How to develop a new Trello board for inventory management


Ryazan, Russia - April 29, 2018: Homepage of Trello website on the display of PC, url - Wallen shows you yet another way to utilize

the effective Trello task management platform– this time for inventory management.< img src=""alt=" Ryazan, Russia -April 29, 2018: Homepage of Trello website on the display of PC, url-"width ="1200"height="800"/ > Image: sharafmaksumov/Adobe Stock Must-read CXO protection Whenever I go into Trello, I discover there’s yet another way I can use the platform. Project management? Examine. Productivity? Check. Trello can even be used for education, engineering, company, design, remote work, sales, support and team management. So, it came as not a surprise when I discovered a template for Stock Management. This design template was constructed using Smart Fields and allows you to get in inventory gotten or gotten rid of and in-stock quantity is determined immediately.

Although this design template may not be ideal for keeping an eye on massive quantities of items that are offered to customers, an excellent usage case could be keeping an eye on hardware stock within your company, consisting of desktops, servers, peripherals or any piece of hardware you keep on hand for your company.

Let’s learn how to set up and utilize this effective Trello design template.

SEE: Hiring package: Project supervisor (TechRepublic Premium)

What you’ll require

To follow along, you’ll require a Trello account with the capability to produce new boards within an office. That’s it. Let’s get to work.

How to include the Inventory Management Design Template

Log in to your Trello account, and browse to an office that permits you to add new boards. In the Your Boards area, click + (Figure A).

Figure A

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

In the resulting popup(Figure B), click Start With A Template. Figure B Figure B: The Trello board development popup window. Next, click Check out Templates, which will open the Trello Templates page. In the Find Design template search bar (Figure C), type Stock. Figure C Figure C: The Trello Templates marketplace includes a great deal of readily available options. Select Stock Management Powered By Smart Fields, and then, when triggered( Figure D), click Usage Template

. Figure D Figure D: The Stock Management template page. A brand-new popup will appear asking you to call the brand-new board, choose a work area and disable/enable the 2 choices (Figure E). Figure E Trello template naming popupFigure E: Calling and positioning your new board.

After you have actually looked after the initial configuration, click Create, and your new stock board is all set to go.

How to utilize the new Stock Management board

Utilizing the brand-new Stock Management board is quite easy. When it opens, you must see there are currently a couple of lists and cards created to help you get started (Figure F).

Figure F

Inventory Management board in Trello Figure F: Our new Stock Management board is up and running. The first thing you’ll probably want to do is relabel the existing lists to meet your needs. To rename a list, simply click the existing name and type a new one. For example, you may relabel the lists Desktops, Servers, Routers, Changes, Printers, Tablets, etc.

Once you’ve done that, you then require to make it possible for Smart Fields. To do that, click on any among the cards, and after that click Program Smart Fields (Figure G).

Figure G

Inventory Management template configuration menu Figure G: Making It Possible For Smart Fields within a card. You will then be triggered to choose an import alternative. Ensure to select Import Setup 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 make it possible for Smart Fields? The reason why you should make it possible for Smart Fields for this template is that it adds the capability to in fact monitor amount on hand in addition to rate, worth, and other crucial fields (Figure I).

Figure I

Trello template configuration menu with Smart Fields enabled Figure I: With Smart Fields allowed

, suddenly the Inventory Design template ends up being seriously beneficial. You can likewise tailor the Smart Fields being utilized by the design template to make it better fit your requirements. After enabling Smart Fields, you’ll discover the cards even more revealing about your stock (Figure J).

Figure J

Trello board with Smart Fields enabled Figure J: Smart Fields have actually been made it possible for and now provide us much more at-a-glance info.

It may take you a little time to get this template precisely how you need, once you do, it’ll be a vital tool to assist you track your inventory. If you have actually been trying to find a tool to easily track hardware or practically any kind of item, and you’re already a Trello user, this is the way to go.

Sign up for TechRepublic’s How To Make Tech Deal With YouTube for all the most recent tech suggestions for organization pros from Jack Wallen.


Leave a Reply

Your email address will not be published. Required fields are marked *