
How to Use Trello for Managing Reception Tasks
Learn how to efficiently manage reception tasks using Trello, including adding cards, updating information, and utilizing checklists.
By Emily Hall
In this guide, we'll learn how to effectively use Trello to manage and organize information for your venue. Trello is a versatile tool that allows you to access important resources, check for updates, and manage daily tasks. By navigating to the reception board, you can find useful resources, add new cards, and maintain checklists for recording activities such as sales and customer queries. T
Let's get started
1
Open Trello - either via your browser or the App.
2
Next, go to the reception board, where you'll find lots of useful information.

Part 1: Finding Information
3
Check "This week's info" on the Useful Resources board to see any important updates for the week.

Part 2: Recording Information
4
Scroll to your venue and check for a card labelled with today's date - check it for any site-specific updates.
5
If there isn't one, add a card

6
And label it with today's date

7
Open the card and add the relevant people to it.

8
Add a checklist to the card - this is where all information related to the days events must be accurately recorded.

9
Label it with today's date and add it to the card.

10
Record all transactions on Trello .

11
You can also add notes to the administrative team for them to follow up - please include as much detail as possible.
