How to setup

Jordan Ingman

I have no idea how to set up this for our company based off packages.

Here is what needs to be accomplished

4 separate locations about 10 - 15 employees per location. These employees need to be able to communicate with each other at each location inside one board. There is about 10 employees that need to be able to be able to receive cards from all four locations the rest would just be communicating with each other inside their board at there locations. 

We do not need a lot of features. We need to be able to add the label colors and change the column colors. We do not need AI or anything like that. We just need to be able to track the job from the beginning column to the end. Everyone at each location needs to be able to add cards to anyone's column. I believe our employees just need the standard package but I need to know the cost of this before I sign all the employees up for this.

G subramanyam

Hi @Jordan Ingman welcome to Atlassian community.

Setting up Trello for multiple locations while keeping communication simple is definitely achievable. Based on your description, the Standard package should fit for your needs.

Setup:

 

• One Workspace: Create a single Workspace for your company (e.g., "Company Name Operations").

• Four Location Boards: Create one board for each location (Location A, Location B, etc.).

• Board Permissions: Add all employees from a specific location to their respective board. Everyone on that board will be able to add cards and track jobs from "Start" to "End."

• The "Receivers": For the 10 employees who need to see everything, add them as members to all four boards. This allows them to receive and move cards across all locations.

 

Match your needs:

1. Use label colours to categorize job types or priority.
2. Standard Trello lists are grey, but you can change the List Color easily to differentiate stages.
3. You can ignore the "Atlassian Intelligence" and "Butler Automation" buttons. They won't interfere with your manual "drag-and-drop" tracking.

 

For the Standard Plan, the pricing is generally:

• Annual Billing: $5 per user / month.

• Monthly Billing: $6 per user / month.

Total Cost Estimate (based on ~60 employees):

• Annual: ~$3,600 per year ($300/month total).

• Monthly: ~$360 per month.

Tip: You only pay for users who are members of your Workspace. If the "Receivers" are already part of the 10-15 employees at a location, they aren't billed twice even if they are on multiple boards.

 

Official Documentation:

 

• Trello Pricing Page: View Plans & Costs

• Changing List Colors: How to customize your lists

• Moving Cards Between Boards: Moving tasks between locations