How to Get Your Business Organized using Trello

 
Click above to Pin this!

Click above to Pin this!

 

If you missed my Trello workshop, don’t worry! That’s the reason I’m writing this blog post.

 

I received an overwhelming response from people that they appreciated the workshop and they are excited to try Trello and get their business organized.

 

Now, let me start out by saying that I do not work for Trello. This is a Free program I downloaded that really helped me get organized, so I wanted to share it with you today!

 

Let’s start at the basics:  

What is Trello?

Trello is the free, flexible, and visual way to organize anything with anyone. Trello is a web-based project management application that allows you see everything about your project in a single glance.

 

I love using Trello for my business because I’m a very visual person. It works great for me to see everything I need to in one place. I like to say that Trello is like a big digital Bulletin Board, only instead of having just one on your office or home wall, you can create as many boards as you like and throw all kinds of things on it!

 

Who is Trello good for?

 

Anybody. I mean it. It doesn’t matter who you are or what you do. It’s great for teams, individuals, client work, events, etc…  I will show you some specific examples of how to use your Trello for Real Estate, Blogs, Newsletters, and Social Marketing.

 

How do you use Trello?

 

Let’s start with a board. Here’s what a board looks like:

 

On each board is a card these cards can be customized to an extreme detail.

Trello Card

Trello Card

Inside Trello Card

Inside Trello Card

 

  • You can set due dates, add members, upload documents and photos, create checklists & labels, add descriptions and comments. WOAH! I know right??

  • When you add a comment you can send that comment to a specific person for them to answer your question, or complete a specific task. This is an AWESOME tool for teams.

  • I personally love the checklist option. Within my boards I’ve created standard checklist templates that I can copy over to a new card. This feature saves me so much time and helps me create consistent systems for my clients, which for me is essential to my business model.

 

Notice that a board holds several columns (these are called lists) and each List has a title. This is so you can create an organized system to show the progress, completion or process of a particular item or task.

Screen Shot 2016-07-19 at 9.44.17 AM.png

 

  • I can move an individual card to a new List. See example.

Move the card...

Move the card...

To the next List...

To the next List...

To create a process/workflow system...

To create a process/workflow system...

 

If you need more menu items, click “show menu” to see more

 

  • This is where you can change the background, add stickers for some fun, filter through cards so you can see exactly what you need to right away and more importantly… power-ups.

  • Power-ups allow you to create a calendar within Trello that you and your team can access. It takes due dates from your cards and automatically adds those dates and times to your calendar. You can also sync this calendar with your Google calendar, so those same dates will automatically show up there too.

  • Rather than have to put your dates in two places, you can just do one now!

  • Card aging means that if a card hasn’t been seen or interacted with for a certain amount of time, it gets an aged look to it to catch your attention. This is really helpful for reminding yourself of missed tasks or to show what truly matters in your business, and what frankly doesn’t.

  • Last power-up listed for free is the voting power-up. You can create a voting system to discover needs on your team, ideas, etc.

  • If you are interested in the other power-ups that Trello offers, you can pay for Business Class to get A LOT more options.

 

To add members to a board, click on “show menu” and add members. This allows you to create secret boards shared with only specific people.

 

 

You can also view all recent activity within a board under “Activity” for a quick reference guide.

  • To change information and update your profile, click your name on the top right hand corner.

Within your profile, you can see ALL of the recent activity on all of your boards in one easy to read place.

 

 

Click settings to adjust your individual settings. Like changing your password, adding an image, changing your name, etc…

  • BONUS TIP: if you want extra security click the button at the very bottom called “Configure Two Factor Authentication”

 

 

 

Everything I’ve shown you in this Blog post is totally free. This is by far the BEST organization tool I’ve found for free and that’s why I had to share it with you.

If you want to sign up for Trello yourself, click here.

 

I would love to hear from you! Comment below, what do you think of Trello? Do you currently have an organizational tool that you love? Share it!