Learn to use Trello, a visually appealing, easy to use project management tool to keep your clients and team on task. Trello allows you to create digital, customizable, and shareable action plans for managing organizing projects. Keep all team members including the client on-track and moving forward throughout your sessions. Save time by listing all action items in one place instead of emailing to-do items or reminders to your clients and team members.
Session Objectives:
- Understand the basics of Trello including creating boards, lists, cards, and simple workflow plans.
- Learn to create an updatable, digital action plan as well as a template to copy and reuse with each new client.
- Create shared boards with clients and team members to keep everyone on task and productive by creating comments, checklists, and shared links to communicate with the entire team.
Speaker: Katherine Lawrence, CPO
CEUs: 1.5
Conference Year: 2021