Trello for logging and calculating pto

Jen Winter May 29, 2024

I am a VA for a small office that wants an easy way for employees to track PTO in one place.
I picked Trello because I thought they may want to use the boards for things other than PTO like workflow tracking.

How would I go about building a board for this office?

1 answer

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Hannah Humbert - Simpla Workflows
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May 29, 2024

@Jen Winter welcome :)

I'd suggest starting with browsing the template gallery to get some ideas: https://trello.com/templates

There's also the getting started guide here: https://trello.com/guide/trello-101
Or if you're a more visual learner, there are plenty of videos out there e.g: https://www.youtube.com/playlist?list=PL4H_oPRK80z5Rq0aBNxeeS5sVPyDrNXCh and https://www.youtube.com/playlist?list=PL4H_oPRK80z6st7sR7xeoI5hY4p6NFsFz

For tracking PTO, you might want to use the calendar power-up. If you're on the Premium plan with Trello, you have access to the built-in calendar view.

Jen Winter June 2, 2024

Hi Hannah, Thanks for your response.
As a brand new Trello user, I am trying to find the easiest way for this to be set up for my client.

I would really love to talk with someone to help guide me. Is there a way to speak with a Trello expert?

Hannah Humbert - Simpla Workflows
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 4, 2024

@Jen Winter of course, there are a few Trello experts in the community, including me! I offer both Trello consulting and training (https://www.simplaworkflows.com). You're welcome to book a time in my calendar here

Jen Winter June 5, 2024

@Hannah Humbert - Simpla Workflows , I am waiting for our appointment. Are you available?

 

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