I freely admit that I have an information collection problem, I love to research and save, save, save. The problem is, it is often daunting to actually find the information when I actually start the project. As solopreneurs we all have those items that we keep meaning to get around to, but aren’t necessarily in the urgent or even top priority for the week. I have a list in my google docs and I have a list in a notebook, but do you know where I save most of my research on how-to do these to-dos? In a secret folder in Pinterest called To Do/ To Read. This folder is out of control, it has 460 pins, 460!!! That’s just bananas, and I end up searching through there looking for the one task I decided to tackle this week, but instead I get distracted and overwhelmed.
Honestly, I’m not even sure how or when I decided to start using such a crazy system. Most likely at 3am when I couldn’t sleep. I’m sure I thought, I will just save this here and come back to it and evaluate if it’s a good article when I’m more awake, or when I have my computer so I can follow the instructions, and then it’s lost to the huge pile that is the To Do/ To Read board. This board has begun to feel a little like that closet you don’t want to open the door to. I could just delete the thing and start fresh, say, “oh well, I’m sure I will find the information again”, but my research hoarding self just can’t do that.
Here enters Trello. Trello is a FREE web or phone based app, for managing projects, or in their words to “organize anything”. People utilize Trello for all kinds of things, editorial calendars, social media planner, CRM, and the list goes on. You can check out some great examples on the Trello Inspiration page. Below is is how I have utilized Trello to get that To Do/To Read board under control and now I have an easy and organized way to tackle my less pressing to-dos.
Make a board and name it: To-Do
(super creative, right) 🙂
Create lists to categorize tasks
(my examples are website, social media, business)
Create cards under those lists for tasks by clicking the “Add a Card” and naming the task
Click the created card (not the pencil but just on the card). Add in website link (s) to description field or whatever other information needed to do the task.
You can also just use the attach option to link to the website or another document you might have already. I like to just stick the website in the description because it seems faster. However, if I have copy or another document related to the project I will attach that.
Optional: If it is a multiple step task you can add in a checklist to the card
Optional: You can also set a due date.
This particular option makes using Trello particularly good for editorial calendars, or the 90-day method of planning.
Another great use of Trello is to utilize it to break down steps or tasks from webinar/courses you have paid (or signed-up for) to implement in your business. If you tend to buy courses and watch, but don’t actively implement, I highly encourage you to start trying to utilize that information in a more active manner. Take notes, and think about what steps you can implement in your business as you watch. Enter these steps into a Trello board as separate cards or a checklist. Make notes of what video timestamp the information you need is at to refer back to or any other additional resources you need to use to make that task happen.
Overall, I tend to avoid too many systems or apps, sometimes I find it’s another way to be distracted, but Trello is a program I am utilizing more and more to organize my business and keep me on track. See all the ways I use Trello for my business in this FREE course!
Do you use Trello? I would love to hear how you utilize it in your business! Better yet if you have a blog post, leave the link below!!