Description

Welcome to BS’ing with Brandi where my mission is to help you #GetShitDone. I'm your host Brandi Good and today we’re going to talk about a couple of productivity tools - Trello & Plutio.

I talk about Trello a lot, so when people find out I switched they were very curious. Truth is, I still use Trello and haven’t 100% migrated everything to Plutio. But my business changed, and I was at the point where I was going to have to start paying for Trello or paying for more advanced plugins and add ons (or both!) - so that prompted me to begin looking for a more advanced tool, and it just happened to be kismet that Plutio was running a Black Friday promotion.

Here’s how I used Trello:

• Weekly to do dashboard
• Business planning
• Project management
• Internal team communication
• Customer support/project portal
• CRM/lead management
• resource hub
• Business hub
• Content planning/calendar

What I was missing:

• Recurring tasks
• Multi-board calendar views
• Colour coding
• Privacy/permission settings
• More automation for CRM
• Time tracking

What do I miss about Trello

• Drag and drop everywhere
• Board backgrounds

That wraps up today’s episode of BS’ing with Brandi. If you enjoyed this topic, you can find more like it at bsingwithbrandi.com, along with show notes and links to any resources mentioned today. While you’re there, feel free to subscribe to future episodes on the platform of your choice, and I wish you all the best getting shit done this week!

Resources mentioned:

• Plutio - for project management, client onboarding, invoicing, time-tracking
• Trello - for basically anything you need if there is a plugin or addon for it