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I have always been a pen and paper type when it comes to organization. Planners, calendars, notebooks were my go-to for organization.That was until Trello changed it all. Have you heard about Trello? If not, you’re totally missing out. It has been such a lifesaver for me.
The best part? It’s FREE! There is also a paid version if you want more features.
Trello is an online app that is perfect for work, side projects, family vacations, to-do lists and so much more. The best part about it? It is so versatile and can be used for so many different things. It also has features to add team members so that you can collaborate on lists and boards.
Think of it as a digital bulletin board. It reminds me of taking post-it notes and moving them around a bulletin board. But it’s totally digital. Such a neat concept, don’t you agree?
My favorite feature of the app is the ability to add comments, attachments, and due dates directly to Trello cards.
For this tutorial, I am showing you how you can utilize Trello for your direct sales business. But keep in mind, it can be used for most everything!
What is Trello?
Trello is based on the following three things . . . boards, cards, and lists. But what does this mean?
Here is a simple explanation of each:
Trello Board = A Project or Idea
List = Steps for the Project
Cards = Tasks to complete the steps
Trello boards can be public, shared with your team, or private just for you.
Let’s take a quick peek at how you can utilize Trello for your business.
Let’s say you are a representative for a direct sales company and need a place to save your weekly tasks. Easily create a board, lists and cards to help your week run as smoothly as possible.
Use this link to create a Trello account. Click on the ‘Sign Up’ button and follow the prompts for setting up a new account.
Once logged in, you can create your first board.
To create a Trello board, go to the “+” symbol in the top right of your screen and click “Create Board.”
Type in your board title in the space provided.
If you’ve created a team at some point during set up, below the board title, you have the option to share the board with no team or your team members by clicking the down arrow.
You also have the option to make the board private, share with your team only or to make the board public.
Once you have those options saved, click on the green ‘Create Board’ button.
Here comes the fun part now that you know how to create a board . . . getting your new Trello board set up for use! Isn’t this amazing?
For this tutorial, I created the board ‘My Direct Sales’. You can view your boards by going to the ‘Home’ page of your Trello account as seen below.
Click on your newly created board. This will be considered your main board where you will keep the most important content.
Click on the ‘Add a list’ button to add your first list to your board.
I added several lists to get this board started.
Now that my lists have been created, it’s time to add cards to each list. In order to add a card, choose which list you want to add it to. Click on the ‘Add a card’ button on the list that you want to create the card on.
Here’s a peek at how the board would look at the beginning of the week. Create the goals you want to accomplish for the week in a generalized list named “Goals for this Week”. This list will be your reference for the week.
For your board titled ‘To-Do’ List, list each task that needs to be completed. You will use the cards in this list to move to the ‘Doing’ list as you are working on the tasks or to the ‘Done’ list as have completed the task.
It’s Monday. You are working on mailing out samples and prizes. You want to add those tasks to your ‘Doing’ list, so you will place your mouse over the ‘Mail out samples’ tab and drag to the ‘Doing’ tab. You will want to let go of the mouse once you are on your doing list and it will move the task to the board for you. Do the same with the ‘Mail out prizes’ task.
It’s Tuesday. You’ve completed your Monday tasks and want to move those to the ‘Done’ list. You also want to move your Tuesday tasks from the ‘To-Do List’ to the ‘Doing’ list.
Continue this process until all of your tasks for the week have been moved to the ‘Done’ list.
Congrats, you’ve successfully completed your weekly tasks! You are ready to prepare for the upcoming week. Archive the ‘Goals for this Week’ list if you want to start fresh with new generalized tasks. If you want to keep this list the same, you do not have to do anything with it.
If you choose to archive the list and start fresh, click on the three dots next to ‘Goals for this Week’. Then click on ‘Archive This List’.
You will need to create a new list with the title ‘Goals for this Week’ by clicking on the ‘Add another list’ button all the way to the right of your screen. Repeat the same steps you did when you first created the ‘Goals for this Week’ list and add your generalized tasks to it. You can move this board to the left and into the first position by dragging it all the way to the left like you did when you moved your tasks from one list to another. Super easy!
You can move your task cards from one list to the other to change their status from day to day and week to week. As you become familiarized with the Trello app and all of its features, you can change it up with confidence and ease!
Coming soon . . . look for a more in-depth Trello course with information on how to maximize your account to its fullest potential!