It’s free! The thing that baffles me most is that Trello is FREE to use. There is so much value in this tool! I don’t know that I’ll be able to praise it enough in this post!
Accessibility - It’s accessible on my desktop, phone and ipad. Plus it synced automatically. Can I get a heck yeah?!
Everything is in one place - It allows me to manage our home & my business(es) in one location - seriously every area of my life is on my Trello boards.
Keeping up with the details - It allows me to stay focused and on track with my projects and goals, down to the little details I usually forget.
Works well with others - It works great with other platforms (google drive, dropbox, evernote, twitter, etc).
Team collaboration! With tagging and commenting functionality I can easily make notes or assign items to members of my team or family.
How Trello Works
The main things you need to know about Trello are boards, lists and cards.
Think of a board as an area of your life or business. Here’s a snapshot of my boards. A little crazy, huh? I have boards for my week, my home, my photography business, this blog and other special projects :)
A list is created inside of a board. Think of these as subcategories for the main areas.
So my week board would have Monday, Tuesday, Wednesday, etc. . . .
A to-do board could be broken down into calls, computer, errands, home, office, on hold, etc. . . .
A family board could have lists for each member of the family.
You get the idea. Here's a peek at my weekly queue I have set up for posting to my blogs.
This is where it gets really good. Cards are the action items in your lists. The cool thing about cards is that they can be moved around from board to board and from list to list.
Some other things you can add to or do with cards:
Add a due date
Add a label
Add a checklist
Assign to a team member
Upload a photo or a file
Add links to resources
Are you starting to see the beauty in all of this? EVERYTHING is literally in one place. When you are finished with a card it can be archived. Don’t worry. It’s not gone forever. If you ever need to find it again, there is great search functionality within Trello too.
How I personally use Trello
Editorial calendar - Trello is perfect for keeping up with my editorial calendar. I can see a blog post move from idea to outline to writing and editing it and then on to publishing and promoting that blog post. And because it works with Google Drive I can attach that blog post draft to the card and always have it handy.
Content management - As bloggers we produce a lot of content, right? And we are always coming up with a new idea for a blog post, social media or newsletter. I have found no better way to manage all of that content than with Trello. I keep lists of different types of content ideas for the categories of my blog (business, home and heart). And other lists for the type of styled stock I want to create as well. This method keeps my mind clear and my business and blog organized.
Promotion management / workflow - Ever published a blog post and wondered if you promoted it in all of the places you were supposed to? Ever lose a piece of paper with your little checklist? With Trello that just doesn’t happen. I keep track of all of the places I have promoted blog posts right inside the card. And when my mind fails me (way too often the older I get) I can reference back to my handy dandy Trello card to see exactly what I did to promote that blog post.
Affiliate info - If you work with affiliates (and I bet you probably do) you know just how difficult it is to keep up with all of the links, passwords, program info, graphics, html code . . . The list goes on and on. With Trello all of that information goes into one easily accessible card. Yes!!!
Passwords - OMGoodness! All of the password rules now, right?! It’s a blessing and a curse. I don’t save passwords to my computer. There are way too many horror stories about that. But I do have them tucked away in Trello. I love that my team has access to them there as well instead of saving them to their own computers or jotting them down on post-it notes all over the place!
Project Workflow - I think of each client as a project. And I say that in the nicest way possible! But I really do have to manage them like a project to be efficient, get our tasks completed and provide the best product or service possible. With Trello client and project management is so simple. Checklists within cards makes this very easy. Being able to tag and communicate with a teammate makes a world of difference too!
Task Management - I keep all of my little tasks that pop up throughout the day in an “inbox” list. And then I divide them out into separate lists for the places I would be when handling those particular tasks - calls, computer, errands, home, office, etc. Having tasks in separate categories like this is crazy simple in Trello and it makes me so much more productive in the long run!
Automation - Automation is my love language y’all. If I could automate the kids’ baths I would do that! Haha! There are amazing products like Zapier and IFTTT (if this then that) that act as a go between. If something happens “here” makes this other thing happen “there”. There are so many options. You will just have to play around with them to see what works for you, but the possibilities are endless. One of my favorite things to set up are recurring tasks. I have an automation set up to post a new card on the 1st of each month to remind me to run payroll and payment plans for clients and another card to create a huge batch of social media images for the next month. I don’t have to remember to do that. A card just pops up in Trello to remind me! How amazing is that?!
Favorite Recipes - I create lists of different types of meals (crockpot, skillet, grill, mexican, casseroles, etc). Within those lists are the recipe cards. I attach the Pinterest link to it because OMGosh I can never seem to find that one particular recipe that I wanted to make! A checklist of ingredients is pretty awesome to include as well.
Schedule - On Sundays I look at what we have going on that week and plan meals accordingly. I have an Order Pizza Night card too, just in case. When I make it to the kitchen I can go straight to Trello and find my recipe. I love this method. It makes life so much easier.
Shopping list - It’s simple to create a grocery shopping list in Trello as well. You can have a list for each category or grocery aisle. Create a checklist of your staples and add to it as you think of items you need. When it’s time to go to the store just check off the items on your card as you shop. Uncheck them for the next trip. Easy! No more forgetting that one thing you needed, right?
Kids / Family
Chores - My boys are 16, 13 and 8. They do their fair share of chores around the house. I love that they take ownership of the things they are responsible for. It’s not always easy and no, they don’t love it. But with Trello they can at least see what they need to get done each day and checking off a list gives them a sense of accomplishment. Mom isn’t nagging them and that is one thing they do appreciate :)
Goals - Each year we do list out our goals and try to revisit them quarterly. It’s fun to look back on them to see what we’ve accomplished and if we haven’t, seeing them right there in front of us is a good motivator to be more serious about getting to them.
Bucket Lists - I love bucket lists! So do the boys. We try to make them for each season. Their favorites are summer and Christmas time. If we find specific things we’d like to do around town we add links too. I love this because it’s so easy to reference back to.
Current sizes / likes - With multiple kiddos who are constantly growing and changing it is nearly impossible to remember all of their shoe sizes, clothes sizes and wish lists. You know those phone calls that you get, right? The ones where you have no idea how to answer what your kid wants his birthday. This is a total game changer!
Christmas - Ahhh. The most frantic (I mean, wonderful) time of the year! Insert the Christmas Trello Board. Everybody we buy for gets a card. I list the gift ideas on the card and when they are purchased it gets moved down my other lists: ordered / purchased, wrapped, delivered. Hallelujah! I can keep receipts and tracking info in each card also. Other useful lists in our Christmas board are wish lists for each child, budget, Christmas card list and our seasonal bucket list too.
Maintenance - Oh the joys of home ownership! Change the air filters, clean the windows, pressure wash, flip the mattresses, declutter the closets. You know what I’m talking about for sure! Trello makes it easier to keep up with our seasonal maintenance on the house. If we have a particular contractor that handles an item their contact info goes on that card too.
Cleaning schedule - If you haven’t outsourced your cleaning yet, Trello can really help with staying on track to keeping a tiny home. I do wish you would consider outsourcing it though. I talk about that here in this blog post. But if you haven’t just yet a Trello list for each day of the week with a list of chores underneath is a great way to manage your household cleaning schedule. It does make life easier to do a few small things a day than to let it pile up for the weekends.
To Do’s - I talked about this earlier with the business, but the same holds true for the house. I use the same sorts of categories for our personal tasks and it is easier for my husband and I to communicate about what needs to be done when. This also keeps the “I thought you were handling that” arguments at bay.
Finances - I admit that we are not the best budget keepers. So while I would love to keep a budget in Trello, I just don’t. But it sure is a good idea, right?! We do, however, keep track of the vendors, account numbers, websites and passwords for all of our bills in Trello though. This has really come in handy when their is an issue with an account. Like that time my purse was stolen, and I had to call EVERY one of them to update our credit card info. Ugh. It happens, and Trello did not disappoint that day either.
Vacation Planning - There’s always a family trip or cruise we want to take someday. In Trello we can keep track of our ideas, links to hotels, digital tickets, places we want to eat and other travel arrangements. Travel is difficult enough as it is. Being organized with Trello helps the trips go so much smoother.
Home Improvement Projects - Trello is a great for managing big projects around your home. We just finished a remodel and it was so helpful to have everything in one place for contractors, wish lists, inspiration, purchased items, and timelines.
The “In Case Something Happens” Board - Some people have this in a notebook. I prefer Trello because it is easy to update, and it is always on hand. We keep a copy of our will, insurance documents and emergency plans here. It’s something you don’t ever want to talk about, but it is smart to have for every family.
Wow! That was a whole lot of reasons to start using Trello, huh? If I haven’t convinced you by now, I’m not quite sure that I can! Give it a try though. I promise you life will be a little calmer and you will be much more productive at home and in your business.
What are you waiting for? You gotta try it. Seriously, it’s life-changing girls.