Tag: Private Trello Consultant for Advanced Board Management

Trello Private Expert Consultant

| August 5, 2025

Trello Private Expert Consultant

I have been supporting my clients with all the 365 versions since 2011, I haven’t had a need to refer out a lot of the requests until lately. Microsoft 365 is such a big bucket of products, it’s very rare to find one consultant who knows all the products at expert level. And this is why I have referrals, so we can all niche and support our clients together. A few of the 365 prodcuts are Planner and Trello. With New Outlook coming faster into our desktops, tasks are not avaible in the normal location and have been replaced with “To Do” and while tasks are still listed there, the world of tasks is changing. Your company might be intersted in moving to Planner and possibly Trello to help organize your tasks and projects.

I have met someone through my adventures of New Outlook marketing to take on the Planner and Trello requests. Typically I help my clients with desktop applications, security, domains, email delivery, Outlook and New Outlook, 365 Admin, Exchange, OneDrive and Teams setup, then I have referrals for other 365 products such as Excel, Azure, Intune and now Planner and Trello. To get in touch with my referral, please fill out the form below.

The current list of her trainings/configuration and demos are below.

  1. Get Started
    • Boards: Public or Private
    • Add List of Task: Todo, Doing, Done
    • Add Cards for Action or Information
    • Drag Cards into Sequence
    • Add Team Members
    • Copy and Paste to Instantly add Cards
    • Create Subtask Checklists
    • Cross-Project Links
  1. Attach Files to Projects/Tasks
    • file size limit is 10MB
    • upgrade to allow files up to 250MB
  1. Automation
    • Send Alerts/Notifications, even to mobile devices
    • Rules for Activity Changes
    • Schedule by time and date
  1. View Options
    • Board (Kanban) view
    • Calendar view
    • Planner view (your Outlook Calendar)
  • Email Cards directly to the Trello
  • Integrate with Other Systems (Outlook Calendar, Slack, Teams)
  • Link to Projects and Tasks
  • Print Tasks
  • QR code to Link others
  • Search by Keyword
  • Template Similar Tasks from Card to Card