My name is Sarah and I'm so glad you're here!
This blog is where you'll find all my best tips and tricks to organize, simplify, and streamline your business and life.
It’s absolutely no secret around here that I think Trello is the bomb dot com.
I use it to manage practically every area of my business in one way or another. I recommend it to people all the time. Heck, I even co-created a course about it.
But with so many options out there for project management in the online business world, you might be wondering just what it is that makes me love Trello so. dang. much.
Note: This post contains affiliate links. This means if you make a purchase through one of the links, I may make a small commission at no additional cost to you.
As a business manager, I’ve been around the block a time or two with different project management tools and apps. There might be a feature or two that I like about a new tool, but every single time, I come back to Trello.
This might be partially due to the fact that Trello is one of the first project management tools I learned about and started experimenting with, but after years of use, I can tell you that it’s worth its weight in gold.
Trello is built on a super simple framework — you start with boards. Lists go on the boards, cards go on the lists, and any additional relevant information — like attachments, comments, descriptions, due dates, labels, and more — go on the cards.
While there are Power-Ups that allow you to add additional functionalities to your boards, at its heart, Trello functions best on its simplicity
That means you can start using it effectively the same day you sign up for an account. The more you use it, the more robust your account will become, but you don’t have to start by setting up a ton of different templates and workflows and other pieces in order to use it effectively and it never has to feel like a super complicated system.
Because of the fact that Trello’s base framework is so simple, it’s also incredibly easy to customize.
Need a place to store your business operations manual? You can do it in Trello.
Need a place to organize and manage your content? You can do it in Trello.
Need a place to track your leads and clients? You can do it in Trello.
Need a place to track your internal projects? You can do it in Trello.
Need a place to collaborate with other creatives? You can do it in Trello.
Need a place to serve as the brain dump and catch all for all the random things you need to keep track of in business? You can do it in Trello.
I probably sound like a broken record, but the point is you can do practically anything in Trello when it comes to organizing and managing your business.
I use it to store my operations manual, plan and manage my content, track my internal projects, track my leads and clients, manage my active client projects, plan my opt-ins and freebies, track my reading, plan and track my travel, and keep track of all the random things in the business that could easily get lost if I didn’t have a place for them.
And it’s probably no surprise that Alexandra and I use Trello to manage and plan Trello Like a Boss, which brings us to our next point…
There are quite a few other project management tools that claim to the best for managing and working with a team, and while some of them have pretty robust tools built out to do so, that doesn’t mean Trello can’t compare or compete.
In the online business world, it’s really easy to equate a lot of tools and features with a better quality tool. But the more complex or complicated tool is not by default the better one.
In fact, sometimes all those robust features can actually make a tool so overwhelming you’re never able to effectively use it.
When it comes to collaboration — whether that’s with another creative or your team — Trello enables you to work together without making things complicated.
You can add other Trello users to boards, assign them to cards, and converse back and forth in the comments in real-time.
The ease of collaborating in Trello allowed me to move all my client projects completely to Trello, which means after the client receives their welcome email and joins the board, everything relating to the project happens on that Trello board. They never have to question where a conversation happened, where the link to a questionnaire is, or whether or not they sent me a particular document… it’s all there on the Trello board.
I have always been a visual learner. When I was younger, my mom would read books to us kids and I hated nearly every story… until she handed them to me so I could read them for myself.
Something about seeing what I’m working with and being able to visualize the big picture helps me immensely when my brain is trying to make sense of things.
If you’re also a visual learner, Trello is incredible for managing and planning #allthethings.
It was originally built on the Kanban framework, a Japanese scheduling that literally means “visual cards.”
The simplicity of the system of boards, lists, and cards allows you to visually track where a particular client, task, or piece of content is in a process or workflow or see where information is stored. When you add in the functionality of labels (hellooooo color coding!) and the other tools Trello makes available, it’s the visual learner’s project management dream!
It probably goes without saying that a major pro to any tool in the online business world is its mobile accessibility.
A major perk of being self-employed is the ability to work whenever and wherever you want. But when you’re constantly on the go, you need the ability to easily check in on certain aspects of your business, especially if you’re working while you’re traveling.
Trello is great on the desktop, but it also has a fantastic mobile app for phones and tablets that makes keeping up with all the moving pieces of your business a snap, no matter where you are!
You could argue this isn’t a reason for it to be my favorite, but I think we can all agree that not all mobile apps are created equal. But Trello’s? Well, it’s pretty dang fabulous.
This wouldn’t be a deal breaker by any means, because I’m very much a believer in paying for the things that help you do business better, but a major pro of Trello is that it is totally, 100% free!
And when I say totally, 100%, I mean you have access to all of the main tools and features of Trello without paying a single cent.
The only thing a paid Trello plan gives you is the ability to add additional Power-Ups to your boards (on the free plan, you’re limited to one per board) and add your own custom photos as backgrounds for your boards.
But other than that? The free plan gives you every single feature Trello has to offer, which is pretty darn amazing, if you ask me.
If you’re ready to join the Trello family and wanting to jump in with both feet in 2019, we’d love to have you in the Trello Like a Boss crew as well! Get 5 modules, all 19 done-for-you board templates, 30 step-by-step lessons, 27 video walkthroughs + tutorials, plus a whole slew of fabulous bonuses all for $97!