![]() ![]() Or, maybe better put, it enhances and compliments email.Įmail isn’t going anywhere, but I think we can all agree that it does have its downsides. If Trello replaces the whiteboard and post-it notes, Slack replaces email. Oh, and I forgot to mention, I even use it in my personal life. For example this one from way back when we had to choose which payment processor we wanted for Fundraising Report Card®…īetter yet, you can even create checklists, attach files and tag other members to view things on your cards. When you click into a card you get all the pertinent information related to it. We use this board to keep track of all user feature requests and internal requests (if we have ever been on a call together and you have suggested something for Fundraising Report Card® and I said, “I’ll add that to our product roadmap,” this is that product roadmap). There’s a lot going on, but in each list there are cards. Here at Fundraising Report Card we use Trello for a few things. It might sound a bit complex at first, but once you get a hold of it it’s really fun and easy to make your own. With Trello there are no rules, just Boards with Notes and Lists. Trello is an online post-it note wall (except better). Do you really want to train each new hire how to maintain your 16 color post-it note wall? Light green post-it’s with red ink mean this… And blue post-its with black ink mean that… Yes, of course you can buy more post-it notes and get a bigger wall, but this strategy isn’t scalable when you bring on new staff members. Plus, and this is something I learned early on, post-it notes aren’t that scalable. You can’t “comment” on it, you can’t attach a file to it and you certainly can’t have a conversation on it. No matter how hard you try, a post-it note is just a post-it note. Their downside stems from their inability to store data. What a life-saver.Īs I was recently reminded when I visited a colleague’s office, post-it notes on whiteboards are fun and can work surprisingly well. ![]() When I completed my task I got up, walked to the board, moved the post-it note back to the account manager, and the dance went from there.Ībout 6 months later we adopted Trello. When a post-it note made it into my box it was time to get to work. As such, I was designated a small portion of the white board where others (account managers) could place post-it notes with project names. I had started at the company as a web developer primarily focused on building websites for our clients (oh how times have changed). Two years ago when I started working at MarketSmart we had a giant whiteboard full of post-it notes. These are all apps and tools that you can use today to save time and reduce inefficiencies. These are all free resources, and although I shy away from telling other people what to do or how to do it, I’ve never heard of these tools NOT delivering a sizable and positive return on investment. So, in lieu of typing up an email to that development director, I thought I would share here 3 tools that I use nearly everyday her at Fundraising Report Card®. And Trello, Slack and Zapier don’t market to nonprofits (again, I’m not sure why). TechSoup doesn’t promote Trello, Slack, or Zapier. All of these tools and resources that I use everyday are marketed towards me, not nonprofits. “Have you tried a team messaging app to keep everything in one place? Or, automated some of those monotonous tasks with a timesaving system?” I asked her if she had ever heard of a few of the more popular apps that I use… I poked and prodded and eventually I came to the realization that quite a few of the softwares that I use would actually be useful for her. This all stems from a recent conversation I had with a development director who acknowledged to me that she felt trapped without useful tools and resources for her and her team. In a world where time is money it’s important that the technology we use helps us get the most out of our day. Yet, what I want to focus on today are the tools and apps that are staples of the for-profit sector which would be just as well-served in the nonprofit space. TechSoup exists to try and fill this void in the nonprofit space, and they do a great job. Websites like Capterra and G2Crowd help with this, but even they sometimes skip over a gem or endorse a time waster. Cutting through all the noise and finding which apps are must haves and which ones are a waste of time can be difficult. Too many when you really get into the weeds and search around. There are a ton of tools and softwares out there. ![]()
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