How to use Trello to run your business efficiently

Share this

Could you use a productivity power-up in your business?

Then check out this week’s #appoftheweek video, because it could be just the tool you’re looking for…

This week I’m showing you one of my all-time most used tools: Trello
I would not even be a fraction as organised if it wasn’t for Trello ⏰If you like what you see, you can sign up for your FREE (yes another freebie!) account here. And if you love the look of it, you can check out the details for the Trello Masterclass here.

Video Transcript:

Welcome to this week’s App of the Week. This week’s app is one of my favourite business productivity tools. Even if you have heard of this tool before, I encourage you to stay tuned, because you never know, you might just learn something helpful 

This week’s app is called Trello and it’s my favourite FAVOURITE app for helping me stay productive and on top of the details in my business. Because I, like so many entrepreneurs, am not a detailed person, I am a big picture person. But, I deal with so many details. So, I have to have a really efficient with how I store them so that I don’t lose the plot. And I know many of you are the same. 

So, I’m going to jump on over and share my screen and show you how it looks. 

Once you login to, this is what it will look like. You can see all of your boards. The idea with Trello is that you can have different boards for different projects or systems and your business. Then within the board, we can have different lists. And we can have different cards. Each one of these is a card and each one of these is a list. 

Some of my favourite things that I love about Trello is the versatility – You can literally design a board to help you with any system within your business. This is an example awesome week template. The idea with this list is that cards move from left to right. Trello allows you to get all of that information from out of your head (or 10,000 pieces of paper) onto one easy-to-manage place. And it will remind you when it’s time to action something so that you’re not going to forget.

So you can see this promo flyer card here, I have seen the due date of the 30th of January. And it’s red at the moment because it’s telling me it’s overdue. If I click here, you can see the menu and I can add myself to the card and then change the due date is needed. 

Let’s say I make it for tomorrow, then it will change to yellow because it’s due soon. If I set it for a week in the future, it’ll change to grey to show me at a glance that it’s not due just quite yet. So the day before it’s due Trello will actually email me a reminder to say hey, you’ve got a promo flyer task due – have you done it yet, etc.? 

The other really useful thing is that you make checklists. You can also copy checklists easily from other cards to reuse them again and again.

Another thing that I love about Trello is that you can collaborate between team members or clients. You just type in the email and can add people to this board. And then any change that you make happens immediately. So as soon as you type something and push enter, the other person will be able to see it at their end as well. You can make comments to each other and you can cut down on a lot of email traffic by just simply using Trello to communicate within the project board or tasks. 

Another really useful feature is that you can attach images or attach files or attach links. One of the things that I really love to do especially for operations manual is I’ve got an operations manual board that I do all my video training on and have all of my checklists and cheat sheet. And so I would go to my Google Drive and copy the link for my Google file and then say, let’s create images. Then I would paste the instructions or the checklist from my Google file. And I’d also paste the link description from Loom.  

If you don’t know about Loom, see a couple of the app of the week videos you can check out that great tool here.

So those are some of the things that I love about Trello.

Some examples of uses for it are that I use it to organize my week or to organize my 12-month plan. I also have a business blueprint board, a social media planning board, a team board.

So if that sounds really interesting to you, I have an affordable Trello Masterclass available. 

Kat Soper - The Helpful Academy

About the author:

Kat Soper is the Founder and Head Trainer of The Helpful Academy Online Business School.

Kat is passionate about helping start-ups and small businesses succeed and achieve their business goals so that they can achieve the lifestyle they desire (and deserve).

If you’d like individualised help with growing your business, check out our services.


{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

Have you done an In-Flight Audit™?

Feel confident about what to work on in your business next:

The In-Flight Audit™ assesses 26 areas of your business within 20 minutes, and provides you with a step-by-step personalised plan for taking FLIGHT!

Recent posts you might also like

Un-desperate measures for “desperate times” – 9 steps for ‘recession proofing’ your business

Digital Advertising: Everything You Need To Know To Get Started

6 Steps For ‘Taking Flight’ In Your Business

Never miss a good article

Enter your details below and we'll hook you up with all the new stuff