How To Use Trello To Automate And Plan Your Killer Content

killer content trello

Trello is a key component of my content creation process.

Either as part of creating a bespoke workflow for my clients, or when taking part in the editorial board or larger publications, it’s all about Trello.

Trello is key for managing all sorts of tasks around content creation –  from webinars to eBooks and opt-ins to content upgrades, visual social media and blog posts –  everything gets tracked, completed, proofed and published all right within Trello itself.
Of course,  there are many apps and hacks and tricks out there to manage a content process, but since Trello is the one that myself and my team use every single day, it’s one that I want to share with you guys to enable you to become familiar with some of its amazing capabilities and ways of working.


killer content trello

Getting Set Up

Trello is a free app, and it’s super simple to set up.

You can access it via your web browser, via iOS or Android, and it’s portable for wherever you are working.

Follow some simple steps to get started with your very first Trello board if you are not already accustomed to the platform (Social Media Examiner has some great steps that will get you started.)

One of the reasons why I happen to love it so much is that Trello combines a really easy Kanban method of working with a visually strong user interface which allows you to easily create and produce tasks that drag and drop across different boards and lists.  


killer content trello

(access this Trello board and the checklists I use by grabbing the free ebook download on with the form below).

With the brilliant addition of being able to add visuals, stickers, comments and a whole host of other “power ups” to your lists, boards and cards, it’s a really powerful workflow tool that will enable your killer content creation process to be all the more awesome.


killer content trello


Whilst it can be great to have an Evernote file or a notebook full of mind maps and content creation ideas, I totally recommend having a particular list on your Trello board in which all of your incoming ideas for content creation are placed.

These can vary from things you’ve asked recently by your clients to incoming industry trends and discussion pieces, to client questions and insights which have sparked some content creation ideas.

You could also use the Map and Go Matrix,  or my simple 10 x 10 content creation hack to generate tons of ideas which you can add to this pot.

Once you have selected some ideas to refine for your content process, you can then create a workflow that works for you.

Trello is a really simple way to do this.

You can access your board and sync it with your calendar and other apps to make sure that you are on track.

You can also share your board and your lists with your co-workers and your team( if you have one), to outsource any of the elements that you need to, and you can set dates from within the cards themselves to stay on track.

killer content trello

Collate your research and insights in one place.

When working on a piece of content, it’s really useful to have external data, comments, insights, and references to add to the context of your piece.

By keeping them all together on one card, you can make sure that you present a really cohesive piece of content for your audience and future clients.

Whether you are crowd-sourcing information, gathering links or data to other reports, blogs and websites, or simply making sure that you link to relevant sources, keeping everything together in the comments section of a card can make sure that you are able to refer back to them when you are drafting your piece.

You can also keep the draft of your post (whether it’s created in Evernote or Google Docs), in the comments section of your card.

This way everything is in one place for your own sanity,  and to enable an outsourcing process to be super easy!

Organise your content to save time and deliver better results.

Using the color coded system and categories on Trello can make it really easy to see and double check the scope of your content diversity, and to see exactly how your content plan is looking in a visual way.

For example, you can assign different categories a different color so that you can visually, at a glance, see which topics are being covered on your website, podcast, video channel, or live streaming sessions.

This insight will allow you to move around topics and dates as you see fit, to make sure that you are covering all the bases that you want to.


(Image via Linked In)

Re-Purposing Content

When re-purposing content, which here on Killer Content Academy we are huge fans of, setting up a Trello system for this is a fantastic way to keep track of all the elements.

For example, we re-purpose blog posts onto other social media profiles as audio, video, trainings, slide decks, and visual social media, and much, much more.

By keeping all the checklists and deadlines in one place it’s easy to take stock and keep track of who’s looking after which part of the process, and where we are in the timeline.

(more in-depth training is in the members section of Killer Content Academy)


killer content trello

Integrate to Work Smart

Trello is also an amazing app in that you can get also get super smart with other integrations. Trello links up really well via Zapier and to other apps such as Google Drive, Evernote, Slack, Asana, and all sorts of really commonly used apps, so that you can set up automated tasks.


Automate yourself into a content workflow nerd heaven with some of these example “recipes”:

IFTTT Recipe: Automatically add an event to Google Calendar when you create a new Trello card connects trello to google-calendar

IFTTT Recipe: Siri to Trello connects ios-reminders to trello

IFTTT Recipe: Add photos directly to Trello connects do-camera to trello

IFTTT Recipe: Automatically share completed Trello tasks to a Slack channel connects trello to slack

 Have you tried Trello for productivity? Let me know if you will be organising your killer content using any of the tips here.

Jo xox

Download an ebook with this post, links to the Trello board template I use, and the Facebook Live video bonus links using the form below.


For more training on Trello and your complete Killer Content workflow, check out the Academy here.