Overall Satisfaction with Trello
We use Trello as our client side project management tool. We have templates set up for various project types and copy the template to create a new project. We then add all service agreement items to the board along with adjusting any template items as needed. The board will include the following lists: Backlog, Doing, To Verify, Done, Approved (for designs), Resources, Meeting Notes, Idea Log (for potential change orders). Eventually towards the end of the project, we may add a Bug List for the clients to log any problems they encounter towards the end of the project. Team members move cards into "Doing" when working on a card. When it is ready for client review/testing, it moves into "To Verify." The client can either move it to "Done" or comment and move it back to "Doing."
- Little Training Needed - the software is simple to use and easy to navigate.
- Anyone can be added with no additional fees - you can invite as many external clients to the board as you like
- There is a lot of third party software that integrates well with Trello.
- You can view attachments without downloading documents.
- There are several browser plug ins that can enhance your experience with Trello.
- Email replies - For those that don't like to use the application, they can still be involved without going into Trello. When someone sends a note through Trello, they can reply via email.
- It is not a full Project Management application. But then again it is not meant to be. Most features that others would want in a full Project Management are provided by other service providers that integrate directly with Trello.
- Not much variety for Member Controls. For instance, I would like to add clients, allow them to comment on cards, but not create, move, or archive cards. Business Class does provide a 'read only' status.
- It's a 'blank slate.' Some may not like that there are no formal rules or guidelines on how to use it. Trello does provide some ideas for how others use it, but you are pretty much on your own (or need to do your own research) for how to best use it for your organization.
- Consistency in process (by using templates)
- More transparency with client
- Faster project completion rates - clear understanding of what's next.
- Improved team/client communication.
- Concentration of all project assets on one project board.
Redbooth is probably the most comparable product out there. I've reviewed this product and tested it against Trello. Redbooth is very robust with some additional very attractive features. It also integrates well with Google for business platforms and SharePoint. It works very much like Trello but with a lot of additional ways to report and track tasks. We chose Trello because it keeps everything simple and the price point was a better match for what we were looking for.
- Best suited when you have the time/resources to build some business rules around it. It can become a free for all if not managed well. If managed and consistent it can really have a positive impact on task management and approval management within an organization.
- Best when integrated with other software. We have other software that deals with budget and timelines. This software is for the daily activities and communication.
Trello Feature Ratings
There aren't many features to Trello, but that is why it is so intuitive and easy to use.
Like to use
Easy to use
Technical support not required
Quick to learn
Feel confident using
- Moving tasks from one list to the next.
- Commenting to team members on a task.
- Attaching documents, designs, and images to a task.
- Creating tasks that link to other tasks. You can't go too deep within task structure.