Panic Attacks & Marketing Productivity — A Marketer’s Guide to Trello

You Know the Warning Signs

The heavy breathing paired with rocking back and forth. The repetitive shuffling and flipping of papers. The gaze into the black hole you call a to-do list as it attracts new items faster than you can complete them.

The nagging feeling that you may have forgotten a critical step among the hundreds of details you need to keep straight. The annoyance at having to recall the same steps for a process over and over. The cringe every time you open up the app that stores all your project details. The desire to burn it all down and start over.

You are about to get overwhelmed.

Let’s Do Something about It

Whether you are a B2B or B2C marketer, your job likely involves managing many projects involving a variety of task types. You create content. You manage campaigns. You orchestrate events. You track the results. You iterate. The variety of activities is only part of the challenge.

Now you have to worry about 10x the number of channels, devices, and offers. Everything feels more fluid and faster than in the past. Being mobile helps. The cloud helps. You move fast. Your team moves fast. Yet you still want more clarity and focus while executing on the details.

What are the Options?

Maintaining complicated Excel lists doesn’t provide an easy visual to identify the bottlenecks in your process. Paper is great for giving you focus on daily items but is not not ideal for collaboration. Whiteboards and sticky notes give you shared visibility, yet lack mobility.

That’s where Trello comes in. It’s simple, fluid and visual.

Trello is not another “shiny object” that will magically give you clarity on its own. Trello is a means to clarity. You can focus on the process rather than managing a tool or complicated steps.

Don’t have an account yet? Go get one. We’ll wait.

The Path to Trello Power User

You may have already tried Trello and were unsure of how to get beyond just making it another dumping ground of your to-do lists. Or perhaps you are already a Trello fan and need a few tips to get even more use out of the system.

We created the Marketer’s Guide to Trello to help you be more productive. We have used Trello for three years with our internal projects and customer engagements. We wanted to give new Trello users a jump start, while providing existing users and fans with a few tips and resources.

We didn’t want to dictate how to do your job, or prescribe a specific time management or prioritization philosophy. Trello seems simple at first. This simplicity provides the flexibility to fit how your team operates rather than the other way around. With this simplicity you get some power that may not be immediately obvious.

Download Marketer’s Guide to Trello

Here’s what you will find in the 40-page guide:

• A brief background on Kanban and how it applies to your life as a marketer
• 14 tips that you may not have tried yet
• 12 sample Trello boards for specific marketing situations. You can copy the sample boards and quickly customize them.

Want Even More?

Get the Trello Success Kit with:

• Marketer’s Guide to Trello as a PDF
• 12 custom stickers to add a little flair to your boards
• Compiled links for all 12 sample boards
• Advanced notice of new Trello tips, sample boards and related content
• Additional marketing productivity tips and resources

Download the Trello Success Kit

The Marketer’s Guide to Trello is not a static document. If you have a favorite Trello tip, please send us a note and we’ll add it to the tips board. Tell us about other sample Trello boards you want to see. Share the sample boards that keep you and your team productive.

The shine of the new year may be fading, but there’s still time for you to regain a sense of clarity into what you need to do next.

Breathe. It’s going to be ok.