Why I Use Trello For My To Do List

If you’re anything like me, you see inspiration for your business all around you.  You’ll need a place to gather and store all these ideas, AND a system to organize it and make it easily accessible when you need it. 

My favorite tool for this is Trello.  I love it because it fits the way my brain organizes information. It’s like a big poster board with individual post-it notes on it.  

If you’re brand new to Trello, I suggest starting with a new board named Digital Business Binder.

This is going to date me, but I remember getting so excited about a new school year and organizing all my folders in my new Trapper Keeper.  Anyone else remember the Trapper Keeper?  Good memories!

A digital business binder is sort of like that Trapper Keeper full of folders for each class.  But instead of folders, you have columns with a heading at the top of each one.  

Important boards (folders) to include in your digital business binder:

  • Brand Board
  • Workflows
  • Freebies
  • Shareable Links
  • Social Media
  • Affiliate Links
  • Testimonials
  • Swipe Files

Basically anything that you find yourself referencing a lot should go in your digital business binder so it’s easy to find, and easy to share when you need to.  

Want a copy of my Digital Business Binder Trello Board? 

Download the Trello Business Binder

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How I Use Trello

I use Trello for my entire life, and that’s NOT an exaggeration.  Here’s just a sample of my Trello Boards:

Kim’s Dashboard [My current workflow and to-do list.]
Scott’s Dashboard
Be, Do, Have List
Business Binder
Project Management
Courses I’m Taking
Research
Copy Swipe Files
Content Calendar
Social Media Post Ideas
Blog Post Ideas
Systems Checklists
Course & Product Ideas
Website Code & Tech Helps
2020 Goals
Client Notes & Files
Webinar Planning
Team Onboarding
Coaching Topics Q&A
Coaching Resources

And some personal boards:

Family Finances
Family Binder
Recipes
Meal Planning
Gospel Study
Journaling Resources
Reading & Note Taking
Intermittent Fasting Resources
Gardening

As you can see, I use it for everything from planning my to-do list to documenting my kids’ immunizations.  

My Weekly Planning Process

Every Sunday evening, I sit down and plan my week using my Kim’s Dashboard Trello Board.  

I identify 3 project milestones I’d like to achieve that week.  Then, I come up with 3 small tasks each day that work toward those milestones.  

If you’re visual like me, you’ll love trello because it helps you see exactly what you need to focus on instead of wasting time working randomly without a plan.

Systems & Workflows

Trello is great at tracking systems and workflows.  You can add checklists to each card and check steps off as you complete them.  

Systems are the magic behind our success as online business owners.  If there’s anything that you repeat in your business, (and I know there is) it deserves a documented system.  

Ready to Start Using Trello?

If you aren’t using Trello yet, what are you waiting for?  It’s easy and free.  There is a paid version, but I use Trello a LOT and the free version does what I need it to do.  

Download the Trello Business Binder

You’ll wonder how you ever lived without it!!

Thank you for subscribing!

ACTION STEPS:

  1. Download the Business Binder Trello Board.
  2. Schedule one hour on your calendar THIS WEEK to add things to your Business Binder.
  3. After that one hour, spend 15 minutes per day adding things.

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We are Coach & Kim

We help life coaches who are overwhelmed by all the details involved in launching and growing a coaching business. Through trial and error growing four businesses, we’ve figured out what works, and even more importantly, what doesn’t. You became a coach because you love helping people. Let us help you do your important work in the world.

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