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How to Use Trello to Manage Your Life

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How to Use Trello to Organize Your Life
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It’s time to add another application to the short list of resources that you use to make life as a working mom more manageable. Learning how to use Trello alongside Slack and Hashtag Todo/Google Calendar will take you one step closer to clarity and an organized (busy!) life.

How to Use Trello to Organize Your Life

I’m sure your first question is why do I need to learn how to use Trello and add another tool to my arsenal? Can’t I get by with the other resources I’ve implemented into my routine?  

Let’s outline how you are using those other resources –

  • Slack: If you’re a small business owner, you are using Slack to organize your communication. You’re keeping resources handy, business decisions logged and developing overall brand management in a collaborative tool that your team can utilize to move forward with your business.
  • Google Calendar: As a working mom of any kind, you are using Google Calendar to organize your time. You are developing your “virtual brain” by setting reminders for important tasks that often go overlooked, scheduling purposeful play/downtime with your family and friends, and categorizing your personal, professional and family calendars for easy access and big picture view.
  • Hashtag Todo: You’re taking your Google Calendar one step further by organizing your day. By using this handy, auto-updating to do list, you are keeping a constant tally of daily tasks that won’t slip through the cracks if your time shifts elsewhere. It’s for simple, short bits of activity that provide direction and forward momentum.

We are going to use Trello to organize your todo lists. That’s right, all 100 of them. One place. Go you!

There are a couple of ways to approach Trello. (NOTE: Trello can get powerfully complex as a business owner when you utilize “organizations” as your starting point when using the app to organize your company, but for the purposes of the everyday working woman, we’ll keep it simple for this post.) You have three major places to organize communication –

  1. Boards: Boards are full page “buckets” where you keep a series of lists.
  2. Lists: Lists are developed within a board to organized a series of cards.
  3. Cards: Cards are added to lists for tracking specific tasks.

I’ve created a sample board for us to use called Chaos & Kiddos Blog Post Board. This is our home base – My real life home base (master board) is called To Do List.

How to Use Trello

On this sample board, I’ve created a series of lists. These are separated by topics that would be relevant for a working mom. (In my real life board, my lists are separated by brand or personal priority.)

How to Use Trello

Each list has its own series of cards. So far, we’ve used boards and lists to organize the different arenas in our lives. Cards will be where we get started with “doing.”

How to Use Trello

How to Use Trello

Within each card, you have several features to take advantage of:

  • Checklists – A to do list within a to do list! Outline the steps required to complete each card.
  • Attachments – Attach documents, images and other important work related to your card.
  • Due Dates – Set due dates that will mark your cards when you’ve failed to meet your deadline.
  • Members – Share your board with other family members or employees for shared work.
  • Labels – Color code cards for easy, at-a-glance big picture clarity (In progress, pending, unassigned).
  • Subscribe – Set up notifications to keep you up to speed with team updates.
  • Activity Log – Store history, phone call notes and updates to track progress and communicate.

How to Use Trello

How to Use Trello

How to Use Trello

Move cards manually within the card by reassigning to a different list (move cards to “Done”) or drag cards from list to list in your main board view. Another great way to label lists would be to have a master “todo list” and then other lists labeled “assigned,” “in progress,” “in review,” and “complete.” Drag cards from one list to another as it moves through your workflow.

The great thing about Trello is that you organize the information in the way that makes the best sense to you. I’ve shared the way that works for me, but it’s my way. Make it your way! Consider everything you need to accomplish in the various facets of your life and what would help you most when it comes to breaking down your responsibilities into manageable portions. Develop your own creative stage and learn how to use Trello your way.

Have a Trello tip to share? Post it in the comments below!

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3 Comments

3 Comments

  1. Danielle @ tiny-trots

    September 7, 2015 at 4:59 pm

    I may need this eventually. I’m a paper and pen kind of gal, so I’m not sure I’m ever going to let this go. If I decide to move on, I will give this a shot!

    • Katy Blevins

      October 9, 2015 at 8:04 am

      I still use my paper and pen too! Trello is my all encompassing home base, but I use my paper and pen for immediate clarity. I love that feeling of scribbling an action plan down!

  2. Cidalia

    February 7, 2018 at 7:27 am

    It looks like HashtagTodo is no longer in service. Currently, I use Google Reminders to do the same thing. Available on Google Calendar (web and the official iPhone or Android apps).

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Blogging Resources

Social Media Scheduling 101: The Basics

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Social Media Scheduling | The Very Basics
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Why is social media scheduling important? 

Today’s culture, both personally and professionally, is driven by real time transparency. There are any of a million ways that we can interact with the world and share our life journeys, which has been the doorway to maintaining friendships, keeping family from afar close and celebrating life with like-minded individuals. But on the other hand, every time that phone blips that a new message has popped up, we’re driven by madness to look. It’s exhausting!!!! And ultimately incredibly time consuming. As a small business owner, the drive to build a following can be intoxicating and the pressure to be available to your clients 24/7 is crippling. How do you actually “do” your business if you’re always distracted by social media? Social media scheduling is the very best way to continue to curate and share content with your audience, while allowing yourself to focus on higher priorities in your personal and professional life.

If I schedule social media am I lying to my followers by “pretending” to be online when I’m not?

Any way that you can automate your workflow to save time and develop a routine, you are being true to yourself, your clients and most importantly, your family. The key is to appear to be accessible during high traffic times, but not actually be sitting there glued to your phone or computer hanging on every word uttered to the social media gods. Social media scheduling allows us to cater to multiple audiences at their individual peek times, gives us the opportunity to stay active and engaged while on the go and makes sure we have time to focus on what really counts.

Social Media Scheduling | The Very Basics

Where do I start?

I have two go-to programs that can work for even the most basic new learners (and have lots of advanced features for those in the know). And bonus…they’re FREE! What we’re moving towards is organized strategy. Social media scheduling allows you to develop a marketing strategy for your business and then execute it. You simple couldn’t do that properly on the fly and would get lost in the weeds. These next two tools can help put you on the path to a social media presence that translates to growth and long-term sustainability.

If you’re just digging into the social media behemoth, let’s put a simple tool to work for you while you get your bearings. Similar to how Instagram can cross post to Twitter and Facebook, Friends + Me can take your Google Plus posts and push them to several other platforms. I personally post to Google + and it carries over to Facebook, Twitter and LinkedIn. One action = 4 social media networks.

I’ll admit, this tool can be visually tricky and take a little getting used to if you’re heavy handed with links and tags. Once you get comfortable with how your posts will appear in the different feeds, you’ll tailor your original content to work across the board. It’s a fantastic way to save time by not having to manually cross-pollinate your content to each and every platform individually. It’s a great way for new learners to “phone it in” while you up your social media knowledge and a stellar way for a seasoned social media vet to knock out a task list for simple content shares.

fplus

Hootsuite is the other tool I rely heavily on. In short, it’s a one-stop shop for me to manage all of my profiles on the various platforms that I use. In its most basic form, I schedule all Twitter activity (content sharing) in here or via their Hootlet (content curating).  I can tell you it’s really the Hootlet that is life changing. This little plugin is ridiculously awesome. It allows me to wrap up items of interest in a nice little box with a beautiful little bow instantly and schedule directly from my point of interest. I can open it up from any source and schedule a tweet/share from any of my accounts instantaneously without having to copy/paste links or images into Hootsuite itself. That save of a few clicks is amazing!!!

hootlet

Here’s a snap shot of my actual Hootsuite dashboard (Don’t freak out! I have a million accounts!):
hootsuite
I am able to jump in between accounts and platforms with the click of a tab, and I can schedule posts from the top bar to any of my accounts with just a few clicks. Admittedly, I pay for the Pro version because I work the account with my business partner and I am in love with the bulk tweet upload feature (I can schedule 350 tweets at once just by uploading a simple Excel file!). Instead of having 15 different internet tabs open for each of my feeds and profiles, I can have one program open that allows me to move among them without having to constantly sign in and out depending on which profile I want to use. Again, the goal is to save time by reducing clicks and hops all over the internet and to streamline your visibility to the information that matters most to you. Here are the profiles my business partner and I manage either completely or to some degree on Hootsuite:

 

– Twitter (8 different profiles)
– Google Plus (2 business profiles)
– Facebook (4 business pages and 1 personal profile)
– Facebook groups (2 community groups)
– Instagram (3 profiles)
– Stumble Upon (1 profile)
– LinkedIn (1 profile)

 

Can you imagine if I had to sign in and out of each of these accounts at various parts of my day in order to engage on all platforms?

 

So. How does this ultimately save time? Have I just traded time spent manually posting for time spent scheduling automation? The key here is to carve out time and stick to it. Don’t be scheduling all day! It defeats the purpose. Here are some quick rules to keep in mind:

  • Set a specific day each week (or even an hour each morning/night if that’s better for you) that is devoted to scheduling the next weeks’/days’ tweets/posts/etc. Make that a calendar time in your routine. Stick to it! I do all of my scheduling first thing in the morning. That way my social media profiles are working in the background while I am completing my normal business day and any activity can just be responsive.
  • Commit to a time each evening that the phone/computer gets put away. For example, clients at The Studio now know that our business booking hours are Monday – Friday from 8AM – 5PM. If they email us during that time, they expect a response. But if they email outside of that time, they know they’ll hear from us during the next business day. We’ve educated them and we’re training ourselves. Now, when that email dings with a new inquiry, I don’t look at it if it’s after hours. They know, and I know it will be there tomorrow.
  • Give yourself a break! Cut yourself some slack! It’s ok to take a break from time to time on social media. It’s ok to not post every meal, every night out, every stylish outfit. Let go of the pressure to perform. Focus on enjoying the interactions with people and sharing your heart. You’ll find it not only comes more naturally, but more purposefully. Be IN your life. 

Pin this to your Small Business Tips & Tricks Board or your Blogging Resources Board! Don’t have one? Follow me!

Did you like this post? Check out How to Create Hyper-Linked Email Signatures in Gmail!

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Organizational Tips

How to Store and Prepare Your Used Items for Resale

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Store and Prepare Your Used Items for Resale | Chaos & Kiddos: Mommy's Survival Guide
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Using Your Resources: How to Resell Your Used Items and Buy Second Hand was the first post in this “series,” and hopefully, by now you’ve had an opportunity to read through that and determine where you want to attempt to sell your used items.

The next logical step is how in the world to keep yourself organized so that you have a steady flow of items ready for sale and can keep product “moving through the pipeline” without sucking hours from your already jam-packed schedule. The key here is ambitious preparation and forethought. A little “do it now!” vs. a “I’ll do it later!” can make staying organized a breeze.

How to Store and Prepare Your Used Items for Resale - Infographic - Tips and Tricks for Consignment and Online Sales

Here are some things that I do to stay organized with my sale items. Note: These particular steps make the most sense for consignment sales, yard sales and/or mommy swaps. Consignment stores are a bit different, but you can glean some useful tips for how to store for those too!

1. NEARBY STORAGE: I have available storage bins at the ready for new additions that no longer fit the boys in their bedroom. The most recent size(s) or season are stored under their train table so that if they try something on and it doesn’t fit, it immediately goes into the boxes. This keeps our drawers full of clothes that fit and prevents me from having to do massive sorts constantly. I try not to mix sizes and keep like items together, especially pajama sets or coordinating sets, so no hunting for missing pieces later and I know with a glance what size/season is in each box.

How to Store and Prepare Your Used Items for Resale - Storage Containers

2. BE THE OVERACHIEVER: Yup, I am that person that starts prepping for the next consignment sale the day after the most recent consignment sale is over. As soon as the hosting group’s ticketing system is cleared out and released for the next event, I start entering my items for the next sale. I print and apply tags and even hang items on hangers if required. If things need to be zip-tied or put in plastic bags and taped closed, I do it right when I am moving items from the nearby storage in #1 to the long-term storage I’m going to describe here shortly. By the time those items hit the long-term storage bin, they are prepped and ready for sale and I don’t need to see them again until I drop them off to be sold. Similar can be done for yard sales too. As you are going through items to sell, stick a price tag on them and box them up. When your next yard sale comes around, you get out the box and you’re good to go! This prevents the brutal all-nighters trying to price items or get them entered into a consignment system before the deadline. (BONUS TIP: If you are selling items online, a great time saver is to list all of your available items on a spreadsheet with their price tag and where you posted them so that you can track what is sold and what is still available. This also helps you compare which online sources are producing the best results for you!)

How to Store and Prepare Your Used Items for Resale - Organize by Size and Season

3. LONG-TERM STORAGE: I have a gigantic bin in my garage that stores all of my “ready to sell” items. It’s easily moved from the garage to the car (by the husband) and easily stored out of the way until the next event. Anything that is in that bin has been itemized, tagged, priced, etc. etc. and is literally ready to come out of the box and onto the sales floor, wherever and whatever that may be. In that box I keep everything I need to get items sale ready. I have safety pins, ticket paper, plastic bags, zip ties and hangers (which you can get free usually at your local dry cleaners or keep an eye out for the super cheap ones when they go on sale!), pens and markers. And tape! I don’t have to hunt for anything. Super efficient and super fast. A great tip for those items getting shipped would be to have packing envelopes in there too! If I have items in there that cross seasons (this can be tricky with consignments sales), I keep the furthest away season on the bottom and layer a trash bag on top to separate from the next upcoming sale items. That way I know when I deliver my items, I empty the bin until I hit the trash bag and the know those items underneath are for the next, next sale. (See!! Crazy overachiever!)

How to Store and Prepare Your Used Items for Resale - Long Term Storage

4. CAR QUICK STORAGE: If I’ve posted an item online that I am sure is going to sell quickly locally, I pop it in my car so I have it with me in case someone contacts me to buy while I’m at work. That gives me the instant opportunity to meet at a public place during my lunch hour or right after I finish up for the day, rather than having to schedule a time/location later in the week. Get it gone!

How to Store and Prepare Your Used Items for Resale - Children can help with boxes

 

Quick Reminders! Get Your Items Sold
1. Neat and clean (safety pin matching items or sets together).
2. Price fairly! Rule of thumb is usually 50% of what you paid and then down from there depending on use and quality. Potentially up from there if it’s a large popular item, but be nice!
3. Quality images. Poor pictures discourage buyers. Quality pictures project quality products!
BONUS SELLING TIP! 
Be careful with laying out items on tables. Hung items typically sell better.
Plus, messy tables = annoyed buyers and buried inventory.
 
How to Store and Prepare Your Used Items for Resale - Hang Items Instead of Putting Them on a Table
Do you have any tips for staying organized with resale items? Anything that has worked awesome for you?
Feel free to share!

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Organizational Tips

How to Overcome Your To Do List: Focus Small, Think Big

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Overcome Your To Do List | Focus Small, Think Big | Chaos & Kiddos
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I should preface this with letting you know that I have the most wonderful cleaning lady on God’s green Earth. It’s an incredible luxury that I work really hard to make sure there are available funds to budget for. I didn’t always have her though, so this is how I survived B.C. “Before Cleaning” And I still apply it to those daily tasks (all six million of them) that go beyond what she accomplishes for our family on a biweekly basis.

For the longest time, I felt like I was drowning in the big picture.  When I’d walk into my home after a long day of work and scan the big picture and see the laundry and the dishes and the laundry and the dirty floorboards and the laundry…well, you get the picture. In that 30 seconds, I was walloped with an overwhelming gut punch that there simply was not enough time to do it all. For someone like me, that gut punch equates to a quasi-panic attack, stomach pains and a literal incapacity to focus on anything other than feeling utterly useless because I don’t know where to start.

I needed a change in perspective. I needed to focus small, think big.

For me, alleviating the anxiety that I can’t possibly make any progress on the mountain of items screaming my name can be accomplished with something as simple as a to do list. Tidbit of truth, I always put something on my to do list that is already done. There’s just something about this:

1. Wake up. 
2. Pee. 
3. One load of laundry – wash, dry, fold, put away.
4. Grocery store.
5. Pack up summer clothes.

That feels amazingly awesome. Upon crossing off at least one item, maybe even two, three or ten on a really rough morning, I immediately change my tune. “Look at you, you are so ambitious. You’re already half way through your to do list.” Then I rock out my power song of the moment (don’t judge!) and dig in. I focused small, and then thought big. Translation – Set yourself a tiny goal that is easily reached and then affirm yourself. And then affirm yourself again. It makes the bigger goals feel possible.

Another great way to focus small, think big. Assign certain tasks to certain days. For example, over the course of a week, my house needs to be cleaned (B.C.). I’d walk in the door and surveying the disaster zone with the inevitable “I don’t know where to start!” I’d give up. Or I’d clean and then expect my family to sit perpetually frozen so they didn’t mess it up again. Now, I pick a room and focus on just that room. Get it done, then move on. It breaks down something like this:

Monday – Clean all bathrooms
Tuesday – Sanitize kitchen
Wednesday – Laundry
Thursday – Change sheets
Friday – Break Day – Have fun! No work!
Saturday – Vacuum downstairs
Sunday – Vacuum upstairs

This can even be applied to overwhelming events, like the in-laws are coming to stay for a week. How in the world do I get everything done!? Focus small, think big.

Monday – Clean guest room – Change sheets
Tuesday – Write out meal plan – Grocery store
Wednesday – Clean bathroom
Thursday – Clean common areas
Friday – Clean kitchen and prep food
Saturday – Pick up in-laws at airport

I break up the available time I have and assign individual tasks to the time allotments. I am managing my time, while also realizing that what seems overwhelming really isn’t once I break it down and get my ducks in a row and tell myself where to start. That way, when I come into the house and go “That laundry is a mountain! Look at those nasty, slimey baseboards!” I immediately table certain items. “Ok, laundry gets done tomorrow. Baseboards on Wednesday. Today is bathroom day.” And head in the right direction.

It’s hard work to train your brain to focus on the task at hand and block out the rest of the tasks that threaten to overwhelm you and throw you off course. But with a little practice, I’ve come to find that if I keep focusing small, I still end up at the finish line. And a lot less frazzled. The big picture gets accomplished, one tiny task at a time.

How to Overcome Your To Do List: Focus Small, Think Big

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