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I have always been a list person and have multiple list pads on the go, jotting down what needs to be done and then from there I write a daily list. One problem with this is, I always run out of room on the paper and I don’t like it when the list gets messy!
As a small business owner, especially if you are running a business from home, you are always juggling tasks. I have thoughts coming to me at all hours of the day and night, when I am out and about, in meetings and even in the shower! I am a very organised person and at every chance look for ways to streamline processes and went on the hunt for a solution to planning my days to keep me on task and accountable, and came across Trello.
Trello is a free app where you can create and manage your workload, thoughts, etc via lists referred to as ‘boards’ and ‘cards’. The app on my iPhone syncs to the website, so I can add, remove items anywhere any time. In this article, I will explain how I use it.
I have a Board called Inbox and inside the inbox, I have multiple lists referred to as cards.
The first card is titled ‘Thoughts’ – this is where when something comes to mind I open the app and type in the idea, thought or item that has to be actioned, appointment etc. I then have cards titled ‘Today’, ‘Priority’, ‘Operational’, ‘Event Inspo’, ‘Article Ideas’, ‘Tech Tip Ideas’, and ‘Post Ideas’. When I have time I go into the app and move the items in the ‘Thoughts’ card to an appropriate card.
I use Trello to prioritise tasks and plan my day. I use the card titled ‘Priority’ to drag and drop action items that are a priority and that I must give my urgent attention to. The card is titled ‘Today’ – is where I drag and drop action items from the priority card or other cards that I am going to work on and aim to achieve for the day. I also add appointments, meetings etc that may fall on that day. As the items are achieved they can be archived.
I love how I don’t have messy lists and documents all over the place anymore and how I can see everything all in a snapshot anytime, anywhere and being able to drag and drop items around as priorities change.