Social media management is challenging and the one key factor to success is organization. It's impossible to juggle all the balls that you need to with social media if you aren't organized. In this article, I'm going to share ten ways that Trello will make you a social media management pro.
I use these Trello tricks to manage my blog and social media platforms. This keeps me on track and sharp. And they can help you get organized too!
If you haven’t used Trello yet, open your account here. You need Trello! It’s like a whiteboard with superpowers. (And it’s free!) This isn't a sponsored post, I just truly love their product and I want you to be more productive too.
If you're brand new to Trello, start with this intro to Trello video.
This is what your Trello Board will look like. This board is in the Trello Gold version so it has a custom background.
There aren't too many parts on your boards: lists and cards. You create lists which are the columns and fill them with the cards that are the individual tasks. You can easily move cards from list to list as the go through the workflow.
1. Build your boards
Some ideas for boards that you could use to help organize your social media management are:
- Brand assets
- Store images you create and the links to the Canva designs
- Blog post flow
- Monthly social media campaigns
- Content curation
Whatever you need to organize, create a board for it and get things moving in the right direction.
2. Create checklists
Checklists make me happy. They help me track progress and also get that awesome sense of accomplishment when I can check something off my list. Creating checklists is a snap with Trello and they are easy to copy to new cards as well.
You can add checklists in the cards from the Add section on the right of the card. When you click on Checklist, you can add a new checklist or use an existing checklist. You can see that once you start setting things up, it gets easier for future boards, lists, and cards.
To copy a checklist it, click “Add Checklist…”
Click the “Copy Items From…” select box, and find the checklist you want to copy.
Enter a title, and click “Save.” Trello will copy your checklist to the new card.
3. Add labels to color-code your work
A label is a way to categorize and sort your cards. There are ten colors to choose from and you can customize the names of the labels for each board. Cards can have multiple labels.
You can also add and remove labels pressing “l” to bring up a pop-over menu of labels. Toggle an individual label by pressing numbers between 1 and 9.
4. Work from anywhere
Trello works like magic on your desktop but is cloud-based so it syncs to other devices automatically.
Add Trello to your smartphone and your tablet for seamless use.
5. Create an editorial calendar
Thinking of your blog as a publication and creating an editorial calendar for your content will help keep you on track with your blogging. Being organized with overall themes, post ideas, and using your analytics to keep your blog readers happy can make your blogging life easier.
Once you have your editorial calendar created, you’ll find that creating more content is easier because you know just what’s coming up next. This takes some of the pressure off of creating blog content and still allows you the freedom to move articles around in the schedule or work ahead in any order that you see fit.
More reading to get serious about your blog and creatively boost your editorial calendar.
Copy this Trello board for your own Editorial Calendar.
6. Convert old spreadsheets into new Trello cards
Let's face it, you can't truly stay organized with Excel spreadsheets but you didn't have any other options. Now you do.
You can can convert an entire spreadsheet column into Trello cards by copy and pasting the list into a new Trello card. This also works with any line separated list.
7. Curate content
This tip comes from my friend Jeff Sieh of the Social Media Examiner social team. Jeff is the Pinterest and Instagram Manager. Go follow their great profiles!
Their team uses a Trello board to curate content and share their findings on a joint board. Seamless team integration keeps the board up-to-date. They can comment and tag each other on cards. Check due dates and schedule content on social media moving the cards through the lists. So smart!
Simply drag and drop to add content to a Trello board. From the Trello blog, “simply drag a URL over to a Trello board and a card is instantly created with the relevant data including the original link, a description, and even a picture.”
8. Blog tips for Trello
Trello is a gift to bloggers to keep things organized and on track. It provides a solid foundation for working solo or with a team who can edit and add to your Trello.
You can add cards for tasks and add to-do lists in each card, then move it along in your writing process. An example of a blog post work flow:
- Blog idea – add your raw ideas for blog posts.
- Researching – add your links to articles and quotes for experts to include.
- On hold – park your ideas so they don’t get lost.
- Editing and graphics
- Ready to publish
Once you have the cards set up by task, you can copy them for a new blog post with the steps and checklists.
9. Manage projects like a pro
I like to use a Trello board to keep organized for conference and webinar presentations that I'm working on. Knowing that I have my deadlines, contacts, an outline etc. all in one place helps me save ideas on the go and always be on time with the deadlines. Creating this organized timeline helps keep all the pieces together and manageable.
10. Set and keep your goals
Now that we've gotten this far, you can see that moving through tasks and checking off lists is the perfect way to stay on top of a huge variety of tasks.
Set a personal and work goal board for yourself to track the things that are most important for you to achieve. You can view and copy this board here.
Bonus! Trello shortcuts
There's a host of time-saving shortcuts but I'm going to focus on one: search. Efficient searches save time! Enter search operators.
From Trello, search operators refine your search to help you find specific cards and create highly tailored lists. Trello will suggest operators for you as you type, but here’s a list to keep in mind.
These operators will also work in the “Archive” search bar. See Archiving and deleting cards for more details.
-operator – You can add “-” to any operator to do a negative search, such as -has:members to search for cards without any members assigned.
@name – Returns cards assigned to a member. If you start typing @, Trello will suggest members for you.member: also works. @me will include onl your cards.
label: – Returns labeled cards. Trello will suggest labels for you if you start typing a name.
board:id – Returns cards within a specific board. If you start typing board:, Trello will suggest boards for you. You can search by board name, too, such as “board:trello” to search only cards on boards with trello in the board name.
I hope this article gives you some inspiration to get organize and color code to your hearts content. Being organized will help you become a better social media manager. If you liked this article, please share with your network and pin on Pinterest to help more people find it.
I'd love to hear how you use Trello! Please share in the comments below.
I love that feature too, Laura! What’s your favorite Trello feature?
Thanks for reading and commenting.
I am a Trello super fan. I use it for catching all of my ideas (anywhere, any time of day, no matter how absurd they may turn out to be), all of our household management, scheduling, work with VAs, and everything to do with blogging.
I love so many things about it. The main selling point that converted me from Evernote and Wunderlist is the ability to embed images on cards and use colourful labels. So simple but happy-inducing for this visually-centric girl.
One tip I had forgotten was the ability to drag urls into cards. I had been attaching them. Thanks for the refresher. I can’t wait to see what they add next. 🙂
Peg I LOVE your blog and have really started to put more effort into my blog being visual.
Thank you for sharing this, I just started using Trello and I love the checklist, that is now what I create my daily to do list on, and just check it off.
I will be customising it with colours and picture now as well.
Thanks for sharing!
Trello sounds interesting. I love what you’ve done with the place, your blog has such a contemporary fresh feel to it.
If Trello wouldn’t exist yet, we would have to invent it! I just love it!
Again and again I am amazed how seamlessly this tool is working.
I totally love the new feature of adding URL’s to a card. Also, saved searches are a fantastic way to leverage productivity, particularly when you have used a few operators in your search.
Peg Fitzpatrick says
Thanks for reading and commenting!
Joshua Price says
How do you feel that Trello compares to Evernote and Todoist? I try to use Evernote to keep my projects organized (hahaha) and Todoist is my everyday go to To Do Bible.
Peg Fitzpatrick says
I use Evernote for different things – keeping notes and ideas but it ever integrated into my workflow as much as Trello. I haven’t used Todoist yet. What do you like about it?
That was a very nice and useful post. I like the writing way that you have shown here.
I am awaiting for your post. Please keep posting.
Sherman Smith says
This was a great review of trello. It sounds like a great tool if you are working in a team environment. I work in IT and although we have a small team this would be perfect for us sense we all specialize in different areas.
Thanks for sharing and I hope you have a great weekend!
Prince Kapoor says
Awesome post Peg!
This Trello guide is not limited to social media management but to overall work! And I loved that excel tip, its so handy 🙂
Till now, I used Trello for bug tracking and connected with Usersnap. Now that I am about to start working on social media, Trello is going to help there too!
Thanks Peg 🙂
This might seem like a silly question, but wondering how you transfer photos/information from Trello to Instagram??
Thank you for the great article and tips! I love Trello! I wish I had known about it a long time ago. Started using it last week and got a few boards set up. Then yesterday I stumbled upon a new, and extremely similar app called Meister Task! It kind of looks like they copied Trello actually, but it’s better in some ways and I noticed on their Facebook that they’re pushing out more features regularly. It has a nice UI which will have me using it more often and includes an optional timer for each task. If you do mind mapping, they also have MindMeister which allows your to turn your map into tasks on Meister Task. I really thought I was going to stick with Trello anyway until I noticed that Meistar Task has an ‘import from Trello’ feature. haha 🙂
Thank You so much for this article – Trello is newly found love of mine and I found it very useful! Would you mind sharing how (or a link to how) to create a link to allow someone to add a board I created to their current board – as you did in the above link “Personal and Work Goals” I would greatly appreciate it. Thank You
Alison May says
I am ALWAYS so very late to the party and have only just discovered Trello, but heckity pie it’s changing my life and this overview has only confirmed that. Consider this a belated thank-you.
Thanks for this. I too am late to the party and have only just discovered how great Trello is for me and my clients, I couldn’t be without it now!
askme queryblog says
Trello sounds intriguing. I cherish what you’ve finished with the spot, your site has such a contemporary crisp feel to it.
Birgit Schultz says
thank you for this great article. I would like to push things further and wonder if there is a way to post a card’s description due date based to social media like Facebook. This would be extremely helpful and keep things in one place. I have googled a lot (that’s how I found your article) but couldn’t find anything.
Thanks so much for posting this! I’ve been struggling away with excel spreadsheets to manage my work flows and content for my small business. After stumbling across your blog I opened a Trello account and I LOVE it 😀
This will make a real difference to the way work now.
Hi Peg! Loved hearing you speak at the Megaphone Summit last month. I’ve been considering Trello since then and when I searched for it today, this post came up! I wonder if you could go into a little more detail on how this can be used for social media like Instagram. For example, can you plan your feed layout like you can with apps like Plann? I’d like to use as few “systems” as possible so I’m just curious. Thanks! And thanks again for your time at Megaphone!