The other day I was scrolling on Facebook when I came across a post in a group that caught my eye. It asked: "What is the biggest challenge standing between you and your business goals?"
I was just wrapping up the Go-Getter's Gain Momentum Challenge, which was all about building momentum (obviously!) and getting past hurdles and obstacles, so naturally I stopped scrolling to read the responses.
What I saw was a mix of "finding the time," "finding the energy," and "I get so overwhelmed I don't know where to start or how to keep up, so I do nothing."
If that sounds like you then read on, because I’m about to change your life in all sorts of nerdy and organizational ways.
Whether you're aiming to get more done in less time or want to find ways to achieve better results with fewer resources, it’s important to find a system that works for you!
For me, that system is Trello (...and a hefty dose of my erasable Panda Planner).
If you're not familiar with Trello yet, it's a project management platform which promises to make team work easier... and it delivers—whether or not you use it for an entire team or just yourself. I use it for my personal projects, with my VAs and also with my clients.
Instead of searching through tons or folders, documents or spreadsheets to find what you're looking for, it lets you keep track of all of your projects on one board. You can label and tag others in each task or to-do, assign due dates and make wonderfully visual lists to map out every step of the simplest or most complicated projects.
Each board is divided into lists, and each list is made up of individual cards where you can write out detailed information and attach photos, files or anything else you need! And if that's not cool enough, Trello just introduced some cool new features that go beyond the basic boards.
- Board View Upgrade
This new features allows you to switch between different board views. For example, you can switch from the regular list view to see your board as an interactive spreadsheet or as a calendar, where you can drag, drop, edit and have a full view of the month (my favorite!)
2. New Card System
You can now bring things from external services into the app and embed the content into the cards, rather than posting a simple link to take you to the document.
What does that mean for you?
You can now edit your Google Docs directly with Trello, making the process much quicker and saving you from the chaos of having TONS of tabs open.
Another feature is the Dashboard View, which provides a breakdown that allows you to see things based on the different labels they have and their due dates.
4. Street View
Street View is also a new addition. This one is particularly useful for real estate agents and service teams, because it displays an interactive map when there are locations associated with your content.
There's so much to do as a business owner, and often so much overwhelm—keeping yourself organized and on track is one of the best things you can do for yourself (and your sanity). The problem is, there's a lot of software out there, and it can be really intimidating and time consuming when you don't know how to use it.
My recommendation: SIMPLIFY.
How do you do that?
Keep things as simple and streamlined as possible by choosing 2-3 tools that will make the absolute biggest impact in your business, and investing some time in learning them well. For me, those tools are Trello, Ontraport and Quickbooks.
The benefits?
Being more organized almost guarantees that you’ll be more productive, which puts you on the right path—not only to achieve your goals, but also to improve your focus, stay on task and enjoy your day-to-day work.
