How to Create a New Trello Board for Inventory Management

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

Image: sharafmaksumov/Adobe Stock

Every time I dig into Trello, I find there’s yet another way to 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’s no surprise when I came across a template for inventory management. This template was created using smart fields and allows you to enter the inventory received or eliminated and the quantity in stock is calculated automatically.

While this model may not be ideal for tracking mass quantities of products sold to consumers, a great use case could be tracking hardware inventory within your business, including desktop computers, servers, devices, or other hardware you maintain. helping hand for your business.

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

SEE: Recruitment Kit: Project Manager (TechRepublic Premium)

What you will need

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

How to add the inventory management model

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

Figure A

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

In the resulting popup window (Figure B), click Start with a template.

Figure B

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

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

Figure C

Trello Templates Marketplace
Figure C: The Trello template marketplace has a large number of available options.

Select Inventory Management Powered By Smart Fields, 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 both options (Figure E).

Figure E

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

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

How to use the new inventory management board

Using the new inventory management table is quite simple. When it opens, you should see that there are already a few lists and cards created to get you started (Figure F).

Figure F

Inventory Management Board in Trello
Figure F: Our new inventory management board is operational.

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

Once you’ve done that, you next need to enable smart fields. To do this, click one of the cards, then click Show Smart Fields (G-figure).

G-figure

Inventory management model configuration menu
Figure G: Enabling smart fields in a map.

You will then be prompted to select an import option. Make sure to choose Import configuration from Smart Fields Powered Inventory Management, then click Let’s Go (H-figure).

H-figure

Smart Fields menu option to import configuration from inventory management powered by Smart Fields
Figure H: Importing required configurations for inventory management.

Why enable smart fields?

The reason you need to enable smart fields for this template is that it adds the ability to actually track available quantity along with price, value, and other important fields (I figure).

I figure

Trello template configuration menu with smart fields enabled
Figure I: When smart fields are enabled, the inventory model suddenly becomes very useful.

You can also customize the smart fields used by the template to better suit your needs. After enabling Smart Fields, you will find the cards to be much more revealing in your inventory (Figure J).

Figure J

Trello board with smart fields enabled
Figure J: Smart fields have been enabled and now give us much more information at a glance.

It might take a little while to get this template exactly the way you want it, but once you do, it’ll be an invaluable tool to help you keep track of your inventory. If you’re looking for a tool to easily track materials 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 tips for professionals from Jack Wallen.