Office Admin and Operations

Complete Trello Fundamentals: Beginners to Advanced Board Templates for Business and Operations
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Transcript

Hello, in this video, we're going to have a look at how we can use Trello to manage the admin and operational kind of tasks in our business. So very similar to the employee handbook setup that we've gone through in a previous video. Right here we have something very similar, where it's a very centralized where every employees on board so every employee is in this board. And it's slightly different in terms of level information for this board. So for example, this is like the hub for very common kind of operational questions like how to get VPN access, for example, what's your desk or chair sitting policy or requests for maybe printing how to get printers connection How to get printers set up if there's a quota to how many papers you can print. That's up to your policy, of course, but you can specify them here.

Before we go any further, if you have a look at this board is actually split into two main functions. The first half of the board is all about conveying or announcing certain information. So the ones I've mentioned before about Internet access and printing, and thus chair policies and all that is unimportant info. You then can have announcements and the one list warning people about certain things, informing them about any particular changes in your policies. And the other thing that people are usually looking forward to is your office events. So Things like town halls, maybe you have extra curricular activities like meditation running all these other clubs that you can empower your own employees to create these kind of events here.

And you can also communicate about very specific time based events. So for example, we have here team communication workshop, there's a specific date for it. recurring events probably won't have any specific dates, but when you do click on it, you have a description dimension, you know, more information about that event or activity. Like for instance, the running club here, they're going to meet every Monday, Wednesday and Friday 8am in the morning, right. So the other half of the board is actually your status, typical Kanban kind of workflow where you have to do progress and done. So one thing to note is that this is shared across a lot of different departments or teams.

And it's more about crowdsourcing information and make it visible to everyone to pick up a particular task it was related to them. So going back, there's an important card here that specifies the instructions on how to properly label cards to help ease the process of identifying the cards upfront. So for example, we have a few ways of using labels in this board. Number one, is to identify who is this card for. So the label then, for example, would identify HQ employees and let's see remote employees right. Number two You can specify the type of category or function of the request.

So for example, we have kitchen based requests it help. So you can argue that these two can go under the same thing as identifying who is supposed to address it. But it's clearly there. And then last but not least, the label is also used to highlight urgency. In this case, there's only one label which is called high priority, and it's written color. So this helps with making sure that whoever's engaging with the cards are prioritizing the right things.

So this helps to accomplish a few things. Number one, you get to crowdsource certain tasks that are potentially not dedicated to anyone So for example, kitchen requests, it could be that someone's asking for a top up or resupply of maybe biscuits or almonds. And you might be having this policy in your company where you would have everyone collaborate and contribute food to depend for your kitchen. So this is one way of organizing that. The next thing is you can also have a centralized area of all the most common questions and the important info. So again, it's very similar to the employee handbook, but it's more straight to the point to certain very detail operational information.

The next thing is, of course, as we've learned many many times before, having the visibility of which task is pending, which task is in progress. Which tasks are done is highly valuable to any team set up. This allows everyone to be on board in terms of how efficient we are as a team, and without them having to keep chasing someone verbally or manually. It's all updated via Trello. So, go ahead and experiment. There are different kinds of ways you can use Trello to further organize these kind of operations and administration.

Good luck and have fun

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