Best Ways to Assign Tasks to Co-workers to Increase Efficiency & Task Completion?

Ashley Villarreal

Hello Trello Community! 

So, I've found this link http://help.trello.com/article/942-assigning-people-and-due-dates-to-specific-checklist-items but it doesn't seem to be possible to do what I'd like to do, based on that little note at the top of the page. 

I'm wondering what are the best ways to use Trello to set generic tasks for the overall team to see & add your own specific tasks that will benefit the team, but also to set "assignments" on some tasks for other members to help with. For example, the director is super overloaded with things to get done, but could in effect have someone helping on some of the mid-high priority tasks. I want him to be able to "mark" me or "add" me specificially to one of the tasks on one of the boards and I want to be able to either immediately see that I've been assigned, or receive a push notification of some kind so that I know I can start working on something there. 

Hope that's not too confusing. It seems like there could be some ways, by adding 'members' to each task, where little initials pop up on a task. There is also the 'subscribe' tool, but I don't see how that works necessarily and seems like it would take more effort on both our parts. I'd like it to be more seamless. 

Any thoughts? What options work best for your team? We are small so there's not a huge concern of being overloaded. 

Thanks!

Ashley 

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Hey Ashley,

Trello is definitely capable of doing what you want it to do. While everyone's workflow is different, what I would recommend is having a board for a given project or team, with lists categorizing task status (e.g. Need to do, doing, done, blocked). You can also use labels to designate how high of a priority a task is.

From there, create cards (your tasks) and add them to the "Need to do" list. You can assign someone the card/task by clicking "Add Member". Whenever you're added as a member of a card, you will receive a notification. You can receive email or in-app notifications of changes made to that card by subscribing. Read more about how notifications work here: http://help.trello.com/article/793-receiving-trello-notifications

When work on the task begins, you move the card to the given list, and that way you can track its status. Once it's done, move it to the "Done" list, and then archive it after you no longer need it.

We have lots of example boards at trello.com/inspiration, and one I would recommend specifically here: https://trello.com/b/OiSmGV4M/admin-tasks-board (it says "admin" tasks, but it's a good general project management outline).

Additionally, we have Product Management specific board examples (that you can copy!) here: https://trello.com/teams/product

I hope that helps!

Steven
Trello Support