Trello is a list-keeper that is free (freemium), easy to use, extensible, and robust. I use it for multiple purposes, but here is how I use it to manage the repetitive tasks that go with my job as principal. The following how-to deals with those tasks that recur, often annually, and have smaller pieces to them, many of which don’t stick in my head well.
While I’ve done it primarily for my own benefit, I did have in mind the value of this in the event of my getting hit by the proverbial big truck.
If you’re new to administration, or if your own system isn’t satisfactory, you may want to read further.
If you start with bare-bones Trello, it won’t look quite like these screen shots. I’ve done quite a bit of tweaking (mostly browser extensions), which I’m willing to pass on to anybody who’s interested. But the system that I’ve outlined works without any extras except the Card Repeater Power-Up.
If you use Chrome/Chromium, one more very helpful thing to tweak with Trello or other apps that you use extensively is to add it (them) to your desktop. I have mine open all the time, and I don’t like to go digging through a bunch of tabs in my browser window to get to it.
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CONTRIBUTOR: Arlyn Nisly