Track your email workflow in Trello with the Dashcards Power-Up
Take your email workflow to the next level with Dashcards and Email for Trello. Here’s a look at four useful Dashcards for tracking your email workflow that you can try today.
Trello allows teams to see their ongoing work at a glance, helping team members to respond quickly, spot bottlenecks, and collaborate with colleagues – all in one place.
The Dashcards Power-Up takes this to the next level! You can track and visualize any tasks across your boards, and arrange your Dashcards for maximum visibility as you work. No need to dig for information – your Dashcards will keep you in the know, so that you can focus on the important stuff.
A closer look at Dashcards
Dashcards work just like any other Trello card. You can move them around your boards and lists, as well as add team members, labels, due dates and more. But most importantly, they help teams to keep track of important metrics, making reporting easier than ever before.
Combining Dashcards with Email for Trello
With the Email for Trello Power-Up, you can use Dashcards to bring enhanced reporting to your emails, as well as your Trello tasks. Here are just four handy ways to integrate Dashcards into your email workflow. We’ll use the Trello dashboard for our fictional friends at Pet Cuts dog parlor as an example.
Stay on top of emails
Keep an eye on your inbox and make sure work doesn’t mount up unnoticed! A simple card count can keep a tally of emails in your inbox.
Count cards in the list ‘Inbox 💌’
TIP Never miss a reply! Trello has built-in notifications to alert you to new emails, but you can also set up additional notifications for email replies, like moving the card to the top of a list or adding a label.
Minimize work in progress
Get a high-level view of work in progress and make it easier to spot potential blockers. For example, Pet Cuts tracks cards assigned to different stylists so that no one is overloaded.
Team capacity for the stylists at Pet Cuts
Track your team’s goals
Keep up team motivation and improve customer service with goal tracking! For example, the Pet Cuts team has a Dashcard that counts all cards completed within five days of being created.
Cards completed within five days are counted on a Dashcard in the list ‘Salon goals 🎯’
Here’s a peek at what the rule looks like for this Dashcard
Manage your team’s workload
Dashcards are great for keeping track of ongoing tasks and viewing your team’s workload at a glance. But with the Dashcards alert function, you can also set an extra failsafe to make sure that work is always manageable! Simply set up an alert to be notified about important changes to your Dashcard.
For example, when the cards in the list ‘In Progress’ go beyond a certain threshold, the Pet Cuts salon manager gets an email notification so that they can reprioritize the team’s workload and get things back on track.
When the card count of ‘In Progress’ items goes beyond 9, the manager of the salon will get an email notification
Get tracking today
The Dashcards Power-Up is a great visual tool for tracking and monitoring your to-dos. Bring that same power and flexibility to your emails, for a powerful all-in-one Trello workflow.
We hope we’ve inspired you to dig deeper into your boards to visualize your data, spot trends, create alerts, and improve your workflow with Dashcards!
