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A Whole New View With Trello Enterprise

By | Published on | 6 min read
<span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text" >A Whole New View With Trello Enterprise</span>

Anyone who’s ever spent a day preparing for a board meeting or company-wide update could probably tell you that mapping teams’ daily to-do lists back to strategic company goals is a pain. But aligning everyday tasks to bigger goals is important: It can boost productivity, focus employee efforts, surface new opportunities, and illuminate project gaps or bottlenecks.

At Trello, we’ve spent the last 10 years building an intuitive, easy-to-manage visual framework for teams’ daily work management—but we recognize the value that a fresh perspective can bring. That’s why Trello has rolled out several new ways for teams to view their usual cards and boards, allowing them to roll day-to-day tasks up into Calendar, Timeline, Table, and Dashboard views. This visual project management makes it easier than ever to see how tasks are distributed among employees, what work still needs to be done, and which projects might need more support. In fact, for every day-to-day challenge an enterprise faces today, there’s a view that can help.

What New Views Can Do For You

Trello’s new views enable better team management, stronger project forecasting, and a bird’s-eye view of ongoing progress—all without changing teams’ day-to-day use of Trello’s beloved cards and Kanban boards. From project ideation to execution, get the full picture without losing the ability to manage its nitty-gritty details.

All of our new views use your organization’s existing cards, allowing you to easily see task titles and descriptions, assigned members, important due dates, and labels, regardless of which view you’re looking at. You can also edit cards within each view, allowing you to drill down and add, edit, rearrange, and delete cards while looking at the bigger picture. Drag and drop cards within a calendar view, for instance, and their associated dates will automatically be changed.

Use Visual Project Management To Tackle Enterprise Challenges

Visual project management allows you to take a visual approach to envisioning teams' workflows with graphs, charts, and timelines. Below, explore a few ways you can track project progress, make project planning easier, and see how your team works in real time using our new views.

Manage Teams’ Workload

Think of Trello’s Dashboard view as your new command center for keeping tabs on your team and their projects. Our customizable Dashboard view lets you easily visualize key metrics like task due dates, assigned cards, or cards per list as bar graphs, pie charts, and line charts. Whether you’re monitoring departmental workload or keeping a key project on track, our Dashboard view can provide a high-level overview of progress, roadblocks, and potential bottlenecks.

Trello’s Dashboard view starts you off with four default charts, but you can always add, edit, and delete tiles to build your own customized dashboard. Built the perfect dashboard? Save it so you can easily return to it later.

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A sales team lead, for instance, might build a customized Dashboard view that allows her to easily track how the team’s sales pipeline is looking for the month. At a glance, she can see which team members are closing more sales, what tasks employees are spending the most time on, and what type of leads are reaching out organically. With the insights gathered from her Dashboard, she might decide to drill down on a certain lead source, ask a high-performing employee to lead a team lunch-and-learn, or shift team efforts to better-qualifying leads.

Gauge The Scope Of Work For A Project

Once you’ve gleaned the data you need to plot out tasks, switch to Trello’s Timeline view to map projects out by due date. Our Timeline view—similar to a Gantt chart—makes it easy to plan out a project that’s on time and in scope. If you know the different steps that need to take place for a project to come to life, viewing those tasks on a timeline allows you to map out dependencies and see how teams’ work fits together.

This view is especially helpful when a company is tackling a project that relies on multiple departments—such as a product launch. Using Trello’s Timeline view, a tech project manager can work with engineering and marketing team leads to plot out the exact work that needs to happen leading up to launch. By mapping out both teams’ full scope of work—from engineering’s quality assurance tests to the marketing team’s video deliverables—the project manager will have a better idea of how long the project will take to complete.

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Within Trello’s Timeline view, you can easily extend or condense multi-day tasks, drag and drop cards to change deadlines, or add cards as new needs arise. You can also create an exhaustive list of unscheduled tasks—by project phase or department—and then drag and drop them onto the timeline to schedule them onto your roadmap. Want to view your project timeline by team member, department, or task type? Just use our filter dropdown to shift your timeline perspective.

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Group Multiple Boards Together For A Detailed Overview

Trello’s boards are a great way to organize work by team, task type, or project. Sometimes, though, you want to be able to see all of the work happening within a department or across a project at a glance. Enter Trello’s Table view: the powerful spreadsheet replacement that lets you see all tasks from multiple boards in one place, giving you a bird’s eye view of everything from workload distribution to how far ahead (or behind) teams are on a project. Add as many boards to your Table view as you need, and then easily sort the list by label, list type, team member, or due date as needed.

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An engineering manager, for example, might use Trello’s Table view to prepare for an executive meeting with multiple stakeholders. Pulling the engineering team’s multiple boards into a Table view, she can filter by due date to see if her team is on track to meet project deadlines or by team member to identify who’s been taking on extra challenges. If she sorts cards by label, she can see whether the team is spending more time shipping new features or squashing bugs. And with those insights, she can jump into her executive meeting knowing which team members are due a promotion, what projects need to be prioritized, and where they may need additional manpower.

Get Visibility Into Weekly, Monthly, And Quarterly Goals

Here’s where Trello’s new views get even more exciting for those in leadership. Help teams break down strategic goals into monthly and weekly tasks using Trello’s flexible Calendar view, then take stock of teams’ progress monthly or quarterly using Dashboard view’s historical reporting.

Start by viewing a board’s tasks on a monthly or weekly Calendar view, which lets you zoom out of the day-to-day. Full-day and multi-day cards appear alongside any checklist items with due dates, and cards can be dragged and dropped if plans change.

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Trello’s Calendar view provides teams with a great way to break down larger goals into manageable chunks. For instance, if a human resources team was tasked with growing an organization’s workforce to support a new expansion, they might set a goal of hiring 50 new employees in the year’s first quarter. By popping into Trello’s Calendar view, they could split that goal across three months, then make sure they planned the required tasks—including candidate outreach, interview scheduling, and contract creation—ahead of each month’s end.

At the end of each month or quarter, they could then use Trello’s Dashboard view to track progress toward their goal. Trello’s regular Dashboard view could give the team an overview of how many candidates had been contacted, hired, or rejected, along with how many leads remained. And for a more condensed snapshot, Dashboard’s historical reporting could provide a month-long, single-graph view of cards per list, label, team member, or due date—allowing the HR manager to see exactly how that goal was being tackled from day to day.

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Get A Fresh Perspective With Trello Enterprise

For companies to stay competitive, leaders today need to proactively spot gaps, identify opportunities, and streamline work—and that’s exactly what Trello’s new views help you do. While Trello’s boards and cards remain as easy to use as ever, we’re committed to finding new ways for you to draw rich insights from the day-to-day work your teams do. To learn more about leveraging Trello’s visual project management tools across your enterprise, reach out to the Trello Enterprise sales team and discover what’s possible.


Good or bad, we’d love to hear your thoughts. Find us on Twitter (@trello)!

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