Using Trello to Manage Your Activities

I don’t know about you, but a common characteristic I see in authors (and professionals, and busy people in general) is that they’re not quite as organized as they could be.

Trello logoIt’s not that they’re incapable of being organized (for the most part), but that there are so many little details they’re trying to keep track of, that things tend to fall through the cracks. It’s not intentional. It just happens.

Even when I’m doing a repetitive project, like formatting a book interior or creating a website, having a checklist of things to do so that I don’t forget anything is extremely helpful. I can focus on the “doing” instead of the “remembering what I’d intended to do” part.

Whenever I run into a consistent problem area in my life, rather than letting it remain an issue, I look for a solution. And, in this case, I found Trello.

Have you ever heard of it?

Not only does it solve my own organizational issues, but it also is a great collaboration tool!

For each project you’re working on, you create a board. (Picture this like a bulletin board hanging on your wall.)

Each board contains, by default, 3 lists: To Do, Doing and Done. (You can customize the names of the lists, remove lists and add new ones, however you choose.)

Trello New Board

When I have a project I’m working on, I add every activity I have to do in the To Do list on what’s called a “card.” As I start working on a card’s recorded activity, I move the card to the Doing, and eventually the Done, lists by using drag-and-drop motions.

I can grant other people access to my project board so that we can each see what needs to be done.

Here’s where the collaboration part comes in really handy. If every card reflects a specific activity, I can go in and assign a card to a specific member or team of people, so that they know it’s their job to do. I can even set a due date for the activity or attach files, take polls and create a checklist for it.

Trello Live Board sammple

Trello allows me to subscribe to cards, lists or boards so that I receive notifications when changes are made. Depending on the settings you use, the notification may even trigger an e-mail so that you instantly know when someone is working on your project.

When I create a new board, if there’s one I created earlier that’s similar, I can simply copy that board with all its cards and use that as the starting point for my new board (with all the cards appearing in the To Do list, even if they’re in the Done list in the source board).

Sounds pretty useful, right?

Well, how about this? Trello is available online, and has apps for the iPhone, iPad, Android, Kindle and Windows 8. Everything that’s done within Trello, no matter where you access it, is instantaneously synced and saved to the cloud so that everyone has the most current information.

It works great whether you’re using it to organize your own work or research, manage work across a project team (like with your cover designer or publisher) or for making household chores easier to keep track of within the family. (Did Mark pick up his shirts from the cleaner? Nope! It’s still in the To Do column… Guess I’ll swing by and pick them up while I’m at the bank.)

Certain settings even allow you to publish cards that have assigned due dates to your calendar, so that everything is in one place. And the development team at Trello is always coming up with new and useful ideas to improve the product.

So, if you’re looking for a way to become just a bit more organized and to manage team collaborations, I highly recommend checking out Trello. And say “hello” to Taco for me. He’s the Trello mascot (a Siberian husky).

 

How to you stay organized? Share in the comments below.

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Tara R. Alemany

Award-winning author and speaker, and owner at Aleweb Social Marketing
Tara Alemany defies a simple definition. She is an award-winning and best-selling author and speaker, as well as a serial entrepreneur. Her publishing company, Emerald Lake Books, benefits experts and thought leaders as they grow their business by taking their words from manuscript to masterpiece. Her consulting company, Aleweb Social Marketing helps authors and speakers to get found online, on-stage and on-the-shelf. In addition to publishing, consulting, writing and speaking, Tara serves on the Boards of Directors for a Christian writers’ critique group, as well as acting as co-president and chaplain of the group. In her spare time, she is a novice winemaker, a martial artist, a juggler, a military Mom to 2 teenagers (one of each), step-Mom to 2 dogs (one of each) and is owned by a black cat.

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Comments

  1. NickMinolich says:

    Trello+Bitrix24=best free combo ever. Team tasks, group documents, shared calendars, client mgmt, teamchat at $0 cost.

    • Hi, Nick. Thanks for the info. I’ve taken a peek at your product, Bitrix24, though and don’t see how they’d integrate easily. Much of what Bitrix24 offers, Trello already does… Care to clarify?

  2. Arlen Mark says:

    Have you ever used proofhub.com for managing your projects?

    • Hi, Arlen. Nope. I haven’t tried ProofHub either. Trello works great for my needs and teams, and is free. Why pay for project management tools when a free alternative fits the bill?

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