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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.

Prioritize The Important Stuff

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 owners 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.

Content Strategy

The Selz blog content strategy is organized within its own Trello board for easy access and reference when creating content for the blog.

Weekly Tasks

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.

Prioritize The Important Stuff

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:

Prioritize The Important Stuff

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.

Prioritize The Important Stuff

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!

About the author

Kristen Runvik

Content strategist and holistic herbalist with experience in collaborative content creation and strategy implementation, multidimensional and highly creative content development, ecommerce growth, and medicinal plant, flower, and herb expertise.

Kristen is also the Founder of Lagom Body Co., a multidimensional skincare and lifestyle brand.

5 comments

  1. Alan

    Superb post!
    I use Trello + Sunrise + testing Asana for project management, there are so many tools today, can’t decide what to use :) I recommend also Zapier, RescueTime and Grammarly for integrating all tools together, monitoring your productivity and checking spelling mistakes!
    Thanks!

    1. Kristen

      Hey Alan! Thanks for the comment (and sorry for the super long delay! Somehow missed your comment.) Trello is amazing — we love it! How have you got on with Asana? Do you still use it? We use Grammarly at Selz, too, and looove it. :)

  2. Can Kattw

    Thank you Kirsten, if you have any comments – we’d be glad to here. Yet we received only internal feedback. ;-)

  3. Can Kattw

    We use Trello heavily but it misses a calendar for all cards of all boards. Since we dont want to use another calendar like sunrise (we already use google calendar) we use Trello Calendar. Its _only_ for trello and integrates smoother than sunrise, eg. click a card to directly show it in trello or archiv a card from calendar and many features to be added soon. We developed it on our own but made it open source, so you can easily set it up in your intranet.

    1. Kristen

      Hi Can, that’s super awesome! We’ve integrated with Sunrise so far and dig it, but your Trello calendar sounds super simple and easy to use as well, so we’ll have to check it out. Thank you for sharing!

Comments are closed.