Trello is a life-changing organization app for anyone who likes a visual list of anything they would like to complete. It’s very popular among writers, bloggers, and creative teams with lots of ideas floating around. At its core, it’s an organization tool based on the ever popular KanBan System where one can sort tasks in columns such as “to do”, “doing”, and “done.” Since there are a million and one ways to use this powerful app, I just want to cover the basics so you can start implementing it in whatever way suits your needs. Your productivity is about to skyrocket!
Create Boards for your Projects
To begin, you’ll need a board. Think of a board as a whiteboard or a cork board. A virtual place to put all your sticky notes and “to-do’s”. Name your board based on the type of tasks you want to include in it. The purpose of a board is to break down a large project into small manageable tasks and be able to visually see it’s progress at a glance. A board will contain lists, cards, labels and users, but we’ll touch on that more below. Check out this page for more inspiration on the types of boards to create.
Make Lists to track progress
Once you’ve created a board, it’s now time to add a few lists. There are several ways to use lists in Trello, but most use the standard “to do”, “doing”, and “done” to start with. After you have created those, it’s time to add cards to the “to do” list and start breaking up this large task. Learn more ways to use lists for workflows from WPCurve.
Add tasks to Cards
Cards represent individual tasks that need to be completed. To add your first task, click “Add a card…”, label the task, then hit enter. Now you can click on that card to add more details such as a description, add attachments, a checklist, a due date, and even a label. Labels are a great way to organize even further by using color. You can use them to differentiate tasks in your “to do” list by marking those that are top priority as red, as one example. Another useful tool is Trello’s editorial calendar, where you can view the tasks that have a due date from a calendar view. To see an example of that, check out Kristine Li’s article.
Add members to invite your coworkers, family, or even friends to your boards in order to collaborate. You can create a team by allowing members access to multiple boards, or simple add them to individual cards, it’s up to you. Teams are popular among co-workers who need to collaborate and share ideas on a particular project.
In what ways has Trello helped you stay organized? Tell us in the comments!