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Reseources: How can I plan resources besides people such as rooms or equipment on trello?

Johannes August 5, 2023

We like to plan workshop rooms, projectors, vehicles and other equipment with Trello in a way that they can not be used at the same time by other people or teams. How?

3 answers

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Violetta Chernobuk
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August 8, 2023

Hi @Johannes 
I'm Violetta from Planyway team.
I'd recommend you test out Planyway timeline view grouped by label or list. You can use labels or lists to tag different things and then visualize availability on the timeline. The hourly scale is also available on our timeline.
Visualize your project plan

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Dreamsuite Mike
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August 7, 2023

Hi @Johannes ,

With lots of love, I am going to have to disagree with the first paragraph from @Oliver S.  Trello is a work management solution but what makes it stand out versus the competition is that it IS so much more than that. 

The best (and perhaps worst) kept secret about Trello is, whilst you might not want it to do everything, it can do almost anything.  

I have built some really cool custom resource booking solutions for my clients in Trello, like for vehicle and machinery management, as well as resource management for contractors.  I have achieved that with just Trello's built in features, automation and free power-ups.  

My advice is to:

  1. Sketch out how you want your resource management to work, think about how you will manage resource quantities, what statistics you want to capture etc..
  2. Make a Trello board to match your process and manually test it out to see whether the structure works
  3. Use automation to  turn it into a full fledged resource management solution.

 

The links @Oliver S provided are very useful.  I would also add to that you should look at the documentation about automation.

https://trello.com/guide/automate-anything 

Also, this article is worth looking at, Dashcards are so cool:

https://community.atlassian.com/t5/Trello-articles/Boost-Performance-in-Trello-Unleashing-the-Power-of-Dashcards/ba-p/2442074 

 

Lastly, if you require help to build out this system, I would recommend looking at consultants in the community who have the expertise to build almost anything in Trello and almost certainly would have come across this scenario.  

https://community.atlassian.com/t5/Trello-articles/Trello-Consultants-Right-Here-In-The-Community/ba-p/1983694 

0 votes
Oliver S
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August 6, 2023

Hi Johannes,

Want to be upfront and let you know that Trello is not designed to be a resource booking tool out of the box. Sure, you might be able to configure something that works for your use case - although Trello is primarily for work management.

While we generally don't provide tailored configuration / customisation, I can provide some resources that might help.

Trello Premium has Calendar View built in, so this could be a useful way to gain visibility of what people book by making use of start / due dates on cards: https://support.atlassian.com/trello/docs/calendar-view/

You could set up custom fields to make use of when people add in their resource bookings, particularly any information you wish to capture: https://support.atlassian.com/trello/docs/using-custom-fields/

You could also explore some of the tips provided by one of our Third-party marketplace providers here on how you might be able to make use of Trello as a scheduling tool: https://community.atlassian.com/t5/Trello-articles/Trello-planner-7-tips-to-transform-Trello-into-a-scheduling-tool/ba-p/2040687

Hope this helps! :)

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