How to Create a RACI Matrix in Trello

Trello is a fantastic tool for task and project management, providing users with a visual, drag-and-drop interface for organizing tasks. However, Trello does not provide an out-of-the-box RACI matrix or Gantt chart functionality. This makes it difficult for teams to clearly define roles, responsibilities, and project timelines within Trello alone.

This blog will walk you through how to manually create a custom RACI matrix in Trello, but if you’re looking for an easier way, we’ll also introduce ezRACI, a purpose-built tool for RACI and Gantt charts. With ezRACI, you can:

• Integrate with Trello in just a few clicks.

• Automatically sync all Trello cards into a pre-built RACI matrix.

• Invite unlimited collaborators to define and manage accountability.

• Mirror the RACI matrix into a Gantt chart for better timeline visualization.

Let’s explore both options—the manual method in Trello and the faster alternative with ezRACI.

How to Manually Create a RACI Matrix in Trello

Step 1: Open Trello and Create a New Board

1. Log into Trello at https://trello.com.

2. Click Create a New Board and name it "RACI Matrix - Project X".

3. Add four lists to the board:

   • Responsible (R) – People executing the task.

   • Accountable (A) – Person ultimately responsible.

   • Consulted (C) – People who provide input.

   • Informed (I) – People who need updates.

Step 2: Add Tasks as Trello Cards

1. Under each list, create Trello cards for different tasks.

2. Example: Under Responsible, create a card titled “Develop New Feature”.

3. Assign team members to each card using the Members feature.

Step 3: Use Labels to Categorize Work

1. Click on a card and select Labels.

2. Create color-coded labels for different workstreams (e.g., Development, QA, Marketing, Operations).

3. Apply labels to tasks accordingly.

Step 4: Use Checklists for Task Details

1. Open a card and click Add Checklist.

2. Break down the task into smaller action items.

3. Assign specific team members to checklist items.

Step 5: Generate a RACI Report in Trello

1. Click on Show Menu > More > Print and Export.

2. Export the Trello board as a CSV file.

3. Open the CSV file in Excel or Google Sheets to format it into a RACI Matrix Report.

Challenges of Creating a RACI Matrix Manually in Trello

• Manual updates are time-consuming and error-prone.

• No built-in reporting tools to generate RACI insights.

• Cannot visualize dependencies or track timelines with Gantt charts.

The Easier Way: Use ezRACI to Automate Your RACI Matrix in Trello

Instead of manually setting up RACI assignments in Trello, ezRACI automates everything:

• Easy-to-setup integration with Trello at www.ezraci.com

• Syncs all Trello cards into a pre-built RACI matrix

• Invite unlimited collaborators to manage accountability

• Automatically generate Gantt charts from your RACI matrix

How to Set Up ezRACI with Trello in Minutes

1. Sign up for free at www.ezraci.com.

2. Click Integrate, then Trello and authorize access.

3. Select your Trello board and sync your tasks.

4. Assign RACI roles in an easy-to-use drag-and-drop interface.

5. Automatically mirror your RACI matrix into a Gantt chart for better tracking.

Why Choose ezRACI Over Manual Trello Setup?

• No manual setup—instantly syncs with Trello

• Real-time visibility with built-in RACI reports

• Smoother collaboration—invite unlimited users

• Gantt chart integration for easy timeline tracking

Trello does not provide built-in RACI matrix or Gantt chart functionality, making manual setup time-consuming and inefficient. Instead of struggling with a DIY approach, take the easy path with ezRACI—a dedicated RACI and Gantt chart tool that integrates seamlessly with Trello.

Save time and automate your RACI matrix. Try ezRACI today at www.ezraci.com!