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October 30, 2018
Oh, Trello there. See what I did there.
I am a sucker for a good business tool that makes life, just easier. I want to start by saying I am all about pen and paper. Nothing beats buying a cute notebook, and pretty pens to write out your plans, lists, etc. But if you like a good balance of both electronic AND handwritten, then Trello is perfect for you.
I have put together a list of 5 ways to Use Trello For Business.
Pin me to read later!
In the simplest terms, it’s a giant notebook where you can create lists and organize cards within each list to keep track of everything you need. I like to break it down into 3 elements: BOARDS, CARDS, LISTS.
A few examples of my boards are 2018 Brides, Editorial Calendar, and Weekly Planner. You can create boards for anything you need. But think of a board as your primary focus of one topic or category.
Inside each board, you can create what they call “cards.” For example, inside my 2018 Brides board, I have a card set labeled with each bride. And you can add multiple cards to each set within the board itself.
Are you with me so far? It can get a bit overwhelming at first, but we got this!
Next, within each set of cards on your board, you can click on them to open a new screen which allows you to add internal checklists, descriptions, color coded labels, and notes to go with that specific card.
Example? Of course. Let’s look at my 2018 Brides board again. And my first set of cards is titled KIMMIE. My first card under KIMMIE is ONBOARDING. If you click on that card, you will see my full onboarding checklist for Kimmie. You will also see her color coded label.
Trello can be used whether you are a product based, service based, or any type of business really.
Trello can be used whether you are a product based, service based, or any type of business really. Click To Tweet
Next, I want to cover label use. This will be an important practice for using Trello, once you have your boards set up. You’ll want to consider labeling certain tasks.
For example, when it comes to my blog posts, I label green for in progress, yellow for posted, and pink for to be written. I also give each client a color label, and have tasks within that specific clients card set labeled as well. I love a good label system!
Like literally everything.
I have a ton of boards. It may take time for you to get in a groove of what works best for you. But no matter what your business is, you can create boards specific to your business.
A few more examples of my boards are Editorial Calendar, Weekly Planner, 2018 Brides, and Business Babysitter Board.
Once you have your boards created, focus on one at a time, and set up your individual card sections. Think of it as a binder, with different dividers.
Again, this will be a work in progress, and something you will grow throughout time.
I love my planner, don’t get me wrong. But I’ve been also using Trello to house all my weekly and daily tasks. It’s so convenient to open it and have it right on my screen through the day.
I love my planner, don’t get me wrong. But I’ve been also using Trello to house all my weekly and daily tasks. Click To Tweet
Create a board that you can add a list to for each day. Once you have done this, you can add cards to those lists for each day, to plan out what you need to do on a specific day.
Things like draft a blog post, work on conference, post on social media. You can organize, edit, and even move cards around.
This is a big one for me. Creating workflows and processes takes practice and a lot of time to get used to. My suggestion is track every single task that you do when working on certain things.
Track tasks you do daily, or frequently and you can start to see a trend or pattern and merge these into being systems for certain tasks/projects.
Then label these with a color to help keep you organized.
For example, my bride processes are labeled in PINK (of course) and I keep all tasks associated with this client process from start to finish in that one set of cards on my 2018 Bride Board.
I’m going on a cruise in 2 weeks! I’ve created a board dedicated to just that.
All packing lists, itinerary details, important information are saved in that board. It just makes it easy to access from my phone when I’m on the go or out shopping for the trip and need to reference that list of things I need.
You can do this for business trips, conferences etc.
My final way to use Trello is to have this Business Babysitter Board. This is a lifesaver for me!
My final way to use Trello is to have this Business Babysitter Board. Click To Tweet
It houses tons of valuable information for if I’m away and someone is holding down the business fort, this board will have everything they need.
Certain passwords, saved email responses, hashtags for social, social media templates, newsletter templates, and so much more.
The awesome thing about Trello is you can add your team to the boards they need access to. This is great for office management to keep track of important meetings, office events, and other announcements the whole team needs to know about!
I hope you enjoyed this post and enjoy making Trello your own successful business tool!
Tell us, do you currently use Trello? What are your favorite boards and how do you use Trello for business? We’d love to hear from you in the comments below!
Growing up in the small village of Wallkill, nestled in Ulster County NY, I’ve always felt a pull on my heart to travel, and adventure into big cities, and visit amazing places. I attended SUNY Orange Community College, directly after graduating high school, (I was homeschooled by my mother), receiving my Associate’s Degree in Business Administration, majoring in Legal Studies. I always thought law was the route for me. A sure path to a successful career, but still felt a pull in other directions. “I wish I could own my own business.” Deciding to start my own business, taking the plunge, and just going for it, has been a truly amazing decision, and the experience has been like no other. Making the most important day in a couple’s life exactly what they want it to be, starting the journey on the right foot, helping match couples with the best resources, tools, and professionals to keep the planning process, and wedding day as flawless and stress-free as possible, are all goals that I intend to reach with every couple I work with.
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