Productivity

How to Organize Your Month with Trello

Between working full-time, running a business, and studying for my MA (not to mention keeping the house clean and everything else that comes with life), my days are pretty busy.

Every day is a balancing act of work, school, business, home, marriage, and friends. 

Oftentimes, I get so caught up in each day that I forget to really think about the week or even the month. Before I know it, an entire month has gone by and many of the things that I hoped to accomplished that month are left undone.

Enter Trello. 

How to Organize Your Month With Trello

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How I Organize My Month with Trello 

I’ve known about Trello for a while and even used it to plan my wedding. My husband and I shared a board and had all of our wedding tasks listed out by month (or week, when the date got closer). But after the wedding was over, Trello fell to the wayside.

So, last month, when I was looking for a new organizing tool that would help me with big picture planning, I decided to give Trello another go. And, I love it!!! 

Trello has enabled me to see all of the tasks I need to accomplish each week and plan out my month so that my goals are all scheduled in ahead of time.  

Using Trello, I’ve accomplished more for my business in the last two weeks than I did the entire month before and have spent a lot of time focusing on my goals instead of the little tasks that get in the way. 

I use my new Trello board for organizing the things that I need to get done for my business and school.

I don’t include the tasks for my day job because I have a very set 40 hours to accomplish them and don’t require as much planning ahead to fit everything in. But you can decide which types of tasks you want to use Trello to organize.

I’ll share some different uses for Trello below. But, first, here’s how I use Trello to organize my month:

Use Trello Lists for Weekly Planning 

Trello boards contain lists and cards. Lists allow you to organize cards by category, time period, or really anything. 

I’ve set up my board with a master to-do list and a different list for each week. This way, I can see all of my tasks broken down by week.

This makes it super easy to do a weekly review with Trello at the beginning of each week.

Use Trello Cards for Personal Task Management 

Trello cards are normally used to organize tasks, but you could also use them to organize documents or social media posts or, again, really anything. In this case, it makes sense for them to be tasks. 

When I start my planning for the month, I think about all of the tasks that need to be done that month and enter them as cards on my master to-do list.   

Once I’ve thought through all of my tasks, I then start to move them to the week they need to be completed. There may be some tasks that happen multiple times, like household chores. For these, you can create multiple cards – one for each day/week it needs to happen. 

Some of the coolest features on Trello are hidden in the detail section of cards. To see all of the features, just click on one of the cards you’ve created. 

After I’ve sorted my tasks by week, I assign each task a due date, which is the day within that week that I plan to accomplish the task.  

These due dates are completely flexible, so don’t worry if you’re not sure yet which day you’ll complete a certain task. 

After everything is assigned a date, I then look back and see which days or weeks are busier than others and move things around, if possible, to even it out a bit or free up certain days for relaxation. 

Related: Why I Keep a Done List (And How It Works)

Trello for Home Management 

While I haven’t included home management, household chores, etc. on my Trello board yet, Trello can be the perfect place for this. 

If you have multiple projects or types of tasks, Trello makes it easy to assign categories to each card by labeling them with a certain color. On your monthly schedule, you could mark all of your home management cards a certain color, business cards another… you get the picture. 

I prefer to keep all of my tasks on one board so that I can see the bigger picture of what needs to get done each day. But you could also create a separate board for home management and invite your family members to collaborate on the board. 

To invite people to join your board, just click the “Invite” button near the top of the page.

You can then assign different tasks to different people by clicking into the card and adding “members”.  

To make it easier for younger kids, you could also use labels to color code each child’s chores. 

Trello for Business 

Trello can also be a great tool for organizing your business.  

I showed above how I use it to organize my monthly, weekly, and daily tasks for business, but you can also use it to create your content calendar, plan launches, keep track of inventory, etc.

There really is no limit to how and what you can organize within Trello, so get creative with using it to organize all of the moving parts of your business. 

Trello for School 

Using Trello to plan out your month can make a huge difference for your grades. 

I’ve loved being able to see when each assignment is due and when there is time in my schedule to work ahead on certain assignments. It helps me stay on top of things and beat procrastination. 

If your school is based on a semester system, try looking further out than just the month and schedule out when each assignment is due for the courses you’re currently taking. 

Then, for bigger projects, break them down into steps and create a card for each step. You can give each step a due date so that you know you’re staying on track and will complete the project on time. 

One Last Note 

Trello is an incredible tool for organizing every aspect of your life. Using Trello to organize your month will help you feel ready to tackle all of the things you need to get done. 

I’d love to hear how you use Trello for organizing your life, business, or schoolwork. Share in the comments! 

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