How to Manage Teams with Trello (Job Roles & Tasks)

Trello can make managing your team so much simpler. When you have everyone on the same Trello board, you can easily see the roles and responsibilities of each member. Not only does this allow for greater transparency, but it allows you to customize each role to individual strengths.

In this video, Scott Friesen shows you how to setup a Trello board to manage a team or department of any size. He highlights the additional criteria you can add to each card along with how to filter so you can review your team with ease.

So get ready to get the most out of your staff. And if you’d like to learn more about this process, you can read Michael Timm’s full article at the Avail Leadership website:

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Let's Connect!

Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.

[bonggirl]

This guy is killing it. Every time I feel this is the best video he has uploaded. He comes up with a better idea.

[josebrown]

I LOVE THIS IDEA!!! I think we can effectively use this for our church and at my other job as a Residence director at a university.

[leonardogargano]

Thanks for sharing this video, really awesome!! Do you have some example for use Trello in order to organize workforce plan or labor planning? I am looking for a way for organize my team. I mean, I need to know how is the capacity of my team, consider 6 weeks ahead. Thanks

[jenw]

Incredibly helpful tutorial! Thank you so very much for your info here - I have been researching implementing Trello for my team and building systems and processes out on a shared Trello board. I am going to try to start with this board -- Job Roles/Descriptions. I also would like to know what you did to get the hours onto the cards? I love that feature. Super helpful to maximize time and set some goals for time management as well. Tips for how to get that on there?

[icharoshida]

this is definitely a worth try. Thank you!

[kapilyoutube]

Thank you for this video. How can I see the cards for other employees? Not just for me.

[Stella-xcdu]

Thanks for great tutorial Overall, I think Trello is a great tool, But I'm now using zentao with the same features even better but cheaper price.

[rasmuslindberg]

Hallo Scott. I like this idea about keeping track of what each team member will do. In my team we have started with a board of ideas, made decisions what to do and who shall do each task. Now I want to make a board as in you example, but I want to link the tasks from one board to the team board and each person’s list. I tried to make some cards at each person’s list with the subject "now" and "later". In the card "now" i tried to attach cards from the other board but I'm not really sure this was a good idea. Do you have any suggestions?

[FeltronFlux]

What about if you have more than one person in that department? Can it still be utilized in one board?

[ricardomurillo]

This would be great only if my supervisor were like you. Unfortunately he often looks for weaknesses or abuse your strengths. Thus turn trello into a nightmare.

[gonzalosossa]

How did you assign Hours to each card?

[makego]

Headshots? The people you have pictured here are freakishly "happy" and "enthusiastic." It's as if you told the AI to keep making them even *more* exuberant about their jobs, their superior, and Trello. Could you use more realistic people in your explanations?

Also, it's best to ask people first instead of just reassigning responsibilities unilaterally.