Trello Lesson 1.3: Other Ideas For Trello
Rather than make another video (it was going to be rather lengthy), we thought we'd appeal to our readers who are "scanners" and make a quick bulleted list of other ideas for Trello to wrap up this introductory series. So let's get right down to it!
- Weekly Planner -- Do you need a way to manage the day-to-day craziness of your personal life or a place to plan meals? Depending on how you approach a week, you may want to consider two different ways of organizing your planner. If you're a day-to-day person, make each list a day of the week and make each card a task you have to do that day. If you're a big picture person, however, make each list a category such as "To Buy", "To Make", "To Call", "To Schedule", etc. If you are a person who likes to cross things off a list, utilize the "checklist" function to give yourself have a record of what you've accomplished. (This can be extremely helpful for grocery shopping so you never leave your list at home again! Create a card titled "Groceries" and add to the checklist throughout the week. Also, you can share boards with other users, so other members of your household could add to the grocery list as well! You could even create a family board to keep everyone's activities all in one place and accessible at all times.) Use the "edit the description" section of the card to keep up with links to things you need to buy, driving directions, contact info, links to recipes, etc. [Pro Tip: After clicking on "Edit The Description", you will see an option for "Formatting Help". If you follow their format for typing out your information, you can make things bold, make links clickable, etc. You can also use the "Attachment" feature to attach links and make them clickable directly from Trello rather than copying and pasting.). Also, with Trello's easy drag-and-drop feature, you can move tasks that don't get completed to the next day with ease. After you've completed a task, you can either move it to a list you create at the end of the board called "Completed" or simply archive it.
- Employee Handbook -- Whether your business is a one-woman-show or you have a team working with you, it can be important to establish your company values and expectations and have them in an easily accessible place. Think of this as an online training manual. As you streamline your production process, develop a consistent way to hoop products, figure out how you're going to package and ship your items, etc., make lists. Title the list according to the process to which it applies, and use the cards to create ordered steps and/or checklists of expectations. You can even create a card at the top of the list that explains what information is contained within the list. For example, if you're creating a list for packaging, your first card could say "This is a place to reference our packaging process. Follow these steps in order ensure each product is properly packed and our branding and message is consistent." Then, you'd list the steps below in a checklist or individual cards. If you're a solopreneur or a hobbyist, you can use this as a way to give yourself reminders ("How far down do I put that monogram on this again?") to keep production consistent and/or to set your business up for growth and hiring in the future. If you establish the foundation early, it's easy to bring someone new on board and train them quickly (even if it's just a family member to help with the holiday rush!).
- Business Blueprint -- This can overlap or be combined with the employee handbook. However, the goal is to keep all the information you keep coming back to in one place. This could include:
- team or customer contact info
- passwords for websites and apps
- sign in info for courses
- a list of workflows you've included in your handbook
- links you constantly reference
- template text for the things you find yourself writing again and again
- reviews from customers
- canned responses to emails
- brand information such as brand fonts, colors, inspiration pictures/mood board, etc.
Make lists with the category of information as the title and utilize the description, attachments, checklists, etc. to put all of your information on the cards. (i.e. Create a list titled "Passwords" with a card titled "Facebook". In the description of the card, put the sign in email and password or password hint).
- Social Media/Editorial Calendar -- This can take on a couple of different forms, but the principle is the same. One approach is making lists according to where you will be posting the content (i.e. Facebook, Instagram, Blog...) and creating cards with post ideas or titles. You could use the description to work out captions and the attachment feature to attach pictures as well so you have all the content in one place. You can also use the "due date" feature to plan when you want to post the content and see it laid out in a calendar. Another approach would be to create a weekly social media planner, with each list being a different day of the week. Each card, then, would be titled according to the social media platform to which the content will be posted. The description section can be used to keep up with the link you want to post in your Instagram bio or to Facebook and/or the caption you want to write with the picture. You can simply go back in later and copy and paste to the social media platform of your choosing. Again, use the "due date" feature to keep up with when the content will be posted and see it all on a calendar. If you're using it for an editorial planner for your blog, one idea would be to create lists according to categories of posts with cards titled according to blog title or topic to be covered. Use the card to flesh out ideas, create bullet points with lists, attach pictures, link to outside resources, etc.
- Product Ideas/Management -- Create lists according to the categories of products (i.e. apparel, baby, home...). Use the cards to keep up with links to company wholesale pages, products you'd like to carry, things you currently carry in each category, etc. If you track inventory, you could create a card with a link to the spreadsheet or software you use to easily access inventory information for each category from Trello.
- Wholesale Ordering Information -- Do you find yourself googling or digging through files, catalogues, and emails for wholesale company ordering websites, minimums, reorders, receipts of what you ordered last time, etc.? Put it all in one place. Create categories of websites with your list (i.e. by type of product they carry) and create cards for each company. Use the description section to keep up with company info and a link to their website or attach a document with all the information you need.
These are just a few additional ways you can use Trello. Hopefully, we've given you some ideas or sparked a new idea to help organize your life and business. Have you come up with another way to use Trello? Have you tried any of our ideas and had them be extremely helpful and successful? Let us know!
Also, don't forget to check out our FREE Trello Backgrounds to make your boards more fun to use!