Project Management

Trello + Converge

Converge Converge Team

Visual project management

Category
Project Management
Popularity
High

Trello is a visual project management tool based on the Kanban methodology, making it easy for teams to organize tasks and track progress through intuitive boards, lists, and cards. With over 50 million users worldwide, Trello's simplicity and flexibility have made it a go-to choice for teams looking to implement visual workflow management without complexity.

The platform's strength lies in its visual approach to project organization, where work flows naturally from left to right through customizable stages. This visual representation makes it immediately clear what needs to be done, what's in progress, and what's been completed, creating transparency and accountability across team members.

Use Cases

Agile Development & Sprint Planning: Manage software development sprints using Trello boards to track user stories, bugs, and features through development stages. Development teams can visualize their workflow from backlog to deployment, with cards representing individual tasks that move through columns like 'To Do,' 'In Progress,' 'Code Review,' and 'Done.'

Content Creation & Editorial Workflows: Organize content production pipelines from ideation to publication using boards that represent different content types or publication stages. Editorial teams can track article progress, manage review cycles, and coordinate publishing schedules while maintaining visibility into the entire content pipeline.

Event Planning & Coordination: Plan and execute events by breaking down complex logistics into manageable tasks organized by timeline or responsibility area. Event teams can track vendor coordination, marketing activities, and logistics preparation while ensuring nothing falls through the cracks during busy planning periods.

How to Connect

Board Structure & Organization: Create boards for your main projects or workflows, then set up lists that represent the stages of your process. Add cards for individual tasks, features, or deliverables, and use labels, due dates, and checklists to add structure and priority information that helps team members understand what needs attention first.

Team Collaboration Setup: Invite team members to relevant boards and establish conventions for card creation, labeling, and movement between lists. Set up Power-Ups for additional functionality like calendar views, time tracking, or integration with other tools your team uses regularly for a more comprehensive workflow management experience.

Automation & Integration: Configure Butler automation rules to reduce manual work by automatically moving cards, creating recurring tasks, or assigning team members based on triggers. Connect Trello with external tools through Power-Ups or Zapier to sync data, create cards from emails, or update other systems when work progresses through your Trello workflow.

Zapier

Connect Trello and Converge through Zapier's no-code automation.

Make

Build custom workflows with Make's visual builder.

API

Use Converge's API for custom integrations.

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