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How to use Trello to plan your daily tasks: a beginners board setup for small business owners

How to use Trello to plan your daily tasks: a beginners board setup for small business owners

As a small business owner, your to-do list can feel overwhelming, especially if its scattered across sticky notes or in your head. Trello is a free, easy-to-use tool that helps you organize your daily tasks without needing tech skills. Heres a simple setup to get you started.

Why Trello works for small business owners

Trello is like a digital bulletin board. Its simple, visual, and works for anyone. It lets you:

  • Keep all your tasks in one place
  • Split big jobs into smaller, manageable steps
  • See what youve finished without complicated apps

Set up your first board

  1. Sign up for free at trello.com.
  2. Make a new board and name it something like My Weekly Tasks.
  3. Add three columns: To Do, Doing, Done.
  4. Add tasks as cards. For example, write Call client or Update website as a card and put it in the To Do column.
  5. Move cards to Doing when you start them, and Done when theyre finished.

You can add tags (like client work or errands) or due dates for reminders. Start simple to get the hang of it.

Make it work for your brain

  • Use colors for tags to spot tasks quickly if you like visuals.
  • Add checklists to cards for tasks with multiple steps, like preparing a customer order.
  • Download the Trello mobile app to check or update tasks from anywhere.

Keep it flexible

Your days can change, and thats fine. Trello makes it easy to move tasks around if plans shift.

Final thoughts

Trello is a tool to make your work life clearer and less stressful. Start with a few tasks, use it daily, and youll find your week runs smoother. No tech experience needed.