Help Getting Organized

By Jean Darling, PT, CHC, CHP

In the world of running a business there are many books, apps, and other resources that can assist in our day-to-day operations.

I chose to investigate a free system that can be utilized as an organizational management tool. I was introduced to this product, Trello, by a friend, a chief operating officer who uses Trello as her go-to organizational tool to keep all her projects on course.

What is Trello? It’s a collaboration tool that gives you a visual overview of what is being worked on, who is working on it, and how far they’ve gotten. Trello helps you get organized, get motivated, and get more done (with your team or on your own).

The tool organizes your projects into boards, cards, and lists. It is a platform that is loosely inspired by the Kanban signboard and scheduling system that was developed by Toyota as a way of maintaining flexibility while keeping production levels high.

One of the hallmark features of Trello is the ease with which you can collaborate and work with others. Trello boards give everyone a shared perspective. With more in-depth utilization, you are able to view everything you need and access all of the information in one place. It comes with a bimonthly newsletter that gives sample workflows and best practice examples as well as productivity hacks.

Trello appears to be just the task management system I need, and writing this review was the jump-start I needed to investigate this tool!

Jean Darling, PT, DPT, LAT, is a PPS member and co-owner of Advanced Physical Therapy & Sports Medicine with multiple locations in WI. She can be reached at jdarling@advancedptsm.com.