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Take Charge with Trello
Why Trello?
Why Trello?
Getting Started with Trello
Step 1: Sign up for Trello (for free) HERE (1:39)
Copy boards + change the background (3:30)
Current Week
What is a list? What is a card? (3:32)
Creating + using checklists (3:27)
Archiving + deleting a card (1:57)
Labeling + organizing cards (2:08)
Using the calendar + power ups (5:04)
Notifications + subscribe function (1:43)
Attaching files + master calendar list (5:50)
Biz Command Center
Biz Command Center Overview (2:24)
Workflows (6:28)
Login credentials (3:00)
Business Financials (4:54)
Scripts + testimonials (3:54)
Adding a team + members (6:13)
Clients
Client management overview (6:29)
Using custom fields power up + Zapier (7:10)
BONUS: How I organize my Direct Sales biz in Trello + Advanced labeling / filtering
BONUS: Advanced feature - Email to Board
Big Dreams + Ideas
Using your dream board (6:14)
BONUS: Goal setting + Project Scheduling to meet your revenue goals
BONUS: Is Trello the new Pinterest? + Making your vision board searchable
Home + Life
Using Trello to rock your personal stuff (11:27)
Archiving + deleting a card
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