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Taking your Trello potential to a new level! 

Quick reference

Trello Long-term Planning

Creating your own Trello board layout is important. Having that space for your ideas to flow or planning begins can be magical for your productivity. In this lesson, we are discovering several  ways and approaches you can use when setting up your own Trello account. There are many boards and scenarios we discuss in this lesson to hopefully uncover the best board layout and experience for you. 

When to use

  • As you look to excel your Trello use to all the aspects of your life 
  • Taking control of your long-term planning inside Trello 

Instructions

3 different types of boards you can try:

  • Monthly goals, e.g. 12 months (one list per month)
  • Weekly goals (one list per week)
  • To-do, Doing, Done

Hints & tips

  • Use the Trello Power-up Calendar option to visualise all those goals on a calendar 
  • Aim to keep your boards to a small, effective amount for your projects 
  • Use these board for planning any size projects 
  • Take time to review the boards weekly 
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  • 00:04 Hello everyone, and welcome to the final segment on the Trello section
  • 00:09 inside of the essential productivity training here on GoSkills.
  • 00:13 In this final feature, we're going to dive into a few ways
  • 00:17 that you can utilize Trello in lots of different scenarios.
  • 00:20 We're going to be specifically talking a little bit about long-term planning,
  • 00:25 career planning, week planning, and
  • 00:28 all of the different ways that you can use Trello in all of these scenarios.
  • 00:32 Because the great thing about Trello is it's super-duper flexible.
  • 00:36 And as you can see by this board here, I have used it in a multitude of
  • 00:41 ways that has been so useful and so beneficial for my activities.
  • 00:46 So as I was saying,
  • 00:47 long term planning is something that a lot of people use Trello for.
  • 00:51 And as you can see, some of my freelance work has been based around goals and
  • 00:55 projects.
  • 00:56 It's really dependent on how you want to set things up, but it can be easily done.
  • 01:01 The great way to start is by creating a brand new board,
  • 01:05 giving it a name like 12 month goals.
  • 01:10 Once you've created a board, you've created a space for
  • 01:13 you to start putting those goals down.
  • 01:15 And if you wanted a long-term plan, maybe 12 month, is long term planning for
  • 01:19 you, you can start listing your month by month goals.
  • 01:23 So for example, I could put here, January Months Goals.
  • 01:28 And then from this structure I can start listing out all of the per month goals
  • 01:33 that I want to include.
  • 01:35 So for example, let's say in February I want to run a marathon.
  • 01:38 So I've added a few additional goals.
  • 01:40 And of course, we talked a little bit about the inside activities that you can
  • 01:44 use inside of Trello cards, like using due dates and
  • 01:47 checklists to help plan and organize its activities.
  • 01:51 And of course in this scenario you can do absolutely that,
  • 01:54 you can start adding all of those brilliant things.
  • 01:57 I've added a few here.
  • 01:58 So for example, plan full wedding, run marathon, launch new podcast, and
  • 02:02 speak at one event.
  • 02:04 Maybe I want to add more, and of course you can add as many as you like.
  • 02:08 Now, when it comes to planning a specific project,
  • 02:11 there are many different ways that you can use Trello to organize all of that.
  • 02:15 So for example here I have Wedding 2018,
  • 02:17 we talked about this in the last few features.
  • 02:20 And this is a good way to plan a different project that you've got on.
  • 02:23 You can visualize and see all of the items you have.
  • 02:26 But let's say I want to jump over to the marathon run that I've got planned,
  • 02:31 I can utilize a very similar tactic to this.
  • 02:34 If it's a fair few months away I can use the month
  • 02:37 layout versus the week layout that I did inside the wedding thing.
  • 02:41 But it's really easy just to get started with,
  • 02:43 and there's tons of templates that can be very useful for
  • 02:46 getting started, something that we'll include in the description below.
  • 02:50 Just going onto this simple to-do list, this is something that a lot of people
  • 02:53 tend to miss out on when they're getting started with a resource like Trello.
  • 02:59 A simple to-do list can be a great way to start actioning all of the items.
  • 03:03 So as you can see here, this is a To-Do List, and
  • 03:05 you can move the different items between the different stages of completion.
  • 03:10 So maybe I'm buying the new Google Pixel, and I'm actually doing it now,
  • 03:13 that means that I've just finished it, it is done.
  • 03:16 You can move them across the various states, and
  • 03:19 it can be a very helpful tactic.
  • 03:21 And the great thing about this is there are so
  • 03:23 many different ways that you can use Trello.
  • 03:25 We talked about how I used it for a video calendar,
  • 03:28 how you can use it to launch different projects, there's one on here.
  • 03:31 For this GoSkills course that I've got, the actual doing, done process.
  • 03:35 And it's very easy just to get started, creating your own zone, and
  • 03:39 you can even use it with teams to plan your long-term goals.
  • 03:42 So hopefully that gave you a bit more insight into how you can use long-term
  • 03:46 planning functions.
  • 03:47 I'll include a few templates in the description, so you can go away and
  • 03:52 download a few of those.
  • 03:53 We hope that you enjoyed Trello section, and
  • 03:55 we're looking forward to diving into more topics with you.

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