Trello for Creatives: Optimize Your Creative Workflow | Kathleen Lyons | Skillshare
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Trello for Creatives: Optimize Your Creative Workflow

teacher avatar Kathleen Lyons, Artist & Digital Marketer in Nash

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Intro

      1:29

    • 2.

      Class Project

      2:08

    • 3.

      Creating a Trello Account

      1:50

    • 4.

      Setting Up Your Board

      5:23

    • 5.

      Introduction to Cards

      10:38

    • 6.

      Creating and Adding Checklists

      5:21

    • 7.

      Develop Template Cards

      5:54

    • 8.

      Introduction to Automation

      5:03

    • 9.

      Full Workflow Demo

      8:21

    • 10.

      Final Thoughts

      0:52

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About This Class

Do you want to spend more time creating while maximizing your artwork’s potential? Do you want to grow your creative career? Then it’s to time optimize! Creating an efficient and consistent workflow will enable you to save time and share repeatable tasks as you grow your creative career.

If you love creating but are treading water lost in the sea of “to-dos” that follow the creative process, this class is for you. In this class, you will learn how to create a Trello account and a build board personalized to your creative workflow.

You’ll follow me as I show you step-by-step how to save time by optimizing your workflow from account setup to automation and more — the best part is it’ll free up time so you can get back to doing what you love, creating!

What’s in the class?

  • How to set up your personal Trello account (it’s FREE!)
  • How to set up a tailored board that fits your flow and creative goals
  • A full tour of the cards and planning features
  • How to create checklists to help realize your artwork’s full potential 
  • How to make templates and automations to keep things moving forward
  • A full workflow demo complete with POD, Etsy and Planoly uploads (with tips along the way!)

Whether you’re new to Trello or a long-time enthusiast, this class is a great way to learn how to leverage the tool for your creative workflow. The lessons are designed for any skill level and easy to skip around for more advanced users.

So what are we waiting for? Let’s dive in and get you optimized to reach your creative goals and spend more time creating.

Meet Your Teacher

Teacher Profile Image

Kathleen Lyons

Artist & Digital Marketer in Nash

Teacher

I'm Kathleen Lyons, a Nashville-based artist working by day as a digital marketer and pursuing my creative career on nights and weekends. Every spare moment I have I spend it doing something creative; design, DIY projects, embroidery, and the list goes on.

As a kid, I was always drawing. I skipped taking calculus to take extra art courses in high school and graduated from college with a BA in Art with an emphasis on visual communications.

I started my career as a graphic designer working for an agency outside of Chicago. From there I made my way to Columbus, OH to work as a site builder for a Fortune 500 company. During my tenure there I also worked in positions that included A/B testing, analytics, and brand digital marketing.

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Level: Beginner

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Transcripts

1. Intro: Do you want to spend more time creating while maximizing your artwork's potential. Or maybe you're looking to grow your creative career. If so, then it's time to optimize. Hi, I'm Kathleen Lyons. I'm an artist and digital marketer based in Nashville, Tennessee. I graduated from autobahn college in 2009 with a BA in our, with a concentration of visual locations. From there I pursued a career as a graphic designer working forward experiential design firm in Chicago. After several years, I transitioned to a career and digital marketing specializing in AB testing and optimization. Over the past decade, I've continued in the marketing space, working for small startups to Fortune 500 companies and having a range of positions from design to project and program management and overall brand marketing. Throughout my career, I've maintained a creative practice and today I'm also creative entrepreneur. I saw my designs on print on-demand sites such as society six and Redbubble, as well as my own Etsy shop. This is how I'd felt my creative workflow with shallow. By meshing my nine to five brain with my creative brain, I found a process that helped me worry less, save time and make sure that my artwork was really reaching its potential. So today I hope you'll join me to learn more about how to optimize your creative workflow. This class will help you realize the full potential of your artwork. More importantly, free up time so you can get back to doing what you love creating. Let's get started. 2. Class Project: Class project time. So Your class project will be to create a Trello board that is tailored to your ideal creative workflow. Please know that you are totally welcome to steal, borrow, take whatever it is from my flow that makes sense for you. To get started. You'll simply need internet access via a laptop or desktop computer to reach trello.com and an email to register. Pretty easy. And we'll be using the free account throughout, all throughout this course. Know that there are other options if that fits your needs. But for now we'll be sticking with a free version. Setting Up Your Board will be the first step to optimizing your flow. But first, we need to outline your process. And it's a great way to start for beginners to really think about each step of your creative process, what you do after you create the artwork or you uploading it and selling it, are you printing it? What are those things that you need to do? Do you need to order papered, you need to order whatever those things are starting outlining them and then we'll start organizing them as we go through the lessons. For more advanced users. Rules and automation will really help take your creative workflow to the next level. Something else to keep in mind. Think about tasks that you struggle with remembering as well as your ultimate goals. Really those nitpicky things that you're like, How did I miss that? Those will go in your checklists. So keep that in mind as we're going through the lessons and just know that those things are totally fine. We're just going to track them, outlining these and incorporating them into your process. Proactively is what will really help ensure your success. Once you have your outline created, Woolworth throughout the lessons to build your board checklists and automations that work for your creative workflow. Again, totally feel free to steal from him. At the end of the course, you'll take a screenshot of your board to share with the class and the Project section. Bonus points if you want to include examples of your cards, templates, checklists, in any automation rules you may have set up. I am so looking forward to seeing what you create, Let's get started. I'll see you in the next lesson. 3. Creating a Trello Account: First things first, let's get a Trello Account together. So you'll need to Trello account. All you need is internet access. You can use laptop, desktop, computer, whatever. I actually, I guess you'd use a phone too. As long as you have internet access and an email that you want to use to register. So I will take you step-by-step through the process. You can watch me and we will get that setup together. Let's go welcome to trello.com. We're going to get started by entering our email here. Whatever you've chosen to register. I'm going to use my artsy Lyons CO and sign up for the free account. From here you'll be able to assign up through Google Apple slack of one of those works best for you to go ahead and select that. You'll also be asked to verify that you are indeed not a robot. It's verify will move into Trello. So we're officially N. This is where you can name your workspace. You can always change this and then add any collaborators to create your workspace. You'll also have an option to try premium for 30 days. That will be an offer that will continue. So if we're not sure about it yet, check out the details and then decide. You can always decide later. The middle of the page you'll see create your first board, which is what we're doing here. Share class. Creating. We are officially and welcome to Trello will continue throughout the lessons to look through some of these settings. Some the features with the cards, templates, automation, etcetera. So for the meantime, welcome. Let's go over a couple of key takeaways. Creating a personal account is free and easy. You just need an email address. Depending on your needs, various paid options are available and can have more features and Integrations if that better fits your needs. I'll see you in the next lesson. 4. Setting Up Your Board: Now that you have your account and general outline of your workflow, it's time to set up your board. But let's start with something FUN. Branding. There are a couple of options built-in. You can add an image from unsplash or simple background color. Or alternatively, if you're an overachiever like myself, you can upload your own image, artwork, pattern, whatever you like. I have a lot of Fun with this leopard print, so I have it everywhere. Once you have your aesthetics down, you can begin creating your workflow lanes. Think about what you've outlined, what your process looks like. I'll show you examples on my board and then I'll also show you how to set up new ones on a fresh board. So come along as I give you a tour. Welcome back to Trello. We are now in my arcsine Lyons workflow. This is where I keep all of my artwork and projects moving along as I'm uploading and selling online. If you didn't default back into your board, I wanted to show you on the main dashboard how to get here. So you'll see in the upper left there's a carrot. You can click that. And then you'll see Trello workspace and I am in the free account. Go ahead and click that, and now we're back into the original workspace. I do have multiple boards here and get a little insight into what I use them for. But I also wanted to show you how to create a new board. So we created our first. But you have several words that remain once you create your first board for the free account. So you just click here, create new board and you'll go through the same steps that we did previously, where you're adding a board title. You can do a background and then go ahead and start with a template. For now, I'm gonna go back into my artsy workflow. This is collapsible to keep this area clean and get more of a view of your flow. So let's go and click that. And this is the fault I promised we'd start with something funds. So the first thing I'm going to show you is how to brand your board. And the upper right, there's an ellipsis under your initials or whatever profile image you've selected. Go ahead and click that. Then the second one down says change around. This is where you can access Unsplash. And again, if you have a favorite artists who follow and go ahead and search for them, you can also search by subject matter. There are tons and tons of photos in here, so have found with that. Or if you're more of a colored person, feel free to grab one of the gradients for solid colors. Or as I mentioned, I do have a custom background. You can add any pattern or artwork you have, whatever makes your space feel like yours and inspires you. Once you have that setup, it's time to outline your fault. So hopefully you've thought through this. These are gonna be your lanes that are more of your big steps. There are labels available. There's labels that have a color-coding. Those will come in handy for more of status or categories. But think of these being more of your process steps. It's similar to a compound and an agile workflow. If you're familiar with that at all. These should be big milestones versus one-off statuses. If that makes sense. On the left, I typically keep a column just for accounts and references. This has research. It can have all kinds of things. I like to keep that as my anchor on the left side and then I move into Backlog, Work in Progress. And then mine, my flow is very focused on making sure that my artwork is getting out there and then I'm able to sell it. I have these based on the print on-demand sites. It's at six and Redbubble. They also sell on Spoonflower and my own Etsy shop. I also think that Pinterest marketing is totally underrated. So I also have a lane to remember to make sure I'm adding to Pinterest that I'm leveraging some of my links and then I'm getting my artwork out there. Then lastly, I do add it to Planoly. They have collections, so as you're planning, you can just pull from them. So I love just uploading it and having ready to go from there, I have my complete column and a brain dump, which is exactly what it sounds like. I also added an example column here. I'll do one more. So as you're setting these up, super easy and they're movable. So I can drag this anywhere. You just click and drag. But to Avenue in and hit Enter. That's it. You can sort these as well. So there's different things you can do within your list. So you can watch certain cards, you can watch certain lists, like if you have a team member and you know, you're, you're responsible for one. You can put a watch on that list. So anytime there's something new additive that you get a notification, There's lots of rules in here that'll be helpful if you're working in a larger team. But that's about it. This is the main dashboard. Once you get your lane setup and your poor granted, we'll be ready to go. A few key takeaways. Setting Up Your Board is quick and easy. Make sure you have been with it, and the workflow is totally customizable. Again, think about the steps that you take each time you create a piece of artwork. Boards are or not just artwork's projects to, I want this to be really, really flexible for anyone who's looking to optimize any kind of Workflow. Boards are flexible so flow can change as your work and team evolve. I'll see you in the next lesson. 5. Introduction to Cards: Okay, nerd alert, Are you ready? Cards are hearts that these will hold all of your project details from due dates to Checklists, as well as any attachments. So for now, I'm going to give you a quick tour and then we will build on this with the Checklists templates automation. But for now, follow along and I give you a tour of the cards. Today we're going to go over the cards. And so I'm gonna give you a quick tour. I actually started one here, I'm gonna do another one. So at the bottom of each column of each phase of your workflow, you'll see at a card, you can also create from a template. But we'll go over that and when we do our card templates, so for now we're just going to hit Add to Card car tour to click into here. And I'm just gonna give you a quick rundown of what's here was available from the left side and then we'll hit this right Real actually go over the first part. Your to your card tour, to your title is up here. And then it's in the list. Artwork in progress. So this is where it is current state and your flow notifications, you can watch a card so you will get notification anytime it rules, anytime there's additions, anything like that. So depending on what you need, feel free to add those. The description is exactly what it says. Description. There are some different formatting things here. I just wanna show you a couple of shortcuts is very similar to any word processor. But if you want to add a header, we hit hashtag space and then it's gonna give you a header. And that is gonna be your H1. If you want to shortcut to a bulleted list, it's an asterix, just going to list. And then they also have section dividers which I really love. And that's just you hit a few times and then you get a whole section. That could be your background, this could be inspiration, etcetera. And then you want to list, you want to write about later. Things like that. So you can keep all kinds of information in here. If it's more of a project basis, might be where you are helping someone else understand the benefits your artwork. It's a good place to start adding in your titles, your descriptions, any kind of tags and things that you'd be using for SEO once you upload. Those are what I put in the description here. So once you share, I guess I'll leave this here. Lost your robot that and then we'll hit Save. So you can see that here and then activity. So this is really fine. So you can have details here, especially if you're working in groups, you can see where and when someone left off, you can write a comment that says new project due in and do something like that. And then I there it has watched. So now I'm going to start getting notifications. If I wanted to undo that, just simply click. Easy enough. So that is the left side of the left side is going to give you kinda what it is, where it is, any kind of notifications and then your descriptions and your background. You can also add, I don't know if you saw this. And here we can add links. So I do include a Dropbox link with all of my artwork so that I can get to the files really quickly. I also include an image. Usually it's screenshot. I don't want anything super heavy here and that's the other reason I have the link to Dropbox. I don't have to bog this down with a heavy image. I know I can get it from Dropbox, but I like to have a cover photo just so I remember what I'm looking at. There are a couple of other attachments and things here you can insert and you can attach actual files. So if you did want to attach a file, you could even put it in the header here. Show you real quick. We can insert this here. It's going to go into the description and then it's also going to be attached to the card and we'll let that Upload. So if you show you exactly what I mean. Okay, so it's also the description. So if I hit Save, but it became a cover photo. It's also down here, and this is where you can control if you want to cover photo or not. So if you didn't want it, you can say Remove cover and then it's gone. So when you see it in the list, it's more like what I have in my backlog ideas were before I have the artwork. As soon as I have a piece of artwork or a sketch, I make a cover. So I know visually I can see where my pieces are. So that's as far as attachments, you can also add obviously, blank documents, anything like that, from your own computer, from Google Docs, anything you want to add there you can add on the right real we have more of statuses, members, things like that. Members you can add. You can search members from your team. You can show other workspaces. And what's funny about that is you can assign things. You can also in the comments at, and I want to write on the right one to myself. You can write them and then they will get a notification This is ready for you. That's an example. If you're working within a team, you're not feel free to write yourself a nice notes, doesn't hurt labels. So these are things that you may, if you have specific categories you're working within, you may want to use with its illustration or surface design. Things like that may be helpful. Other things that we've used them for statuses. So if it's on hold, if it's pending something, these are totally customizable, so you just go in and maybe yellow is on hold. And I save them. So it switches it here. And then just if you want to apply it, you simply click. Now you see it here. But when you click out, you really have a really great visual that says, oh wait, what does that. You can also click to expand it so you can read it. So there's a collapse view and then there's a full view. This is really helpful if you're working in a larger team or you have a lot of projects in flight at once and you can visually see where everything is. You can also use these as a warning of do an X amount of days or anything and everything you can think of, you can use labels for checklists. Will we get dedicating an entire less than two? But checklists are amazing. So let's just, I'll pop in my Etsy on here and it just adds it to the card. There is a Checklists that I can use for myself. I can use it with other collaborators. I can assign a due date. I can assign members. But this is something this is part of the upgrades. So if that's something you're working on and you're working with a larger team. I would suggest checking out premium. I'm working by myself, so I don't need that right now. You can also convert these to its own card. Right now it's a sub-task within a card. You can make it its own card if necessary. So a lot of flexibility there. Dates exactly what it sounds like. It's a due date. So if I want to make this do a couple of weeks, Add due date. You can also see that from the full board view, which is really nice. I can see that I'm getting notifications as June and July 14th, and then it's on hold. Attachments are also available here. So if you didn't want to attach in the description, but you wanted to detach to the card. You can do that here. Again. You can go from your computer, Google Drive, dropbox, OneDrive, pretty much anything and everything. Even if you have a link to the attachment, maybe it's something that you have hosted somewhere else. You can add that here. There are also custom fields. We're not going to come to that with this particular class, but I will have more later. Power Apps. Again. This is typically requires upgrade, but they're all sorts of Integrations here. So I would advise checking it out, especially if you're in a larger team. Slack can be really helpful. Voting things like that, but definitely check them out if that's something you're interested in. Again, we'll be sticking with a free version for this class. I also have a removed date buttons. So you saw I added July 14th. I want to remove that. I can just hit Remove and it does it that isn't automation that I haven't place. And again, we'll get to those in a later lesson. You can also move cards from here. So I can move them to a different part of my flow. Move it to CD6, move. And you can see it's Dumplings. I have some other automation in place that will actually move those for me. But if for some reason you needed to move it manually, you can do that as well. You can also copy the card. I don't suggest this. Usually I like to make templates that I'm starting with a clean slate over. If you do have something that's very similar and maybe you have different color variations or something like that. A copy is totally a viable option. Archiving. I am going archivist because I'm not going to use it, but this is a quick way. I will also show you how to get Archives back and then sharing. Again, you can link this to Trello board and then if some, if you want to give someone access, they can see it there. But for archiving, Let's go back here. Archive. So it's gone. So it was here. We moved it to society six, and now it's gone. But if I go up in the upper right where we changed our background, it more. I can go to my archived items. Here it is. And if I want to, I can send this back to the board system to board. And it will go to the last place, the last column it was in me, I'm good at it. Let's do that real quick. That's it for cards. That is a lot. We'll get more into the Checklists and templates and the next lessons. Start adding some, experiment with them, copy archive, or through those, and we'll get to checklists in the next lesson. A few key takeaways. Cards are powerful tools. Labels and checklists are customizable and can be applied to multiple cards. Due dates and notifications are helpful to keep your work on track. Links, files, comments, all of these help keep a history of your work for future reference. I'll see you in the next lesson. 6. Creating and Adding Checklists: Checklists. I know it doesn't sound FUN, but they really are. This is where you can just free your mind of all those ties. Things that I mentioned earlier that hopefully you've thought about. Things that you just lose sight of or lose track or just easy to forget. We're gonna put those into checklists, which is going to see time because it can be applied to multiple cards. And we'll just help maintain some consistency, especially if you're onboarding or sharing, work with others. You all have the same flow and things that you're looking for it and mark off. It reduces errors and missteps. Checklists of the best. So let's get started. I will show you how to set one up and then how to apply it to that card as well as other cards. Let's get started. Okay, we're back in the dashboard. Hopefully you're getting familiar with some of the tools here. Today. We're going to be creating and Adding Checklists. So if you want to go into a card that you've created, Let's do a card. We will create one first and then I'll show you some of the Checklists that I already have set up. So again, these are things that are tedious at times, but things that need to get done that maybe you don't want to have on your mind. You can put them in and Checklists, leave it set it forgot to. Great. You can add it to one card or you can add it to multiple cards. So we'll start with a Checklists. Let's just call this skill. And then we'll say tasks one. And I'm just typing and then hitting Enter. You can also click the Add button. Again. These are things that if you haven't upgrade, you can assign a due date and a member of your team to do. They're super easy. So one done, it's added to this card. But if I want to add it to another car, I can click into, Let's do my golden flower. You can see how I have some of this setup. I actually, it looks like I haven't answered my Dropbox link yet. But this is one of this is from a template card that I have where I already have my checklists included. But I can still add another checklists. So I can go in here. I can search my checklists and it's going to be hopefully somewhere in here. Antonin checklists, Skillshare. There we go. And I can just add that and that adds it to the bottom. These are also movable. So if I wanted to put that above, below, wherever I want to put that, I can scroll it up. So I typically like to have the Checklists match the flow. Then I'm gonna go through my print on-demand checklists is first, I make sure that I upload to society six red bubble. All that good stuff is here, but it does match the flow of my board. We've created a new checklists, we've added it to another card. This just really helps us maintain a consistent workflow. It also helps reduce errors or missed opportunities. I'm going to actually delete this from here. The other thing that you can do is add your checklists to your Template card. So Template Cards will be in the next lesson. But I wanted to show you that these are already here. So I have created these checklists. I modify them, and as I modify them, they do update. So as long as I'm keeping the same title, I can update it and it will show up later. I can apply those to multiple without having to do a new. This looks like an example. I don't have to do a new checklists every time. So because it's part of the Template card when I create a card from here, Project. And I want to Ag, and actually choose where I want it to go. I wanted to go into my artwork in progress. I'm going to create that and it's going to pop it open for me. But if you want to see where it was, it actually went into my Art and progress column. And right there, you project. It already keeps any formatting that I've done. So I have a spot for my Dropbox link, my tags, anything. Then I'm going to be using for SEO when I upload to the print-on-demand sites and my Etsy shop, as well as descriptions. A lot of times I like to give background or how the piece was made. That's what I'll put it here. But more importantly, the checklists are all here. So even though I created at once an additive ones, I can repeat this. Multiple cards. They're very flexible. Whatever you need if you need it as a one-off, if you needed as a template. Checklists are just wonderful tools. That's it for now. We'll get into the Template card and the next lesson. Okay, so now I ever checklists or weren't just run over a few key takeaways. Creating the Checklists saves time, but the ability to apply to multiple cards. Checklists help maintain a consistent workflow across contributors. And checklists help reduce errors or missteps. And all of this helps Optimize Your Creative Workflow. I'll see you in the next lesson. 7. Develop Template Cards: Welcome to lesson five, developing Template Cards. Templates are so easy to create and they can literally be made out of any cards. So now that we have our cards and our checklists, Let's think about some love the repeatable actions that you're doing, and how you'd like to just keep all of that information to produce a new one. A lot of times when we copy and paste, we end up having errors. That's where the Template Cards really comes in handy because you can start with a blank slate. These cards, like I said, can be created from any cards so you can have multiple, don't feel like you have to put it all into one card and know that you can literally put anything in it. So flexible and it just saves so much time to be able to keep those repeatable actions organized and consistent across contributors. So follow me. I am going to show you how. I'll show you my initial Template and then I will show you how to create a template on the fly just so you can see how easy and flexible they really are. Let's get started. I know I've previewed this the past couple of lessons. This is a Template Cards that I've created. So I'll show you this one for now. Again, have our title. I keep it in my backlog Just so that's where I'm generating all of my new pieces. But from here, I've shown you that I've usually have a Dropbox link that just helps me keep track of where all my things are. Tags I use for SEO that I'm uploading to print on-demand sites such as Etsy and what? I'm sorry, print on-demand sites such as society six and Redbubble as well as my Etsy shop. Having tags is really important for being visible and making sure that you're being found on these sites. Descriptions are also important. Make sure that you're actively are appropriately describing what's in image, how it was made. Include your name, these all help with your SEL and being found as an artist. I also have checklists. So again, this matches the flow of my board. So I start with print-on-demand sites than I move into my Etsy shop, and then Pinterest. And lastly, social. So this is a card that holds a lot. I don't want you to feel limited to one Template Cards. Template Cards can literally be made from any cards. So I'll show you this is already created. And then I want to create a card from it. I can say share project and start that. That's going to pop open a new one, similar to what we looked at in the last class. But I did keep it in my backlog ideas. So it's all the way at the bottom. Now, if there was a car that you wanted to create and you wanted to make a template card. This is how you would do it. So let's say example Template Cards. And we're gonna go in and we're going to put some sort of example. Heather. We're going to keep using our little shortcuts. That is something that I could use if I were good and create an assignment. I give some background information and then I add any appropriate details, links, things like that. I can add that here. This is totally an example of a Template card. I could use what the team, from here. It's super easy. You go down to the lower left and there is a button that says Make Template, go and hit that. And you've created a template. So now this is a Template card. You can see that obviously from the top header, this is the Template card. But that is in our work in progress. I usually like to bring these to the top. So it's easy to see that I'm not duplicating, forgetting I have to Template Cards. Here. You can hit Create Car. Template Cards. We go, we've used our first Template Cards. The bottom here. Now, if I wanted to edit that card, I'm going to archive this. If I wanted to add our checklist. I can also do that. I can. I've clearly gone through many iterations, okay? So I can add my checklist here. So now we have added the Checklists that we made in the last lesson. If I create a card from here. Second, it has included the checklists, which just saves so much time if that's something you're doing over and over and over again. So again, now I have to Template Cards. There's no limit on these. Anything that you think you could use and repeat without having to retype, go for it. It's also really helpful to keep things clean. So you're not. So if I were to copy and paste this, I may end up copying something that I don't really need. Either the history in the comments or attachment files or things that just muddy, muddy it up. So I really loved the Template Cards to keep things consistent across contributors, but also just making sure that we're starting with a fresh slate every time. A few key takeaways that I've already hit on, but I want to make sure that I drive it home, that the Template Cards can be created from any card and you can have as many as you want. There's not a limit there. So think about what works best for your flow. Leveraging the templates, saints time. So for those repeatable actions or projects that may have the same kind of steps. Template Cards can also help ensure your consistency. So if you do have help or team members or you're planning on growing, this may help ease onboarding for anybody that you're having assist you. I'll see you in the next lesson. 8. Introduction to Automation: Lesson six, introduction to automation. Automation is sometimes a scary word, but we're just going to lightly brush on these. There is a ton of documentation on trello.com on how to set them up. But for today, we're gonna do some quick and easy ones that will just help the flow keep moving. Let's jump in. I'll show you a couple that I have set up and then I'll show you where there's more resources if you'd like to dive a little bit further. So now we've gone through a quick tour of the cards, creating a template card, Adding Checklists to your Template Cards as well as creating new checklists. So next thing we wanna do is maybe add some automation. Not totally not necessary, but I do have some automation rules. I'd love to just touch on them lightly so you could see if we help you with your flow. If not, no big deal, but it's just another way to help Optimize, will hit automation and go to rules. There's all kinds of things. So there's buttons, there's reports. I have some that are just moving from one full to another. So this is based on the checklists. So like I said, I have specific checklists that are in templates that I use all the time. When the Checklists print on-demand checklist is completed in a car by anyone. It moves to the bottom of the list, Etsy upload because that means it is ready for Etsy. Whenever the Etsy is done, it moves to the bottom of the Pinterest app vote. And this just makes it so that once I check off my list, I don't have to move it. So I know we showed how you hit the Move button and move it across. This just doesn't automatically. So you can create any rule. I've also added some card buttons and see if this isn't here. So remove the due date from the card. I show that in an earlier lesson. It's super easy, but it's something that doesn't take much time. But once you have it on the card and you realize how much faster it is, it's, it's hard to go back. So we can create another button here. Let's say a sign. Because I'm working on an ad action. I can add a member AD. And then, oh, sorry, hit the Plus button and then save. So now I have a button. So let's go back. I'll show you in a Template card. So I have removed due date and we just did this one says assigned Kathleen. So now I'm assigned to it. Pretty cool. So let's go back and do another one. Automation rules. So we added a card button. We can do another rule. So Create rule. Then there's all sorts of triggers. So when a car changes the due date, a Checklists card content, anything that you may have going on in your flow. Sea card is added me. Okay. What's be added to my backlog? So anytime I add a card, it's going to go directly to backlogs. Now, you can override this, but this is probably a solid rules since I started on that left side anyway. Then if I want to move it to the top or the bottom, I'm probably going to put it on the bottom. Okay. So I added both of those to this automation. Let's see if it works. I'm going to add a card. I'm going to add it over here and see how that works. There. It went back over here under backlog idea. So no matter where I am, they, I have something pop in my brain. I have an idea. I want to be like, Oh, I need to do a maple tree. You saying that because we have a maple tree in our front yards and I'm obsessed with then it goes here and it's ready to go. It'll be on my backlogs. I don't have to think about it again. I think I'm actually going to keep that role. That's great. So again, there's tons of documentation on Trello. I just wanted to give a little introduction, some ideas. So really just moving it through your flow. So this is as each checklists is done, it moves to the next column. Card buttons for assigning to someone removing a day. These are just examples. There's also board buttons. So again, check these out. There's so much to learn in here, but for today, I just wanted to lightly touch on it to give you a taste of what automation can do to help optimize your workflow. I know this one was short, but I just wanted him in a couple of key takeaways. Automation rules are quick and easy to set up and they can just help keep things moving. Utilizing automation saves time, obviously, helps keep a consistent flow if your team expands. I'll see you in the next lesson. 9. Full Workflow Demo: You made it and I'm so excited to share with you how I use Trello for my workflow. I will take you from start to finish. Sketches aren't working process. And then how I go through the flow to upload, to print on-demand, use the Checklists, how the automation shifts from one lane to another. And then I will end with uploading it to Planoly, which I use for social and have it in a collection ready to go when I'm planning for social. So it's kinda take a minute, but hanging there with me, I will speed up a few areas, but Let's get started. No workflow. We're going to start with the golden flowers. You see here I have my Dropbox link is the top part of my card. This allows me to easily access all of my files online. I have everything saved into this folder. Then from there I have my tags used for SEO as well as descriptions that I'll be using for print on-demand sites, as well as my Etsy shop. I also have my Procreate snapshot as well as my sketch. And then below all of my checklists. So we'll be starting with print on-demand and upload to study six. I already started this. You would normally go to cell and then add new design. But yeah, up in the upper right-hand corner. But I wanted to make sure that this had already populated tags is where you would enter all of these. As long as they're separated by a comma. It'll do the work for you and same with the description. So just copy paste, put it right there and description save the details. You'd also hit I represent this artwork data that the dot publish it. I'm saving this as a draft right now. So I'm not going to do that. Then. I will go back through and massage some of these likely make a repeating pattern. But for right now, I'm just sticking with the original artwork. And I also like to use PNGs for any apparel that it has a transparent background. So I have a little more cleanup to do here, but I wanted to give you a quick look of what that looks like. You can also publish and disable. So you're not enabling anything that you're not ready for yet, but I'll do that at a later date. Jump into red bubble, Add New. And same thing. I've already got this setup so that you can see it. I'm gonna go to manage portfolio and check this out. So same idea, title, tags, description, That's looking very familiar. I'm able to use the same ones across platforms. So again, here I would also use PNG. So there's some massaging I need to do here. I have disabled a few of these because they wanted to go ahead and publish it so you could see. But I will definitely start updating some of these and include some repeating patterns and PNG files. And then I do like to do some with a smaller print for the ligand is OK, So, but in general, this is how I upload. I'm going to go ahead and save work. I'm going to call that done. So you solve a little wiggle there. You're gonna see it jumps that we actually just moved from the 36 red bubble to ethane because we went through both of those. I also remove stone flowers and they don't have a repeating pattern yet, so it's skipped over that columns. So the automation took us to the Etsy upload. So we'll look at that next. I have already created the hanging lock, my frame, my fees are just images that I create for my listings. They skip the digital file. So I'll just show you publishing the lifting, jumping over to my Etsy shop. I have this all filled out. Have these are the mockups and those are the examples of the file types my digital downloads. So this one is for immediate download. You can just print it for your office. Does for pretty quick and easy to get these loaded. Same thing with the tags. I use them here as well. Hello changes. Then same for the wallpaper, the phone wallpaper. I may add some colors to this later, but for now, I'm just going to offer this one. Cells. Great. If not alcohol adds more colors and see if I can get a few more nibbles, sometimes one colors, just not enough. I usually do four to six colorways. So I'm gonna go ahead and feature this just because it's new and give that a shot. And there's ethane. I'm gonna go ahead and check that off a little wiggle. My automation now is working and taking us to Pinterest. So now that we're in our Pinterest com, we'll check that checklist out. My first thing is to pin original artwork with a link to my website. I also have a few other ones where I'm using my curator link for society six, go ahead and move that one since it doesn't apply with Spoonflower. And then red bubble. So I'll jump into Pinterest page. So typically I have these boards set up based on my artwork, focus with illustration, hand-lettering, and then the print on-demand sites that I use. Now go ahead and creating new one, and this one is going to go directly to my website. So I'm using the same description, titles, everything here, so it's all ready to go. It's really clicking into the get done. That in Again, if I want to leave this in a columns and I know exactly where I am. So if it's in Pinterest and I know I haven't done yet. It's just really helpful to be able to pick up and go when I have time. This is about ready and I'm going to hit Publish. There's my first one, and then I'll just keep from cruising through my checklist here. So next one is CD6. And this curator is important. If you're selling on societies six, you have your own curator query here, and that just gives you credit back for sending traffic to the site. There is a small kickback for that, so it's important to use it. And Pinterest is simply another way to get your link out. I'm gonna go ahead and do that. I'm going to save a few items that I like with this pattern. And then I'm going to save those to my society six faves board on Pinterest. And making sure that I'm using that curator link will take a look. I'm going to mark that one off and do the same thing for Red Bubble. Bubble doesn't have the same curator setup. So this one, I'm just gonna go to the page with my designs and took out a few alike and save those little back. Now onto my Planoly upload. This one is a little bit different. I leave these here for awhile, so I will upload them to Planoly, but I won't move them to complete until I've actually posted to Instagram and Facebook. And those are the Checklists you see here. But let's jump over to Planoly. I'll show you how I upload and keep it in a collection so it's ready to go. Once I want to move it to my grid. And Planoly, I go to production. This is going to go into my illustration bucket. So I'm gonna go ahead and click illustrations. And then from there I'm just going to drag the image into my collection. Watch it upload. Haven't video, but I think I need to convert this first. Upload is one. You can also do carousel. So if I did have multiple color ways, sometimes they do a carousel for those as well. And then it's ready to go. If I want to move it to grid, I select Move it. And that's it. It will stay there until I actually publish it, and then it will move to complete. And now I friends the class. Just a few key takeaways. Creating a process saves time and really stress. And a strategic workflow creates a consistency and reduces the risk of errors or missed opportunities for your artwork. Repeatable tasks can also be delegated and shared as your team or business grows. And Trello offers flexibility to add and change as your needs and Business evolve. I have had such a great time sharing all of this with you. I hope it was insightful and helpful. I'll see you in the next lesson. 10. Final Thoughts: So I would do, are we feeling optimized? I am so happy that we got to do this class today. I cannot wait to see what's in your class project from New cards and creations and templates and checklists and automations. I just, I'm so excited. I hope that this has been helpful, that you are able to just breeze through your creative workflow and realize the potential of your artwork. If you're looking to grow that this just makes it that much easier to expand your team. If you would please review and follow me on Skillshare, you can also connect with me on social if you're on Instagram or Facebook, I'm also on Pinterest or Etsy Lyons, ART SY LY LNS. Looking forward to seeing your projects and connecting with you online. I'll see you in the next class.