Organizing my life is usually done on the Apple Reminders app. I shove my to-dos in there and it alerts me when I forget about scheduled, repeated, events. Like mailing in a rent check.

But when you have a group of people, it can be trickier, especially if you all use different devices and have different workflows.

Enter Trello

There are a lot of options out there, but Trello is free for the small scale. It’s easy to set up and my friend Tracy uses it a lot. When I realized we needed something better than my list to keep track of everything, I popped over to Trello to make it work.

I’ve used it before, and I use Jira — which is owned by Trello’s Atlassian — so I’m familiar with the basic style of Kanban boards for tracking work. Every project has a ‘board’ and on the board you have ‘lists.’ In each list you have your ‘tasks’ which you drag from list to list to list. The general concept is you have a list of ‘backlog’ where you store everything. Tasks move from there to ‘in progress’ and then to ‘done’ (or they get archived).

There are some things about the flow I find annoying. Like there isn’t a way to mark something as ‘done’ unless it’s scheduled, it just gets archived, but it can work. And you can integrate it with Slack so that’s nifty.

What About WordPress?

I’m going to shoot your hopes and dreams. There isn’t a WordPress plugin for Trello.

Oh fine, there’s WP Trello but that actually is meant to display your boards as widgets or shortcodes. For the life of me, I can’t figure out why anyone would want to do that. No, what I mean is there’s no back-end WordPress plugin where I can go to, say, the dashboard and check out what boards and tasks are being worked on.

I suppose that’s much the point, though. You shouldn’t be managing those things in WordPress. In fact, if you look into it, embedding Trello anywhere is kind of a mess. They clearly don’t want you to miss out on their API and their apps. Their experience matters.

On the other hand they’re very hip on integration, letting people stick in one tool and access everything. I suspect the brunt of the lack of a WordPress tool is due to the fact that there’s no one recommended PHP API. If you go to their community page, you’ll see a lot of python and Ruby, but no PHP.

What Can You Do With WordPress?

Thankfully, you can integrate WordPress and Trello. There are extensions for Ninja Forms and Gravity Forms which let you integrate your form submissions and make them into Trello Tasks. If you use those plugins to allow visitors to post submissions, it’s a near perfect idea. They submit a post, you make a to-do, and your life remains organized instead of wondering who handled which submission.

But if you’re looking for more, you need to consider a 3rd party integration via Zapier or IFTTT. There isn’t even a Jetpack contact form to Trello plugin.

Yet.

Reader Interactions

Comments

  1. Oh I like the form submission to Trello part – that would help with my quilt board!

  2. I have a done list. At the beginning of each month -I archive everything on the list.

  3. Good tips!

    Zapier , Zaps FTW!

  4. Yes, good tips. I send some Gmails to the appropriate list using Chrome Gmail-to-Trello extension.

    Occasionally the Trello icon in Gmail will disappear. When this happens, it’s because I’ve had Gmail and Trello open too long . I refresh both and clear browser cache and all is well.

  5. I’ve been using Trello for blog management for a while now.
    My set up:

    An Inbox list where all the article ideas, and other news reports are saved to.

    Separate lists for news type posts, how-to posts and so on.

    Now the most important part: Integrated with Feedly, so that every time I save an article on Feedly, it gets added to my Trello Inbox.

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