As my wedding business grows, the need to be organized is key. I have recently begun using Trello to organize and track my photography workflow. From the first inquiry email to the final package delivery, I have created a checklist and boards to keep business on track and on time.
Trello is a free web based app that works much like sticky notes on a wall. It has so many bells and whistles that the only difficulty is deciding how to structure everything. It is so flexible I had to look up public boards to see the best way to utilize this tool.
I have my “Wedding Tracker” board separated into five lists: inquiry, booked, shooting, post processing and DONE! Each card has the bride's name and wedding date as the title, as I find these very important. Inside every card is a generic checklist for the wedding process. As I finish a task I check the list off, if the task moves the card to another category in my process I simply drag and drop the card on the new list. Very simple once you have it setup. You can even copy cards so you do not have to recreate the same checklist every time.
[Main Board View]
[The Card & Checklist I Create Per Client]
[Copying a Card to Carrying Over My Checklist]
Trello also allows you to embed other features within cards: photos, documents, voting poll and due dates. I can add members as well so they can view or edit my lists. There are apps for Android and Apple mobile devices that are nice to have on the fly. The possible uses for this app are endless.
In the comments, please let me know any additional items you would add to your workflow or even other uses for this awesome free software.