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How to Organize Your Entire Business with Trello

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When it comes to growing your business or achieving any other goals you want in life, it’s all about consistency. It’s the small actions you do day in and day out that make the biggest impact. 

You don’t just wake up one day and become the millionaire you always dreamed of. You must show up consistently. 

But it’s hard to show up consistently when you’re a busy mom juggling a million other projects and obligations. It’s hard to give your business the best of you when you’ve given so much to everything else. 

And that’s why it’s so important to have a system you can rely on to make sure that when you actually sit down to work, you’re doing what matters and not wasting time doing something else. 

You need a system that will keep your business chaos in order and support you for the long haul. 

A system like Trello.

Trello is one of my favorite project management platforms and using it has allowed me to not only replace my 9-5 income, but triple it. It helps me to stay focused on tasks, get more done, complete big projects, and actually move the needle in my business. 

I know it can do the same for you too! 

What is Trello?

Trello is a web-based, Kanban-style project management system.

Trello is great for team collaboration, but you can also use it as a solopreneur. It’s easy to get started because you can do so much with a free account. 

I used Trello for free for many years and only decided to upgrade this year because I wanted more features, but trust me that you can do a lot with the free plan.

Because Trello is web-based, you can access it from any device wherever you are, as long as you have Internet connection.

Check out this video to help you get familiarized with Trello.

Using the Kanban method, which is a visual method to manage workflows and tasks with columns and cards, Trello can help you see at a glance what’s been completed and what still needs to be done. 

How Trello Works

Trello is made up of boards, lists, and cards. Your board is your overarching project/theme/goal. Within that board are your column lists and cards which make up the tasks that must be completed. 

Within each card, you can have checklists, attachments, comments, tags, due dates, and more.

Trello card example

As you complete the task cards, they’re moved from left to right. 

Check out this video to help you understand Trello project management.  

How I Use Trello

As a mompreneur who wears many hats, I love using the boards to help me manage all aspects of my business.

I use a main board to manage my weekly calendar where I move tasks from other boards. If you’d like a free template of my weekly planner, click the image below! 

As a blogger, I use a board to help me organize my editorial calendar. Each column lists a stage of the editorial process. Once those posts are published, I use separate boards to help me publish and handle my social media posts.

I keep all my frequently referenced docs and info in what I call my business dashboard. I can’t tell you how many times I’ve had to reference this board for my brand colors or standard operating procedure documents. 

And one of my absolute favorite ways to use Trello is creating a board specifically to organize my training programs. 

Hello, my name is Maia, and I’m a course junkie. 

As a business owner, I’m always interested in furthering my education, so I invest in a lot of online training programs. Trello helps me to keep them organized and further ensures that I actually complete them. 

I categorize the columns into learning subjects and each card contains the course name, login details, and I can add special labels like “currently studying” or “priority” so I don’t get sidetracked.

As a service provider, I love using Trello to help me manage my client work. I use a board to help me onboard new clients and then another one to help me complete projects for my clients. 

And last but not least, I love planning in Trello. I planned my yearly goals in there and reference my vision board (which is also a Trello board) to help me stay focused. 

How to Get Started

As you can see, Trello is so versatile and fun to use! I love creating my own board headers and choosing the board backgrounds. Yes, planning should be functional, but it can be pretty too. 

While I’ve also tried other project management systems, I always come back to Trello.

If you want to grab all the boards I use in my business, you can purchase my templates for only $27.

I even included some pretty sweet bonuses to help you maximize your productivity and start making the impact you want with your business. Click the image below to learn more!

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