Module 7: Business Skills in a Paperless Economy

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Lesson 1 Business and Project Management 

Module 7: Business Skills in a Paperless Economy Chapter 4 Apps and Tools Categories for a Productive Green Business Management Lesson 1 Business and Project Management 

PLANYWAY, a team planner for Trello, can be used completely free (basic version), or as a 14-day week free trial, as well as a paid subscription for users who need more features. There is a 50% discount for students, educators and non-profit organizations

Planyway helps organize Trello boards and cards adding functional utilities such as:

  • synchronizing  with another app – any kind of Calendar app- to transform tasks written in Trello into events, collecting the dates, tasks/events names and details from Trello automatically;  to receive notifications when tasks are due, lists events etc. and adds your events from Calendar as tasks in Trello
  • allowing you to sort and see multiple boards and task cards in Gantt chart format, in calendar format, it allows you to color-code your cards with labels to quickly identify tasks by project, type, member, or workflow stage. 

What is Trello? 

According to Trello.com, Trello is an Atlassian product, an app from Atlassian Marketplace, where you can find apps used in large companies as Jira and JIRA adapted apps, Confluence, Atlas etc.

In order for you to learn the differences between packages, features and prices to decide which  option is suitable for your needs and business management, consider the following:

FREE/ STANDARD/ PREMIUM/ ENTERPRISE  PLANS that are detailed below.

To find out the prices for the last three packages check the following link: 

Which Trello Plan Is Best for You? Our Pricing Guide Can Help

INCLUDED IN FREE subscription plan:

  • Unlimited cards
  • Up to 10 boards per Workspace
  • Unlimited Power-Ups per board
  • Unlimited storage (10MB/file)
  • 250 Workspace command runs per month
  • Custom backgrounds & stickers
  • Unlimited activity log
  • Assignee and due dates
  • iOS and Android mobile apps
  • 2-factor authentication

STANDARD: EVERYTHING IN FREE, PLUS:

  • Unlimited boards
  • Advanced checklists
  • Custom Fields
  • Unlimited storage (250MB/file)
  • 1,000 Workspace command runs per month
  • Single board guests
  • Saved searches

PREMIUM: EVERYTHING IN STANDARD, PLUS:

  • Views: Calendar, Timeline, Table, Dashboard, and Map
  • Workspace views: Table and Calendar
  • Unlimited Workspace command runs
  • Admin and security features
  • Workspace-level templates
  • Collections
  • Observers
  • Priority support
  • Simple data export

ENTERPRISE: EVERYTHING IN PREMIUM, PLUS:

  • Unlimited Workspaces
  • Organization-wide permissions
  • Organization-visible boards
  • Public board management
  • Multi-board guests
  • Attachment permissions
  • Power-Up administration
  • Free SSO and user provisioning with Atlassian Access

Features offered (from trello.com/pricing): 

UNLIMITED POWER-UPS: Integrate with more than 200+ apps and tools your team depends on like Slack, Google Drive, Salesforce etc. (Note: Some Power-Ups require an additional subscription fee.)

UNLIMITED BOARDS: Create as many Trello boards as your team sees fit, from onboarding new hires, to sprint planning, and every team meeting agenda in between.

ADVANCED CHECKLISTS: Break down projects into byte-sized tasks and get granular by assigning members and due dates to individual tasks.

CUSTOM FIELDS: Bring process and formality to your workflow by structuring information on Trello cards to the task at hand 

trello.com/views/dashboard

Trello’s reporting tool lets you access real-time insights and communicate your team’s progress in a visual and meaningful way

https://trello.com/views/timeline

Plan your project, stay on top of every sprint and see how all of the moving parts fit together over time with Timeline

https://trello.com/views/calendar

Calendar displays start dates, due dates, and advanced checklist items so you can see what lies ahead your project and stay on top of today’s to-dos.

https://trello.com/views/map

If you or your clients, suppliers are from different places on the map, in Trello you can plan the locations, or manage product distribution points by adding locations to your cards and visualizing them geographically on a map

https://trello.com/views/workspace

See your projects and tasks across Workspaces and boards in a spreadsheet-style list that can be sorted and filtered to drill down to the exact cards you need to see. Bring a clearer perspective to all the work happening across a single board in a list format where you can create and edit cards with just a few clicks

https://trello.com/views/workspace

Workspace calendar displays items with start dates and due dates across your projects and boards, so you can see what lies ahead  your teamwork

In Trello, it is recommended to use Butler automation to make rules, buttons to ease your management of the boards and lists, tasks, members, due dates etc. 

Intelligent automation tips and many more are found on ”automate your work with Butler” available on trello.com/butler-automation such as :

  • When a card is created in a “To Do” list, add the “Steps” checklist 
  • When you enter a card name ending with a date, set the card to be due on that date
  • When a card is marked as “Done,” automatically mark the due date as complete, cross off checklist items, and remove members
  • When all cards from a list are marked ”Done”, create the button to archive the whole list 
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