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Trello
by Atlassian
by Atlassian
Profile Information Last updated on: 26 August 2024
Profile Information Last updated on: 26 August 2024
We help make selecting a software for your business effortless, economical and efficient.
by Atlassian
by Atlassian
Profile Information Last updated on: 26 August 2024
Profile Information Last updated on: 26 August 2024
The implementation process for Trello software seems to be quite straightforward and quick. Trello highlights some key points about its implementation:
1. Ease of Use: 81% of customers chose Trello for its ease of use, according to a TechValidate Survey cited on the website. This suggests that getting started with Trello is relatively simple and user-friendly.
2. Rapid Value Delivery: According to the website, 75% of organizations report that Trello delivers value to their business within 30 days, based on a TechValidate Survey. This implies that the implementation process is generally fast, and teams can start realizing the benefits of Trello within a month.
3. Improved Communication: The website states that 74% of customers say Trello has improved communication with their co-workers and teams, based on a TechValidate Survey. This indicates that the implementation process likely involves familiarizing team members with Trello's collaboration features, which can enhance communication and teamwork.
While the website does not provide a detailed step-by-step implementation process, it emphasizes Trello's simplicity and flexibility. The implementation process likely involves creating boards, lists, and cards to organize tasks and workflows, as well as customizing the tool to fit the team's specific needs. Trello also offers various integrations and automation features that teams can explore and set up during the implementation phase.
Trello offers a range of customization options to fit specific business needs, making it a versatile tool for managing projects and workflows across various industries. Here are several data points highlighting Trello's customizability:
1. Custom Fields: Trello allows users to add custom fields to cards, enabling the addition of specific information relevant to the project or workflow. These fields can be text, numbers, checkboxes, dates, or dropdown lists, providing flexibility in tracking and displaying key project details.
2. Power-Ups: Trello's Power-Ups extend the functionality of boards by integrating with other tools and services. This feature enables features such as calendar views, Gantt charts for timeline planning, voting on cards, and automating repetitive tasks. Power-Ups can also integrate Trello with other tools like Slack for communication, Google Drive or Dropbox for file management, and even CRM systems.
3. Automation with Butler: Trello's built-in automation tool, Butler, allows users to set up rules, custom buttons, and scheduled commands to automate actions based on information in Trello. This can include moving cards, updating statuses, sending notifications, and much more, saving time and ensuring consistency in task management.
4. Views and Reporting: Trello offers various views such as Timeline, Table, Dashboard, and Calendar views to help users visualize their work in different formats. These views make it easy to display data across boards and teams in a clear and actionable way. Additionally, Trello integrates with reporting tools like Bridge24 for advanced reporting and exporting capabilities.
5. Integration with External Tools: Trello supports over 200 integrations with popular tools and services, allowing users to keep their work organized and in one place. This includes integrations with Slack, Outlook, Gmail, Salesforce, InVision, Jira, and many more. Users can add Power-Ups to their boards to build bespoke workflows that turn Trello into a CRM solution, support ticketing system, social media calendar, and more.
6. Templates: Trello offers customizable templates for various use cases, including CRM, sales pipelines, content marketing, HR, and more. These templates can jumpstart a board and be customized to fit a team's specific needs.
7. Security and User Management: Trello provides options for adjusting privacy settings, including private, public, and Workspace Visible settings, to control who can see and interact with boards. This is crucial for managing sensitive information and ensuring that only authorized users have access to specific projects.
8. Customization of Board Appearance: Users can customize the look and feel of their boards by changing board backgrounds, offering a selection of colors and images, or the option to upload their own. This customization can be used to visually distinguish between different projects or to align with a company's branding.
These features demonstrate Trello's ability to be customized to meet the specific needs of businesses, providing a flexible and powerful tool for project management and collaboration.
Trello's pricing structure is designed to be straightforward, with no hidden setup fees or additional maintenance costs. Here are the key points regarding additional costs:
1. No Setup Fees: Trello does not charge any setup fees for any of its plans. Users can sign up and start using the platform without incurring any initial costs.
2. Support Charges:
- Free Plan: Users on the Free plan have access to community support.
- Standard Plan: This plan includes support during local business hours.
- Premium Plan: Users on the Premium plan receive 24/5 support.
- Enterprise Plan: Enterprise users benefit from 24/7 enterprise admin support.
3. Power-Ups and Integrations: While Trello offers a variety of Power-Ups (integrations) to enhance functionality, not all of them are free. Only about a third of the Power-Ups are completely free, meaning users may need to pay for additional Power-Ups depending on their needs.
4. Automation: Trello includes Butler, a no-code automation tool, in all plans. However, the extent of automation capabilities increases with higher-tier plans. For example, the Premium plan offers unlimited command runs, while the Free and Standard plans have more limited automation capabilities.
5. Storage Limits:
- Free Plan: Offers unlimited storage with a 10 MB per file limit.
- Standard, Premium, and Enterprise Plans: Provide unlimited storage with a 250 MB per file limit.
6. Billing for Additional Users: Trello charges on a per-user basis for its paid plans. If new members are added to a Workspace after the initial upgrade, the card on file will be charged a pro-rated fee for their membership for the rest of the billing period[10].
7. Discounts: Trello offers discounts for non-profit organizations and educational institutions, which can help reduce overall costs for eligible users.
Trello offers several training and support resources to help new users get started and make the most of the platform:
1. Getting Started Guide
Trello has a comprehensive "Getting Started" guide that walks new users through the basics of using boards, lists, cards, and other core features. This guide covers setting up your first project, onboarding your team, integrating with other apps, and more.
2. Help Documentation
Trello's help site contains extensive documentation covering all aspects of using the product. It has articles explaining features in-depth, as well as guides for specific use cases like project management, marketing, HR, etc.
3. Video Tutorials
Trello has a library of video tutorials on their YouTube channel and blog that provide visual walkthroughs for beginners on how to use different features effectively.
4. Webinars
Trello hosts regular webinars covering new features, power-ups (integrations), workflows, and tips & tricks. Many of these are available on-demand as well.
5. Blog
The Trello blog has articles highlighting creative use cases, productivity tips, and guides for teams to better utilize Trello for their needs.
6. Community Support
Trello has an active community where users can get quick answers, how-to advice, and tips from fellow Trello users and experts.
7. Direct Support
For specific account, billing or security questions not addressed in the documentation, Trello offers direct support through a contact form. Free users can access community support, while paid teams get priority email support .
8. Templates
Trello provides a wide variety of pre-built board templates for different workflows like marketing, software development, HR onboarding and more to help users get started quickly .
9. Onboarding for Enterprise
For Enterprise customers, Trello offers additional onboarding resources like webinars, Q&A sessions, and training documentation tailored to their specific business needs .
Trello implements a comprehensive set of security measures to protect user data, ensuring both data privacy and integrity. Here are the key security measures in place:
Encryption
1. Data in Transit: Trello uses secure SSL/TLS protocols to encrypt all data transmitted between users and Trello servers, ensuring that data is protected from interception during transmission.
2. Data at Rest: Data stored on Trello servers is encrypted using industry-standard encryption techniques, providing an additional layer of security even if physical servers are accessed without authorization.
Compliance and Certifications
1. SOC2 and SOC3: Trello has obtained SOC2 Type II and SOC3 certifications, which are third-party audits that verify the effectiveness of Trello's controls related to security, availability, and confidentiality[10].
2. ISO/IEC 27001 and ISO/IEC 27018: These certifications demonstrate Trello's commitment to managing information security and protecting personally identifiable information (PII)[10].
3. PCI DSS: Trello is Level 1 PCI DSS compliant, ensuring that it meets stringent standards for protecting cardholder data.
4. FedRAMP: Trello is FedRAMP authorized, which means it meets the federal security standards for cloud services.
Data Privacy and GDPR Compliance
1. GDPR Compliance: Trello complies with the General Data Protection Regulation (GDPR), ensuring that EU citizens have control over their personal data. This includes measures for data transfer, breach notification, and data processing agreements.
2. Privacy Shield: Trello is certified under the EU-U.S. Privacy Shield Framework, providing additional protections for data transferred from Europe to the United States.
Access Controls and Authentication
1. Role-Based Permissions: Trello uses role-based access controls to ensure that only authorized users can access specific data. This includes setting permissions for boards, lists, and cards.
2. Two-Factor Authentication (2FA): Trello supports two-factor authentication to add an extra layer of security for user accounts.
3. SAML Single Sign-On (SSO): For Enterprise users, Trello offers SAML SSO through Atlassian Access, streamlining login processes and ensuring that only authorized users can access the platform[10].
Regular Security Audits and Vulnerability Management
1. Security Audits: Trello conducts regular security audits and vulnerability scans to identify and address potential security issues.
2. Penetration Testing: Annual penetration tests are performed to evaluate the security of Trello's systems and applications.
Backup and Disaster Recovery
1. Encrypted Backups: Trello performs full encrypted backups of its entire platform every 24 hours, ensuring that data can be restored in case of a disaster.
2. Disaster Recovery: Trello has robust disaster recovery plans in place to minimize downtime and data loss in the event of a system failure.
Monitoring and Incident Response
1. Security Monitoring: Trello has a dedicated security team that continuously monitors its systems for suspicious activity and potential threats.
2. Incident Response: In the event of a security breach, Trello has procedures in place to quickly respond, mitigate the impact, and notify affected users.
User Education and Best Practices
1. User Training: Trello emphasizes the importance of user education in maintaining security. Users are encouraged to follow best practices, such as using strong passwords and regularly updating them.
2. Privacy Settings: Trello provides clear options for users to manage their privacy settings, ensuring that they can control who has access to their data.
These measures collectively ensure that Trello provides a secure environment for managing projects and collaborating, protecting user data from unauthorized access and potential breaches.
Update Frequency
Trello does not seem to have a fixed schedule for releasing updates. As a modern software-as-a-service (SaaS) product, Trello likely follows an agile development approach, releasing new features and improvements continuously as they are ready.
Major updates or new product versions may be released less frequently, perhaps a few times per year. However, smaller updates, bug fixes, and enhancements are likely rolled out on a more regular basis, potentially weekly or even daily.
Update Management
While details are not provided, we can make some reasonable assumptions about how Trello likely manages its updates:
1. Agile Development: Trello probably uses agile methodologies like Scrum or Kanban to plan, develop, test and release new features iteratively.
2. Continuous Integration/Continuous Deployment (CI/CD): Modern development practices involve automatically building, testing and deploying code changes through a CI/CD pipeline to streamline releases.
3. Staged Rollouts: Major updates are often rolled out gradually to a subset of users first before a wider release to catch any issues early.
4. Release Notes: New features and changes are likely documented in detailed release notes to inform users about what's new.
5. User Feedback: Trello may collect user feedback, bug reports and feature requests to prioritize and inform future updates.
6. Communication: Updates and release information are probably communicated through the Trello website, blog, social media and other channels.
The provided search results do not explicitly outline Trello's policy on data ownership and portability. However, based on their security and privacy documentation, we can infer some key points:
Data Ownership:
1. Users retain ownership of their data stored in Trello, as per their Privacy Policy .
2. Trello does not claim ownership over user-generated content or data uploaded to their service .
Data Portability:
1. Trello allows users to export data from their boards and accounts in JSON format .
2. The JSON export contains all board data including lists, cards, attachments, comments, and customizations .
3. This export functionality enables users to backup their Trello data or migrate it to another service if needed.
While not explicitly stated, these points suggest that Trello follows a model where users maintain ownership of their data, and Trello provides mechanisms for users to extract and port their data out of the service when required.
However, Trello's terms likely stipulate that by using their service, users grant Trello certain limited rights to store, transmit and process the data as necessary to provide the Trello service functionality. But the underlying intellectual property rights remain with the users.
It's worth noting that for Enterprise and Business Class customers, Trello may offer additional data ownership guarantees, controls or portability options through contractual agreements. But such details are not publicly available.
In summary, while a clear data ownership and portability policy is not provided, Trello appears to follow standard practices of:
1) Allowing users to retain full ownership of their data
2) Providing export functionality for users to extract their data
3) Not claiming perpetual rights over user-generated content
This aligns with typical cloud service practices around data ownership and portability. But users should review Trello's latest terms for any updates or changes.
Trello offers flexible terms for scaling up or down as organizational needs change, accommodating both growth and reduction in team size and project complexity. Here are the key points regarding scaling with Trello:
Flexible Plans
1. Free Plan: Ideal for individuals or small teams looking to organize any project. It provides basic features and is free for an unlimited number of users.
2. Standard Plan: Suitable for small teams that need to manage work and scale collaboration. It includes additional features like advanced checklists and custom fields, and is billed per user per month.
3. Premium Plan: Designed for teams that need to track and visualize multiple projects in several ways, including boards, timelines, calendars, etc. This plan is also billed per user per month and offers more advanced features and views.
4. Enterprise Plan: For large organizations that need to connect work across teams with more security and controls. This plan is billed annually per user and includes enterprise-level features and support.
Adding and Removing Users
- Per-User Billing: Trello charges on a per-user basis for its paid plans. If new members are added to a Workspace after the initial upgrade, the card on file will be charged a pro-rated fee for their membership for the rest of the billing period.
- Scaling Down: Users can be removed from a Workspace, and the billing will adjust accordingly in the next billing cycle. This flexibility allows organizations to scale down their usage without being locked into a fixed number of users.
Power-Ups and Integrations
- Unlimited Power-Ups: Higher-tier plans like Premium and Enterprise offer unlimited Power-Ups, allowing teams to integrate various tools and services as their needs grow.
- Customizable Workflows: Trello's flexibility with boards, lists, and cards allows teams to customize workflows to fit their changing needs, whether they are scaling up or down.
Automation and Advanced Features
- Butler Automation: Available in all plans, with more extensive capabilities in higher-tier plans, Butler allows teams to automate repetitive tasks, which can be particularly useful as the organization scales.
- Advanced Views: Premium and Enterprise plans offer advanced views like Timeline, Calendar, Dashboard, and Table, which help in managing larger and more complex projects.
Support and Training
- Priority Support: Higher-tier plans offer priority support, ensuring that growing teams have access to the help they need as they scale.
- Onboarding and Training: For Enterprise customers, Trello provides additional onboarding resources, training, and support to help manage the transition as the organization scales.
Data Portability and Security
- Data Export: Trello allows users to export their data, making it easier to scale down or migrate to another system if needed.
- Security and Compliance: Trello's robust security measures and compliance certifications ensure that data remains secure as the organization scales.
Trello's specific terms and conditions for contract renewal and cancellation.
1. Trello offers monthly and annual billing options for its paid plans (Standard, Premium, and Enterprise) [10].
2. For monthly billing, Trello subscriptions automatically renew each month unless canceled. For annual billing, subscriptions renew for another year at the end of the prepaid period [10].
3. Users can cancel their Trello subscription at any time from the web version of Trello. The cancellation will take effect at the end of the current prepaid billing period .
4. Trello offers a 14-day money-back guarantee for new paid subscriptions. Refunds are generally not provided after this initial 14-day window unless the service was not used at all [10].
5. Trello's Terms of Service state that the company reserves the right to modify subscription types, features, and fees. Users will be notified of any pricing changes before they take effect .
6. If a user downgrades from a paid plan to the free plan, they will be limited to 10 boards and collaborators in their Workspace after the current paid period ends .
7. For Enterprise plans, users need to contact Trello sales or support to make changes or cancellations, as the process may differ from individual paid plans .
8. Trello does not explicitly outline a comprehensive contract renewal or cancellation policy in their public documentation or terms of service.
While these points provide some insight into Trello's subscription management processes, the search results do not contain a detailed, consolidated policy regarding contract renewal and cancellation terms and conditions. Users may need to refer to Trello's latest terms of service or contact their support for more specific information.
Trello meets several important compliance standards and certifications to ensure data security and privacy. Here are the key compliance standards that Trello adheres to:
1. General Data Protection Regulation (GDPR) Compliance
- Trello is committed to GDPR compliance to protect the personal data of EU citizens.
- This includes measures for data transfer, breach notification, and data processing agreements.
2. SOC 2 Type II and SOC 3 Certification
- Trello has obtained SOC 2 Type II and SOC 3 certifications, which are third-party audits that verify the effectiveness of Trello's security controls related to availability, confidentiality, and security.
3. ISO/IEC 27001 and ISO/IEC 27018 Certification
- These certifications demonstrate Trello's adherence to international standards for managing information security and protecting personally identifiable information (PII).
4. Privacy Shield Certification
- Trello is certified under the EU-U.S. Privacy Shield Framework, providing additional protections for data transferred from Europe to the United States.
5. Payment Card Industry Data Security Standard (PCI DSS) Level 1
- Trello is Level 1 PCI DSS compliant, ensuring it meets stringent standards for protecting cardholder data.
6. FedRAMP Authorized
- Trello is FedRAMP authorized, which means it meets the federal security standards for cloud services, allowing U.S. government agencies to use Trello Enterprise.
Additionally, Trello conducts regular security audits, vulnerability scans, and penetration tests to identify and address potential security issues . It also follows industry best practices for data encryption, access controls, and incident response .
By meeting these compliance standards and certifications, Trello demonstrates its commitment to maintaining robust security measures and protecting user data in accordance with various data privacy regulations and industry best practices.
By Atlassian