Trello has become my new favorite tool for everything from blogging to design. I’ve been searching for the perfect project management and to-do list tool for a couple of years. I’ve tried dozens of them and some would stick for a couple of days, others for a few weeks or months, but ultimately I would stop using them and search for something else.
Trello has been different because it gives me a blank slate to mold into what I need, instead of restricting my options.
I believe there is a huge upside to using Trello for all graphic designers whether you’re a freelancer, work for a single company, or are fancy and work at an agency. Here’s some great examples of how you can use Trello to improve your design process. You may find that one way works better for you, or you may think of a completely different process that works for you. That’s the beauty of Trello. It allows you to make it your own.
Trello for freelance graphics designers
This is my favorite way of using Trello and helps me manage all of my clients in one board. I’ve created a new board for the purposes of illustrating how I use Trello.
I start off by creating a new list for each client that I work with. This makes it super easy to look across your board to see what is going on for all of your clients. For me, this view helps me to ensure that nothing falls through the cracks.
Once you’ve created a list for each client, you can then add new projects as cards. This is where the fun of Trello really begins. Once you’ve clicked on your newly created card, you get access to great options to help you manage the project.
I always add a due date to my card as well as a to-do list so that I can see what has been done and keep me on track. You can also upload attachments that are relevant to your project.
Trello also gives you the option of enabling third party applications and pro features called Power Ups that can be incredibly useful to your workflow. The free account allows you to add one Power Up to your board. I use the calendar power up on every board that I create because it allows you to see both a weekly and monthly overview of your project’s due dates.
If you decide to upgrade an use Trello Gold, it allows you to have three Power Ups per board. For me, I usually use varying combinations of the calendar view, Google Drive, Evernote, card repeater, and custom fields.
Another way of using Trello for designers
There’s also another way that I use Trello for certain clients. Instead of having all of my clients on one board, occasionally I need to move a client to its own board if it requires a lot of work or a lot of different steps that I need to keep track of.
For boards like this, I will typically have a list for ideas, projects I’m currently working on, projects I’m waiting for approval, and projects that have been completed. This view is really helpful for me to see the status of everything that I’m working on for a specific client.
I love being able to quickly see how many steps I’ve completed on my to-do list for each card as well as the due date from this view.
Trello is an incredible tool to improve your graphic design workflow especially if you struggle with organization. It has become an invaluable tool in my digital toolbox and I highly recommend you try it out! Sign up for a free account on Trello!
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