Some items are considered to have a lower priority and would eventually move onto the Longer Terms actions. Future – Often items we have discussed can be moved onto this list if it requires a significant period of investment or sometimes it can be considered a wish list item. We also work left to right from the ‘To Discuss’ List. In screenshot you can see one of the suggestions on the card had been to change a CTA (call to action on the website), the effects of this would not be immediate so we would have to wait whilst performance data is collected. Actions Longer Term – This list is where we move our ideas that have been discussed if the time required to complete this task is longer or if it requires careful monitoring it will be placed on this list. This is only the case if these ideas can be completed within a short period of time such as within a week. Actions Short Term – This list is where we move our discussed ideas onto. To Discuss – This List is where we list our ideas that we have or things that need to be discussed perhaps relating to the products or after we have analyzed data from our marketing software, these are listed on cards. Let me start on how we use this Trello board. ![]() This allows us to cover a lot of things that need to be closely monitored as part of our marketing. We work from right to left and split our lists into different categories. ![]() Some staff are remote, so the great thing is that Trello allows everyone at IDR Solutions to work together in one place, regardless of their physical location. The Marketing Department and other members of staff meet up on a weekly basis to discuss, plan and monitor our marketing strategy. Trello lists some good ideas for boards on their website. These cards are supposed to progress from one list to the next, mirroring the progress flow of the aforementioned task (from idea to implementation for example). ![]() Within lists are cards that represent tasks. In terms of how Trello works, projects are represented by boards, these boards then are broken down and contain lists. Trello is a online web based project management tool based on the Kanban ( かんばん, which translates into signboard) ideology which was heavily popularized in the 1980’s by Toyota and other Japanese companies before being adopted elsewhere. Previously we discussed how we use Trello as a tool to manage Sprints for Agile and Scrum, and this time I will take you through how we use Trello for managing Marketing. We are big fans of Trello at IDR Solutions and I am a big fan as I use Trello a lot in my personal life. Kanban with Trello – Using Trello for Managing Marketing at a Software Company He also likes retro technology, classic cars and in his spare time enjoys travelling. Alex Marshall Alex Marshall is a marketeer, web developer and designer.
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