Subject: Guidance on Expanding Trello for Our Team

[Jason Bergeron]

Hi Trello Team,

We manage a brokerage of over 200 advisors and are currently using Trello on a trial basis. We’re looking to expand to about 25 users, specifically to streamline our admin team’s workflow and maximize efficiency. However, we’re finding some aspects unclear, such as sharing workspaces and determining the best plan for our needs.

Additionally, we want to ensure that our strategies for managing admin tasks are optimized before committing to Trello. Currently, we’re considering reverting to Google Sheets if we can’t align Trello with our needs effectively.

Do you have specialists or resources available who could guide us in setting up Trello to meet these requirements? Any advice would be greatly appreciated.

Thank you for your time and support!

[Alisson Sartor]

Hello, Jason

Welcome to the community.

you may also be interested in working with one of our Atlassian Solution Partners, as they are able to provide more of a traditional service model. Our Solution Partners specialize in migrations, integrations, training, hands-on configuration and custom development of our products.

Kind Regards
Alisson
Trello Team