Jack Wallen shows you yet another way to use the powerful project management platform Trello, this time for inventory management.
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.
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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).
In the resulting popup window (Figure B), click Start with a template.
Next, click Explore Templates, which will open the Trello templates page. In the Find Model search bar (Figure C), type Inventory.
Select Inventory Management Powered By Smart Fields, then when prompted (Figure D), click Use Template.
A new popup will appear asking you to name the new board, select a workspace, and disable/enable both options (Figure E).
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).
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).
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).
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).
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).
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.
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