For the past few months I’ve been on a serious mission to get myself organized. I started using Evernote to organize my thoughts and to do lists, I hired me an assistant (more on that later), and I’m starting to use Trello to handle projects. The great thing about Trello is it’s easy to collaborate with team members so we’re all on the same page, it keeps all the updates in 1 place, and it’s very visual.
I set up what they call “Lists” which are basically columns for the major things I need to tackle – Products, Wholesale, Orders, and Blog/Social Media Schedule.
Within those columns are individual “cards” that allow me to keep updated on the status of the project. The card below is the blog schedule for the upcoming week. The card can be shared by other members in the board, I can set a due date, attach photos/documents, create multiple checklists, etc. As things get checked off a status bar shows the amount of items completed. There is also a comments section at the bottom so that collaborators can take note or share updates as needed.
This has been really helpful to keep me and my assistant on the same page. There’s definitely still a learning curve of using it regularly, updating it, and integrating it with Evernote but we’re getting there. 🙂
What do you use for project management/CRM?