26 December 2023

Unlock Your Small Business Potential with These 10 Trello Mastery Tips

By Ronald Smith

If you want to take your small business to new heights, Trello is the secret weapon you need. Trust me, I’ve been there, and I’ve got some awesome tips to help you master this incredible tool. So, buckle up and let’s dive right in!

1. Organize Your Work in Style

With Trello, you can kiss chaos goodbye and say hello to organized bliss. Think of Trello as your personal assistant, helping you keep track of all your tasks, deadlines, and ideas. Use boards, lists, and cards to structure your work in a way that suits you best. You’ll never miss a beat again!

2. Plan Like a Pro

Planning is the key to success, and Trello has got your back. Visualize your projects by creating custom boards and lists, and then break them down into bite-sized tasks. Set due dates, prioritize like a pro, and watch your productivity skyrocket!

3. Collaborate Like a Boss

With Trello, teamwork has never been easier. Invite your team members to collaborate on boards, assign tasks, and leave comments. Everyone will be on the same page, working together towards your shared goals. It’s like having a virtual office!

4. Stay in the Loop with Notifications

Never miss an update again with Trello’s handy notifications feature. You’ll be instantly alerted when someone assigns you a task, adds a comment, or makes a change. Say goodbye to endless email chains and hello to efficient communication!

5. Supercharge Your Productivity with Power-Ups

Trello’s power-ups are like little superheroes that make your life easier. From calendar integration to document attachments, there’s a power-up for every need. Explore the options and find the ones that will give your small business that extra boost!

6. Customize Trello to Suit Your Style

Trello is all about personalization. With its sleek interface and customizable backgrounds, you can make Trello reflect your unique brand and personality. It’s the ultimate way to show off your business’s flair!

7. Harness the Power of Labels

Labels are the secret sauce to staying organized in Trello. Use them to categorize your tasks, projects, or clients. With a quick glance, you’ll know exactly what needs your attention. It’s like having your own personal assistant, ready to guide you through your busy day!

8. Track Your Progress with Checklists

Checklists are your best friend when it comes to keeping track of your progress. Break down your tasks into smaller steps, and tick them off as you go. It’s a visual representation of your accomplishments and a great motivator to keep pushing forward!

9. Embrace Time Tracking

Time is money, and Trello’s got your back. Use time tracking power-ups to monitor how long it takes to complete tasks and projects. This valuable data will help you fine-tune your workflow and become a productivity rockstar!

10. Never Stop Learning

The best part about Trello is that there’s always something new to discover. Dive into Trello’s official guides, blogs, and communities to learn more tips and tricks. Keep an open mind, embrace the learning journey, and watch your small business thrive!

Well, my friend, you’re now armed with these killer Trello tips. So, why wait? Go ahead and conquer the world of small business with the power of Trello!

Unlock Your Small Business Potential with These 10 Trello Mastery Tips

If you’re looking for a tool to boost your personal productivity and enhance team collaboration, then Trello is the way to go. With over 25 million users across the globe, this platform has gained immense popularity.

What sets Trello apart is its ability to be tailored to your specific tasks and preferences, giving you the flexibility you need. It’s a powerful tool that helps businesses effectively organize their projects.

Brittany Joiner, a Trello expert, sums it up perfectly, stating, Trello is like a haven for all the thoughts buzzing inside your head. It allows you to bring order to the chaos by keeping everything in one centralized location. Just imagine not having to juggle a thousand things in your mind, but having them neatly organized and easily accessible whenever you need them.

Here are some valuable tips for using Trello:

But to really make the most out of Trello, you’ve got to understand what it can do. Whether you’re new to Trello or just looking to up your game, here are some tips from the experts that’ll help you use Trello to boost your small business.

Start With One Thing in Mind

Trello has lots of different things it can do. You can use it for your own to-do list, for working with your team, for managing projects, and so much more. It can be overwhelming. Joiner suggests starting with one thing and getting comfortable with it before trying out everything else.

She says, Give it a go in one area, test the waters, and then start using it in more places.

For example, you could use it for your personal projects first. Then, as you get the hang of it, you can introduce it to your team and start using it for projects you work on together.

Bring in Information from Spreadsheets

If you’re new to Trello or starting in a new area, you may already have information saved in spreadsheets or other documents. Instead of starting from scratch, you can make a new card and copy and paste cells from your spreadsheet. Trello will automatically turn those list items into new cards, giving you a good starting point for your business’s to-do list.

Turn Websites into Trello Cards

You can also add Trello cards directly from websites. Just save the Trello bookmarklet to your browser. Then, when you’re on a website you want to include in one of your Trello boards, click on the bookmark and choose where you want it saved.

Set Due Dates Right Away

When it comes to using Trello for team management, I can’t stress enough how important it is to make your expectations crystal clear. If you want to avoid important tasks getting pushed aside, you need to assign specific due dates to each and every item as you create them. This tip isn’t just helpful for your own personal tasks, it’s absolutely crucial for managing expectations and ensuring that everyone on your team knows exactly what’s expected of them.

According to Scott Friesen, a business productivity expert and the founder of Simpletivity, defining a due date and assigning an owner to each item will ensure that everyone who needs to be notified is notified. This way, everyone on your team stays in the loop and on the same page.

Put Labels on Everything

Labels are a really handy way to organize all your information in this tool, said Friesen. Usually, only the color of the label appears on the front of a card when you look at a Trello board. But if you click on the label itself, it will expand and show the label’s name too. That way, you don’t have to rely only on the color.

Mark Important Boards with Stars

Some of your projects are more important or used more often than others. Instead of searching through all your boards each time you need one of these important ones, mark them with a star. This will make them appear right at the top of the page, saving you lots of time.

Discover Keyboard Shortcuts

One awesome thing about Trello is how it saves you time. And to really make the most of that, Trello has a bunch of cool keyboard shortcuts for different tasks. They even made a cool picture to help you remember all the shortcuts.

Get Connected with Trello Communities

Because Trello is super customizable, it’s a good idea to see how other people are using it. You might get some great ideas for your own business! You can join the Atlassian Community or the Trello Slack community to connect with other users. In these communities, you can ask questions, get updates, and find helpful tips from other folks.

Power It Up with Power-Ups

Did you know that Trello lets you connect with super cool third-party apps and tools? They call them power-ups. These power-ups can give your Trello boards extra features or help you import information from other tools and services your business uses. How awesome is that?

According to Joiner, power-ups are like the secret sauce that super-charges your Trello boards. Some of his favorites include the Calendar Power-Up, Custom Fields Power-Up, and the Card Repeater Power-Up. They can really take your Trello experience to the next level.

Let’s Talk Automation

Now, here’s an exciting way to save even more time. If you’re an advanced user, you can explore automation. There are power-ups and other services available that can help you create automated processes based on your company’s needs.

Joiner recommends trying out automation to make your boards even more advanced. You can use the Butler Power-Up or check out tools like Zapier or IFTTT. They’ll definitely level up your Trello game.