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.
Login details can be found in the Front of House Handbook.
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.
On the Useful Resources board you can also find helpful links to: DDA policies, handbooks, and guides to using our other software (Zettle for point of sale payments; Jack Rabbit for registers/bookings/invoices).
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.
It is important that all information is recorded accurately and in as much detail as possible on the checklist, tagging people when a specific action is required by them.
10
Record all transactions on Trello .
Always include: student name + what they paid for + amount + method of payment
11
You can also add notes to the administrative team for them to follow up - please include as much detail as possible.
