s not necessary to access most features.
How to Use Trello…
The best way to understand it is to try it!
It’s Easy To Get Started:
- Create a New Board. Once you sign in, simply press the “PLUS” button to create a new board, team, or business team.
- Create Your Lists. Simply Start Typing and click “Enter” or “Save.”
- Add and Move Cards. Simply drag and drop cards to move them.
Ideas for Using Trello in Parks and Recreation
Take notes during meetings and assign tasks to different people
Take your paper notes and turn them into action by inputting the tasks into Trello. Anytime you see an initial next to a card, that means that it has been assigned to a person. The Eye means that that person has been subscribed to notifications and will get an email with this task. The red label has been assigned as “Urgent” which accompanies a deadline.
Prepare for Outdoor Pool/Summer Programming
Our outdoor pool planning team used Trello to list our our various tasks and responsibilities. We had a brainstorming session and listed all the cashier related items under one list, and then one by one we moved them into the individual persons list. If they were collaborative projects, we left them under the general “Cashier” List.
Visualize your onboarding and training process with new staff
You can do this two ways. You can either list out the steps that it takes to get a new staff hired, as demonstrated below OR you can take these steps and put them as a header on a list. Then, once you have each step listed as an individual list, you can write in names of your candidates and move them through your process. This is especially helpful when you are hiring a bunch of staff at once, either for camps or summer programming.
Utilize Trello to help plan and map out your upcoming facility or park shutdown. You can organize this a number of ways, completely up to you. One way that I found helpful is by listing tasks by day. If you don’t get something done, simply drag and drop it to a new day. You can even look at this list on your phone so you never forget what you had planned.
Tracking work orders within your facility
You probably already have a work order/facility management system if you work in a recreation center, but most likely you don’t have full control (or even full access) to view and modify these work orders. Use Trello to remember which work orders you have placed and what stage they are in. Give team members permission to edit so that this board can be updated even when you aren’t there.
Recreation Brochure Development
Best for small agencies. List your programs and events on each card and then the details within each card. Could be a continuously updated planning tool.
Track public input results via surveys
If you are doing a huge public engagement campaign with multiple surveys, consider using Trello to track those results. You can even link trello cards to SurveyMonkey, where the cards will display real time data.
Visualize your next big event
Great for planning your next Open House event, Fall Festival, or other special event
Starting with the basic policy concept, create lists for initial development, board recommendations, city council approval, and other steps within your organization. Add documents, videos, and other attachments to make the board more dynamic.
Social Media Planning
Schedule and plan your upcoming posts for Facebook, Twitter, Instagram and whatever other programs you use. Set a deadline, assign to team members, and never miss a post with notifications.
Track Customer Cards/Feedback
What happens with all of those comment cards you have lying around? Do they sit in your inbox? How do you track patterns over time? Simply write in the complaint or suggestion into Trello and see what feedback reoccurs. Categorize your lists by facility area, staff member, or program.
Keep track of your own to-do list
Of course, you can keep track of your own to-dos. It will be completely up to you as to how you organize this board. I find that simple is better.
Invite team members to collaborate
Add Labels to categorize your cards.
Add stickers or photos to make your cards stand out.
Choose from over 50+ “Power-Ups” to customize your lists.
Connect with Apps like Asana, Evernote, OneDrive, Google Drive, Survey Monkey, Jotform, Dropbox, MailChimp, etc.
Utilize features like card aging, card repeater, card snooze, calendar, Voting, and more.
Change your background.
Set up Email to Board Settings, allowing you to email tasks directly to Trello
Quick Tips for Collaboration:
Host a quick how-to session for new users
Make sure all team members have access to view and edit
Discuss how you will use and optimize the board
Have all members subscribe to updates
Under Settings > Create Team & Add/Remove Permissions
Similar Alternatives to Trello: