Today I’ll share info about an exciting tool for work organization, Trello. You can find many helpful articles about this tool in Google, and I’ll hardly describe all of its functions, so don’t consider this article a review. This is more like an attempt to help you organize your business with this tool and summarize my ideas on using Trello. We’ll examine Trello from the point of affiliate marketing and see how we can use it by an example of how I apply this service.
I used to have many interesting services/apps for organizing notes, running campaigns and making to-dos. Such an approach to organizing and maintaining business really helps to focus on something important at the moment and not to lose anything at the same time. OneNote, Evernote, Google Docs, Todoist and similar to-do tools, Wunderlist, I tested all those at certain periods of time and I still have some old notes and documents scattered among them.
Trello’s allowed dropping the unnecessary services and use a single tool for the majority of daily work tasks. In just one web app you can make to-do, leave and group notes, work individually or in a team, chat inside a certain note, integrate Trello with favorite apps and services (Gmail, Slack, Evernote, Todoist, Google Drive and many more), and that’s just about 25% of its functions. Moreover, it’s not just a very nice tool, it’s also absolutely free. There are goodies that can make Trello even nicer in the paid Gold version, but the free membership doesn’t lack necessary functions, as it often happens. Developers always add something new, add support for new services and other features, and fix insignificant bugs. These are the advantages. When it comes to drawbacks, this service has none in my opinion.
Do I need to Pay?
That’s not necessary. The fee for accessing the Gold account could be regarded as a drawback, but even here there’s a way out: don’t want to pay? Invite your friend to any of your boards for collaboration or recommend Trello to someone, and you will get one month of free access to the Gold functions for free. I don’t know whether these wonderful conditions ever change and whether developers add any other monetization, but currently that’s a great option and we can say it’s free taking into account the things I said above.
By the way, I was using the free version for a long time, and, in my opinion, the paid one has nothing that’s crucial for work:
Trello’s structure is pretty simple.
Boards are the basis; here we name our boards the way that is clear only for us and can be associated with the content of the board.
Let’s say we want to save all important scripts for convenient work with trackers in Trello in order not to visit the trackers’ wiki each time when we need some necessary data. This is what we’ll get:
These are cards that are added inside a list, and we can do anything we want there: add text and images, invite colleagues, comment; post stickers, notes, deadlines, checklists and so on.
So, I’ve explained the structure briefly, now let’s move to the main topic. How Trello can be used in the workflow.
While working with, for example, popup traffic I name the board after the traffic source, one board for each source. My lists will be GEO or a campaign, it depends on circumstances or the way it’s more convenient for me at the moment, and cards can be devoted to anything: black list, white list, some tests, changes inside the campaign and so on. Here everyone will decide what’s more convenient for them personally.
For example, I use Trello for work with the Adcash traffic source. Boards are arranged by geo, and inside the geos there are their own black and white lists. There may be several campaigns or only one, checklists, statistics, to-dos and many other things in accordance with your preferences. It’s almost an ideal way to keep diaries of your campaigns as you won’t miss or lose anything and you’ll always know why at this stage you needed to do something one way and not the other.
Spying on Competitors and Data Saving
Spying is an important part of the process. It used to happen quite often before that having found an interesting landing from someone, I ripped and put it in a random folder in case I would want to use it in my work in future, and then I had to waste much time searching for that one particular landing. Trello’s allowed visualizing the findings and saving them all together in the same card for each landing: a zip file with HTML and CSS files, maybe, redirects from adplexity, a screenshot, sometimes the same landing in another language, some notes why I liked this landing and so on.
It might look like this:
It’s worth mentioning that you can store your landings, grouping them by geos or verticals, send a landing to a designer for editing simply by adding it to the landing card, make corrections on the go and so on.
If you’re one of professional spies, who are quite common in our area, you can make a board for spying and make special lists for your favorite competitors in order not to lose interesting ideas. I won’t show how I organize this part of work as it’s obvious here and not much different from my work with landings: I put domains of landings, trackers, all possible redirects, geos, examples of landings and so on into cards. With such approach, I can visit adplexity any moment using mobile or native and check my ‘favorite’ competitor. Why? People are often interested in how to look for non-occupied offers, see what offers are run now, what offer to work with. The devil is in the details, so having a couple of experienced or just interesting colleagues with unusual approach is a great source of inspiration at any moment.
Work Organization, To-do Lists
Here it’s almost the same as in any other to-do except the visualizing process and other Trello advantages. I arrange boards into categories ‘to do’, ‘in progress’, ‘done’ just to visualize the workflow. The completed tasks can be easily zipped.
This is how a to-do can roughly look like. I’ll only mention that I spent just a couple of minutes on doing this simply to show you an example. It may be bigger or smaller, you may do it any other way, with images or attachments which are also possible:
Here I’ll focus your attention on marks and colors that can be used for our cards. You can attribute names to them in order to be able to understand how urgent a task is judging by its color. Terms are also very interesting and useful. Moreover, you can add its own checklist to each card if a task contains, let’s say, several stages:
Again, it’s all clear and simple.
And one more final feature: you can set Pomello add-on for Chrome browser and assign the task status to cards from your to-do. The plugin will allow you to fulfill these tasks according to Pomodoro technique that is a productivity booster for many people.
This question is already described in another article of mine, so if you’re interested in organizing teamwork among novices or just inside any already formed group, it’s worth reading and using something yourself, adjusting the info according to your situation. As Trello’s structure is very flexible, you can organize the process any way you like. Now the service supports integration with Slack, a popular enterprise messenger, so you can ‘add new cards directly from Slack without switching between the apps’, as declared by developers. Personally, I don’t use Slack at the moment because for me/my team other messengers are enough, but I know that many people prefer Slack for teamwork, that’s why I decided that this info will be helpful for fans of this business app.
I’ll only add that there can be lots of variations concerning teamwork in Trello. In our team we often take a certain vertical for testing, display offers in a form of a list, appoint geos to each other, spread offers for tests and then post positive and negative tests in a separate list. It’s convenient and clear what works and what doesn’t.
Personal Notes and Information Structuring
As I’ve already said, I use Trello for the majority of purposes, including my personal notes on marketing, books, English learning, even for writing in this blog.
I’ve got two boards for structuring info about books – one with the books I’ve read, where I keep books in different formats, my notes and some links. The other board is for the list of recommended literature or for something I want to read. This is how the board with the books I’ve read looks like:
You can do the same thing with films, TV series and everything that can be grouped like that.
I have a separate board for my blog where I note ideas for articles, articles in progress, texts that need to be translated into English, and so on. Now my Russian blog is gradually translated into English, and that will allow me to expand my communicative horizons and improve my English skills, but once an article is translated, sometimes I need to edit it, change something or add some info. Generally, it resembles my to-do board, that’s why I won’t go deep into details.
You can run your projects, make notes or add articles from forums, structuring any data the way that’s convenient for you. That’s the charm of this tool.
Trello’s available in the form of apps for googleplay, appstore that will grant you access to any data wherever you are. There’s also a special app for Mac that is my personal favorite as it allows turning my Trello into a separate program for Mac.
Add-ons and Integration
I’ve already mentioned that Trello can be easily combined with lots of well-known business apps and services, such as Slack, Evernote, GitHub, Google Drive, Dropbox. By the way, the whole list of supported apps can be found here.
It’s also worth noting that there’s a whole lot of useful add-ons and features for Trello, from Pomodoro to the plugin for Gmail. Here I’ll mention an amazing plugin for Chrome browser and the same named app for Android, Plus for Trello. The functions of this add-on can be seen here. I’ll just add that it’ll be useful for fans of detailed reports, diagrams and timers, and will help to monitor productivity of any member of a group Trello.
Well, this isn’t Trello’s forte, but the add-on allows upgrading it.
How do you use Trello? Maybe you have some interesting ideas or you’ll have them later. Don’t hesitate to share them, this article can be updated with the help of your feedback or the most effective ideas can make a separate article. Comment! Wish you all efficient work!