Neko Salazar is part of Atlassian’s Field Operations team, responsible for building customer loyalty and boosting retention rates. As a team lead overseeing nearly a dozen people, Neko’s day-to-day involves a lot of team coordination, project management, reporting progress to stakeholders, and making sure that everyone is hitting their targets.
Initial challenge: coordinating work for a support team working in siloed Trello boards
Neko’s team was using Confluence to collaborate, until Neko introduced them to Trello. She has each team member build their own personal board, and then set up a team board. Everyone used their personal boards to manage daily tasks and provide Neko with updates on their progress.
In turn, Neko used the personal boards to give direct feedback and assign action items. This system was great for tracking one-on-one meetings and overseeing the team’s workload.
With so many meetings to plan each week, Neko realized they were spending a lot of time simply maintaining their system, which could potentially be supported by automation instead.
“I’ve been encouraging everyone here to use Trello instead of Confluence because it’s flexible, visually appealing and easy to use. But with such a large team, I also realized we needed power-ups too. It used to take a long time to toggle between boards to check on everyone’s progress. The time you spend clicking back and forth adds up, sometimes you might hit some lag and that affects momentum.”
Neko Salazar, Team Lead, Atlassian
Solution: Team cards synced from individual Trello boards to a single master board
While browsing for a Trello Power-Up, Neko discovered Unito’s Board Sync. She used it to sync cards between each team member’s personal board and her own so she could quickly review tasks without checking each individual board manually.
Suddenly, the hours they had spent planning and communicating manually just disappeared and they were able to better focus their time during the day. We call this solution a Trello master board.
What does this Trello solution look like?
- Individual boards are each synced individually to a single master board with filters based on specific labels.
- The team lead sees these cards appear in her own management board to review word performed by each team member and provide feedback from one place without switching boards. Changes to synced cards appear instantly in the individual boards.
With just a few simple triggers in place, Neko could filter out unnecessary details while syncing the data she wanted between each card: assignees, comments, attachments, due dates, custom fields and more.
“Tracking our workload is so much easier with Board Sync, especially when I’m managing one-on-one coaching sessions with each teammate. Everyone creates cards in their personal boards for high priority action items which are then synced to my coaching board and separated by assignee so it’s easy for me to address them without having to search for each person’s tasks.”
Results: 12 hours and $1,000 USD saved per week for this one team
With a fully automated system in place to facilitate Neko’s project management needs, she now saves countless hours per week. Unito’s internal estimates of this customer’s usage assume 12+ hours and $1,000 USD saved per week for just her team alone. Considering Atlassian has thousands of employees, the potential benefit to the entire organization is enormous.
Neko’s team is more efficient than ever, and she can focus more time on customers instead of spending hours planning each day. She’s even noticed a difference in output between team members who use Trello with Board Sync and those who are still on Confluence.
“Without Unito’s Board Sync, it would probably take us twice as much time to get everything done. A lot of vendors promote syncs and mirror functionality, but I didn’t explore anything else because Unito works so well. Why would I bother with an alternative when I’ve already got everything I need?”
Wanna see how it’s done?
Follow our guide to sync Trello cards between boards with Unito.
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About Atlassian
Atlassian builds tools such as Jira, Confluence, Bitbucket, and Trello with the goal of helping teams across the world become more nimble, creative, and aligned. Over 7000 Atlassians support an international group of 250,000+ customers each day.
