I recently went on a working retreat with a group of fabulous creative ladies in Maine, and one of them introduced me to Trello.
I’ve had an account forever, but never got into it. Now after learning and using it every day now, I am regretting not using it sooner. Here is what I like about Trello:
1. SUPER EASY TO USE & VISUAL
I love anything and everything that allows me to drag and drop. I’m also a visual learner, so I appreciate that everything is at a glance. I at first did not quite get the cards & boards concept, then I realize it’s basically the idea of index cards on a bulletin board (duh).
2. FREE & PRETTY ROBUST
One of my big pet peeves is that the free version of a platform is this sad little thing that only allows you to do three things. But the free version is pretty robust and does the trick for me. I have wedding planner friends who use this to keep track of all their weddings. But since we already use 17hats, I’m using this for various other projects in our business that need to get done, like planning out content calendar and scheduling interviews for our Season 2 podcast.
3. DO, DOING, DONE (KANBAN)
4. PROGRESS BAR ON YOUR CHECKLIST
I’m a super nerd when it comes to this and I’m completely obsessed with the progress bar. What I’ve done in my own workflow is that I set up a master template for checklists. Every time I have a new card, I can pull up my template of the checklist I want quickly. And I just LOVE having the progress bar on the checklist. It gives me tremendous satisfaction when I see that little sucker hits 100%. It’s silly, I know, but hey, it works and it gets me excited to tick things off on my list.
5. CUSTOMIZATION & MORE UPLOADS WITH TRELLO GOLD
This is just me being a visual nerd, but I love Trello gold and I happily pay for it. You get a free month when you recommend Trello to someone (psss, use my referral link!). You can keep the default blue background, but Trello gold allows you to customize your background and upload 250mb per attachment, vs. 10mb per attachment for the free account. 250mb is quite generous and it is helpful when I am doing research for a blog or podcast episode.
DO YOU USE TRELLO? HOW DO YOU USE IT? I’D LOVE TO HEAR SOME BEST PRACTICES!
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