IT Skills

Customized Templates for Trello




customized Trello templates designed for various purposes like project management, personal productivity, team collaboration, and event planning. These templates can be tailored to your specific needs to streamline workflows and enhance productivity.

1. Personal Productivity Template

Board Name: "Personal To-Do List"
Purpose: Organize daily tasks, habits, and personal goals.

Lists:

  1. Brain Dump: For random ideas and unorganized tasks.
  2. To-Do: Tasks you plan to complete.
  3. In Progress: Current tasks you're actively working on.
  4. Done: Completed tasks.
  5. Someday: Non-urgent or future tasks.

Example Cards:

| Card Title | Details |
|-------------------------|-------------------------------------------------|
| "Morning Routine" | Checklist: 1) Drink water, 2) Meditate, 3) Stretch |
| "Plan Monthly Budget" | Attachments: Monthly expense spreadsheet. Due Date: Feb 1 |
| "Schedule Doctor Appointment" | Due Date: Jan 30, Notes: "Check available slots online." |

2. Project Management Template

Board Name: "Project: [Project Name]"
Purpose: Manage tasks, milestones, and team collaboration for a specific project.

Lists:

  1. Backlog: Tasks or ideas not yet prioritized.
  2. To-Do: Tasks planned for the current sprint or timeline.
  3. In Progress: Ongoing tasks.
  4. Review: Tasks pending approval or quality check.
  5. Done: Completed tasks.

Example Cards:

| Card Title | Details |
|----------------------------|-----------------------------------------------|
| "Create Wireframe" | Assigned to: Alex, Checklist: 1) Home page, 2) Contact page |
| "Develop Backend API" | Assigned to: Jamie, Labels: High Priority, Due: Feb 5 |
| "Finalize Marketing Plan" | Attachments: Google Doc link, Comments: "Include target audience details." |

3. Team Collaboration Template

Board Name: "Team Tasks & Collaboration"
Purpose: Track team activities, assignments, and deadlines.

Lists:

  1. Inbox: Tasks submitted by team members or clients.
  2. Assigned Tasks: Tasks delegated to team members.
  3. In Progress: Tasks currently being worked on.
  4. Completed: Finished tasks.
  5. Blocked: Tasks that need resolution or support.

Example Cards:

| Card Title | Details |
|-------------------------------|------------------------------------------------|
| "Prepare Monthly Report" | Assigned to: Taylor, Due: Jan 31, Labels: High Priority |
| "Fix Website Bug 1234" | Assigned to: Jamie, Comments: "Check browser compatibility." |
| "Design Social Media Graphics"| Checklist: 1) Instagram, 2) Facebook, 3) Twitter |

4. Event Planning Template

Board Name: "Event: [Event Name]"
Purpose: Organize tasks and timelines for events such as weddings, conferences, or parties.

Lists:

  1. To-Do: All tasks that need to be done.
  2. In Progress: Tasks currently being handled.
  3. Confirmed/Completed: Finalized tasks like bookings or payments.
  4. Pending Follow-Up: Tasks waiting for confirmation or responses.

Example Cards:

| Card Title | Details |
|---------------------------|---------------------------------------------------|
| "Book Venue" | Due: Jan 30, Attachments: Venue quotes, Comments: "Confirm deposit." |
| "Send Invitations" | Checklist: 1) Create invite design, 2) Compile guest list |
| "Catering" | Due: Feb 5, Comments: "Finalize menu with caterer." |

5. Content Calendar Template

Board Name: "Content Marketing Calendar"
Purpose: Plan, create, and track content for blogs, social media, or email campaigns.

Lists:

  1. Ideas: Content ideas not yet assigned.
  2. To Create: Content pieces to be developed.
  3. In Progress: Content currently being worked on.
  4. Ready for Review: Drafts awaiting approval.
  5. Scheduled/Published: Final content that’s been posted or scheduled.

Example Cards:

| Card Title | Details |
|------------------------------|------------------------------------------------|
| "Instagram Reel: DIY Tips" | Labels: Instagram, Due: Feb 1, Checklist: 1) Record video, 2) Add captions |
| "Email Newsletter: February" | Attachments: Draft link, Assigned to: Alex, Status: Ready for Review |
| "Blog Post: Top 10 Trends" | Due: Feb 3, Comments: "Include SEO keywords and images." |

6. Personal Development Template

Board Name: "Personal Development Goals"
Purpose: Track progress on learning new skills, building habits, or achieving self-improvement goals.

Lists:

  1. Goals: High-level personal goals.
  2. Active Learning: Skills, habits, or tasks currently being developed.
  3. Completed: Goals or skills achieved.

Example Cards:

| Card Title | Details |
|----------------------------|-------------------------------------------------|
| "Learn Python Basics" | Attachments: Online course link, Due: Mar 1 |
| "Build Morning Routine" | Checklist: 1) Wake up at 6 AM, 2) Meditate for 10 minutes, 3) Journal |
| "Read 2 Books This Month" | Add book titles, Comments: "Track progress in Goodreads." |

7. Freelance Client Management Template

Board Name: "Freelance Projects"
Purpose: Manage multiple client projects and deadlines.

Lists:

  1. New Leads: Potential clients or inquiries.
  2. Active Projects: Current client projects.
  3. Pending Approval: Projects awaiting feedback or approval.
  4. Completed Projects: Delivered and finalized work.

Example Cards:

| Card Title | Details |
|-------------------------------|-------------------------------------------------|
| "Logo Design for Client A" | Due: Feb 10, Attachments: Initial drafts |
| "Website Development for Client B" | Comments: "Feedback due from client by Feb 5." |
| "Social Media Audit for Client C" | Labels: High Priority, Checklist: 1) Analyze metrics, 2) Recommend improvements |

8. Education Template (For Students or Teachers)

Board Name: "Study Tracker"
Purpose: Track assignments, exams, and learning resources.

Lists:

  1. Upcoming Assignments: Pending coursework.
  2. In Progress: Assignments or study topics you’re currently working on.
  3. Completed: Finished assignments or exams.
  4. Resources: Links to videos, textbooks, or online resources.

Example Cards:

| Card Title | Details |
|--------------------------|--------------------------------------------------|
| "Math Assignment 4" | Due: Feb 2, Checklist: 1) Solve problems, 2) Review notes |
| "History Exam Prep" | Notes: Focus on Chapters 5–7, Attachments: Study guide |
| "Research Paper Draft" | Due: Feb 15, Comments: "Submit draft for peer review." |

9. Product Development Template

Board Name: "Product Roadmap"
Purpose: Manage product features, development cycles, and releases.

Lists:

  1. Backlog: Feature requests and ideas.
  2. To Do: Features or tasks for the current sprint.
  3. In Progress: Active development.
  4. Testing: QA or user testing phase.
  5. Released: Completed and deployed features.

Example Cards:

| Card Title | Details |
|---------------------------------|------------------------------------------------|
| "Add User Profile Feature" | Checklist: 1) Design UI, 2) Backend integration |
| "Fix Login Bug" | Comments: "High priority for next sprint." |
| "Implement Dark Mode" | Labels: Medium Priority, Due: Mar 15 |

10. Best Practices for Customizing Trello Templates

  1. Use Power-Ups: Add tools like Calendar, Custom Fields, or Automations to enhance templates.
  2. Color-Code Labels: Create a consistent label system (e.g., red = urgent, blue = medium priority).
  3. Add Checklists: Break down tasks within cards for better tracking.
  4. Use Butler for Automation: Automate repetitive tasks, such as moving cards to “Done” when marked complete.
  5. Archive Regularly: Keep boards clean by archiving old cards and lists.
❤ If you liked this, consider supporting us by checking out Tiny Skills - 250+ Top Work & Personal Skills Made Easy