Ask the Expert: Trello with Chrystal Lofton
Here are the highlights:
1:30- Start here to bypass all the tech stuff at the beginning!
3:53- What is Trello?
7:00- How to create a Trello board. Go to trello.com to create an account. On the homepage, you can either use a template or create your own board.
11:30- How to create a list.
12:30- How to create a card and move it from list to list.
13:15- Card Details
13:51- Cover
14:35- Description
15:00- Comments
15:50- Labels
16:46- Due Dates
18:28- Checklists
20:20-Attachments. You can attach files from your computer, your Google drive, drop box (and other cloud storage), and even other Trello boards! You can also link to a web page.
25:25- Powerups (your shortcuts!)
26:00- Actions. Move your card to another list or board, make a copy or turn your card into a template, and watch a card that a team member is working on.
30:13- Share. Turn your card into a link, embed it on your website, or attach an email to your card.
34:00- Chrystal’s Example Boards (Remember This and Courses & Challenges)
37:20- Business Binder Board (brand info, testimonials, social media presence, bio, income/expenses)
40:20- Gymnastics Board (expense tracking, membership/certification renewals)
45:00- Business Planner Board
Keep track of your year-long, quarterly, monthly, weekly and daily goals.
Store your Zoom links and phone numbers for recurring appointments.
Track your client’s progress including session highlights and handouts.
Organize your social media and email content.
List out your current personal & professional projects (reading, listening, learning, etc.).
Monitor your daily progress with your personal checklists (morning routine, etc.).
59:10- Free Business Planner Board Template and how to use it!
Go to https://bit.ly/2RCekR2 to get your copy of the template.
Once you have the template, Chrystal is also offering 60-minute Zoom sessions for $97 to help you make the template your own…or create your own board in Trello,.
Chrystal Lofton is a Health and Vitality Coach supporting busy moms of athletes who are mentally and physically overworked and exhausted from taking care of everyone else. She helps them learn simple, sustainable ways to boost their energy and be healthy. Visit her at 180healthandlife.com.