So, you want to use Trello to organise your ideas, manage a remote team, keep track of your projects – or something else! You know the power of a well-structured system when it comes to running and growing your business. But when it comes to documenting and managing these through a tool like Trello, do you know where to start? What boards do you need? How should your lists be laid out? What cards belong where?
Whether you are new to kanban workflow management (that’s the popular visual system with boards + lists + cards) or you’ve been using other project management tools for a while – this article is designed to open your eyes to some of the possibilities of Trello.
I have collected a few of my favourite inspiration / demo boards for your convenience. Feel free to make copies to keep as your own, or refer back to this list whenever you need ideas on how to lay out more information for your business.
Managing Your Business
- Big Picture Vision – company-wide project overview – https://trello.com/b/lGQZunS7/company-overview
- Weekly Retrospectives – https://trello.com/b/5AWA6bCT/weekly-retrospectives
- Goal Tracking – https://trello.com/b/QvHVksDa/personal-work-goals
(can be adapted for company goals, individual team member goals, etc) - Team Meeting Minutes – https://trello.com/b/lYdxML7x/weekly-team-meetings
- Growth Template – https://trello.com/b/WjFjFhqO/growth-template
Managing a Remote Team
- Team Profiles – https://trello.com/b/zyvUKqfT/inspiring-boards-people-management
- Team Member Onboarding – https://trello.com/b/qr3AcASr/new-hire-onboarding
- Staff / Employee manuals – https://trello.com/b/Rfh7LoDT/sample-board-employee-manual
- Team Responsibilities – https://trello.com/b/OQUrT8tA/team-responsibilities
- Employee Reviews – https://trello.com/b/xhGIrCcJ/employee-review-sample
- Remote Team Bonding – https://trello.com/b/s1mqXsyv/remote-team-bonding-board
- See also: Managing Your Business section and Productivity and Workflow section below
Productivity and Workflow
- Workflow Priorities / In Progress – https://trello.com/b/As0z8Y9Z/inspiring-boards-productivity-workflow
- To Do list – Today, Tomorrow, This Week – https://trello.com/b/Q7CGZVWi/mise-en-place-personal-productivity-system
- Tasks by Week – https://trello.com/b/hSfWe8Q3/kevans-weekly-to-dos
- Team Tasks “Five Things” – https://trello.com/b/DQDXYzN7/team-tasks-5-things-workflow
- Mind Mapping – https://trello.com/b/569EqOay/mind-mapping-technique
- Project Management – https://trello.com/b/9G51cGCl/project-management
- See also: Project Management section below for examples of individual projects
Marketing and Sales
- Customer Leads Pipeline – https://trello.com/b/lrAIa0JW/sales-crm-pipeline
- Sales Pipeline – https://trello.com/b/G7i9fEgj/sales-pipeline
- Marketing Brainstorm – https://trello.com/b/sEGM96UM/sample-board-marketing-brainstorms
- Marketing Team Hub – https://trello.com/b/E4uILULn/marketing-team-hub
- Marketing Overview – https://trello.com/b/VoJQd9UF/marketing-overview
- Campaign Tracking – https://trello.com/b/b1tGDB0v/marketing-board
- See also: Content Marketing under Project Management below
Knowledge Bases
- Syallabus/Curriculum – https://trello.com/b/bgKBrX3D/sample-board-collaborative-syllabus
- Manager Training Resources – https://trello.com/b/V2LWCIWu/manager-training-resources
- Trello Tips & Tricks – https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks
- Architecture Project Wiki – https://trello.com/b/APdwaVEU/architecture-project-architekwiki
Project Management
- Event Planning- https://trello.com/b/OUj5xYZN/event-planning
- Wedding Planning – https://trello.com/b/JeOMdNMH/wedding-planning
- Content Marketing Projects
- Blog Post Ideas – https://trello.com/b/HtyKbsEh/blog-post-ideas
- Editorial workflow – https://trello.com/b/UQk1wa4a/editorial-calendar
- Content Calendar – https://trello.com/b/HoBTnV11/blog-content-calendar-detailed
- Lesson Planning – Yearly View – https://trello.com/b/SGCjQMxQ/lesson-planning
- Office Party – https://trello.com/b/EEksZewK/office-holiday-party
- Rock Climbing Goals – https://trello.com/b/l6DKYxnT/rock-climbing-board
Automation
These boards demonstrate some of the ways you can automate your project management, or productivity workflows, and how you can integrate Trello with other services to carry this automation between systems.
- Sample Butler Bot rules and automations – https://trello.com/b/2dLsEE9t/butler-for-trello
- Zapier’s Favourite Trello integrations- https://trello.com/b/ao4Bf2Dd/zapiers-favourite-trello-integrations
Need more inspo?
Find a whole heaps of board ideas and templates at: https://trello.com/inspiringboards