Trello: A Great App to Help You Organize and Prioritize

Written by Posted On Thursday, 27 February 2020 05:25

Sometimes the out of the box apps that come with your phone just aren’t quite enough to organize and prioritize your workload. Whether you are a standalone REALTOR® or you have an assistant or team, everybody needs a workflow system. Work with me here; in the old days we could tape a paper or card on the wall for all involved to see and document progress. Back then we worked in an office about 8 hours a day, no internet, cell phones so all work happened in that space. Today our systems need to be mobile, remote and accessible to one or many as we collaborate on tasks and projects. Work flows used to be simple, today not so much so we need a system to take that paper or card we in the past taped to the wall and work for today’s technology. Please picture a paper or card taped to the wall as I explain Trello.

I like to let companies explain the service they offer so here is Trello describing their platform: “Trello is a project management software that makes it easier for teams to collaborate. Within each Trello board, you can create individual cards outlining the various tasks needed to complete a project. With each card, you can assign due dates, tag other members, create checklists and upload documents and images. The app offers dozens of integrations, including Evernote, Google Drive, and Slack.” Slack? Ring a bell? Go back to an article I wrote about Slack.

Being transparent I have not used Trello but the people I trust for objective views of apps and software rated it as best. I always like to give you options of similar apps and software and, in this case, I have used two of the three apps. I have used Basecamp and Asana and was happy with the ease and capabilities of both platforms, the other one I have not used is AirTable but was ranked in the top four. All four platforms have a free base service which is great to be able to try before you buy. Like any other software or app, it’s up to you to implement and use regularly to get the full benefit of any project management software.

So back to the paper or card taped on the wall, picture making an original template of steps needed to close a deal either working with a buyer or seller. Step by step things need to do, now take to the copier and make copies and as needed write a name on the copy and tape on the wall. Who needs to do what, target dates and if you are the Lone Ranger quickly check progress on your deals. Got the concept? So instead of paper taped on the wall these sheets are on your phone, computer and folks you need to see can be added and collaborate.

Project management software is a very big deal! We cannot track in our head all our deals, projects and steps needed to complete a transaction. Things falling through the cracks is not an option! Once you use a project management software regularly you will be loss without it, BUT need to use it religiously!

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Dick Betts

Dick Betts, REALTOR® The Villages, FL with Touchstone Real Estate, Addie Owens, Broker, Mount Dora FL.  Dick has been working in the real estate industry for more than 20 years and brings his experience and expertise to help you find the best solution for your real estate needs.  Moving to Florida in 2008 he started in Ocala and began searching where in the state of Florida he wanted to call home, Florida has so many options, Beaches, Southeast, Southwest, the Panhandle.  After weighing his options, he found where he wanted to call home just 20 miles south of Ocala, The Villages!  Living fulltime in The Villages since 2011 his only regret was not moving there sooner.

Dick has traveled across North America since 2000 speaking, training and helping REALTORS® in 47 states and 5 Canadian Provinces hone their skills to better serve the public.  He now brings those years of experience to The Villages to help folks who also want to call The Villages home.  People looking to buy in The Villages are from around the world and need a tech savvy REALTOR® to serve their needs.  Selling in The Villages you want to list your home with somebody who knows how to market your home to the Facebook Generation and bring the most exposure possible to attract a buyer.

Want to really learn about The Villages Lifestyle?  Want to see what The Villages has to offer?  Let Dick Betts be your guide and help you call The Villages your NEW HOME TOWN!

www.dickbetts.com

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