We’re talking the “Oprah-sized” goals here, people. We’ll show you how having a weekly view of your schedule will be an absolute game changer for productivity. This is how you’re going to zero in on your focus so you’re not totally freaking out about everything that needs your attention.
So, wait: what are you getting exactly? We're glad you asked! 📅 MY WEEK Don’t even lie and try and tell us you spent less than that the last time you made a “quick stop” at Target! If you're a biz owner who is saying to yourself, "What the hell is a Trello?" right about now, then you need to get on this.
#Best trello templates how to#
This video course will show you exactly how to manage your creative business, blog, and workflow (whether you sell products or services), plus help you stick to all your commitments as a real human person, using Trello. If you’re feeling totally overwhelmed just trying to keep track of your business, your clients, your projects, and, you know, your actual life (Family? Friends? Remember them?), then you need to unlock Trello for Business. We want to copy + paste our workflow, and give you the detailed instructions on how to make it for your business. Now, we want you to be able to use our exact system. And we figured out how to make it better and better, the more we used it. Like, we actually kept using it after the initial, “OMG, this is the answer!” phase. So you can imagine our shock when we found a system that not only worked, but stuck. Let me know if this helps, and if you want more detail, I'd be happy to meet and chat about it.Seriously - for us to be productive, organized and put together, we have to have the moon in a certain phase, be standing on one foot, in a finger towards the north wind kind of pose. And also Approvals for Trello - that lets you incorporate an approval process, so if you want to be able to stamp something off and visually show that before a card moves to another list, you could do that. For instance, Crmble is a really good one for contact management if you don't wan to build out all of your own custom fields. There's a ton of power-ups that could be really useful too. So if you have a new card come in as a lead, you can assign it to one person with a checklist and give it a due date of 3 days from now, then once the card moves to client, re-assign the member, add a new due date, and a new checklist, etc.ĥ) You can use labels to indicate specific things about a client, for example if you want to sort by type of case, or their location, etc.Ħ) You can also utilize attachments to include links to anything in Clio (or any other tool that you need to use), Google Docs, PDFs, spreadsheets, etc. (You can automate all sorts of ways of getting these new cards onto the list - my personal favorite is using Forms by Trello, just send people to a link with a form, they fill it out, and it populates everything in a card in Trello.)ģ) Use custom fields for contact details (you can map that out in the form from step 2).Ĥ) Use checklists and automation to add a new checklist to a card every time it moves to a new stage, so for instance, when it moves from New Leads to New Client, you can generate a specific checklist for things you do for a new client, and you can automatically set due dates and assign members. (Honestly very similar to what Jerry said above!)ġ) Each list is a different stage the client goes through, so starting with Intake, etc.Ģ) Each card is a new client, starting in the first list at Intake.
In the meantime, here are my tips and what I've worked with my partner on building for her firm. (I don't have it ready yet, but if you want to follow my newsletter, you'll be the first to know.) Álvarez Hernández welcome to the community! my partner works at a law firm and I'm actually in the process of trying to build out some more content and templates on how lawyers can use Trello.
0 kommentar(er)
