OneNote vs. Stackby vs. Trello

In my opinion OneNote is a must for anyone who does business. It’s versatile, stable and sustainable. It can keep private information private - like passwords. It can be used for collaborative work - like standard operating procedures. It is fairly easy to use and far superior to pen and paper. When used for meeting notes, it can be flagged with icons that are searchable - like ideas or important items. You can even create Outlook tasks on the fly

Incentivized

Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com

Incentivized

• Because of its flexibility and ability to hold different types of content (text, images, tables), it is a great tool for collecting content from different resources and organizing it in one place.
• Technical support analysts are using sections for their support case analysis; they paste pieces of logs, screen-shots, document their steps in troubleshooting etc., all in one section, to get the full picture yet stay organized.
• The logic of content structure; Notebook>Section>Page>Paragraph, allows you to manage and collect all needed information by the areas of the user's responsibility. For example; each of my projects has its own section, in which each page is a task.

Incentivized

• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
• Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
• Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task

• The table editing tools are too simplistic and lack the features found in other Office products.
• Some content loses its rich text formatting when being pasted into OneNote. A workaround is to paste the content first into Outlook or Word and then copy/pasting that into OneNote.
• Microsoft is moving away from a local install of OneNote, which means notebooks have to be in the cloud in Office 2019. This will actually reduce the usefulness of OneNote in some environments and opens the door to competitor products.
• Update: Microsoft has now announced that it will continue to support OneNote 2016 through 2023. https://techcommunity.microsoft.com/t5/Office-365-Blog/Your-OneNote/ba-p/954922

Incentivized

• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

• I use colour coding a lot so I would like a wider range of colour options.
• Also as a visual thinker I would like to be able to easily add images to cards.
• I would like to be able to attach a wider range of file formats to cards.

Incentivized

As this is not a compulsory tool in our organization, I would say all depends on the decision makers, however since this is a part of MS Office, I am sure we will have it for as long as we will possibly need it. However, I would not be so sure, if it was a separate product

I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.

Incentivized

I find OneNote incredibly usable. I'm fairly middle of the road when it comes to tech savvy-ness. The platform was very easy to learn and explore. I like that OneNote is no clunky and offers a clean interface. This is important when it comes to deciding if a tool is usable for multiple people.

Incentivized

Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.

Incentivized

yes always support available when I need it!

Overall, I rate OneNote's performance highly. In general, notebooks, sections and pages load quickly. OneNote integrates with other apps and info ca easily be shared/copied to and from the tool to other tools. Moreover, Notebooks tend to sync quickly meaning shared notebooks are up to date almost immediately provided there are no syncing issues.

Incentivized

Never experienced issues with the above!

Since it is part of Microsoft Office and used across the globe there are a lot of support options available. It's quickest to just do a google search which will have plenty of articles to help you since there are so many OneNote users but as an Office customer you also have access to Microsoft support and I have had good experiences with their support (probably because I'm with a large company who is a large customer to them).

Incentivized

Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.

Incentivized

It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience

For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.

Incentivized

I tried using Evernote and it is an equally usable tool, however, I prefer the interface and capabilities of OneNote. OneNote seems much easier to use and understand. I think that may primarily be because OneNote is a Microsoft application and I am very used to using Microsoft applications such as Word, Excel, etc. I also use OneNote to keep my grocery list. It does as good of a job as the grocery list applications out there, only I like the flexibility I have with OneNote and how I specifically do my shopping.

Incentivized

I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.

Incentivized

Feels like anyone across the org (no matter their location) can use the tool easily!

Not sure if we use those

• OneNote has become our organizational standard method of taking electronic notes (though some still prefer pen and paper.) It has been a zero cost outlay due to its freely available nature.
• Its integration with other Microsoft Office products makes it easy to share notes and content between products, allowing for easy collaboration where needed.
• OneNote's integration with OneDrive ensures that individual's notes are always safe and secure, taking away the tedious responsibility of backup from the user, and makes it happen seamlessly in the background.

Incentivized

• Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening.
• Positive impact on organising challenges so that people feel more connected and supported, leading to future sales.
• Positive impact on understanding data so that I can use it more effectively.

• Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
• Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
• Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.

Incentivized