Trello for Support Teams

From customer happiness to case collaboration, see how Trello helps Support Teams succeed.

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Bug Reports

Keep customers happy by reporting bugs as soon as they are discovered.

  • Organize incoming bug reports from customers in one centralized location.
  • Create a formal process for reporting and reproducing bugs.
  • Attach support tickets to reports so engineers can dig into the details.
  • Ensure customer satisfaction by following up with users when fixes have shipped.
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Feature Requests

Make it easy to share the features customers crave with the rest of your team.

  • Add new requests to an “Incoming” list for product owners to receive them.
  • Clearly state customer pain points in each card’s description so Product can build a user story.
  • Always be up to date by subscribing to cards for notifications.
  • Provide next level service by attaching support tickets to requests so you can keep customers in the loop on progress.
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Team Responsibilities

Create a process for cycling support responsibilities through your team.

  • Break down team responsibilities into individual cards and organize them on categorized lists.
  • Clearly define each responsibility in the card’s description so that assigned team members always know what to do.
  • See who is responsible for tasks by adding team members to their assigned cards.
  • Keep a balanced workload by filtering the board by team member to make sure no one has too much on their plate.
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Support Planning

Create a stronger sense of transparency within both the team and the company as a whole.

  • Get a high level view of support goals, current projects, and what’s up next for the team.
  • Easily find project leads, goals, updates, and the related Trello boards.
  • Create team transparency by sharing tasks for the week, as well as personal availability.
  • Facilitate more effective team meetings by organizing what needs to be discussed and what’s getting done in one location.
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Swag Board

Delight your brand champions and facilitate company wide swag requests.

  • Create a process to make sure your biggest fans and power users are thanked.
  • Visually track the status of requests in one centralized location instead of multiple inboxes.
  • Have the information you need like recipient contact information at your fingertips.
  • Ensure every package arrives by attaching tracking numbers with the Package Tracker Power-Up.
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Webinars For Support Teams

Learn how your support team can work together better with these free on-demand Trello webinars.

Getting Started With Trello Better Boards For Team Collaboration

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Power-Up Your Support

Simple, adaptable, customizable. Connect your favorite apps and enable additional features to meet your unique business needs with Power-Ups.

Zendesk

  • Surface important tickets that need attention by integrating Zendesk with your Trello workflow.
  • Quickly prioritize bugs and feature requests by seeing which Trello cards have the most tickets attached.
  • Get perspective on your team’s caseloads by attaching always up to date views to cards.
  • Trello also supports integrations with Help Scout and FogBugz.
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Intercom

  • Add context from Intercom to issues and requests that are being presented to the development team.
  • Always keep the customer in mind by attaching conversations, users, and companies to cards.
  • In a single click get back to customers to share updates, or get more information about their pain points.
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Custom Fields

  • Formalize bug reports with specified fields for operating system, browser type, version, and more.
  • Make it easy to make swag requests with customizable drop down lists for shirt sizes and swag to be sent.
  • Add multiple due dates to cards to mark the beginning, end, and timeline for various phases of a project.
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Package Tracker

  • Keep package tracking numbers organized in one location.
  • Easily see what’s been delivered with package statuses displayed on the front of each card.
  • Know who to contact when deliveries are late or possibly lost in transit.
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Blog Posts To Enhance Customer Success

In-depth posts for improving your support process with Trello from industry leaders and the Trello team.

3 Creative Ways To Manage Feature Requests

How to successfully manage feature requests from customers with your product and engineering teams.

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Forget Big Data: How Tiny Data Drives Customer Happiness

Our support team leveraged user feedback surveys in order to connect with Trello users on a more human level.

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How Greenhouse Closes The Customer Feedback Loop With Trello

Create a simple, streamlined way for customer-facing teams like Sales and Support to share valuable feedback with Product and Development colleagues.

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Get productivity tips, workflows, and much more on the Trello Blog!

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Support teams of all shapes and sizes work smarter with Trello.

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