NGO & Project Management Technology · Beginner level

Beginner level · Module 5: Project Management Tools · Lesson 1 of 3

Task Management Tools

Use Trello or Asana to coordinate work.

In this lesson you will

  • Set up a project in Trello or Asana
  • Use due dates, owners and checklists

Key concepts

boards and listscards and tasksdue datesnotifications

The lesson

Trello and Asana organise tasks with owners, due dates, checklists and comments.

Use one board per project, with lists matching the work plan phases or status.

Agree rules: who updates cards and when.

Step by step

  1. Create a board.
  2. Add tasks with owners and dates.
  3. Add checklists.
  4. Agree update rules.

Practice activity

Set up the project in a task tool.

Expected result: A working, updated project board.

Check your understanding

  1. What should each task have?

    Show answer

    An owner and a due date.

  2. Why agree update rules?

    Show answer

    So the board stays accurate.

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