Trello for beginners


how to plan your business goals with trello

It’s always a good time to start planning your goals! And today, we are going to talk about how to plan your business goals with Trello.

If you don’t know what Trello is, you can read my blog post about how to use Trello. In this article, I explain everything you need to know to get started!

You can also watch my video on YouTube: HOW TO MAKE A CONTENT CALENDAR FOR SOCIAL MEDIA IN TRELLO // Trello tutorial for beginners.

So, now, let’s dive into how to plan your business goals with Trello.

how to plan your business goals with trello


Once you are in the tool, you need to create a new board.

Name your board: BUSINESS GOALS 📈

I love using emoji in my title. It makes it more enjoyable.

Next, choose a background that you love. I believe that when things are pretty, it’s easy to go back to look at it.

I always choose images like clean desks. It motivates me.


So, you’ve to think of your lists like your “TODO”.

I like to start with the big picture. For example, since we are in September and there are only 4 months left until the end of the year. I would start with the list: GOALS TO ACHIEVE IN THE NEXT 4 MONTHS.

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The next list would be WHERE AM I AT the end of August and the last one will be what are the goals to hit in September.

See the example down below.

how to plan your business goals with trello

This method helps you achieve your goals month by month. You can also see your progression from where you started to where you are now.

If you work hard to achieve your goals, seeing your growth will keep you motivated.


To be extra organized, I like to set up my goals by cards!

Let me explain.

I am a social media consultant and content creator. My goals are related to social media, taking care of clients, and create content.

So, I would set up my next 4 months of goals like this:

Card number one would be INSTAGRAM. How high I want my engagement rate to be at for the next 4 months? How many followers and leads I want to get?

Card number 2 would be Pinterest, etc.

Once I’ve set up my goals per card and category in my first list. I would keep on going that way on the next list.


Like so:

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Here is an example of my business goals board with Trello!

how to plan your business goals with trello

I hope you guys enjoy reading how to plan your business goals with Trello.

If you’ve any questions, leave a comment or DM me on Instagram.

Thank you,

Justine Lamer


how to use trello

Are you wondering how to use Trello? But do you know, what is Trello?

Here is a quick explanation.

Trello is a collaboration tool that organizes your projects into boards. In one glance, it tells you what’s being worked on, who’s working on what, and where something is in a process. Imagine a whiteboard, filled with lists of sticky notes, with each note as a task for you and your team.

In today’s blog post, I am going to show how to use this amazing tool.

So, if you are a beginner and don’t know where to start?

Then, keep on reading.


Let’s start at the very beginning.

If you are new and heard about this organisation tool but don’t know where to start, know that I’ve got you.

So, first, you need to go on THIS WEBSITE and sign up for free!

how to use trello

By the way, Trello is a FREE tool. You can make as many boards as you want and use a lot of their features. You won’t have access to everything unless you upgrade to a paid plan.

But, the truth is that you don’t need a paid plan (just yet)

So, in this video, you will be able to create your Trello account with me.

It’s a tutorial on how to make a content calendar for social media in Trello, but I am also showing you how to create an account and set up your first Trello board.


When your account is set up, you can start creating your very first board.

To do so, click on “Create a new board”.

how to use trello

Now, you have to add a board title.

so, for this example, I will call this board “DEMO”.

However, your first board can be about your GOALS, grocery lists, or whatever things you want to organize.

how to use trello

One of the best things about Trello is that you can customize your boards!

So, after you chose your board title and before you click on that green button.

Head over the white square and choose your board background.

It can be a color or a photo.

You’ve created your first Trello board.

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It’s time to add your first list on your board.

So, think of the lists like the main thing you want to organize.

For example, if your board is your grocery list. Then, you will make different lists like:

  • Vegetable
  • Fruit
  • Meat
  • Dairy

Or you could meal plan and do

  • Monday
  • Tuesday

Etc. With the grocery, you are going to use each day.

how to use trello


Now, you need to add cards to your list.

So, the cards are the things you need to do.

In my demo example, I added the weekdays.

Each day, I am going to add cards that will be the things that I need to achieve during the week.

So, inside each card, you will be able to add:

  • A checklist
  • Due date
  • Attachment and more
how to use trello
how to use trello

And just like that, you learn to start your journey in Trello!

Thank you for reading,

Justine Lamer

how to use trello