How To Create The BEST Checklist in Trello
If you’re a travel agent using Trello (or thinking about it), this is one of the MOST powerful features you can use in your business👏
In this video, I'll show you how to create a checklist in Trello and why this isn't your grandma's checklist because we're doing some awesome things with it!
I’ll show you step-by-step how to:
✨ Create a checklist inside a Trello card
✨ Add links directly into your checklist items
✨ Rearrange and organize your checklist
✨ Copy and paste an existing list into a checklist (HUGE time saver)
✨ Track progress and see what’s completed at a glance
This is the exact system I use in my travel business to make sure nothing gets missed — from planning travel to post-trip follow-up.
Trello checklists are more than just a to-do list… they’re a client experience tool that helps you stay organized, professional, and consistent with every trip you plan.
✨Want Trello boards already set up for your travel business?
👉https://www.etsy.com/shop/elevatedtra...
💡Bonus: When you purchase a template, you’ll also get access to my private Facebook group for travel advisors where I share additional Trello tips, answer questions, and help you actually implement this in your business. Think of it as ongoing support, not just a template.
💻 My favorite tools:
👉 *Mexperts: https://www.exploremoremexico.com/mex...
👉 *Miranda Leach’s AI Chatbot (use code DEEBECK20 for 20% off): https://miranda-leach.mykajabi.com/of...
If you found this helpful, make sure to subscribe and feel free to drop your questions in the comments—I’m always happy to help!
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