Did you “spring clean” your business operations with new productivity tools at the beginning of the year?
When starting and growing your business, time management techniques can be very overwhelming. You hardly complete tasks in good time. You need to find ways to be more productive and achieve your targets.
Worry not, we are here to deliver handy tools that will help you run your small business at your convenience even with limited resources.
One of those tools is Trello.
Every smart entrepreneur knows the value of effectively planning for business projects. Taunted for its ability to create workflows and processes that fit your unique style, Trello is by far one of my favourite project management tools.
It is a highly popular visual tool that follows the Kanban Method where each board offers a birds-eye view of all tasks and progress in one place. It’s a free app with the premium option that has added features beneficial especially to group boards. You can access it on any device.
A Card which houses a single task moves through different lists using the To-Do – Doing – Done approach. Its flexibility makes it easy to use and customize whether for personal organization or team collaboration.
Trello boards can –
- Host your employee manual
- Plan for team meetings
- House training resources
- Be your ultimate to-do list
- Manage workflow in a team
- Keep a record of your finances
- Handle your client relationship management system
- Share files
- Manage projects
- Organize your business ideas or blog posts if you have a website in place
Tips on how to leverage Trello for your small business
1. Start slow and learn how to navigate the platform using the available features.
It is a powerful tool if used correctly. You can first use it for your personal projects and later introduce your team to it.
2. Understand what you want to achieve using Trello.
Assess the guidelines and expectations set to ensure workflow is consistent to everyone in the team.
3. Prioritize your work by writing down a task list in the cards.
Organize tasks according to daily, weekly, monthly or annual deadlines to put your mind at ease.
4. Immediately assign due dates to every item you create.
This avoids any confusion to the team and manages expectations as they work towards meeting deadlines.
5. Label everything.
The colour coded labels help sort your work into easily accessible cards for yourself and the team. Adding names to the labels simplify work.
6. Delegate tasks.
You cannot do everything alone. Learn to outsource if you’re a sole proprietor or utilize the talent you have at your disposal by assigning tasks to your employees. On Trello, you do this by adding them as members to the board. That way everyone is notified in time on tasks they need to complete and submit frequent reports of their progress.
7. Import information from existing spreadsheets.
Create a new card and then copy-paste cells from your spreadsheet. Trello will automatically convert all the cell items into new cards. Your very first business’s to-do list is ready.
8. Turn websites into Trello cards as long as you save the Trello bookmarklet to your mobile browser.
When you’re on a website you want to save, click on the bookmark and you’ll be able to select where on the board you want it saved.
9. Create an editorial calendar to schedule article writing and track the progress.
Right from generating content ideas to publishing the finished product on your website. Trello offers cards lists checklists and writing space to track the progress of your articles. This creates a smooth workflow boosting productivity.
10. Join Trello communities such as Trello Slack community to draw inspiration from.
11. Use Trello Power-Ups and the automation feature, Butler.
These are third-party apps and tools that have advanced features unique to your business added to the already rich features in Trello. Examples include Calendar which syncs with Google Calendar, Google Drive and Custom Fields.
Here are examples of Trello Boards and Templates for the most pressing business. You can use them for inspiration :