Trello is one of my favorite organization and project management tools. Anyone who has spent more than 5 minutes with me will probably hear me talk about Trello. I use it to organize all of my ideas, to-dos, thoughts, license information, websites, and anything else I want to remember. Everything. I’m a very visual person and being able to see my ideas laid out on a screen helps me be much more effective. Trello works by creating a board where you can create lists with different cards on them. The cards can be dragged from list to list, they can have checklists, notes, due dates, and attachments. It also gives me a place to dump all of the business ideas that pop into my head at inconvenient times (like when I’m trying to get one of my kids to sleep but they keep asking me what chickens think about).
Read on for some tips on ways to use Trello to organize everything.
Ways to Use Trello Boards
Boards are like pages where you can put all of your lists. Boards should reflect large categories or ideas. I have about a million different boards (I do pay for the professional version) but you can get away with organizing a lot on just one board. My board categories include a to-do list, a CE tracker, frequently used links, a 12 Week Year organizer, and a dumping ground. I also have boards for courses I’m working on or masterminds I’m a part of.
To-Do Lists
To-do lists are a simple, but powerful way to use Trello. I personally like to organize mine with lists by days of the week and then I have cards with a dumping ground for each area of my life. Then I can easily put things on a work list or a personal list and then drag it over to the day of the week if it is something I need to accomplish that week. You can see an example below. I like that you can make the lists different colors and then add tags so that it is obvious which category each task falls into.
CE Tracker
You can also use Trello to track anything and everything. I am licensed in both New York and Georgia and tracking my CEs got complicated. I created a board where I can keep track of each state’s rules and due dates. You can also attach the actual CE certificates to the cards so that you have an account of all the CEs you completed during the renewal period. I also like to put any training materials there so I can easily access them in the future. I have created a template you can grab here.
Project Management
Trello is an incredibly powerful tool for any type of project management. Whether you are trying to simplify your intake process, update your website, launch a new group, or even keep track of referrals and networking. I’ve talked about how much I like the book The 12 Week Year and how I have been using the framework to manage both my private practice and Blue House Wellness. It has truly been a game-changer for organizing my weeks and getting things done (like actually writing this blog!). I also have a Trello template for The 12 Week Year that you can grab here and you can watch a video walkthrough on how I use it below!
And subscribe on YouTube for more tips: https://www.youtube.com/@BlueHouseWellness
