Trello vs Project Insight: 2024 Comparison

Trello and Project Insight are two of the most popular project management tools available today.

But how do they stack up against each other?

Which one manages tasks better?
Which one helps you allocate resources more effectively?
Which one is more affordable?

Discover all the answers in our detailed comparison guide.

A. Project and Task Management

Get. Things. Done. 

You and every project manager likely live by those words.

It’s also the heart and soul of any project management software. 

This is why, before anything else, you must evaluate a tool’s ability to help you manage your tasks and projects.

Features to look out for:

  • Project structure: A simple, intuitive way to organize work and toggle through multiple projects, tasks, boards, etc. 
  • Views: Board, list, timeline, Gantt, and other types of views that let you visualize various types of information within each project.
  • Tasks & subtasks: Dedicated spaces offering the ability to drill down to the smallest level of actionable detail about each project item. 
  • Statuses: Effortless ways to communicate the exact progress of each task, board, project, etc.
  • Checklists: Quick to-do lists for each task so things don’t fall through the cracks 
  • Task templates: Easy-to-copy templates to create identical tasks at scale across multiple projects. 
  • Assignees: The ability to assign tasks, boards, or projects to individual team members, groups, or even teams. 
  • Priorities: A way to communicate the urgency level of each task, subtask, or project. 
  • Automations: Trigger-based (if X happens then do Y); ways to automate repetitive actions such as notifications, comments, status updates, etc.

1. Project Structure / Hierarchy

a. Trello

Track your workload in Trello by organizing it into:

Workspaces > Boards > Lists > Cards

  • Workspaces: A container for all the Boards in your team. You can create multiple Workspaces to classify your work further.  
  • Boards: A simple Kanban board interface to view task progress within a Workplace.
  • List: A series of tasks (Cards) at the same progress stage. For example, To-do List, Doing list, Done List, etc.
  • Cards: The smallest component of the board with all the actionable aspects of the project.

Trello_Project_Structure

b. Project Insight

You can understand Project Insight workspace with the help of the following hierarchy:

Project Home > Project > Work List > Tasks > Issues

  • Project Home: First screen that gives you access to all Projects in your workspace.
  • Project: A dedicated space for all Project-related information.
  • Work List: Contains any Tasks, Issues, approvals, or assignments you’re currently working on and their status.
  • Task: Actionable items that need to be completed in order to complete the Project.
  • Issues: Independent to-dos that emerge during the course of a Project.

2. Views

a. Trello

Trello provides seven project views, namely:

  • Boards: View your tasks on a Kanban board. It’s the simplest way to go from idea to action, plan projects, and track tasks.
  • Timeline: Stay on top of project timelines, sprints, and goals. It’s great for adjusting dates on the fly and spotting potential gaps.
  • Calendar: Perfect for managing schedules or to-dos; plus, you can sync it with third-party calendars.
  • Dashboard: Offers a bird’s-eye view of projects and processes, helping you manage workloads and spot bottlenecks before they start.
  • Map: Ideal for location-based data. Great for tracking properties, planning events, or organizing fieldwork.
  • Workspace: Manage work across multiple Boards. Create custom overviews for detailed tracking of both minor tasks and large projects.
  • Table: See your work like a spreadsheet. Sort and filter to focus on what matters.

Trello_Views

b. Project Insight

The default view to see your Tasks in Project Insight is a List displayed on your Work List page. But almost every page has Page Display Options that let you pick and choose what you want to view on the page.

3. Tasks & Subtasks

a. Trello

Manage tasks, goals, or anything that needs to get done via cards on Board. 

Your cards can hold a variety of useful information, like:

  • Members who are responsible for the task
  • Due dates 
  • Attachments
  • Labels 
  • Comments
  • Location
  • Custom Fields

You can also track and monitor task progress via a Checklist of smaller to-dos within the task.

Trello_Tasks_Subtasks

b. Project Insight

You can find Tasks in your Project Insight Work List. Each Task houses information essential for its completion, such as:

  • Status
  • Related Items (or files you can attach)
  • Comments
  • Time tracked so far
  • Location

A Task can have multiple Predecessor and Successor Tasks. This decides the order in which your team must tackle them and automatically calculates the Project timeline.

Each parent task is known as a Summary Task in Project Insight. These can be split into smaller to-dos in the form of a Child Task.

4. Statuses

a. Trello

Move cards to specific lists that indicate the workflow stage they’re in. Customize these lists to suit your workflow.

Trello_Statuses

b. Project Insight

Choose from one of the following default Statuses to indicate Task progress in Project Insight:

  • Not Started
  • Started 
  • In-Progress
  • Almost Done
  • Done

Besides these, you can add a column for Percent Complete that lets users indicate progress with percentages the Admin has set in a drop-down. 

5. Checklists

a. Trello

Add multiple checklists to a single card. @mention team members in checklist items to notify them. 

You can also track checklist completion with the help of a progress bar at the top that shows the completion percentage. 

Finally, turn checklist items into cards to move them to the main board.

b. Project Insight

Project Insight doesn’t offer any native checklist feature.

6. Task Templates

a. Trello

Trello allows you to create a default Card Template. You can do this from a blank or new card, where you can: 

  • Format the description
  • Add custom fields
  • Copy over checklists, and more.

Trello_Task_Templates

b. Project Insight

Task templates exist as part of Project Templates in Project Insight.

You can either craft a Project Template from scratch or save an existing Project as a Template in a folder. This will also save the structure and components of all its Summary (parent) Tasks that make it up.

If you wish to create a Task via a Template, you must access a Project Template and select the particular Task you want to recreate.

 

7. Assignees

a. Trello

Assign a Card by going to the Members icon and selecting a member or multiple people from the dropdown.

b. Project Insight

You can assign an entire Project to team member(s), which will end up assigning them all the Tasks within it too. You could also assign single Tasks to individuals or multiple team members.

8. Priorities

a. Trello

Use the custom fields functionality to add a Priority field to each Card.

b. Project Insight

While you cannot add Priorities to individual Tasks in Project Insight, you can do this for Projects and Issues.

Choose from the default High, Medium, and Low priority levels for your Projects and Issues. 

9. Automations

a. Trello

Trello’s automation features include:

  • Card and board buttons: Adds buttons to automate the next step in a workflow
  • Rules: Set triggers to automate actions
  • Scheduled automations: Set up recurring actions
  • Due date automations: Trigger actions when a task reaches its due date

Trello_Automations

b. Project Insight

Project Insight requires you to get Add-ons to execute Project-level automation. 

B. Time Management

Time is money for a reason. 

The right software can be the difference between pinching pennies and raking in the big bucks.

Effective project management software offers effortless time management features to help you befriend the clock. 

With the right one, expect to keep all your tasks running as scheduled and meet your deadlines with ease. 

Features to look out for include:

  • Due dates: Communicate expected delivery dates.  
  • Time estimates: Make capacity decisions based on how much time each task or project is expected to take. 
  • Time tracking: Measure productivity with accurate time consumption data for each team member. 

1. Due Dates

a. Trello

Trello lets you add and edit start dates, due dates, and due date reminders in a card.

b. Project Insight

Project Insight uses an Intelligent Scheduling system to calculate due dates. 

This means that once you set the start date for a Project, Project Insight automatically calculates and sets all start and end dates for Tasks within it.

Additionally, if you add a start date and estimated number of Duration (in workdays) and Work Hours a Task is estimated to take (or allotted), Project Insight adds all due dates automatically. This shifts dynamically as you move around dates and hours for its preceding and succeeding Tasks. 

2. Time Estimates

a. Trello

Trello doesn’t have a dedicated time estimates feature. However, you can create a custom field to note a time estimate for working on a card.

b. Project Insight

Every Project in Project Insight has Target settings you can edit. This page will allow you to update the estimated hours for the Project in the Target Budget Hours field. 

On a Task level, you can add Duration (in workdays) and Work Hours in separate columns of the Work List. 

3. Time Tracking

a. Trello

Trello doesn’t offer any native time-tracking features.

b. Project Insight

Enter time used per Task by:

  • Directly adding worked hours on a specific Task 
  • Editing a grid containing all Tasks you’ve worked on
  • Starting a Timer on each Task while you work on it 

C. Reporting

What you can’t measure, you can’t improve. 

Reporting and analytics features can help you track real-time progress, monitor key metrics, and sniff out bottlenecks like a detective.  

Armed with these insights, your team can stay ahead of the curve no matter the situation. 

Expect better resource management, superior deadline compliance, and a more focused and decisive team.

Features to look out for include:

  • Goals and milestones: Record targets for the whole team to see and work towards.
  • Dashboards: Visualize data from all corners of the team into a user-friendly, interactive interface.
  • Gantt charts: Keep your plans flexible with Gantt charts that allow you to adjust timelines based on changing resource availability and task completion ratio. 

1. Goals & Milestones

a. Trello

Browse the Trello template library for templates to help you set and track goals. For example, you can clearly define project goals and track milestones with the OKR (objectives and key results) template.

b. Project Insight

Project Insight doesn’t offer any native features for goal tracking.

You can designate a certain Task as Milestones, denoting their importance in the Work List. Project Insight will give Milestone Tasks diamond icons to help them stand out. 

2. Dashboards

a. Trello

Trello keeps it simple and user-friendly, so its reporting mainly consists of the Dashboard View — a bird’s-eye perspective on your projects and how much work needs to be done.

You can add bar or pie charts in tiles that tabulate the number of cards (tasks) per list, due date, member, and label.

Trello_Dashboards

b. Project Insight

Every Project Insight user can access a central Dashboard that contains their active and upcoming Tasks.

A Project Manager can configure this to include key Project details and customize it to include any information they want to access instantly. These could include Tile components, such as:

  • Approvals
  • Calendars
  • Charts
  • Issues
  • Project Requests
  • Notifications
  • And much more

Users can save a particular layout on these Dashboards, rename them, and share them with others in the team.  

3. Gantt Charts

a. Trello

Trello doesn’t have any native Gantt chart capabilities. However, it does offer a timeline view that provides a visual representation of project interconnections and deadlines.

It allows you to:

  • Adjust start and end dates for issues
  • View by day, week, month, or quarter
  • Group by member, list, and label
  • View unscheduled cards

b. Project Insight

To access a Gantt Chart view on your Work List or Project home page, go to the Page Display Options and configure the particular information you wish to display in it.

Once generated, you can adjust Task dates and Milestones, review the Project’s Critical Path, change Dependencies, and more on your Gantt Chart. 

D. User Management

Software, features, and other tech things aside, the real heroes of any project are your team members. So make sure to pick the kind of project management software that puts them front and center!

How do you do this?

Look for software that knows what different team members need and helps you deliver the right experience. 

Features to look out for include:

  • User groups: Create internal teams representing various departments, functions, or projects. 
  • Permission levels: Grant different access levels depending on the users’ information requirements and the company’s security concerns. 
  • Guest users: Invite team members from other companies/teams to collaborate with your team without compromising on confidential data. 

1. User Groups

a. Trello

Trello doesn’t let you create custom user groups with different permission levels.

b. Project Insight

Project Insight lets you create the following types of Users:

  • System Administrator Roles:
      • System Administrator
      • User Manager
  • Power User Roles:
      • Company Manager
      • Project Creator
      • PMO Manager
      • Department Manager
      • Project Template Manager
      • Approval Manager
      • Approval Template Manager
      • Issue Manager
      • PTO Manager
      • Expense Report Approver
      • Time/Expense/Invoice Manager
  • Team Member Roles:
    • Project Resource
    • Project Report Viewer
    • Resource allocation Viewer
    • Time/Expense Report Viewer

Besides these, you can create various Resource Types that denote the types of skill sets your Users represent. These could be designers, product managers, content writers, etc.

2. Permission Levels

a. Trello

Set different permission levels for all team members. Choose who can comment, react, invite, or remove members on your Trello boards.

b. Project Insight

All Project Insight Users have different permission levels depending on:

  • Their User System Role (Ex: System Administrator, Power User, Team Member, etc.)
  • The Communication Settings for the particular item
  • Project Permissions

3. Guest Users

a. Trello

Invite guest users to one or multiple Boards to view and edit Cards.

b. Project Insight

Project Insight does not allow you to share any information from your Workspace with external users nor lets you create guest user profiles.

E. Collaboration

In project management, collaboration and communication are like a ballroom dance — if everyone isn’t in sync, you’re just stepping on each other’s toes!

A project manager should encourage their team to be on the same page regarding everything happening on the project. This could involve regular meetings, periodic status updates, shared checklists, etc. 

But things can get tricky when you add different team structures (remote, hybrid, distributed, etc.). 

The trick is to balance ‘informing everyone’ with ‘over-communicating.’ 

The solution is to forge a shared space where the whole team can contribute without hampering individual productivity. Picking a suitable project management software is the first step toward achieving this goal. 

Features to look for include: 

  • Comments: Simple ways to send feedback or discuss a task or project. 
  • Threads: Keep all relevant comments in a single thread. 
  • Tagging/@mention: Mention a team member on a task, in comments, or in any shared space to notify them. 
  • Sharing tasks: Share tasks with relevant team members for efficient collaboration.
  • File management: Attach and store files, create and annotate documents, etc., for ready access to project documentation. 
  • Notifications: Customize how team members receive notifications.

1. Comments, Threads, & Tagging

a. Trello

Click any card to open the comments section and leave a comment. Add attachments in them and @mention team members to collaborate on tasks. 

Edit your comments to keep them up to date with the latest information. Or delete them to avoid miscommunication. 

Right-click the timestamp to get a share link. Share these comments with others to invite more people to view and comment on the cards.

Trello_Comments_Threads_Tagging

b. Project Insight

Add a comment to any of the Tasks you’re working on to communicate with your team members within Project Insight. If you @mention your team members, they’ll be notified too.

 

2. File Management

a. Trello

Attach files to cards to offer more insight into the task.

Trello automatically makes it the Card cover if it’s an image file.

b. Project Insight

All Tasks in Project Insight allow you to add files as Related Items to any Task. 

3. Notifications

a. Trello

Send and receive notifications for various actions such as adding cards, being mentioned on them, changing due dates, moving cards, and more.

Change how and when you receive these notifications.

Trello_Notifications

b. Project Insight

Project Insight offers a comprehensive list of Notification settings. Among other things, you can set a number of auto-alert options. 

F. Customer Support

Individual users in smaller teams often face a steep learning curve with most project management software. 

In their case, having access to responsive support executives and a wealth of helpful resources can make a significant difference, turning a frustrating experience into a positive one.

However, customer support is just as crucial for larger teams. 

Even if these teams initially received thorough onboarding and training, their needs and use cases tend to evolve over time. Continuous and adaptable customer support becomes essential to address these changing needs effectively.

With adequate customer support, you can:

  • Derive maximum value from the app with the help of professional guidance whenever required
  • Ensure your team is making full use of all the features you’re paying for
  • Learn from case studies of other teams using the same software
  • Expand your use cases with time
  • Learn about the features your team uses the most and avoid spending on those you don’t need
  • Solve minor issues on your end by going through help resources
  • Get hands-on support when you get stuck
  • Keep a record of all your complaints and feedback for the platform to aid future buying decisions
  • Send feedback to the app’s developers so they can design the features you most desire

Features to look for include: 

  • Detailed knowledge bases and documentation to aid DIY solutions to common issues
  • Case studies, templates, guides, and other resources
  • Easy access to resources for all types of users — free or paid
  • Async support executives to cover for the time difference
  • Live agents who can respond via chat or phone 
  • Screenshots and recordings to display how the tool works
  • Translations to resources in other languages, if needed

Trello

  • Atlassian University: Product training and certification for Jira, Confluence, Trello, and more
  • Atlassian Playbook: Free workshop resources to address common team challenges 
  • Atlassian Documentation: Help to administer Atlassian products
  • Developer Resources: Build, deploy, and manage your apps while Atlassian takes care of security, computing, and storage
  • Atlassian Community: Ask questions to product experts
  • Atlassian Support: Resources for users and administrators
  • Migration Program: Cloud migration support for all teams
  • Enterprise Services: Support for enterprise teams
  • Support: Email/Help Desk, Chat, 24/7 Live rep, Phone

Project Insight

  • Getting Started Guide: Get started with a few basic videos. 
  • Video Tutorials for Add-ons and Features.
  • Project Insight Community: User-generated content on Project Insight.
  • User Manual: A written manual with detailed explanations of Project Insight features.
  • Dev Tool Kit
  • Developer tools and REST API resource center
  • Request a Feature: Vote on current feature requests or submit a new one. 
  • Webinars and Tutorials
  • Free Live Training Hours: Weekly, live, in-person training with our expert team.
  • Blogs
  • Support: Email, phone

G. Platforms Supported

Distributed and field teams might not always be armed with laptops or computers. 

But that doesn’t mean productivity has to stop.

With a mobile-friendly project management tool, the workflow keeps humming along, turning those smartphones into mighty workflow tools.

More reason to look into this?

If your company follows a Bring Your Own Device (BYOD) approach, your team members need the freedom to switch between various devices. 

With support for all types of apps, you can:

  • Ensure uniform access irrespective of device type
  • Save on the cost of buying the same types of devices for the whole team
  • Give all team members a chance to log work from anywhere, anytime

Features to look for include: 

  • App support for the latest Mac, Windows, iOS, and Android versions.
  • Maximum coverage for all key features across devices

Trello

  • Browser: Chrome, Safari, Firefox, Edge
  • Desktop: Mac, Windows
  • Mobile: iOS, Android

Project Insight

  • Browser: Firefox, Chrome (Desktop and Android), Safari, Microsoft Edge
  • Desktop: Not available
  • Mobile: iOS, Android

H. Pricing

Whether you have deep pockets or shoestring budgets, there’s project management software out there for every kind of organization. 

But the confusing combination of features and numbers on pricing pages can make it difficult to choose. 

Here are some easy tips for starters.

If you plan on buying the software subscription for just yourself or a small team that’s not likely to grow rapidly anytime soon — stick to the free plan as long as possible. Or pick the cheapest monthly subscription possible. These should cover most of your feature requirements comfortably in most cases. 

However, if you expect to hire rapidly and grow to a sizable number, go for a plan that grows with you — ideally with a per-user rate that doesn’t add up exponentially. 

Finally, most software offers flexible enterprise plans that let you cherry-pick your favorite features into a custom package. If you’re part of such a team, it’s best to contact the sales team and get the best deal possible. 

Trello Pricing

Trello’s four pricing plans are as follows:

  • Free: Up to 10 boards, 250 workspace commands a month
  • Standard ($6/user/month): Everything in Free plus unlimited board, 1,000 Workspace commands a month
  • Premium ($12.50/user/month): Everything in Standard plus extra views, Unlimited Workspace command
  • Enterprise ($17.50/user/month): Everything in Premium plus unlimited workspaces, public board management, SSO and user provisioning

Project Insight Pricing

Project Insight has the following pricing plans:

  • Free: For up to 3 users only. 1 Custom Field, Unlimited Projects and Task Management, Unlimited Project Templates, Unlimited Views, and more core features.
  • Pro ($9 per user/per month): Unlimited Users, 5 Custom Fields, everything in the Free plan + advanced features such as Budgeting and Costing, Work Timers, Timesheets, and more.  
  • Business ($19 per user/per month): Unlimited Users, 15 Custom Fields, 3 custom items, everything in the Pro plan + advanced features such as Invoice Records and Billing, QuickBooks Online Integration, Portfolio Management, and more.
  • Enterprise (contact for a quote): Unlimited Users, 100 Custom Fields, everything in the Business plan + advanced features such as Cross-project Dependencies, Resource and Capacity Management, Critical Path Tools, and more.

You can try all but the Enterprise plan for free.

I. Best Suited To

Picking the right project management tool is like finding the perfect pair of shoes. They must be a snug fit but also leave you some wiggle room to get comfortable! 

In other words, the tool you pick must fit all your current needs and grow alongside your future requirements, too. 

So make sure you’ve covered all bases in your research when picking project management software for your team. 

One way to do this is to check what types of teams your choice serves best. 

For instance, what works for a small software development team might not suit a large marketing agency. 

When hunting for a PM solution, it’s vital to match the tool’s features and use cases with your team’s workflow. Tailor your search to find a tool with all the necessary features to manage your tasks and boost productivity.

Trello Verdict

Trello is an exceptionally user-friendly and intuitive PM tool. It focuses heavily on visualizing work, especially on Kanban boards (though other views are available in higher-paid tiers). And its customization features make your workspaces visually engaging to make work more fun.

These factors make Trello perfectly suited to PM beginners, startups, and SMEs with relatively simple processes and small teams.

It’s also great for personal productivity and project management — E.g., if you’re a freelancer or you’re planning a big party.

The tradeoff for simplicity is, of course, limited complexity. Trello isn’t the best choice if you want to manage big projects with lots of simultaneous tasks, team members, and moving parts.

For example, Trello’s commenting functionalities are quite linear and not well-suited to multiple conversation threads at once.

There are extensive options to expand the app’s functionality with account upgrades, integrations, and power-ups. However, these will also cost extra money and time.

Project Insight Verdict

Project Insight prides itself on offering a platform that aligns with the essential project management principles. 

And rightly so.

With features like Intelligent Scheduling, thorough capacity management, and nuanced levels of permissions for each user, Project Insight indeed puts its best foot forward in the project management game.

Busy project managers, especially in bigger teams, will relish the extremely customizable Page Display Options and its bulk edits functionality.

What you might miss, though, is a slightly easier, more visual interface.

New users, especially those without a background in project management, could be put off by Project Insight’s complexity.

For example, while the Work List can be customized, it could benefit from a few standard (default) views that users can deploy from the get-go.

Additionally, Intelligent Scheduling doesn’t let users manually set timelines for their own Tasks without changing the entire project’s timeline. This works out great for project managers who need complete oversight and control of the Work List but may feel restrictive to team members working on smaller Tasks.

However, if your project has complex (and hyper-specific) requirements, Project Insight’s steep learning curve may be worth the ride!