Keeping track of your business process can be a daunting task. Who is your target market? What applications will you use to stay on top of it all? How will you define which applications are used for which purpose. These are important questions to answer. It will help on many levels including training new people coming into your organization.
As I mentioned in my previous post, “So Many Applications, So Little Time” there are many applications which can be used for the same things and which one you choose is going to be a very personal decision. This is because you have different ideas than anyone else about which features are important and why.
Now we’re going to look at keeping track of your business process in Trello. I like Trello for many reasons. It has a really nice UI or user interface. It’s really easy to use. Trello is organized in terms of Boards, Lists, and cards. Inside each card is a very robust set of features. This is especially useful because you are not overwhelmed with a million options when you first look at Trello. In other words things are really well organized so that you have what you need, and you can use what you need to while you need it and then put it away.
In the video I am going to create a new list called “Architects.” This is to identify architects as target clients of mine for bookkeeping purposes. Then I will add cards defining which applications we’ll use to service architects in terms of their accounting and bookkeeping process. You’ll see how I use Labels to identify certain aspects of my process. Then you’ll see how you can use filters to simplify the view showing only the cards with a given label or set of labels. You’ll notice that there are other ways of filtering here such as based on due dates.
You can assign due dates to cards. In this way cards can be used as tasks and you’ll see there are many tools inside the cards that can be used to describe everything you need to know about a task. One of those things is a due date. Once a card in Trello is assigned a due date, it can be viewed in a calendar view. To access this you have to go into your menu and click on Power-Ups. That’s where you can enable a calendar view. Once enabled, you can click “Calendar View” to see a calendar with cards showing up on the dates they’ve been assigned. If a card has no due date, it will not show up.
Keeping track of your business process can be a daunting task. Applications like Trello can help tremendously with this. Don’t like Trello? No worries, I’ll be looking at other applications as well. Please post your comments, questions, and feedback below and don’t forget to watch the video!