How To

How To : Setup Your Trello Notifications so You Don’t Miss Out

Trello

Q: I don’t want to miss any updates made to a Trello card. How do I ensure that I get updates even when I’m not tagged? A: If you want to receive updates whenever team members make changes to specific cards, you want to use the “watch” function.  When you watch a card, you are notified each time there’s a new comment on the card or when someone moves or archives it. You’ll also receive notifications about card due dates and such – regardless of whether you’re tagged or not.  How to: Step 1: Open up the Trello card that you want notifications about Step 2: Under the Actions menu, select …

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How To : Create Trello Cards Straight from Your Inbox

Trello

Q: Is there an easier way to transfer information from an email to a Trello card? A: Absolutely! So this function has been super useful in instances where my clients just aren’t wired to use a tool like Trello and prefer the old school way of communicating tasks in an email (which is totally OK, by the way). You can create Trello cards simply by forwarding your email to your designated board. If you’re interested in learning more about Trello boards, I also have a blog that covers the three types of boards every business needs to have. Here’s how: Step 1: Start by opening the Trello board where you’d …

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How To : Duplicate Trello Boards so You’re Not Starting from Scratch Every Time

Trello

Q: I am onboarding three new clients and all of them are tapping into the same service. Is there an easy way to duplicate a board and set up a task management space for each client that way? 

A: First off, I LOVE this question because why in the world would you recreate a board from scratch, if you don’t need to?! In addition, if you’re presented with an opportunity to ditch the stress and simplify, standardise or automate a business process, why wouldn’t you?!

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How To: Delete an Unused WordPress Theme

How To Delete an Unused WordPress Theme

It’s easy to accumulate unused themes in your WordPress environment. Each year, the WordPress team releases a new default theme that is named after the year and this gets added automatically when you update WordPress. And, how many of you have installed themes to check them out and have a play, only to realise they didn’t meet your needs at the time? I know I have! Here’s the thing: themes can take up anywhere between 1MB and 10MB of disk space, so having a whole heap of inactive ones on your WordPress environment can weigh it down. Plus, in the same way you would declutter your home and office, it …

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How to Set up a Resend Campaign in MailChimp

Resend Campaign for MailChimp emails

Context: This post is part of a series of micro-posts that I put out on my blog. The intention behind these tiny pieces is to take one task or problem and to break it down into actionable, easy-to-follow steps. They will cover the full range of tools that you might use: MailChimp, WordPress, Trello, Asana, Facebook, Hootsuite, the works. Most of the time, the subject of these posts will be inspired by a question I’ve been asked by a client or a question I’ve seen pop up often enough in Facebook business groups and such. This week’s question is: “I want to create a resend campaign in MailChimp targeting only those …

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