Trello has helped me track multiple tasks across multiple states across multiple employees
March 21, 2025

Trello has helped me track multiple tasks across multiple states across multiple employees

Mary Alford | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Trello

My employees are scattered across the US. We use Trello to track the activities that need to be accomplished, as well as who is responsible for accomplishing them. I use the automation feature to create lists of recurring activities each month. I also use the template feature, combined with the checklists, to create lists of reports that need to be sent on a monthly basis.

Pros

  • Creating detailed checklists of things to be done
  • Assigning tasks to employees
  • Allowing me to see how many tasks still need to be accomplished

Cons

  • I would love to be able to add a date to the automation (e.g., create a task labeled "October bank rec" instead of just "bank rec").
  • Removing an employee who has left is not easily accomplished
  • I don't have any hard numbers but I do know that using Trello has enabled me to ensure all my clients have what they need when they need it.
I love being able to either use the platform online or using the mobile app. My 79-year-old, non-tech-savvy mother is able to use the mobile app. The automation feature is easy to set up. I also like being able to create templates and using the templates is also very easy to do.

Do you think Trello delivers good value for the price?

Yes

Are you happy with Trello's feature set?

Yes

Did Trello live up to sales and marketing promises?

Yes

Did implementation of Trello go as expected?

Yes

Would you buy Trello again?

Yes

Using Trello has been revolutionary for my business. I have multiple clients with multiple needs. Being able to track what needs to be done for each client has helped me to ensure that nothing slips through the cracks. Being able to assign tasks and see when those tasks have been completed helps me to keep on top of work that is outstanding.

Trello Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
Not Rated
Scheduling
Not Rated
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
Not Rated
Mobile Access
10
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
Not Rated

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