Category Archives for "Trello"

Organize Your Business and Life With Trello

Trello is my go to app/tool for organizing my business, my projects, and my personal life.

There is so much you can do with Trello and it is free.

I don't get paid to promote Trello. I do get some swag now and again. They sent me a t-shirt one time and some chocolate. They gave me some stickers for my boards and the ability to upload custom backgrounds.

Click here for your invite to Trello.

How I use Trello for my businesses:

I have a Trello organization for each of my businesses. Then I have boards for the different projects within those organizations.

On the boards I have columns and cards. these can be dragged anywhere I want them to be.

One of my favorite parts of Trello is the ability to copy and move the cards and columns. The next thing I really like are the checklists.

You can also copy a checklist from board to board with one click.

You can add calendar to the board. You can also add deadlines on different tasks.

I have a board for my leads and clients. I have a board for each project I am working on. I am a very visual person so seeing the boards really helps me.

In my VA company, we have a  Trello board set up for each client. Each client can see their own board, add feedback, and see what is going on at any time. We manage all the output and delegation of tasks from each Trello board.

I created some video tutorials that are very easy to follow. Some of them are very popular with great feedback about how helpful they are so don't hesitate to learn how you can simplify your business and your life.

Trello Tutorial Organize your business and Life: 

 

How to use Trello as a CRM for Entrepreneurs, Consultants and Biz Owners:

 

Trello Tutorial How to Use Trello for Project Management:

 

Fun Trello Hacks Tutorial- How to Add Some Fun To Your Trello Boards

Fun Trello Hacks Tutorial- How to Add Some Fun To Your Trello Boards

https://youtu.be/pbxWgTtgYWA

Trello Tutorial Task Management

Trello Tutorial Task Management

https://youtu.be/SPvq11PP-z8

You can start your Free account here. All you need to do is sign up through your google account. This makes it much faster to log in but also makes it very simple to send tasks and comments right from your gmail to your Trello boards.

A personal Trello tip: Shopping Lists

I create a board called Shopping List
Then I create columns for each of the stores we shop at.
We go to Aldi's, Whole Foods, Trader Joes, Walmart, and Publix.
  • So I create a column for each of those stores.
  • Then I create the shopping lists of what we buy from each of those stores.
  • There are certain foods that we buy at each of the stores.
  • I create a checklist of those food items.
  • Then I check off all the items.
  • Whenever I run out of something, let's say I run out of ground turkey which I always get at Aldi's,
  • I go to the Aldi's shopping column and UNCHECK ground turkey.
  • Then when we are grocery shopping, the Trello App is super handy, I know what I need because it is unchecked,
  • once I buy it again, I recheck the item on the list
The different things you can do with Trello are limited only by your imagination.
I did not renew my dropbox or my Evernote this year because I can do all that plus much more in Trello.
It also works across all my Apple devices, iPhone, iPad, iMac, and MacBook Pro.
It also syncs right away.
When you are working on a project with someone else, you can see the changes in real time on your boards.
You can tag people, you can reply by email, and you can create as many organizations and teams as you want to, all free.
I hope you find these tutorials helpful as you begin to plan and organize your next year's goals.

 

Project Management for Business and Personal – Video Tutorials

I was on the hunt for a simple project management app for several years. I tried so many of them both paid and free. Because I am a very visual person and love sticky notes I needed something that would work on my mac computer  and on my iPhone. It also had to be downloadable from the Apple App store instead of from an unknown or insecure website.

Visual appearance was also important since I would be looking and working in it every day. The learning curve had to be short. It needed to be simplistic enough to understand quickly but also intense and robust enough to handle multiple projects and tasks.

I tend to get excited about an app and start to use one and disappointment rears its ugly head very quickly as soon I discover it is not all it was claimed it would be.

Then I found Trello!

Trello changed my business which helped to change my life.

Trello is free. They do have a paid version but very few people I know need to use the paid versions. About 90% of all those I consult and work with can use the free version.

Click here to get your free version of Trello. I gift Trello and in return I get some “Gold” Trello which is graphic skins I can use on my boards. You can invite all your friends to use Trello and get some “Gold” too.

http://KaterinaGasset.com/Trello

Because many of you may not know what Trello is or how to use it, I created a YouTube playlist with tutorials I created to train my team on how to use Trello for our projects.

Here is the Trello Tutorial playlist:

Whether you want to organize your daughter's wedding or plan your garden or whether you need to organize your website content, blog fodder, social media tasks and other checklists for your business, Trello works for both personal and business! And you can keep it all in one account.

A couple of weeks ago I hosted a webinar on how tips and tricks in speed hacking Trello for project management. I am posting that link here as well.

The video tutorials are very short however the webinar is one hour or so. So make sure you watch the short tutorials first.

This one is called, Trello Tutorial Organize your Business and Life

This next video is called, How to Use Trello as a CRM for Entrepreneurs, Consultants and Biz Owners

Followed by: Trello Tutorial: How to Use Trello for Project Management

And: Trello Tutorial: Task Management

Next Trello Tutorial: Fun Trello Hacks Tutorial: How to Add Some Fun to Your Trello Boards

And last but not least, here is the Trello Webinar if you want to go more in depth in learning how to use this very visual organization app! You can use Trello on your desktop on both PC and Macs, on iPads and iPhones. I don't know about other smart phones, you can check it out.