Today I need to share a program with you that has greatly impacted my productivity and planning.
I’ve been using it off and on for several years but just recently *finally* found a system with it that works for me to get my list done and reach my goals.
Now, I’ve always been a pen and paper person and never really used a lot of digital software. But since I’ve been using a mix of both, it has helped a lot!
I wanted to share with you how I’ve set up my system and give you a template to get started.
But before we dive in too far, if you don’t already use Trello you can sign up here. (Referral link) After you get signed up, check out this tutorial from my biz friend and mentor Kim Jimenez.
Side note: If you are running an online business, you’ll want to check out Kim’s The Business Lounge (affiliate link.) The best investment I’ve made in my business.
Ok, let’s get started on how to use Trello to crush your goals!
Start with the big picture
The first list I start with is my goal for the year. Starting with the end goal and big picture allows me to keep it in mind as I’m working on all of those smaller tasks.
I do this by having a list called “Yearly Goals.” Then I have a card for each goal.
Then work backward
Once I have my yearly goals list set up, then I go to my quarterly goals list. These are the projects that I’m working on in the next 12 weeks or so to get closer to my yearly goal.
Each project for the quarter then gets its own card.
From there I then have lists for “This Month,” “This Week,” and “Today” where I break down what needs to be done.
What I love about this system is that I can see at a glance how my to-do list can build on itself to reach my big goals!
Have lists for repeating tasks
So I don’t want my lists cluttered up with tasks that I do every day, but if I don’t have them in front of me it’s likely I’ll forget about them.
That’s why I also created lists for repeated tasks that need to be done. I have lists for Daily, Weekly, and Monthly tasks.
Here’s a video going over the basics we’ve covered so far:
Use labels and deadlines to your advantage
On my cards I also like to use labels to categorize my to-do’s for different goals. It makes the board feel much more organized.
This way, when you look at your “This week” list, for example, you may have to-do’s listed for different goals. But by adding the colored labels you can quickly tell which task belongs to which goal.
I’ll also use deadlines to stay on track and prioritize important tasks.
Use card features to add details
There are so many features on the cards that you can use to add details. There’s a description area, checklist ability, comments, you can attach files, and more.
Sometimes I use these extra features and sometimes I don’t – it really just depends on what I need for that particular task or goal. But I’m glad the features are available for when I do need them!
It’s important to just play around with Trello and figure out what works for you.
The feature I use most is the checklist to break down my tasks into even smaller sub-tasks. And, if the checklist gets too long, you can just make it into its own separate list or cards!
Power-ups and other tools
Trello also offers power-ups where you can add automations or sync up with other apps to make it even more functional.
One other tool I wanted to mention is the Chrome extension “List Layouts for Trello.” I use this all the time so all my lists aren’t in a single row. This extension will add extra rows so you can see most of your lists all at once. It’s super helpful to see the entire picture on your screen!
Another awesome power up is the calendar feature. This is super helpful if you are adding deadlines to your cards.
The power up allows you to switch to a calendar view so you can see that cards that way organized by deadline.
Beyond Goal Setting
Trello has so many more amazing uses outside of setting goals. I’ve made boards for specific business projects, for my routine and schedule, meal planning, a CRM, and so much more.
With a tool like Trello the possibilities are pretty much endless and you can find some really great ideas out there to organize your entire life there.
If you do decide you love Trello too and want to use it more to organize your life, I’d recommend doing just one things at a time so it doesn’t get too overwhelming.
You could start with the goal planner, then a menu plan, and so on.
However you use Trello I’m sure you will find it to be a great organizational tool!
Putting it all together
This may seem like a lot – but don’t get overwhelmed! Start with the basic lists and cards and go from there.
And play around with the system too to see what works best for you and your particular goals.
So, let’s recap –
You can use Trello to create and track your goals by making lists for yearly, monthly, weekly, and daily tasks.
You can also create separate lists for repeating tasks.
That’s the basics, but from there you can add labels, power-ups, checklists, and more.
I hope this was helpful for you as you set up your own workflow to reach your goals.
But better yet – you don’t have to start from scratch!
If you want to try out this system for yourself, sign up below and I’ll send you the link so you can copy my Trello board!