Create your launch plan in Trello + video tutorialTwo crucial parts to having a successful launch are creating a step-by-step to get your new offer launched and staying organized throughout your launch process.

Today, I’m going to help you create your launch plan in Trello so that you know exactly what to do every day and have all of your launch pieces in one place.


I hosted a Facebook Live in my FB group showing how I have my launch mapped out in Trello. I show you what my Trello launch board looks like, the 4 different phases I have it broken down into, and how I’ve mapped out each task.

If you’d like to see the BTS of my own Trello board, watch it below.

High-Level Tasks

To get started, grab a piece of paper or open up a new Trello checklist and start listing out every high-level task you can think of to get your offer launched. High-level tasks are general tasks like “write 5 blog posts” instead of low-level tasks, like “choose blog topic, write outline, write post, format post”, etc. At this point, you aren’t getting into the nitty gritty of your workflows and all the steps necessary to complete your high-level tasks.

Once you have a good idea of what you’ll need to do over the next couple months, start moving those tasks over to Trello. I personally like to create individual cards for each high level task. Here’s a peek at what my Trello board looks like:



As you can see from the picture, each card is a high-level task and they each have subtasks. Where it says “0/8” means there are 8 subtasks for me to do before the high-level task is complete. If you already have your workflows written out for some things, like blog posts or sending newsletters, you can copy + paste those here instead of starting from scratch.

The great thing is, once you launch once and figure out the steps you need to take, you can use the same system over and over. That’s why I love having a template in my project management system to copy for every launch.

Adding Timeframes

Now that you know all of the tasks you need to complete over the next couple months, it’s time to start figuring out how long each task will take you. When I started out my business a few years ago offering Virtual Assistant services, I had to track my time for all of my clients. I used Toggl (a virtual stopwatch) to track every little thing I did.

To be honest, it was totally annoying at first having to start and stop the timer for each task! BUT knowing how long it took me to get things done for my clients became really useful. Most of my clients would assign the same types of tasks every week or month so knowing how long each task would take helped me plan out my schedule.

I started timing myself when I’d work on my own business tasks and was able to plan out my schedule more effectively and create manageable daily to-do lists. This way I wasn’t scheduling 5 hours of work in a day when I only had 2.

If you’ve never tracked your time before, I highly recommend it. It will also help you get an idea of how long things will take for future launches. You can estimate how much time each task will take for now and just write out the time on the side of the subtask, like the below picture.


Add due dates to tasks

Start going through and add due dates to your tasks. To point one a key difference in Trello and Asana (another PM system), Trello does not let you add due dates to subtasks. You need to add the due to the high-level task, so each card has ONE due date. In Asana, you can add due dates to each sub-task as well.

When managing your launch in Trello, you need to find the best way to do every subtask without leaving them until the last minute that the high-level task is due. Personally, I put all my high-level task cards in order and pick a due date for each one after I’ve added my timeframes and know how long they’ll take me.

I have limited time to work each day since I work at home with my 2 kids so I have to know exactly what I’m working on and when. I start going down my launch to-do list and know exactly what I have to do, in the order I have to do it. This really helps me stay on track and not get caught up in things that don’t really matter (like the branding of a product or spending hours creating launch graphics).

By adding the timeframes, I really only allow myself that amount of time per task. So if I set aside 30 minutes to create the launch graphics, that’s how much time I allow myself. Otherwise, I find that I can lose track of time and spend way too much time on small details when I could be knocking off other things from my to-do list.


Assign Tasks to Team Members

This part is only if you have team members who will be helping you out during your launch. Once you have everything mapped out with due dates, you can start assigning each task to specific team members.

If you don’t currently have any team members, definitely pay attention to what you’re working on throughout your launch and ask yourself if there’s anything specific you’d like to hand off in the future. This will help you choose the best team member when you are ready to grow your team.

Now you’re ready to plan out your launch in Trello!

Create your launch plan in Trello + video tutorial
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