Top Trello Templates and How to Use Them to Boost Performance
One of the best project management platforms on the market, Trello, lets you take control of your business, organization, or team. How is it possible? By creating comprehensive workflows and lists for your teams to follow. One of the biggest benefits of Trello is the templates, which allow to use lists in a much faster way. The best thing about the templates is the wide variety of either free or paid options you can use. Today's article explains the idea behind the templates, but, more importantly, gives you an extensive list of the best templates along with a description of the magic they do. Are you ready to get engulfed in the magical world of Trello templates?
It can be said that Trello consists mainly of lists and workflows. However, the real fun and the usefulness of this software lies in the ability to customize them to a great extent. What is more, you not only can adjust them to your needs but also save these settings and reuse them whenever you need them next. These pre-made settings are called templates. You can use the template as a frame and add or remove its parts as you please creating even more useful and time-saving templates. Now, whatever project type you might be working on next, you will have a ready template, which saves you time by sparing you from creating the same workflows over and over again.
When it comes to templates, there is one more, even better option (for some) than creating them. You can choose to download a template done by someone else and save even more of your precious time. Where to get them? Go to the Trello templates website and choose the template that suits your requirements.
Because there are plenty of various templates and their applications, it may be hard to find exactly what you are looking for. Also, not all templates may be of the standard you are used to. That is why, we are making the process even simpler by giving you the list of the most useful templates Trello offers. We divided our list into a few categories so it is easier to find exactly what you need.
A smooth collaboration of the whole team may seem like an unachievable thing for some. Luckily, not for those using the Collaboration Board template. Such a board allows for quick posting of priorities, memos, and roadblocks which significantly help in project progress and delivery. The Collaboration Board helps everyone stay on top of their game and aware of the phase that the project is currently in.
Trello is a versatile tool that helps organize various types of projects. One of the most unique ones is the design projects. That is why Trello prepared a template specifically for architects, illustrators, and designers who want to stay on the same page and stick to the schedule. The template is kept simple so every item can be quickly reviewed and finalized.
Other board templates you might also benefit from:
Basic Board
Agile Trello board template
Atlassian’s trade-offs board
Decision Tracking Board
This template is especially useful for all managers, supervisors, and team leaders. Many of us think 1-on-1 meetings are easy and quick. However, others know that it is often challenging to do them quickly and stick to the topic. For those who are pressed for time, Trello has a template that helps set an agenda for effective 1-on-1 meetings. The template makes it easy to stay on topic and get your message through effectively and in the desired time. Such a tool is a blessing in today's fast-paced world and busy business schedules.
Atlassian’s 90-Day Plan
Want to know creme de la creme of Trello free templates? Atlassian’s 90-day plan This tool lets you plan as far ahead as 90 days. Such long time increments help you stay on top of your duties and not get off track during the project execution. It is a very useful template for those who work alone or as team members. Atlassian's 90-day plan is also perfect for streamlining the onboarding process for your new employees. It aids in distributing standardized resources to all new hires so they know exactly what is required of them from the start.
This Trello template is one of the simplest yet extremely useful tools for organizing individual and group work. It uses the method of visualization to let you see all your daily tasks, stay on top of them, and never miss any task or deadline again.
Bear in mind, there are many more free templates you can use. The above are only the examples we shortlisted due to their popularity and great features.
Other free Trello templates worth considering:
Pitch Deck
Risk Report
CRM
Simple Project Board is a great template for individuals as well as businesses. Whoever needs to implement routine in their daily schedule should get this template. Its simplicity makes any project straightforward as it lets you add cards based on what you wish to achieve. Then as you complete the steps you can drag the cards to the respective columns.
Nowadays, content creation is a must for most online businesses. That is why Trello introduced a template that is perfect for creators of any online content, such as blog posts, YouTube videos, reels, and many more. The tool helps you note down ideas, create tasks, and keep track of editing, or proofreading. Whatever needs doing you can easily add to the template according to your specific needs.
Sales team managers do not have an easy job to do. Making sure the team's performance is top-notch needs plenty of skills and time. However, many responsibilities can be made easier thanks to the Sales Pipeline Template. Not only duties are simplified but also leads, deals and prospects are easy to navigate thanks to numerous template tabs. The tabs correspond to such areas as 'Prospects,' 'Qualified Leads,' Sent Proposals', or 'Negotiations,” and similarly to other templates, you can add and move cards as you please during your project.
A very popular and helpful way of managing projects is using the Kanban method. Trello provided you with a template adopting the Kanban methodology to help you stay on top of projects, tasks, and teams.
Another popular Agile method any project manager gladly uses is Scrum. Trello provides this solution within its Scrum template to help you track methodologies. Who is this template for? It is perfect for all engineers, software developers, and anyone in any industry who uses Scrum.
If you need to create a project roadmap, the Example Roadmap template will be a perfect tool for it. Entering the market is a difficult step and the teams will have a great use in having a guide they can follow during this important step. You can also use the example roadmap template to effectively track backlogs.
Other useful project management templates include:
Trello’s project management template
A premortem template
Eisenhower Matrix Template
Weekly Team Meetings Template
Many think that a business plan must be full of details and intricacies to fully cover all its aspects. However, any business or individual will benefit from a simple yet effective business plan (lean). It is exactly where Lean Canvas comes into play. The workflows are divided into three categories, which makes them easier to understand and also identify and address the problems the team faces. The whole plan is displayed on one page, which helps focus on the tasks at hand and saves precious time.
Time-saving is also reflected in the amount of time needed to prepare a business plan with the help of Lean Canvas. Instead of weeks or even months, you can get it in no time as well as enhance your workflow and collaboration. On top of all the advantages Lean Canvas presents, perhaps its greatest feature is being intuitive. There is no need for any know-how or explanations. You will grasp the idea in no time.
The Company Overview template gives you an outlook on the entire company and the progress of all teams. It is like a command center where you can not only overview the processes but also set work reminders for different teams and leaders for the whole week in case of urgent changes or other updates.
Another tool that will help you create a plan for your new business is simply called the Business Plan template. It will help you with all variables and elements of a proper plan so you have the framework to rely on. During this difficult time of starting out, the last thing you need is missing some important steps in your planning. Luckily, the Business Plan template has your back.
Other great business templates:
Annual Goals Template
A Lead Management Pipeline
Business Model Canvas
In today's post-pandemic and fast-paced world, taking good care of the mental and physical health of employees should be of utmost importance. Team Health Monitor helps you make sure the health of your team members is not compromised. After all, only healthy employees can take care of all the tasks assigned to them. Health monitoring can be done both in person or remotely, and the template is easy and intuitive to use.
The list of items to discuss is titled 'attributes', and your role in the process is to be a facilitator. The team members can choose from three options regarding how they feel about a given attribute. Honesty plays a crucial role in this process.
After the vote, you will get the valuable information regarding your team members well-being. The template, as many others can be reused, so you can stay up to date with your team's health levels.
It is imperative to keep the information from the meeting private.
Make sure you check out the Team focus board template and Staff scheduling Trello template too.
In need of a tool that helps you plan, design, and launch a professional website or blog for your business? The Website Task Planner template will help you with all steps with just a few clicks.
Every stage consists of a detailed checklist that helps you track the progress of your website development. However, if you already have a website, this template is a great way to modernize it and make your visitors' experience even greater.
This simple template is one of those areas of business that call for a solid organizational solution. The Event Planning template will keep you organized, help in managing multi-tasking, stay on track with time, budgets, and attendees. Thanks to Trello you can, of course, access the plan anytime and anywhere, which is crucial with various event venues. Use the custom fields to stay on top of your vendors, spending, and budgeting.
This template is yet another way to keep on top of your duties connected to content planning, this time in the case of blogging. Running a blog, contrary to what you may think, is not a simple activity but rather a complex job consisting of many tasks. One way to simplify it is to use the Blog Content Schedule. One of the most crucial aspects of blogging is the timely delivery of blog posts. This Trello template will help you plan out the workflow in a way that will ensure your blog posts are delivered at the right time to be the most effective.
The template also works perfectly in the process of content planning. It helps to identify the best ideas from others, which are not up to standard. After all, we want to attract the audience and generate buzz around our place on the Internet. This can be achieved also by the direct assignment of content to authors you deem the most adequate for its creation. Blog Content Schedule allows us to do that too.
Editing and planning the publishing date can also be done through this template, which also calculates how much work needs to be done daily to publish on time.
Other useful marketing templates include:
Marketing content catalog Trello template
Social Media
CRM
Podcast Workflow Template
Managing a team is a difficult task, especially when that team works remotely. Remote Team Hub through the use of multiple applications helps you manage your group project successfully. Useful flashcards remind the team to stay on top of things when they are running out of time. Everyone is also aware of who is responsible for completing which tasks. You can also link various apps and files to this template, thanks to which your team will have the full picture of the project.
Remote work is not only a challenge for managers but also (perhaps most importantly!) for remote employees. Sure, the convenience of not having to commute is one of the most significant advantages of the solution. However, working from home also has many downfalls, one of which is task planning. Luckily, the Work From Home Daily Planner offered by Trello solves at least this problem. It provides a comprehensive guide to the tasks you have to do, as well as the opportunity to communicate with the rest of your team.
If you work from home, make sure you also check out:
Remote Team Bonding Template
Remote Team Brainstorming Template
Do you sometimes feel like all your tasks and to-dos are scattered all over email, and text messages, and 'stored only at the back of your head? Thanks to the Getting Things Done template you can keep all your important notes, briefs, and other pieces of information in one place. Place your daily and weekly to-dos on this board with detailed tasks on other boards. Organize your projects, ideas, waiting lists, meeting agendas, project resources, and anything else you need with the help of this simple template.
Simple yet effective, that is how you can describe the daily task management template. The template turns your notes into to-dos you can complete during your day. So, for example, you can track tasks such as approvals, team meetings, inbox monitoring, etc. You also get a backlog column to write down the tasks you do not have a specified date for completion yet but have to get around to them at some point.
Many research results show that tracking expenses has a beneficial effect on better budget management. You can write all expenses down in a spreadsheet and waste your time adjusting it to meet your requirements. You can also move with the times and implement the Budget Template within Trello to help you make wise budget decisions.
With an intuitive and simple interface, this template will let you log your expenses on the go, add them up, and conclude. Another simple yet effective template, which may change your life forever.
Trello templates are a great way to conduct your everyday business and organize your work. However, there are some limitations you can experience while using Trello templates you should be aware of. These can be:
Trello may not be efficient enough in tracking too many projects or those that are complicated;
Trello task management is on point, however, you cannot link your tasks to a roadmap;
Very useful views, such as Dashboard, Timeline, and Calendar views can only be accessed when subscribed to a paid plan
Many functions, such as reporting, expense tracking, or time tracking, can only be achieved thanks to the Power-ups or integrations with third-party add-ons which are often pricey
Commenting on Trello cards is the only way of communicating between the team members.
Trello and its templates are a fabulous way to get things organized and done in no time. However, as you can see above, there are some functions, Trello simply will not help you with. Therefore, it is beneficial to integrate Trello with useful add-ons, which offer various features to help you with several areas of your business. One of the apps you can get to help you in many aspects of work is TimeCamp. It is a time-tracking software that provides various features and streamlines processes within many areas. Let's look at a few benefits that Trello and TimeCamp integration can give:
Automatic Time Tracking- no need to manually log time spent at work
Automatic timesheets- a great help with payroll and resource allocation
In-depth reporting- more than 20 built-in report types give you valuable information on your business
Straightforward invoicing- allows to bill clients accurately and efficiently
Accurate budgeting- accurate billable hours and setting different rates help in assessing expenditures
Getting TimeCamp is free if you choose our free forever plan. You can also choose one of the premium paid plans with a 14-day free trial.
Time management
