Turn your Trello workspace into an all-in-one business hub
We love the simplicity and power of Trello for managing any kind of business. Here’s how you can turn your Trello workspace into an all-in-one business hub for your whole team.
In a digital landscape crowded with business software and platforms, finding your starting point each day can be overwhelming! Creating an “all-in-one workplace” is sensible strategy to help you cut the chaos, consolidate your work, and bring focus to your daily ops.
The simplicity and flexibility of Trello is the perfect foundation for this kind of digital work hub. Instead of switching between tabs and apps, your Trello workspace acts as your central command and primary source of truth.
And, you can use power-ups like SendBoard’s Email for Trello Power-Up to transform your Trello workspace from a straightforward project management platform into an interactive communication hub for your whole team.
Respond to emails directly from Trello, track your communication, and foster team collaboration – all in one place. Whether you’re managing sales, handling support requests, recruiting talent, or handling invoices, SendBoard's integration with your Trello workspace makes any email-adjacent task a breeze.
Get the most out of your Trello workspace
Consolidate your to-dos in one digital workflow
With so many apps for different tasks, valuable data often falls through the cracks. Multi-disciplinary teams end up working in silos, which makes it difficult to collaborate and share information.
Instead, a centralized digital work hub can become the cornerstone of your team’s productivity. Trello gathers, organizes and presents work in intuitive manageable way, outshining alternatives like Monday, Asana and ClickUp in both functionality and price-point.
💡 Simple to use and easy to understand, Trello is for any team looking to work together more effectively. Find out more about why we love Trello for managing any kind of business.
Manage different business functions
Trello is much more than just a project management system! With the Email for Trello Power-Up, it can be used as a hub for your whole team to collaborate around daily tasks and communication.
Use Email for Trello to integrate your email with Trello and engage with people outside your workspace, across every area of operations.
Sales and CRM: Keep your sales pipeline organized in Trello and email your leads directly from each card.
Help Desk and Support: Create an email support desk to manage requests from customers or employees.
HR and Recruitment: Manage your hiring workflow. Organize incoming resumes, discuss candidates, and reply from within Trello.
Invoice Management: Process invoices and finance tasks in one central dashboard – right from receipt to payment and filing.
If you already use Email for Trello for one aspect of your business, why not use it for everything? It’s the perfect way to consolidate your business to-dos and comms into one dashboard, while getting more value out of your Trello workspace.
💡 TIP Turn your Trello workspace into an all-in-one business hub with a dedicated board for each of your business functions. Browse our selection of ready-to-use Trello board templates to get set up.
Maintain visibility across multiple boards
Trello views offer fresh ways to visualize your board data, and make it possible to view the information that’s important to your team in one place – without having to switch between boards in your workspace. There are two views that can display data from across your Trello workspace:
Calendar view arranges your cards like a calendar so that you can see what’s coming up on any given day. This is really handy if you need to manage scheduling across multiple departments – for example, project managers with deadlines across various teams, or bookings teams that need transparency on upcoming reservations.
Table view organizes your cards into a spreadsheet-style list so that you can see your workload at a glance, and easily filter your to-dos by label, member, due date and more. This is helpful for teams working in finance or sales, who need to consolidate information for a single glance view of work in progress.
For more information, check out this handy video by Brittany Joiner to learn about the types of workspace views in Trello and how to decide if you need them.
💡 The Email for Trello Power-Up can be used across different boards in your Trello workspace, but if you want to use the Power-Up across different Trello workspaces you will need separate SendBoard accounts. Find out more about linking a Trello board to a different workspace in our help center.
Discover the simple power of Kanban
In a world where complexity is often mistaken for sophistication, Trello is testament to the enduring power of simplicity. It offers no unnecessary bells and whistles, no convoluted interfaces – just an intuitive platform that feels like a natural extension of your work habits.
The basis of the Trello interface is the Kanban methodology, a strategy used by high-performing team globally that works a bit like sticky notes on a wall. Each card represents a task or an idea, and you can move it across lists, tracking its progress as it glides from 'To Do' to 'Doing' to 'Done'.
The Kanban system of ‘cards in lists’ is a bit like a dynamic corkboard with sticky notes.
Make the most of Kanban to get more value out of your Trello workspace and the Email for Trello Power-Up. For example:
Apply the principles of Kanban to email. Kanban solves the problem of a chaotic inbox with a streamlined, easy to follow process. Read more about how to turn your Trello workspace into a Kanban-style inbox.
Revolutionize your help and support workflow. Improve response times and boost customer satisfaction with a Kanban-style help desk in Trello.
Add an extra layer of organization with swimlanes. Combined with Kanban, swimlanes can help you visually distinguish your to-dos by team member, project or priority, so that you can get more done. Read more about how to use swimlanes in Trello.
Unlock team-wide efficiencies with automation
Trello is a great business tool on its own, but it’s even more powerful with automation! Setting up a few helpful workflow automations saves time, avoids errors, and helps your team get more done. Plus, it can also help your business get more out of Trello for longer, delaying the need to move to more specialized or expensive software.
Here are just a few ways you can use automation to streamline your workflow across different departments in your Trello workspace:
Level-up your checklists with these 8 cool things you can do with checklists in Trello. For example, you can automatically add a checklist to a card, or automatically send an email after you tick off a checklist item.
Keep clients up to date with automated emails. Make sure your client communication is always clear and efficient with automated email templates. Perfect for project management teams!
Boost customer satisfaction for your support workflow. Automate your help desk emails by automatically sending out a ‘ticket assigned’ email when a team member is assigned to a card in Trello.
Automate your recruitment processes. From receiving job applications and screening candidates, to sharing onboarding documentation and calculating PTO, hiring teams can stay organized and get more done with these 27+ HR processes you can automate in Trello.
For more automation ideas for your Trello workspace, take a look at our 10+ automation templates for any business working in Trello.
💡 TIP Trello Power-Ups give you the chance to tailor your digital work hub to your unique needs. Turn your Trello board into a calendar, integrate with Google Drive, set up forms, and more! Visualize your whole business with these essential boards and Power-Ups in Trello.
Trello – your ultimate digital work hub
When choosing an all-in-one workspace, it's not about the platform that crams in the most features. It's about usability, adaptability, and integration. Find a tool that meets you where you are and helps you get where you need to be!
Trello is simple to grasp, cost-effective to run, and adaptable to your needs. Combined with SendBoard’s Email for Trello Power-Up, it’s a great choice for teams looking to embrace a digital work hub and revolutionize the way they work.
