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03 Nov
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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.

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✅ 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

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.

 

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