The Selz team talks to hundreds of small business owners every week.
One of the most common struggles I hear about, besides increasing sales, is figuring out how to prioritize the important stuff. In a time-crunched world, it is difficult to know what to do each day to move the business forward.
When you’re the only person on the team or the team you work on is quite small, it can be hard to figure out what steps to take next, which can be a huge pitfall in your business.
Finding the right tools to organize your ideas and tasks is one of the best ways to grow your business.
At Selz, we use Trello to manage everything from content strategy, day-to-day tasks, and ideas for blog posts and upcoming projects.
This is why we’ve decided to highlight Trello because we know how effective Trello is and how easy it is to prioritize the important stuff with the platform.
What Is Trello?
Trello is a cloud-based project management system. It’s also a great space to collaborate with your team.
What are Trello’s Features?
Trello seems simple out of the box – and it is; yet, it is impressive when you learn how to harness the features of the platform.
For example, you can:
- Drag and drop cards from list to list, or archive them
- Upload images directly from your hard drive, Google Drive, Dropbox, Box and OneDrive to cards
- Add due dates, assign cards to team members, label cards and create checklists
- Add organizations, keep boards private, or share with the whole organization
- Star your boards for easy access
For more details on everything that Trello has to offer, check out their tour.
Instead of wasting paper, Trello has enabled me to move everything to my digital to-do list. It’s also an effective way to stay connected with the rest of the team and prioritize my weekly tasks.
3 Ways We Use Trello at Selz
Most of the tools Selz uses are great for small businesses and microbusinesses. Here are some of the ways we use Trello to organize not only the Selz blog, but also our outreach efforts and personal daily tasks.
Setting Business and Content Goals
We create and track our strategy for success within Trello. This is our guidepost for everything we do.
The Selz blog content strategy is organized within its own Trello board for easy access and reference when creating content for the blog.
This is a personal one of mine as I’ve finally learned how to keep myself organized without using paper!
Trello makes it super easy for those of us with creative brains to track our ideas and plan them out in a visual way. I track my daily tasks, including content that needs to be written, product updates, outreach that must be done, and community support emails that need attention.
Once I’ve finished the task, I either move it to the ‘Done’ list, or I move it to the next day if it’s something I do daily, like answer emails and process refunds.
Here are 6 Ideas for How to Prioritize the Important Stuff with Trello
The key is not to prioritize what’s on your schedule, but to schedule your priorities – Stephen Covey
1. Create a business goals board
Take a think about your business goals (increasing revenue, increasing client base, increasing website traffic) and figure out the things that need to happen to create that outcome. Create lists of what needs to be done, what’s in progress, and what’s already been done.
2. Create a weekly task board with daily lists
Prioritizing the important stuff for when you’re most productive. And, no, I don’t mean answering customer and client emails. What I’m talking about here are the things that need to happen to align with your business goals.
For example, take a look at your newsletter and content strategy as well as any upcoming projects, workshops, or guest posts you may be partaking in and schedule in tasks that you must do for that final product to be done. Break it up if you must!
Here, you can see my weekly list with creating content and outreach happening earlier in my day, rather than jumping into Facebook and email (it’s a black hole I will never come out of!)
As you can see, any tasks that are finished are moved to the ‘Done’ list. Everything not finished today, or tasks that happen daily, is shifted to the next day.
3. Create a newsletter strategy board
Schedule in when you will be sending your updates to your subscribers – you can tie this is with your content strategy or online store for more aligned messaging.
4. Create a content strategy board
Add blog post titles and schedule in publish dates on the individual card. Once a blog post has been published, add the URL for organization purposes:
5. Create a board for each aspect of your business
Social media, content, blogging, offerings (services and products), potential new products, partnerships, and programs.
6. Create a board for products or services that don’t exist yet
What do you want to create this year?
Write down all the ideas you have in a separate board and reflect on it often. Add to the list as time goes by and you’ll eventually have a working list that you can shuffle around and use as a product management tool when the time comes to start.
Learning how to prioritize the important stuff aligned with your business goals is one of the most important aspects of running a successful online business. Make this a habit, and you’ll be growing your business every day.
On to you!
Have you tried Trello yourself? If you have any tips for us or want to let us know about other awesome management tools you use, comment below!