Looking for a tutorial on the basics of getting started with Trello? Read our article
How to Use Trello.
Trello is a terrific tool for managing and
[collaborating with team members on work projects](/blog/trello-editorial-calendar/) and tasks.Visually, Trello’s Kanban boards are organizational bliss.You can pack a ton of detail into each card, and they let you know who’s working on what, at any given time.But Trello isn’t [just for work](/blog/trello-power-ups-for-freelancers/).You can use it to organize [just about anything](/blog/pipedrive-vs-trello), perhaps your entire life.
As Trello co-founder and Stack Overflow CEO Joel Spolsky
explains:
Some people saw Trello and said, “oh, it’s Kanban boards.For developing software the agile way.” Yeah, it’s that, but it’s also for planning a wedding, for making a list of potential vacation spots to share with your family, for keeping track of applicants to open job positions, and for a billion other things.In fact Trello is for anything where you want to maintain a list of lists with a group of people.
Spolsky says he uses about 30 Trello boards regularly with everyone in his life.
Once you see some examples of the many different ways to use Trello, you might too.
If you’re wondering what else you can use Trello for besides managing work projects, take a look at these inspiring example boards and suggestions.
Organize your day
Your days are filled with all sorts of to-dos for all areas of your life.
Having these tasks all in one place is essential to getting things done.Unlike traditional to-do apps, with Trello, you can collect your tasks into lists while still getting a bird’s eye view of your entire day.That makes it a perfect tool for planning what to do next.
Ross Rojek, CTO of GoLocalApps, has a board set up where he
organizes tasks based on the time each takes.
Alternatively, you could use lists for time blocks during the day, say, Pre-work (6-8), Morning (8-12), Early Afternoon (12-3), and so on.Then you can move tasks around as needed throughout the day and quickly identify the type of task it is using labels (for example: family, work, household, etc).
Related: Need help planning your day? Learn
[how to break your day into sections](/blog/chronotype-productivity-schedule/) to stay productive by working on the right tasks at the right time.
Track your time automatically
Time tracking isn’t just for people who need to invoice by time spent or fill out timesheets for their boss—it’s one of the best ways to increase your personal and professional productivity.
Unfortunately, the manual entry required for most time tracking methods can give you a headache.
Here’s an easy solution:
Connect Trello with RescueTime via Zapier so that every time you drag a card to your Done list, that event will be highlighted in RescueTime.
Robby Macdonell
writes:
Now I’m tracking events on different boards for my work and personal to-dos.Reviewing my highlights helps me see what I’m getting done and how balanced I’m being.Am I spending too much effort on work at the expense of personal tasks I need to get done? Or is it the other way around? That used to be a really hard question for me to answer and now it’s so much more visible.It also keeps me more organized because I know that if I use Trello, I’ll save myself some typing later when manually updating my highlights list.
The two systems compliment each other really well.
You can replicate this workflow using the pre-made template below, or learn more about
[how to automate Trello](/blog/trello-integrations/).
Create a RescueTime highlight when a Trello card is moved
[Create a RescueTime highlight when a Trello card is moved](/webintent/create-zap?template=661)
Save recipes and plan your meals
I don’t know about you, but the most trying part of my day is usually when dinnertime is approaching, and I have no idea what I’m going to cook.Meal planning is the key to avoiding the stress of thinking “What’s for dinner?” and with a meal plan, you’ll save both time and money.
Trello makes it simple to both
[organize your favorite recipes](/blog/notion-recipe-template) and plan out a week’s worth—or even months’ worth—of meals.
Create a recipe board where you can customize each card with a photo of the dish, a checklist of ingredients, and cooking instructions.For inspiration, see
Serious Eats’ J.Kenji López-Alt’s recipes board.All the templates are public, so you can copy them to your own account.
Just click Create board from template at the top of any Trello board, select the workspace you want the template saved in, then click Create.
To create a meal plan, simply add a date to the recipe card you want to make.If you go into the Trello board’s calendar view (enable it by opening your board’s menu, selecting
[Power-Ups](/blog/trello-power-up-examples/), and clicking the Add button on the Calendar card), you can then see your meal plan by week or month:
Organize your reading list
Got an ever-growing list of books you want to read? We’re with you.You could simply keep a vertical running list of book titles in a note—or add more organization by creating cards for each book in Trello.
Then, as software engineer Juvoni Beckford shares, you can track and manage every aspect of your reading life—from storing book recommendations to maintaining a reading queue to writing up book reviews for personal use.Check out his post for
complete instructions on his system or grab his Trello board template to start using it yourself.
Even better, share your books board with family and friends or co-workers to
start a book club.
Plan all the media you want to consume in a personal dashboard
Besides books, you likely have a ton of other types of media you want to get to soon.
There are games to play, TV shows to binge on, new songs to listen to, and movies to see.With all of that stuff, you could probably use a system to prioritize the media you’re going to consume.
Developer Jeff Ruberg built
his media-tracking system in Trello.It uses a familiar Soon, Next, Queued Up, Currently Doing, and Done lists structure; labels for type of media; and checklists with metadata, such as links to related articles.
Copy his public Trello media board.
Pro tip: With Trello’s custom fields Power-Up, you can add star ratings to your cards.
Learn how.
Plan a vacation
While you’re probably not heading overseas anytime soon, you can still dream (and plan) for better days to come.Besides, virtually planning for a trip is half the fun.
Trello can give you an excellent overview of all your trip’s details—from your reservation confirmations to your packing list to each day’s activities—so you can relax and actually enjoy the vacation when the time comes.
I use this for both short trips and long, packed ones since it’s easy to drag and drop cards to move plans around, staying flexible but still organized.
Run a blog or website
Running a blog or website is an ongoing project that involves juggling a lot of tasks.It’s a commitment, and to keep that site up and running without wasting time and energy, you need the right tools.
Vicky Cassidy shares
[how she organized her award-winning blog](/blog/wordpress-trello-editorial-tutorial/), Things I Made Today, with Trello, prioritized blog-related tasks with Todoist, and automated what she could with Zapier.
Trello in particular served as her hub for ideas (that is, recipes to share) and captured ideas from around the web on the fly using Zapier.Here are some of her Zaps.
Create Trello cards from new tagged Feedly articles
[Create Trello cards from new tagged Feedly articles](/webintent/create-zap?template=3174)
Cassidy also used Trello to plan content, with lists for Scheduled, To Schedule, To Make, and more.
Track your yearly goals
Every new year starts with a shiny set of targets and resolutions.But without proper tracking and commitment, it’s easy to lose sight of those goals or shove them aside as life takes over.
Trello can help you track your
[yearly goals](/blog/goal-setting-worksheet/), so you don’t get to another December without that sense of accomplishment.
Software developer and entrepreneur
Simon Purdon uses Trello to track his quarterly goal initiatives.
By breaking the big intimidating goals into smaller actionable tasks he can work on every day, it’s easier for him to achieve his annual goals.
“Every year, I set big goals in every area of my life I want to improve and break them down into quarters.Then, I transfer all the quarterly goals into my Trello board and use the goal template card.I’ll add details of each goal into a card, and it just serves as my ‘north star,’ reminding me of what I’m working towards.Next, I’ll break each goal into actionable tasks I can either do on a once-off or recurring basis.As I plan, execute, and then complete each task, I move them across my board.The idea is that if I complete all of the tasks I set out for myself, I’ll achieve my goal.
If I achieve all my quarterly goals, I’ll achieve my annual goal.”
You can set due dates for each card and use labels as progress indicators.For example, use red for “not started,” blue for “in progress,” and purple for “completed.”
Hunt for a job
Searching for a job could take months or even years.
Along the way to your perfect next job, you’ll need to keep track of the companies you want to work for, the ones you’ve applied to, interviews you’ve had, and things you need to do, such as update your resume, polish your LinkedIn profile, and follow up on job applications.
Take it from Trello’s senior product marketing manager Lauren Moon, who
used Trello in her job hunt to land her job at Trello.As she says, it helps to get organized: “I recently went through an arduous, months-long job search.I found, however, that the process really streamlined after I adopted Trello into my workflow.” Copy Trello’s job search sample board to customize it for your own job hunt.
Related: After creating your Trello job search board, check out these tips for
[growth hacking your job search](/blog/job-search-get-hired/) and finding your dream job.
Manage your money and personal budget
How do you track your money and follow a budget? A spreadsheet? Paper? If you’re already using Trello to organize other areas of your life, you might appreciate using it for personal money management too.
Create a financial plan, such as
a plan based on Dave Ramsey’s 7 baby steps, to track your progress toward achieving financial goals like building an emergency fund or paying off debt.Trello’s Kanban view will help you see at a glance where you are in the process and nudge you along.
MakeUseOf also offers a step-by-step guide to
managing a budget in Trello.
Set up cards for your paychecks and each bill you expect each month, track bills with labels, and see money left over with a separate card.Sure, it’s more manual than using an app like Mint, but if you enjoy a hands-on approach to tracking your finances, Trello could be the tool for you.
Track tax paperwork and charitable donations
Tax season is a stressful season.
Forms start flying in.Receipts seem to go missing.
The filing deadline approaches rapidly.I’m particularly affected by tax stress syndrome, having mortgage- and investment-related forms, 10 freelance forms and W2s, childcare-related expenses, and business receipts to track down and gather.It’s a lot of paperwork.
A Trello board is a useful place to keep all those moving parts together—and share with your accountant.Trello’s Stella Garber shares how she
stays organized when filing taxes and a sample tax board you can copy.
Similarly, if you donate items throughout the year, keep track of those donations on a Trello board to make sure you never miss a deduction.
Related: If Trello isn’t quite right for tracking your taxes, try one of these
[bookkeeping apps for freelancers](/blog/accounting-bookkeeping-software-freelance/).Or if keeping track of receipts is your biggest problem, solve it with one of the [best expense tracking apps](/blog/best-expense-tracking-software/).
Manage real estate
Finding a new place to live and moving into it is always an ordeal, and it’s 100 times more stressful when you’re trying to sell a home or buy a property (or both at the same time).Trello can at least help you stay organized throughout the process.
Your board can contain lists of properties you’re looking at and critical tasks, such as getting a mortgage approved and finding house movers.Management consultant Damien Saunders shares his
Trello board template for buying a house, which you can adapt for selling a home.
If you’re searching for a rental, copy and use Robyn Hendrix’s
apartment search template to organize your search.
Manage group meetings
Meetings are often seen as a colossal waste of time, but it’s not the meetings themselves that are the problem: it’s the disorganization and inadequate preparation.
If you have regular group meetups for an organization you’re part of, use Trello to plan, manage, and
[execute them successfully](/blog/effective-remote-meetings/).
Each card might be an agenda item, and you can invite everyone to contribute ahead of time.You can set time estimates, add checklists, and even assign the topics to specific people.Then, when it’s time, you can take notes on the card itself.
Marshal Davis, president of
Ascendly Marketing, uses Trello to manage quarterly meetings with his church group.The board contains their meeting agendas and discussion items under consideration.
It also automates monthly tasks, sends reminders to check in with various leaders, and automatically clears the completed task list weekly.
Trello has a
weekly teams meeting template you can customize for your company or group.
Maintain your home or organize a home improvement project
Owning a home is a ton of work that never ends.There’s always something to take care of, whether it’s updating old appliances, getting your kitchen remodeled, repairing a leaky faucet, or simply cleaning out the gutters.It’s a little easier when you have a board dedicated to tracking home-related projects (and maybe even a
[systematic process for tackling those projects](/blog/scrum-framework-personal-projects/)).
Developer Gavin Rehkemper and his wife do just that, with a
house maintenance Trello board that contains lists for each area of their house and cards for each task or project.
Got one big project you want to stay on top of, such as remodeling a bathroom? You could create a board with lists such as Budget, Contractor Estimates, Products I Like, and so on.
Pro Tip: Add attachments and photos to each card to better visualize your design choices and options.
Plan a wedding or other big event
While for now, you’re probably sticking to virtual gatherings, you might still find yourself planning for the big day.That way, it will be smooth sailing from the moment your guests arrive.
Macy Volpe writes on
To Travel & Beyond about how her Trello wedding board saved her countless times when she was planning her wedding, particularly when she needed access to information from her phone:
I saved contracts, photos, notes, and more into each card, then I kept my planning timeline updated by moving things around as needed.As usual, it took a little bit for me to figure out how Trello could work for me in this specific way, but in the end it was the only thing keeping everything together.
Her tips for using Trello include adding team members to the board to help with tasks (don’t forget to delegate to the wedding party!) and creating a weekly checklist for yourself based on the monthly tasks.
Related: Learn how to plan your wedding—and organize your entire life—
[using the Agile method](/blog/agile-method-prioritization/).
Record children’s milestones
From the time they’re born to the day they move out of your home, children go through so many changes—most of which you’ll probably want to record to look fondly back on when they’re older.
Start with the baby’s first year with this
baby milestones Trello board.It has cards to record milestones by month in one list, but you could create individual lists for each month.
Then create lists as they get older to record your kids’ report cards, achievements, and other notable events.
Share the board with family members so they too can enjoy these memorable times.
Organize your hobbies and personal collections
Many hobbies involve a collection of items and ideas for projects.If you’re a painter, you’d have a collection of brushes, paints, and canvases.If you’re a photographer, you might have more than one camera, a bunch of lenses, filters, and other accessories—plus locations or subjects to shoot and techniques to try.Or you just might be an avid collector of fountain pens, vinyl records, Funko toys, expensive whiskeys, or anything in between.
Trello’s there to help you organize your collection and hobby.The tool is flexible enough to adapt to whatever interest you want to track visually.
Sonia at Mummy Constant
uses Trello for her crochet projects, for example, while Portuguese software developer Guilherme Ferreira shows how to use Trello to manage your wine cellar.
Organize your creative writing
Back before there were tools like Trello, both budding and experienced authors used index cards to organize their ideas, plot changes, character notes, and more into flexible lists.
People still do use paper index cards, but Trello can be used the same way—only it’s digital, searchable, and easily shareable.
There are several ways you can get a better handle on your writing.For example, Mackenzie Kincaid
uses Trello to develop book ideas, track submissions, and explore short story markets by genre.You can see examples of relevant Trello boards here.
Rani Shah, on the other hand,
used Trello to complete her non-fiction book by taking a more granular approach to her everyday tasks.
My method of success was to create a (somewhat organized) Trello board to help structure both the format of the book I was writing, and also my day-to-day schedule—because holding yourself accountable to meet your writing deadlines is an entire project in itself.
Plan household chores and spring cleanings
My One Sweet Life’s Antoinette
https://www.myonesweetlife.com/how-to-use-trello-to-organize-your-cleaning-schedule/ to capture all of the tasks she wants to complete on a daily basis when it’s time to deep clean her house.
I have each card separated by room type and then within each room, I have a checklist of tasks that need to be completed.
If you find yourself distracted by lower-priority tasks when it’s time for spring cleaning, a Trello board helps you stay on track by reminding you of your most important to-dos.
You can also use Trello to plan weekly chores for your family.If you have lots of kids and want to make sure everyone’s chipping in—or if you just want to make sure you and your partner are dividing chores equally—use
this household chores Trello board template to get everyone organized (and keep everything spotless).
Plan a birthday party
When you’re planning a birthday party (virtual or in-person), there’s a lot to do: buy decorations, send invitations, plan a menu, order a cake, and more.When you’re just planning on having a few people over, parties are pretty simple to organize, but when you’re planning a big to-do, it gets overwhelming fast.
Zapier contributor Jessica Greene ran into this problem while planning her mother-in-law’s 80th birthday party:
My husband and I were trying to collaborate with his brother (who lives 2,000 miles away) to get everything ready for the party, but every time we talked, someone was confused about who was supposed to be doing what.
Finally, we created a shared Trello board showing all of the tasks, who each was assigned to, and the status.It cleared up all of the confusion and made the rest of the process much less stressful for everyone.
If you’re planning a big party—and particularly if you’re planning with others—use this
birthday party Trello board template to keep tasks organized and make sure everyone knows exactly what they’re responsible for.
Apply to college
Applying for college is a multi-year, multi-step process with tons of tasks and lots of varying deadlines.Trello can help you keep everything organized so that you don’t miss out on getting into the college of your dreams because of a simple oversight.
A
University of Chicago student, CJ, started using Trello at the end of their junior year of high school to keep everything organized:
I used Trello to organize myself and it helped me immensely.The system that I used helped me keep track of deadlines, requirements, and procedures for each different school.
It allowed me to keep brief descriptions of different schools and programs accessible for comparison throughout the process.I could keep all my essays in one place, keep track of my progress on those essays, recall which schools I had visited/interviewed at, and which scholarships I had applied to at each school.Basically, I could keep all of my college application information in one place and organize/go through it easily.
Starting out, CJ used three lists to keep track of schools she was interested in visiting: Plan to Visit, Do Not Visit, and Visited.Then, she moved cards from those lists into her next queue of lists: Will Apply, Might Apply, and Won’t Apply.Once it was time to start applying, she created cards for each college to keep track of all of the unique application materials requested and deadlines—along with other ancillary to-dos like filling out a FAFSA.
Plan your study timetable for the academic year
If you’re taking classes, a study plan can provide a clear roadmap, reduce stress, and help you prepare adequately for your exams.
Throughout her university days,
Juliet John used her Trello boards to organize all her law courses into bite-sized chunks, set weekly reading targets, and monitor her study progress every semester.That way, she could complete an entire course outline at least two weeks before exams and have plenty more time for revisions.
To create a study plan, simply create lists for all your courses, then organize the different topics you need to study into cards.
Your cards can contain the goal for each study session and other critical elements like key points, due dates, and study materials.As you meet your weekly study target, move the cards across your screen so you know what to focus on at every point.
Want to study with friends? Use Trello to organize study groups.Just invite your friends and assign study topics to them.Then, use Power-Ups and automation to manage your board.
If you’re a medical student, see
Becky Lossing’s study board for inspiration.It’s public, so you can copy it to your account.
Stay on top of your holiday shopping
The first weeks of December are crucial to get that holiday shopping prep in.
As people swarm to virtual checkouts, their baskets laden with goodies for the in-laws, friends, family, and co-workers, you might experience sudden panic over the prospect of empty shelves.
But prepping doesn’t have to be stressful.
Brittany Joiner, a Trello nerd who writes on Substack,
https://trello.substack.com/p/holiday-shopping-with-trello to create a card for every person she’s planning to buy a gift for.She inserts links to online products, adds pictures, and writes notes to keep track of her progress.
“One of my favorite Trello boards I’ve ever created is my annual Trello holiday shopping board.
It helps me organize all the people I need to buy gifts for, what I’m planning to buy for them, and make sure no person or gift gets lost amidst all the craziness of the last couple months of the year.”
You can even collaborate with people on cards (so they can tell you that’s the wrong kind of wine), manage what’s been gift-wrapped, and track parcels directly from within cards.
Plan a Dungeons & Dragons campaign
I saved the best for last—if you’re a D&D fan, that is.The fantasy role-playing game Dungeons & Dragons can get very involved—especially if you’re the Dungeon Master.You’re immersed in an ongoing story with ever-evolving characters, plot twists, fictional locations, and random details.
You guessed it: you can plan and organize a D&D campaign with Trello.Here’s the
D&D board template, so you can totally geek out.
Use Trello for everything
If you think about it, a Trello board is basically a bunch of lists laid out horizontally on one page.
The beauty of Trello, however, is how the app is both easy to use and flexible, with checklists, attachments, labels, due dates, sharing, and drag-and-drop ease.You can use it to organize and track just about anything.
Related reading:
[Trello everything: maximize your work with the visual task management tool](/blog/trello-integrations/)
Originally published in March 2017, this post has since been updated with contributions from Jessica Greene, Elena Alston, and Juliet John.
The most recent update was in September 2023..