Onboarding new employees can be a daunting process, especially for small businesses with limited resources. However, with the right tools and strategies in place, you can make the process more efficient and effective. One of the most powerful tools you can use is Trello, a popular project management platform that allows you to organize tasks, collaborate with team members, and track progress. In this article, we’ll explore some of the best Trello integrations for onboarding, so you can streamline your employee orientation process and set your new hires up for success.
Before we dive into the integrations, let’s take a quick look at what Trello is and how it works. Trello is a visual project management tool that uses boards, lists, and cards to help you organize and track your tasks. Each board represents a project, and within each board, you can create lists to represent different stages of the project. Within each list, you can create cards to represent individual tasks. You can add team members to boards, lists, and cards, assign due dates and labels, and comment on tasks to keep everyone in the loop. Trello is a flexible and user-friendly platform that can be used for a wide range of projects, from personal to professional.
Now that you have a basic understanding of what Trello is, let’s talk about why it’s a great tool for onboarding. Onboarding is a complex process that involves multiple tasks and stakeholders, from HR to IT to managers. Trello allows you to create a centralized hub for all of these tasks, so everyone can stay on the same page and track progress in real-time. By using Trello for onboarding, you can:
Overall, Trello makes it easier to manage the onboarding process and ensure that new hires are set up for success from day one.
Now that you understand why Trello is a great tool for onboarding, let’s explore some of the best Trello integrations for this process.
Zapier is a powerful automation tool that allows you to connect Trello with hundreds of other apps, including many that are relevant to onboarding. With Zapier, you can create “Zaps” that automate repetitive tasks and save you time. For example, you can create a Zap that automatically adds new hires to your onboarding board when they are added to your HR system. Or, you can create a Zap that sends a welcome email to new hires when they are added to your Trello board. The possibilities are endless with Zapier, and it’s a great way to streamline your onboarding process.
If you use Google Drive to store your onboarding documents, you can integrate it with Trello to make it easier to access and share those documents. With the Google Drive Power-Up, you can attach files from your Google Drive directly to Trello cards, so you don’t have to switch between platforms to access them. You can also create new Google Docs, Sheets, and Slides directly from Trello cards, so you can collaborate on documents in real-time with your team.
Slack is a popular team communication tool that allows you to chat with team members in real-time. By integrating Slack with Trello, you can get notifications in Slack when new cards are added to your onboarding board, or when tasks are completed. This can help you stay on top of the onboarding process and ensure that everyone is informed of progress. You can also link to Trello cards directly from Slack, so you can easily access them without switching between platforms.
JotForm is an online form builder that allows you to create custom forms for a wide range of purposes, including onboarding. With the JotForm Power-Up for Trello, you can attach JotForm forms directly to Trello cards, so you can collect information from new hires without leaving Trello. This can help you streamline the onboarding process and ensure that you have all the information you need to get new hires set up quickly.
TimeCamp is a time tracking tool that allows you to track the time you spend on tasks. By integrating TimeCamp with Trello, you can track the time you spend on onboarding tasks, so you can identify areas where you can improve efficiency. You can also use TimeCamp to generate reports on how much time you spend on onboarding, so you can see the big picture and make data-driven decisions.
Trello is a powerful tool for onboarding, and by integrating it with other tools and apps, you can make the process even more efficient and effective. Whether you use Zapier to automate repetitive tasks, Google Drive to store and share documents, Slack to communicate with team members, JotForm to collect information, or TimeCamp to track time, Trello can help you streamline your onboarding process and set your new hires up for success.