Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Is Trello the project management team scheduling solution for me?

I am looking for a project management/scheduling solution for a small consultancy - we are 10 people, working across multiple projects whereby project life can span months and individual tasks need to be itemised hourly or daily.  

I am looking for a solution that can: 

  • Help project manage each assignment - assign tasks and track development 
  • Schedule multiple projects across the team with individual person view, individual project view and company view
  • Track time spent per person and per project 
  • Connect to Xero for billing and invoices
  • Possibly connect to Insightly our CRM management tool   
  • Allow individual logins per person - core team and freelancers, maybe with different access needs 

I can see how Trello works for project management but not the rest of my needs. 

If Trello is the right solution what package should I consider  and how easy is it to set up?  

Trello newbie so keen to understand all the possibilities!


1 answer

0 votes
Iain Dooley Community Leader Sep 09, 2020

@Vikki Barron short answer is "yes", but with plugins:

1) Placker is the best project planning tool and also does board synch

2) Crmble is a CRM power up for Trello

3) Xero integration out of the box is pretty weak, but Trello has a great API so ultimately you can integrate with anything, for example I did quite a bit of automation for one of my clients who does importing, wholesale and retail with QuickBooks online HOWEVER ... 

4) If you're doing project work you will probably be better off integrating with Xero from your time tracking software, in my opinion the best time tracking software to use with Trello is TimeDoctor because you can use the mobile app like a "punch clock" to start/stop work and it shows you all the cards you're added to as tasks to timesheet against

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted in Trello

Taco Tuesday: Your favorite Trello blog takeaway

Hello friends! From the community that brought you Welcome Wednesday, Throwback Thursday and Friday Fun, welcome to Taco Tuesday, a weekly discussion about all things Trello. The best part? One Tac...

203 views 10 9
Join discussion

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you