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Checklists are also great for any task that comes with a repeating process. This allows me to break any task into micro-tasks and gives a greater sense of momentum, as I'm getting work done. Here's a simplified example of what I usually 'store' in a card: Most typically, I will use checklists in a card and I'll add notes and links to the description field. I've done into more detail on this in my video on Board Velocity, but in short, here's my recommendation: ideally, one Trello card represents a piece of work that can be done in a day or less. But I also don't recommend making a separate card for each micro-task - that will just clutter up your board. You can definitely put too much into a Trello card, making it lose the advantage of giving you quickly accessible information.

With so many options, what should you populate cards with, for maximum productivity? Not Too Much, Not Too Little You can also integrate Trello with countless other apps and share data between them and Trello. What Goes Into Trello Cards?Įach Trello card can contain all kinds of information and you can use a card to represent an entire, large project or just a single task. You'll immediately see what work is in what stage and what's the most important stuff to work on next. As a result, you'll be able to get a comprehensive overview of your work at a glance, on your Trello board. Get used to sorting cards like this and periodically re-order cards as priorities shift. The advantage of having a 'Done' column is that it lets you periodically review the work you've completed in the last week or month.

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You can also choose to immediately archive tasks that are done (more on that later). The 'Done' list is for tasks that are completed. Until the editor is done with their part of the work, the task is pending for me and I want to get it out of my 'in progress' lists. At this point, the video isn't finished yet, but my work on the video is done, for the time being. An example of this from my work: when I've finished recording a video, I hand it off to my editor. The 'Waiting' list is for tasks where you've done all the work you can do and you're waiting for something or someone else. Depending on your preference, you can pull tasks into 'Today' either every morning or every evening, to plan the next day. The 'Today' list is, you guessed it, where you add tasks you want to get done today. It's better to have an imperfect plan for the week than no plan at all. Realistically, sometimes new tasks will be added during the week and you won't always be able to clear everything. Ideally, you only populate this list once a week and then empty it out over the course of the week. These are higher priority or more urgent tasks, that you want to get done by the end of the week. The 'This Week' list is where you add tasks once a week, from the 'In' list. But having it in the 'In' list gives you peace of mind, because you know this will be processed eventually. Or, when a new task comes your way, you can make sure that it's added to the list, even if you don't have time to take care of it or prioritize it right that moment. One major advantage of using this list is that you can get stuff out of your head. Whenever a new task comes in from anywhere or you have a new idea, create a card for it in the 'In' column. The 'In' list is where all new work comes in. The lists we've created each have a specific purpose. On a new board, create the following lists: So let's get right into the practical steps.

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If that all sounds a bit abstract, don't worry: the best way to learn how to use a tool is to actually use it. Within a card, you can have descriptions, links, images, checklists, due dates, team members, comments and so on.Ī card can represent a unit of work and this unit of work can be moved between different lists (or stages) on a board and even between different boards.

Each board contains one or several lists and each list can contain many cards. The workspace in Trello consists of boards, lists and cards. How to Set Up Your Personal Productivity Board If you've never used it before, I highly recommend you give it a try. They do have a premium plan, but you can use it for yourself and even with large teams, with few restrictions.

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Trello has become wildly popular over the last few years and one of the reasons is that it's not only fast and easy to use, it's also basically free forever.

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The software is loosely based on the Kanban project management method, but you can customize it to suit many different scenarios. They have an app for almost any device you can think of. Trello is a project management and task management app that works in your browser as well as on your phone or tablet.

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