Increase your Effectiveness
August 13, 2019
Increase your Effectiveness
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Trello
Our company uses Trello as a customer service database. We input basic customer contact info and we are able to schedule calendar follow-ups, tag other users with our questions concerning the customer, and also keep track of any pertinent information in relation to the job. Trello is a necessity at this point. Whenever we are asked questions concerning a job, we always reference Trello. It is an affordable way to keep organized. If you are a newer business and need a program to keep organized, start with the free version and play around with its features. Trello has checklists, calendars, color coding, labeling, and plug-ins to add different features.
- Their search bar allows you to search for keywords.
- We use their color-coding religiously.
- The audit trail left behind by each user really helps us track what happens with each card.
- We always accidentally use shortcuts that change things in the card. (Certain keys change cards)
- Don't like the automatic "watch" feature. I don't need to follow a card after leaving a note. I am constantly "unwatching" cards.
- Consider integrating construction management plug-ins.
- We have been able to increase our productivity.
- Job progress tracking has become easier.
- Takings notes on job information has been streamlined.