How to use Trello as a daily work-from-home planner

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Jack Wallen shows you how to use Trello to make your daily work from home more productive and efficient.

Image: mehaniq41/Adobe Stock

Trello quickly became my go-to management system. Note that I didn’t say project management system. Why? Because after using the platform for a while, I realized that it was capable of much more than managing projects. Trello can be used for workflow, automation, inventory management, task and deadline management, collaboration, time tracking, and even recipe planning. With just a little imagination, the sky’s the limit with Trello.

SEE: Recruitment Kit: Project Manager (TechRepublic Premium)

Browsing through the Trello template marketplace the other day, I came across something that could be a real boon for those working from home. The template I’m talking about is called Work From Home Daily Planner, and it helps individuals plan, collaborate, and monitor their work-from-home days.

While you could probably set up your own custom board to achieve this exact goal, starting with a preconfigured template is a great way to start. Let’s install Work From Home Daily Planner and see how it works.

What You’ll Need to Use Trello as a Daily Planner

To use this template, the only thing you will need is a working Trello account. Of course, you’ll need an account that lets you create new boards in a workspace. But that’s all you need.

How to add the template to Trello

Navigate to a workspace and create a new table (Figure A).

Figure A

Creating a new table from a workspace.

Click Create New Table, then, in the resulting pop-up window (Figure B), click Start with a template.

Figure B

The new table creation popup.

When prompted, click Explore Templates. In the resulting window, type Work From Home Daily Planner in the Find Template search bar. On the template page (Figure C), click Use Template.

Figure C

The Work From Home Daily Planner template page.

When prompted, give the board a name, select the workspace to host it, and click Create (Figure D).

Figure D

Created a new board based on the Work From Home Daily Planner template.

Once the board is created, you’ll be taken there immediately, where you can see how well laid out it is to help you better organize your work-from-home week (Figure E).

Figure E

The default layout of the Work From Home daily planner.

As you can see, the default layout of the template is very well planned.

One thing you should consider is adding the Calendar Power-Up to your board, so you can easily view your cards in a calendar format. To add the Calendar Power-Up, click the Power-Ups button, click Add Power-Ups, search for Calendar, and then click Add.

With the Calendar Power-Up added, if you click the button to launch the calendar, you’ll see your cards listed by their due dates (F-number).

F-number

The Calendar Power-Up showing the cards from my Work From Home Daily Planner board.

The rest of the Work From Home Daily Planner chart is pretty self-explanatory, so it shouldn’t take you more than a few minutes to get familiar with how it works. Add new cards for each day list to plan your work from home week.

If you’ve been struggling to get your work week going smoothly and a conventional calendar just isn’t working for you, I’m sure this Trello board template will be just what you need to get your work done. continuous daily.

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