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A Simple Guide To Tracking Goals with Trello

A Simple Guide To Tracking Goals with Trello

Setting goals is a crucial aspect of every small business that should not be overlooked. In planning for short-term goals such as daily activities, or long-term goals such as annual growth in sales or brand awareness, a small business can strategies on how to achieve their targets. To learn more about how to set business goals, you can read this Smart Goal Setting Guide we wrote for SMEs.

Goals, however, remain nothing but dreams if they are not put into action. Fortunately, we live in the age of technology. Where every business activity has been made manageable through online tools and software applications. There are many free project management applications available for tracking all your business goals, but at the top of my list is Trello.

Trello is a project management app designed to help users plan and organize their projects into boards. The boards allow you to easily visualise and track your activities. If you are a business owner and you do not have a Trello account yet, this would be a great time to start. CLICK HERE

Here are all the ways on how to use Trello to track goals: 

Boards and Cards

Trello allows you to create separate boards for all the different projects you intend to undertake. In the boards, you can outline: -the workflow, processes, or strategies you have put in place to achieve your goals. Additionally, Trello allows you to break down these processes into actionable tasks by adding Cards containing all the various activities you need to undertake.

Trello boards are a great way to visualise all your goals and tasks at a glance. Therefore, ensuring that everything is on track and that no important detail is left out.


If you thought Trello could not get any more detailed, you’re wrong. Trello allows you to further create checklists for every task on the board. Checklists are a great way to increase productivity, and Trello will enable you to check off every item on your list. If the items on your checklists grow bigger and therefore require more planning, Trello allows you to convert them into cards with a couple of clicks.


Another great way to track your goals with Trello is by adding labels to your cards. Labels are basically colour codes that you can allocate to cards according to the different categories or priorities. For instance, you can give red labels to all your urgent priority tasks, allowing you to identify them on the board quickly. With Trello, you are also able to filter out your cards according to their labels for easy tracking and monitoring. 

Due Dates

Tasks only become actionable with added dates and deadlines. Trello allows you to add due dates on every card, along with reminders before the deadline to ensure you are always ahead of the game. This feature is particularly useful for small businesses to prevent time overruns, which may affect the schedules for any subsequent activities. The reminder feature on Trello allows you to plan in advance. Hence enabling you to remedy any delays before they occur – which is critical in achieving your goals promptly.

Card Covers

The Trello card covers allow you to create a vision board out of your goals and tasks. Card covers are visual images that you add to your cards and are visible from the board. Card Covers make boards visually appealing and inspiring, but also highly functional. By adding images that are related to the card, you can promptly identify the card on the board without having to read through each card. With this, you can easily keep track of all the activities on your board. Hence, making a mental note of what is still pending. Trello allows you to upload card covers from your computer, or select from a wide variety of images from Unsplash.


You can also track your goals on Trello by adding all the relevant attachments to the cards. With Trello, you can attach links,images, or files that are relevant to the completion of the task. With this, you can quickly build up on tasks, enabling you to instantly access all the resources you need to complete them when they are due.


One of the most incredible key features in Trello is the ability to collaborate with others on cards and boards. Trello allows you to achieve your team goals by adding your friends, employees, and colleagues to the respective tasks, for accountability and assigning of roles.

Adding your Virtual Business Manager as part of your team is a brilliant way to assign them specific tasks. This will help you achieve your goals, and keep track of how their activities contribute to your business, as a member of your team.


Power-Ups are third party apps that can be integrated to your Trello board to maximise efficiency. You can enable these apps from the board’s menu on the right. 

Trello has various Power-Ups for analytics, reporting, automation, project management, communication, and collaboration, among others, that may come in handy in tracking and achieving your goals. 

  • The Calendar Power-Up, for instance, is particularly useful, since it allows you to visualise cards on a calendar as per their due dates. You can also drag cards on the calendar to automatically change the due dates. Plus import calendar feeds into third-party calendar apps such as your Google Calendar.
  •  The Card Aging Power-Up is another excellent app that causes your cards to fade if there has been inactivity for a while. Which allows you to keep track of all your priority tasks, ensuring they get all the necessary attention.

However, the free version only allows you one power-up so choose wisely


Trello allows you to plan all your goals in detail, breaking them down into achievable tasks and enabling accountability and collaboration with other members of your team. Tracking goals with Trello has never been easier!

Download the Trello phone app to track your activities on the go. 

6 Daily Business Habits To Grow Your Business

6 Daily Business Habits To Grow Your Business

The greatest growths spurts come from the smallest changes you make in your daily habits.

Looking to ace all your 2020 business goals? Here is a list of 6 daily business habits you can adopt to get you celebrating by the end of the year.


Daily Habits For Business


1. Daily Habits To Support Your Clients

There is a business saying that, if you’re not taking care of your clients, your competitor will. Your clients are your business, so taking care of your clients and supporting them each day is not up for negotiation. It should be your top priority.

Find better solutions for your client’s needs, improve your services, thank your customers for supporting your small business, support their businesses by referring other clients to them, and source from their businesses as often as you can. Finding ways to make your clients feel important through these small but simple actions, will keep them coming, and consequently lead to larger networks and business growth.

2. Habits To Help You Be Efficient

Efficiency means using the minimum amount of resources to achieve the maximum output possible. Resources include your business’ time, capital and employees. It also involves putting all your available resources to the best possible use. Therefore, swap being busy, with being efficient, and add productivity to your business operations.

Start by selecting three tasks you can do daily to grow your business, such as marketing. Research on the best available tools for doing it, and commit to that process by allocating your resources efficiently. Automate your workflows, and delegate the small tasks to your virtual assistant. ⠀

3. How To Add Value

You have to add value to whatever you’re offering your clients, so much that they have no reason to leave. Provide both your clients and potential clients with valuable content. Build your trust with them so they can have a foretaste of how working with you would look like.

Where to start? Find what makes your business more valuable compared to your competitors, offer free short training on your social media networks, post any clever tips, hacks or new information that may be captivating and useful to your clients. You can also organize interactive social media sessions to answer any questions by your potential customers.

4. Make Sure You Sell Daily

Having an amazing product is just a small part of starting a small business. You have to learn to sell your products or services for it to be an actual viable business. Selling is about persuasion and letting your clients know that you have the best solution to their problems and needs.

To sell daily, you need to identify your most promising leads and potential customers, package your product or services, pitch your offer directly to each of them, and make sure you close the deal by getting an appointment, processing the sale or getting a down payment. Don’t forget to create a sense of urgency by making deadlines for offers and discounts so that clients can commit.

5. Daily Habits To Help Build Relationships

Getting a first sale might come easy, but you have to put in the work to keep your loyal customers coming. This can only be done by building relationships with your clients from the very first day through great, personalized service. Nurture these relationships by following up on feedbacks, offering customer loyalty discounts and checking up on your regular clients to remind them of your offers.

This will increase your referrals, grow your networks, and create opportunities for collaborations with any potential investors or financiers. Start by contacting 5 of your regular customers to thank them for their loyalty to your business, and to ask them how you can help them today.

6. Growth Actions

The first step of growing your business is increasing your customer base by reaching more people. Thanks to social media and email campaigns, you can now reach your target market by publishing and sharing engaging ads about your business services and products.

Prepare an effective marketing strategy. Consider giving exciting offers, free samples, coupons, and limited discounts to promote your business and capture the attention of more people. After all, who can resist a great offer?

Which of these 6 daily business habits will you adopt to help your business grow? Let me know.


How To Set Awesome Business Goals

How To Set Awesome Business Goals

Whether it’s increasing profits, improving customer service, expanding your business, building your brand or increasing the quality of your products, there has never been a better time to start setting your business goals.


Setting business goals is an essential part of any business if it wants to grow beyond its current operations. As a small business owner, it is so easy to get caught up in the rush of daily routine activities of running the business, that you forget to plan for its growth.

For small business owners writing down goals, provides a target for measuring progress. They give direction and motivate the business owner to maximize the available resources to attain targets. It also builds teamwork, with each member of the team working towards the fulfilment of a common goal.

The secret to setting attainable goals lies in the integration of these goals to the strategic planning process of your business. The following steps will help you to elevate your business, by progressively and consistently achieving your set goal.

Your Business Goal Strategy

#1. Outline The Vision Statement

The first step is to write down a brief statement on where you see your business in the next 5 years. This should reflect your passion as to why you started the business. For those who are more of visual thinkers, it may help to create a pictorial vision board.

#2. Break Down The Vision Into Specific Goals

In this step, list down the specific objectives in line with your vision. However, it is important to apply the SMART technique in setting your goals:

  • Specific as to the object
  • Measurable in terms of numbers,
  • Attainable by being realistic as to the available resources,
  • Relevant to the vision and
  • Time-bound with realistic deadlines.

For instance, if your vision for your business is to build and promote your brand, your goal might be to increase your cumulative online following by at least 10,000 annually. 


Smart Goal Setting ebook


Now is the time to upgrade your goals!

My Free E-Book is designed to help you master the SMART goals technique faster, without worrying about where to start. It even includes worksheets to guide you through the process.


#3. Outline Your Business Goal Strategies

Write down a number of activities you will need to undertake to achieve each goal. For this example, you might need to set up a website and social media pages, have at least 2 daily postings, post social media ads weekly, design a logo, organize for a monthly photoshoot of your new stock etc. Make your strategies as specific and time-bound as possible. 

 #4. Formulate An Action Plan

It is crucial to prepare a plan for the achievement of these strategies. While it is good to think of the bigger picture and plan in advance, planning too far in advance can be counterproductive. If you plan to complete a task in a year then chances are you won’t start immediately as your mindset is that you have plenty of time. It is, therefore, better to pick a handful of objectives to achieve each quarter then break these down into actionable activities. The action plan should contain the duration for each activity, the deadlines, timelines, and regular milestones. It is important to also plan for an effective feedback process.

# 5. Allocation Of Tasks

The practicality of your goals will be determined by how you assign activities to different people. Not all the strategies outlined will be within your skillset. It might be important at this stage to determine what you are able to take up beyond your daily activities, and what to outsource to a virtual assistant.
Organizing schedules and appointments, social media and web postings, emailing, handling orders, maintaining your client base, digital content creating, marketing and other routine activities can be outsourced to a virtual assistant so as not to get overwhelmed.

#6. Implementation

The only way to achieve your vision is through the implementation of the goals and strategies, monitoring them against previous trends and figuring out what works for your company. Discipline and accountability are important at this stage.

Setting Business Goals – The Bottom line:

If you are tired of writing goals that do nothing for your business except for collecting dust on the shelf, the above tips will be exceptionally helpful in actualising your vision for your business.