Planning an Event in Trello

Quick reference

• 00:00 Hello everyone, welcome back to Essential Productivity.
• 00:07 I'm Francesco, and I'm your host for this GoSkills course.
• 00:11 What we're going to do in this feature is really talk about event
• 00:14 planning with Trello.
• 00:15 I know a lot of event planners who use this resource,
• 00:19 mainly because when it comes to organizing an event there's lots of manic things.
• 00:24 And a lot of the time, you need the best functions to view things visually.
• 00:28 And Trello delivers on that in a few different ways.
• 00:32 Here this is a board that I made in the first feature and
• 00:35 something that I wanted to demo what it's like being able to set up an event.
• 00:39 So when you're actually setting up an event,
• 00:41 it's obviously important to have a clear map.
• 00:44 Once you get started with a board,
• 00:46 it's probably best you create a board per event.
• 00:49 And as you can see, I've started this one with Monday, Tuesday, Wednesday, Thursday.
• 00:53 This might be very specific to you.
• 00:55 So you might need to have it as Monday the 11th,
• 00:57 for example, Tuesday the 12th, the 13th, etc.
• 01:01 So this is a way for you to be very specific about the dates.
• 01:05 So you can write here all of the activities that you've got planed.
• 01:08 Create garments for the event, and you can add all of these tasks here.
• 01:13 So let's add a few.
• 01:18 So as you can see, we've got a few activities in there to get doing, so
• 01:22 this is going to be for a wedding, for example.
• 01:25 All of these activities will be really important to the wedding.
• 01:27 So actually having them pinned down in your calendar is important.
• 01:31 The more important stuff, what you want to do, so for example,
• 01:34 maybe plan the wedding dress demo.
• 01:36 And that has a specific time.
• 01:37 You wouldn't wanna use a due date feature.
• 01:39 Monday the 12th at 11 o'clock, that's a good time to organize for a dress there.
• 01:45 And maybe you want to associate it to someone in the team so
• 01:48 you could add a member quickly.
• 01:50 And then let's say you wanna plan the final church details with the vicker.
• 01:53 Then you can move that over to the Tuesday and 3 o'clock that you do that.
• 01:58 The big day is always important for you to attend to.
• 02:00 Say Thursday you wanna put it at 3 o'clock too 'cause that's when the big day is and
• 02:06 this is awesome because you can start seeing all of the activities
• 02:08 associated to the dates.
• 02:10 This comes into value when you click the calendar powerup.
• 02:13 Once you've got the calendar powerup, you can see that week ahead and
• 02:15 all the activities that you need to do.
• 02:16 You can see it actually in week view,
• 02:18 which makes it a bit more efficient to view the cards that are in there.
• 02:22 And you can hit today as well to skip forward to today.
• 02:25 You can see that this is all available.
• 02:27 And you can click into that, adding all of the detail attachments that are needed.
• 02:31 If you wanted to add in some computer attachments from Google Drive, Dropbox,
• 02:35 Box, One Drive, etc., and attach any links, which can be very handy.
• 02:40 So for example, going back to the regular page.
• 02:43 Check over the guest list.
• 02:44 Maybe you actually have the guest list and
• 02:46 you want to attach it from Google Drive as a long list.
• 02:49 So this is something that you can have there available.
• 02:52 So it's very easy to do, and very well visually set up.
• 02:56 Now, the good thing is I was saying before, you can edit the labels.
• 02:59 For example, if I wanted to have non-urgent as a label, and
• 03:04 I wanted to have urgent, so for example, you could associate the the garlands and
• 03:09 maybe the dress demo that's probably an important part of a wedding.
• 03:12 And then, for example, church details, urgent for example.
• 03:16 And obviously the big day's urgent.
• 03:18 So you can have these visual checkers, these labels that appear that are a good
• 03:22 way for you to quickly organize and visualize some of the activities there.
• 03:26 There's also this ability to copy the list and move the list in case you need it, and
• 03:30 move all of the cart from this list to the next list so that you save a bit of time.
• 03:35 In case Tuesday gets really busy and you're planning to find the details in
• 03:38 church but you need to drag that over to that day.
• 03:40 It's actually very handy to.
• 03:42 The good thing is while I was mentioning before,
• 03:44 in the previous feature you can invite anyone to this.
• 03:46 So if you want to copy the link,
• 03:48 only the people who are members of that board will be able to view it.
• 03:51 Which is actually a good way.
• 03:52 And let's say you wanted to check out all the items you're doing visually
• 03:56 in paper format.
• 03:56 You can quickly print and export all of the functions that are there.
• 03:59 So there's actually a really nifty way to do that, and
• 04:02 something that you should definitely explore.
• 04:05 I'm going to include some more information in the exercise,
• 04:08 helping you to evaluate a planing of an activity that you're doing using Trello.
• 04:12 Something that I think you'll find a lot of value in, so
• 04:14 it's definitely worth checking out the exercise for this one.
• 04:16 In the next feature, we're gonna talk about an editorial calendar that you can
• 04:20 use to plan all of your activities, and blogs, and things like that.
• 04:24 So we're gonna create one from scratch and demo how to do that.
• 04:26 I'll see you in the next segment.
• 04:27 Thanks very much for stopping by.

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