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How to Use Trello to Organize Your Small Business (and Save Hours Every Week)
Running a small business means juggling a million tasks — from customer messages to product orders to marketing. Trello helps you organize it all in one place, visually and stress-free.
Thank you for reading this post, don't forget to subscribe!✅ What is Trello?
Trello is a free project and task management tool that uses boards, lists, and cards to help you stay organized. Think of it like a digital whiteboard — but smarter.
How Much Does Trello Cost?
- Free Plan: Unlimited cards, up to 10 boards, mobile app access
- Paid Plans: Start at $5/month for more features like timelines, automation, and unlimited boards
️ How to Use Trello for Your Business
Step 1: Create a Free Account
- Go to
- Sign up with your email or Google account
Step 2: Create Your First Board
- Name it something like “My Business HQ” or “Orders & Tasks”
- Boards are like folders — each one holds lists and cards
Step 3: Add Lists
- Create columns like:
- “To Do”
- “In Progress”
- “Done”
- “Orders”
- “Marketing Ideas”
Step 4: Add Cards
- Each card is a task or item
- Example: “Post Instagram story,” “Send invoice to Sarah,” “Order packaging supplies”
- Add due dates, checklists, and even attach files or images
Step 5: Use Trello on Your Phone
- Download the Trello app (iOS or Android)
- Get notifications when tasks are due or updated
How Trello Helps You Get More Customers
- Stay organized so you never miss a message or order
- Plan your marketing — schedule posts, promotions, and product launches
- Collaborate with your team or freelancers easily
- Save time by seeing everything at a glance
One small business owner said:
“I used to forget customer orders. Now I track everything in Trello — and my reviews are better!”
Bonus: Trello Templates for Small Business
Start Today
Trello is free, visual, and easy to use. Whether you’re a solo entrepreneur or managing a small team, it helps you stay focused and grow faster.