I'm currently working on building out a board for the Trello for entrepreneurs course I'm creating. The course will allow you to organize and manage your entire business from Trello. Let me know what you plan on adding into Trello in the comments below.
This was the Best Trello Tutorial Ever ! I'd say it's the Best Tutorial Period On TH-cam ! Very simple and to the point. The other Trello Tutorials tend to overcomplicate things and confuse me. This one is perfect.
This was the Best Trello Tutorial Ever ! Very simple and to the point. The other Tutorials tend to overcomplicate things and confuse me. This one is perfect.
I'm happy you found this video useful I really appreciate the detailed feedback, it helps me make better videos in the future. If you have any questions about Trello I'm here to help.
Have been looking for a simplified Trello intro video to help non-technical riding instructors understand how Trello works - and why we recommend it to organize their equine curriculums - and THIS is it! Great graphics, just the right amount of detail, perfect presentation. Many thanks!
I've already watched 3 other demos like this... each with all the fancy video editing bells and whistles... but this one is by far the BEST. No BS. Just "give the facts". Thank you!
Thanks for the detailed feedback and the kind words. happy this video helped. I appreciate your comment and it help me make better videos for everyone. I see you commented a few times and if there is anything I can help you with or anything you want to see on this channel let me know. Thanks for watching.
I hear you on this! This software/app will literally change your life. The visual aspect of Trello is game changing vs a standard boring to do list. If you need any help with anything else let me know.
GREAT VID!! Straight to the point !!! NO blah blah blah.... you covered in 15 mins what took others an hour!! - I hope to be using Trello to organize my Architectural projects and maximize workflow.
Bravo!! This is such a great overview of Trello! So concise and gets someone right to what they need to know to get started. I’m going to send this to all of my clients! I’m using Trello to show my clients what stages of completion each of their projects are at. I use board template and copy each client name from the template as I start working on tasks. It’s great but I have to go into each board one at a time to see what work needs to be done. If there is a way to connect tasks or to do’s from different client boards on to a main personal Get Things Done workflow for myself so I could see different tasks from different boards on one workspace (or board) that would be a great video! (for me).
Thanks for the great feedback and I'm happy you found this video helpful. I also GREATLY APPRECIATE you sharing this video with others. Yes there is a way to sync cards where you can have a master board and it syncs with cards on other boards. It's called "2-Way Board Sync" and there is a power-up where that can easily be done. I will put that video higher up on my to do list. I also use GTD so this power-up would be perfect.
Can we go a level deeper? i.e. Can we make tasks in a checklist into cards that nest under a parent card? I want more visibility than the checklists in cards, but the labels feel too broad. For example, I'm creating a deck to pitch an idea. The label might be "Fundraising." The card would be "Create Pitch Deck." Inside of the card, I might have 10 tasks that I want visibility into e.g. "Outline deck," "Find stats on X," "Create Revenue Model," etc. What would you recommend for this use-case? Thanks!
Both Trello and Jira integrate well with Salesforce. It all depends on your workflow you have. I would read "Sale-ing Away With The Trello And Salesforce Integration" on Trello s blog. It breaks down the Trello to Salesforce integration. If you need more then what that integration provides I would pick Jira. Hope that helps.
Pl mention how can i have all due dates including of check lists of all boards in my main calendrer at workspace level. i dont want to open calendrer by going inside a board rather a main calendrer where i can see all due dates in one instance. Thanks.
Thanks to this video, I started using Trello. There is one suggestion from my side-Using Getting Things Done (GTD System) in OneNote and OneNote tutorial video.
Thanks for the feedback. I'm happy that you found this video valuable. Your input is great and I plan on doing GTD video series in the near future. I've used GTD since 2017 and never looked back since. OneNote is on my list. it's planned for July right now with an entire series and playlist. I have a few more Trello tutorials to publish first, but be on the lookout for OneNote videos.
I started working for a CEO as his Executive Assistant/Personal Assistant. I manage his Philly business such as travel calender, his multiple homes, their expensive art collection, the childrens sports events and the familys yearly events. They new a program like this. Where do I begin? What would this look like? Could you do a video for this?
Hey Melanie! Trello would be a great solution for this. I can do a video later on about this, but let me give you some ideas to get you started. I would create one main workspace. From there I would create a board for each one of the following (Travel / Homes / Art Collection / Kids & Family). From there add the calendar power-up to all boards. Travel Board: Create lists for each trip. Create cards for each item or part of the trip or tasks that need to be done. Use due dates on each card if needed. You can use cards to add in specific travel information like flight info, hotel info or travel accommodations. Homes Board: Depending on how many homes I would create a list for each home. Fist card would be the home address and any basic info related to the house. Whatever needs to happen at those homes I would put those in cards. Art Collection Board: Not sure how extensive this is and might need more info, but if he has multiple collections and/or multiple locations you can do multiple lists for each one of those. If its just one collection I would find a way to categorize the art into multiple lists (Ex. paintings, sculptures, etc.). The make a card for each piece. Kids & Family Board: I would combined those categories because it all relates to each other. I would create a list for each person in the family including kids. Make cards for each event for the kids. Make a list for family events. I hope this helps you get started. I would need more information about the specific situation to help any further. Feel free to reach out to me at karl@theviablecoach.com
Thanks for the kind feedback and watching. I'm glad the video helped. In order for the card to turn green you have to check off all the boxes within the checklist. So when you click into a card, hit the checklist button to add a checklist. From there add items to your checklist. Once you click on ALL of the boxes to the left of the items the front of the card will change green. All items much be checked. Let me know if that helps?
hi, how can i synchonize the attachments between connected cards (pdf's fpr or example)? still cannot find it. I use " when an attachment is added to a card, for each card linked in the attachments, link the card with the item " but does not work. Any tips? thanks in advance
My Trello screen doesn’t look anything like that. What’s the difference between the iOS app and whatever it is you’re using? Even if I use a browser, it has way fewer features than what I see here. I’d really like to be able to see all the powerups and the calendar option.
Hello I really liked your video. I have one question for you. I use Trello for my small business. To send SMS notifications to clients, I use Google messages, which is connected to an Android mobile phone. Is it possible to connect Trello with Google messages? Maybe with the help of Zapier or some other app. My goal is that when the card in trello is marked as completed, the client will receive an SMS message on his android or apple phone
Trello doesn't have the option to do it with the base software. You are going to have to use Zapier with Text Integration app. Right now Google messages does not link with Zapier right now.
I'm currently working on building out a board for the Trello for entrepreneurs course I'm creating. The course will allow you to organize and manage your entire business from Trello. Let me know what you plan on adding into Trello in the comments below.
This was the Best Trello Tutorial Ever ! I'd say it's the Best Tutorial Period On TH-cam ! Very simple and to the point. The other Trello Tutorials tend to overcomplicate things and confuse me. This one is perfect.
Is it ready yet? That is the course? 4-22-24.
This was the Best Trello Tutorial Ever ! Very simple and to the point. The other Tutorials tend to overcomplicate things and confuse me. This one is perfect.
I'm happy you found this video useful I really appreciate the detailed feedback, it helps me make better videos in the future. If you have any questions about Trello I'm here to help.
Have been looking for a simplified Trello intro video to help non-technical riding instructors understand how Trello works - and why we recommend it to organize their equine curriculums - and THIS is it! Great graphics, just the right amount of detail, perfect presentation. Many thanks!
Finally I found a video showing what to do in plain language. Thanks your hard work.
Thanks for the comment. I appreciate you taking the time to give me feedback. It really helps me make better content. Good luck with Trello.
I've already watched 3 other demos like this... each with all the fancy video editing bells and whistles... but this one is by far the BEST. No BS. Just "give the facts". Thank you!
Thanks for the detailed feedback and the kind words. happy this video helped. I appreciate your comment and it help me make better videos for everyone. I see you commented a few times and if there is anything I can help you with or anything you want to see on this channel let me know. Thanks for watching.
@theviablecoach how does this look on an app for field guys? Are we able to set permissions ?
I have ADHD; so I want to use this to get my life organized. Thanks!
I hear you on this! This software/app will literally change your life. The visual aspect of Trello is game changing vs a standard boring to do list. If you need any help with anything else let me know.
you made me love trello with ease
I had been looking for a good tutorial for like 3 hours, thanks God I finally landed here. Thank you so much for creating such a great tutorial ❤❤
GREAT VID!! Straight to the point !!! NO blah blah blah.... you covered in 15 mins what took others an hour!! - I hope to be using Trello to organize my Architectural projects and maximize workflow.
Excellent information. Thank you for sharing!
Bravo!! This is such a great overview of Trello! So concise and gets someone right to what they need to know to get started. I’m going to send this to all of my clients!
I’m using Trello to show my clients what stages of completion each of their projects are at. I use board template and copy each client name from the template as I start working on tasks. It’s great but I have to go into each board one at a time to see what work needs to be done. If there is a way to connect tasks or to do’s from different client boards on to a main personal Get Things Done workflow for myself so I could see different tasks from different boards on one workspace (or board) that would be a great video! (for me).
Thanks for the great feedback and I'm happy you found this video helpful. I also GREATLY APPRECIATE you sharing this video with others.
Yes there is a way to sync cards where you can have a master board and it syncs with cards on other boards. It's called "2-Way Board Sync" and there is a power-up where that can easily be done. I will put that video higher up on my to do list. I also use GTD so this power-up would be perfect.
building out a board for my busineses of ideas/ projects so that we can ensure we don't get delayed. Thanks for this video, super helpful
my left ear enjoyed the intro
Very well explained - I'm becoming motivated again
Thanks for the great feedback. I appreciate it. Hope all goes will with your future projects and goals!
Great video. I got a Notion trial but found it a little too cumbersome to set up. Will give this a shot for sure.
This was great! Thank you so much! So clear and concise. Subscribed!
Great Video! Thank you!, Organized and to the point.
Can we go a level deeper? i.e. Can we make tasks in a checklist into cards that nest under a parent card? I want more visibility than the checklists in cards, but the labels feel too broad.
For example, I'm creating a deck to pitch an idea. The label might be "Fundraising." The card would be "Create Pitch Deck." Inside of the card, I might have 10 tasks that I want visibility into e.g. "Outline deck," "Find stats on X," "Create Revenue Model," etc.
What would you recommend for this use-case? Thanks!
Great video! Thank you for posting.
can you show me how the automation works..i love your tutorials
I subscribed right after watching the video. Amazing work Sir
Thanks Coach. This video was clear and crisp. Much appreciated.
Thanks for this. I'm thinking about using this for managing some tasks related to Salesforce. Not sure about Trello or Jira.
Both Trello and Jira integrate well with Salesforce. It all depends on your workflow you have. I would read "Sale-ing Away With The Trello And Salesforce Integration" on Trello
s blog. It breaks down the Trello to Salesforce integration. If you need more then what that integration provides I would pick Jira. Hope that helps.
Super helpful!
Glad to hear this was helpful. Thanks for taking the time to watch the video and support the channel.
Thanks
You're welcome. Happy you found this helpful.
thank you for this
You're very welcome! Glad that it helped you.
Great tutes!
I'm working with Trello to oversee 12 different projects within a San Diego park.
I’m in the process of adding daily systems for daily tasks for the office staffs
Thank you
Pl mention how can i have all due dates including of check lists of all boards in my main calendrer at workspace level. i dont want to open calendrer by going inside a board rather a main calendrer where i can see all due dates in one instance. Thanks.
Thanks to this video, I started using Trello.
There is one suggestion from my side-Using Getting Things Done (GTD System) in OneNote and OneNote tutorial video.
Thanks for the feedback. I'm happy that you found this video valuable. Your input is great and I plan on doing GTD video series in the near future. I've used GTD since 2017 and never looked back since. OneNote is on my list. it's planned for July right now with an entire series and playlist. I have a few more Trello tutorials to publish first, but be on the lookout for OneNote videos.
I started working for a CEO as his Executive Assistant/Personal Assistant. I manage his Philly business such as travel calender, his multiple homes, their expensive art collection, the childrens sports events and the familys yearly events. They new a program like this. Where do I begin? What would this look like? Could you do a video for this?
Hey Melanie! Trello would be a great solution for this. I can do a video later on about this, but let me give you some ideas to get you started. I would create one main workspace. From there I would create a board for each one of the following (Travel / Homes / Art Collection / Kids & Family). From there add the calendar power-up to all boards.
Travel Board: Create lists for each trip. Create cards for each item or part of the trip or tasks that need to be done. Use due dates on each card if needed. You can use cards to add in specific travel information like flight info, hotel info or travel accommodations.
Homes Board: Depending on how many homes I would create a list for each home. Fist card would be the home address and any basic info related to the house. Whatever needs to happen at those homes I would put those in cards.
Art Collection Board: Not sure how extensive this is and might need more info, but if he has multiple collections and/or multiple locations you can do multiple lists for each one of those. If its just one collection I would find a way to categorize the art into multiple lists (Ex. paintings, sculptures, etc.). The make a card for each piece.
Kids & Family Board: I would combined those categories because it all relates to each other. I would create a list for each person in the family including kids. Make cards for each event for the kids. Make a list for family events.
I hope this helps you get started. I would need more information about the specific situation to help any further. Feel free to reach out to me at karl@theviablecoach.com
Can we create sub tasks in lists?
thanks for this video! I just wanted to ask, how did you cross out the "launch new project" phrase?
Thanks for the kind feedback and watching. I'm glad the video helped.
In order for the card to turn green you have to check off all the boxes within the checklist. So when you click into a card, hit the checklist button to add a checklist. From there add items to your checklist. Once you click on ALL of the boxes to the left of the items the front of the card will change green. All items much be checked. Let me know if that helps?
Communication with my clients
I have a lot of files in one drive. Zipped and unzipped. What is easiest way to set up cards in trello.
hi, how can i synchonize the attachments between connected cards (pdf's fpr or example)? still cannot find it. I use " when an attachment is added to a card, for each card linked in the attachments, link the card with the item " but does not work. Any tips? thanks in advance
My Trello screen doesn’t look anything like that. What’s the difference between the iOS app and whatever it is you’re using? Even if I use a browser, it has way fewer features than what I see here. I’d really like to be able to see all the powerups and the calendar option.
The screen shown in this video is the desktop version. The iOS app will look completely different. Are you using desktop?
Rossie Tunnel
Hello
I really liked your video. I have one question for you. I use Trello for my small business. To send SMS notifications to clients, I use Google messages, which is connected to an Android mobile phone. Is it possible to connect Trello with Google messages? Maybe with the help of Zapier or some other app.
My goal is that when the card in trello is marked as completed, the client will receive an SMS message on his android or apple phone
Trello doesn't have the option to do it with the base software. You are going to have to use Zapier with Text Integration app. Right now Google messages does not link with Zapier right now.