How to create a new Trello board for Inventory Management


Jack Wallen shows you yet another way to use the powerful Trello project management platform—this time for inventory management.

Ryazan, Russia - April 29, 2018: Homepage of Trello website on the display of PC, url -
Image: sharafmaksumov/Adobe Stock

Every time I dig into Trello, I find there’s yet another way I can use the platform. Project management? Check. Productivity? Check. Trello can even be used for education, engineering, business, design, remote work, sales, support and team management.

So, it came as no surprise when I happened upon a template for Inventory Management. This template was built using Smart Fields and allows you to enter inventory received or disposed and in-stock quantity is calculated automatically.

Although this template might not be ideal for keeping track of massive amounts of products that are sold to consumers, a great use case could be keeping track of hardware inventory within your business, including desktops, servers, peripherals or any piece of hardware you keep on hand for your company.

Let’s find out how to install and use this powerful Trello template.

SEE: Hiring kit: Project manager (TechRepublic Premium)

What you’ll need

To follow along, you’ll need a Trello account with the ability to create new boards within a workspace. That’s it. Let’s get to work.

How to add the Inventory Management Template

Log in to your Trello account, and navigate to a workspace that allows you to add new boards. In the Your Boards section, click + (Figure A).

Figure A

The board's section of the Trello left navigation
Figure A: The board’s section of the Trello left navigation.

In the resulting popup (Figure B), click Start With A Template.

Figure B

The Trello board creation popup window
Figure B: The Trello board creation popup window.

Next, click Explore Templates, which will open the Trello Templates page. In the Find Template search bar (Figure C), type Inventory.

Figure C

Trello Templates marketplace
Figure C: The Trello Templates marketplace includes a large number of available options.

Select Inventory Management Powered By Smart Fields, and then, when prompted (Figure D), click Use Template.

Figure D

Inventory Management powered by Smart Field template option in Trello
Figure D: The Inventory Management template page.

A new popup will appear asking you to name the new board, select a workspace and disable/enable the two options (Figure E).

Figure E

Trello template naming popup
Figure E: Naming and placing your new board.

After you’ve taken care of the initial configuration, click Create, and your new inventory board is ready to go.

How to use the new Inventory Management board

Using the new Inventory Management board is quite easy. When it opens, you should see there are already a few lists and cards created to help you get started (Figure F).

Figure F

Inventory Management board in Trello
Figure F: Our new Inventory Management board is up and running.

The first thing you’ll probably want to do is rename the current lists to meet your needs. To rename a list, simply click the existing name and type a new one. For example, you might rename the lists Desktops, Servers, Routers, Switches, Printers, Tablets, etc.

Once you’ve done that, you then need to enable Smart Fields. To do that, click on any one of the cards, and then click Show Smart Fields (Figure G).

Figure G

Inventory Management template configuration menu
Figure G: Enabling Smart Fields within a card.

You will then be prompted to select an import option. Make sure to choose Import Configuration From Inventory Management Powered By Smart Fields, and click Let’s Go (Figure H).

Figure H

Smart Fields menu option to Import configuration from Inventory Management powered by Smart Fields
Figure H: Importing the required configurations for Inventory Management.

Why enable Smart Fields?

The reason why you must enable Smart Fields for this template is that it adds the ability to actually keep track of quantity on hand as well as price, value, and other important fields (Figure I).

Figure I

Trello template configuration menu with Smart Fields enabled
Figure I: With Smart Fields enabled, all of a sudden the Inventory Template becomes seriously useful.

You can also customize the Smart Fields being used by the template to make it better fit your needs. After enabling Smart Fields, you’ll find the cards far more revealing about your inventory (Figure J).

Figure J

Trello board with Smart Fields enabled
Figure J: Smart Fields have been enabled and now give us far more at-a-glance information.

It might take you a bit of time to get this template exactly how you need, but once you do, it’ll be an invaluable tool to help you keep track of your inventory. If you’ve been looking for a tool to easily track hardware or just about any type of product, and you’re already a Trello user, this is the way to go.

Subscribe to TechRepublic’s How To Make Tech Work on YouTube for all the latest tech advice for business pros from Jack Wallen.


Source link

Leave a Comment

error: Content is protected !!