Step-by-Step: Board Access and Customization

How do I get started?
  • Click on the board link to access your new board.
  • COPY the board and save it as your own before diving into the resources and video tutorials.
  • How to copy a board:
  1. Click on "Show Menu" (right-hand side of your screen).
  2. Click on "More".
  3. Click on "Copy this board".
  4. Enter a name for your new board.
    I marked all Trello for Creatives boards with the name-add TEMPLATE, capital letters. For a simple rename, just keep their original title, like "Social Media Manager" but ditch the TEMPLATE part.
  5. Click "SAVE".
  6. Your new board will automatically open in a new tab.
  7. Check the upper left corner for the board name to make sure you're on your new board.

  8. Work/make changes ONLY on your new board.

Trello for Wordsmiths

Does overwhelm stalk you like the creepiest of silent biz partners?

Are you struggling with tactical action-taking, words that never make it onto the screen, inspiration you never implement?

  • Coming up with R.I.C.H. content
  • Marketing yourself consistently
  • Optimizing your word- and workflows
Wondering how to do it ALL?

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