If you’re using your team board as a company-wide tool, this might be general info like onboarding documentation or standard company policies. You could keep an optional extra list to store useful information. This is a simple Trello template, with cards for each person and lists for each team (i.e.: sales, marketing, finance). Although the format is the same, this board could contain sensitive information, so you might not want to add everyone to this board. Add team birthdays and work anniversaries – and use Trello automation to set reminders.Īs a management tool: Keep tabs on staff contracts, individual performance and team satisfaction. You could use your Trello team board in a few different ways:Īs an onboarding tool: Help new recruits learn who’s who! Cards could include pictures of each team member, their role in the business and a short, fun bio. Maintain a card for each person, and use lists to sort them by department. Manage your team effectively, no matter the size of your business! A team directory in Trello is an easy way to see your staff at a glance. 🎉 Done: Your invoices are captured, paid and neatly archived – all ready to start again next month!
Trello small business software#
🧮 Capture: Load invoices into your accounting software and perform your required admin tasks.
Trello small business free#
❓ Blocked: Free up headspace by setting items aside if you’re blocked or waiting for feedback. 💸 Payment: Approved invoices wait in this list to be processed for payment. ✅ Approval: Consult with your team to query, verify or reject invoices. Move them on to the next stage when you’re ready. If not, simply upload new invoices to a Trello card. 📥 Accounts inbox: If you’re using the Email for Trello Power-Up, new emails arrive here. Set up your Trello lists to suit your accounting workflow, or copy our template below to get started. Plus, if you’re working in a team, everyone has access to the same information, so there’s no confusion about the status of your accounts or invoices. Trello’s visual interface makes it easy to quickly process bills and get an overview of your business finances. Let Trello help you keep track of all the moving parts in your finance workflow! Receive invoices from external vendors, stay on top of regular accounting tasks and collaborate with internal team members to get more done.
Trello small business archive#
If there’s no further opportunity, learn from the experience and archive your cards to make space for new business.Įvery business needs a streamlined system to handle bill management and payments. 🚫 Lost: Re-engage lost leads where possible. 🤝 Closed: Well done! Onboard your new customer and get ready to do it all again with a fresh lead. 📝 Proposal: Work with your team and prospective client to finalize product pricing, terms and deliverables. 🗓️ Meeting: Move cards here when you’ve set up a meeting with your client.
💬 Follow up: Engage your leads, get input on their requirements and collaborate on the sales pitch with your team.
📞 Contacted: Drag cards into this list once you’ve made the first move! You can use the Email for Trello Power-Up to connect your sales inbox and receive emails as new cards. 📥 Lead inbox: This is where you receive enquiries. You can also copy our template to get started! Let’s take a look at how a basic sales workflow in Trello could work. The Trello system of ‘cards in lists’ is a highly customizable way to build a sales workflow so that you can track leads, close deals and keep your CRM funnel moving. Organize your sales pipeline in Trello! Trello is a great tool for managing the complex tasks and team collaboration that is required to nurture new business leads.
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