TOOL LIBRARY / PROJECTS, PROCESSES & PLANNING
Trello
A visual card-and-board tool for simple tasks, checklists, and repeatable work.
What it is
Trello organizes work into boards, columns, and cards. Each card can have an owner, due date, checklist, attachment, and selected fields. Optional add-ons connect outside tools, and built-in rules can move cards, assign people, or send reminders automatically.
Ways to use it
Ideas from real executive operations work. Take the ones that fit.
- Create a simple executive action and follow-up board.
- Run repeatable checklists for events or onboarding.
- Collect tasks from email, Slack, or Microsoft Teams.
- Automatically move cards, send reminders, or assign owners when a condition is met.
- Give stakeholders a visual status view with minimal training.
Our take
Trello works well for a small team that needs a visible, low-training process for content, events, recruiting, or a founder action queue. Choose a more structured system when the work needs connected records, complex permissions, or rigorous reporting.