5 Tips for Maximising Your Property Management Workflows in Trello
Updated: May 10
Do you use Trello to streamline your property management procedures and workflows?
As a property management business coach, I have seen time and time again how Trello can transform a property management team’s productivity and organisation. Using Trello for Property Management allows you to save time, stay organised, have transparency and improve your productivity with this powerful tool.
However, to fully utilise this tool for your Trello property management boards, it's important to hone in on some of the basic but forgotten functions of the system to ensure you get the most out of it.
Add yourself as a member of the card. When creating a Trello card in your property management workflows, it's important to add yourself as a member. This will allow you to receive notifications when the card is updated, making it easier to stay on top of your work. It also makes it clear who is responsible for the card, which can be especially helpful when working on projects with a team.
Use due dates. Due dates are a simple but powerful feature of Trello and allows you to stay on top of your role. By setting a due date for a card, you can ensure that tasks are completed on time and that nothing falls through the cracks. You can also use due dates to prioritise tasks and make sure that you're focusing on the most important items first.
Create checklists. Checklists are a great way to break down larger tasks into smaller, more manageable steps. By creating a checklist within a card, you can ensure that all of the necessary steps are completed and that nothing is missed. This can be especially helpful when working on complex projects or when you need to delegate tasks to others. You can then save that checklist by creating a template card to use over and over again.
Use labels. Labels are a simple way to categorise cards and make them easier to find. You can use labels to indicate the status of a card (e.g. "in progress" or "completed"), the priority level of a task, or any other criteria that makes sense for your business. By using labels consistently across your boards, you can create a more organised and streamlined workflow.
Collaborate with your team. Trello is a collaborative tool, and it's important to take advantage of this feature. By adding team members to cards and boards, you can ensure that everyone is on the same page and that tasks are completed efficiently. You can also use Trello to communicate with your team and to share files and documents.
Trello is an incredibly powerful tool for businesses, but like with any software it's important to use it effectively in order to reap the full benefits. By using these basic tips for using Trello for Property Management, you can transform the way you systemise and manage your property management workflows and take your business to the next level.
Do you need help integrating Trello for property management into your property management business?
Purchase your introductory Trello for Property Management template pack here.
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