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πŸ‘©πŸ»β€πŸŽ“ What to do First in Trelliswork
πŸ‘©πŸ»β€πŸŽ“ What to do First in Trelliswork
Ben Parkison avatar
Written by Ben Parkison
Updated over a week ago

If you learn by jumping in the deep end sans life vest, you've come to the right place. Once you've created your Trelliswork account, try out these tried and true first steps.

"Shadow" a meeting

If you're the only one in your Trelliswork workspace, this is a great way to give it a spin. For your next meeting (team meeting, 1:1, or anything else) use Trelliswork to organize your own meeting notes and action item tracking.

Create the meeting in Trelliswork, and add in the agenda activities. Then, when the time comes, click "Start live session" in Trelliswork.

During your meeting, take notes, track action items, and organize everything into recurring topics. Think of this as your note taking and action item tool tailor built for team meetings.

Do this across multiple meetings and then head to the "What's Next" page to see it all in one place.

Invite a friend, plan a 1:1

Invite a teammate, and use Trelliswork to collaborate async on your next 1:1. Each team member can drop in topics they need addressed, additional context, polls, etc. Start with an icebreaker to kick it off with some fun and see how Roundtable works.

Feels like a lot? Start with a template. Grab the "Weekly 1:1 With Manager" or "Peer 1:1" templates and use those as a starting point.

Start your next 1:1 knowing what each person needs out of the meeting, and make sure all topics are getting addressed.

Then...

Run that 1:1!

Run that same meeting in Trelliswork, with both people in the app. Keep yourselves on track, collaboratively take notes on topics, and assign action items between the two of you.

Rinse and repeat: Team meeting time

Create your first team (or use the one you created in the account setup), invite some team members (include your friend from the 1:1 you just ran!), create your first meeting for that team, and do it all again. Great starting points are weekly team syncs or any other general purpose team meeting you have.

Use the meeting space to collaboratively plan your time together. Mark topics as recurring, or snooze if you want to skip them for a session. Drop the link to the meeting in your calendar tool so everyone knows where to go to get their topics in.

Run the meeting together. Pro tip: This is where Roundtable shines, so add that in for any "round the room" topic. Take notes as a team or assign a note taker, and capture comments and action items as they happen.

Once you've wrapped up the meeting, grab the link to the meeting summary and send that out to the team (are we going to automate this step soon? We are.)

Agendas -> Repeatable Process

You and your team has some repeatable processes, whether you call them that or not. With recurring topics in your team meetings or 1:1s (or just in that shadow meeting you created up top), you're now creating the regular flow of how you and your team do work together.

Isn't that just a meeting agenda? Yep, but as you now know, our meeting agendas do a lot. Key to this one: Use embed to pull your team's tools directly into Trelliswork.

For any repeatable set of steps you or your team do, such as:

  • New feature "Ready" review: Design review, engineering update, around the room feedback, issue tracking, and sign off <-- Use a poll!

  • Your daily standup ritual: Icebreaker, around the room, review latest news, assign follow ups, share status... make it your own

  • Manual report building: Extract data, clean data, combine data, add context, compile report, check spelling, send

  • Sales/account/client team sync: Review pipeline, update deals, assign next steps, create content, process closed/won

Use a series of topics to start standardizing repeatable processes - could be in the context of a meeting or not. Treat topics as discrete steps, and embed whatever tool you use to do that step. Use this solo or with the team.

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