Learn how to use Trello

(the free version)

to organize literally everything in your business

so it's always easy to access whenever you need it.

Do you ever feel a little disorganized
with all of your ideas, files, logins, and workflows
in your creative business?

This course is going to help you finally
have everything organized, right at your fingertips.

You pour your whole heart into your creative business. You love what you do and how your passion helps people. But sometimes trying to be organized is overwhelming and sucks the joy out of your creative flow.

Have you ever needed an important number or login credentials to a course or account, but can’t remember where you saved that info?

Do you have ideas written on bits of paper that get crumpled or lost before they ever have a chance to become a reality?

Or maybe you have things pretty well organized on your computer, but wish there was a way to access it from a mobile device.

I got you.

This course will empower you to transform the way you organize everything you need for your business so that you can always easily find what you’re looking for, even if right now you have no system and it feels a little out of control.

What you’ll get:

  • Instructional video lessons with closed captioning (Lessons are broken down into easy-to-implement steps so you can start using my boards and strategies right away.)

  • 10 Trello* boards with lessons to show you how to use them

  • Affiliate opportunity (with 50% payout)

  • BONUS: Canva* templates

  • BONUS: Canva templates tutorial video

    *Everything you’ll learn can be done using free accounts in Trello and Canva, although I highly recommend the Pro Canva account.

Payment plans available.

Let’s take a closer look at what you’ll learn.

In this lesson I'll walk you through setting up your (free!) Trello account and what you need to know to get started.

In this lesson we'll go over some basics in Trello, like what boards are and how to add, copy, and move lists.

In this lesson you'll learn about workspaces and how to get around paying for Trello (legally and morally, I promise!).

In this lesson you’ll learn how to keep all the main administrative things for your brand organized in this operations board.

This is one of my favorite (and most used) boards. If you're a course junkie like me, or just want a place to organize all the tutorials and informational posts you find, you're going to want to star this one.

Whether you are creating a course for the very first time, or are a veteran course creator who just needs a way to organize all the things, use this board to customize your course creation workflow.

This is the board to use to keep track of all of your ideas as well as products that you've already created and launched.

Use this board to keep track of content you post across all of the platforms you use to connect with your people.

Your email list. You know it's important. This is where you'll keep track of content ideas, strategy, etc.
Plus recommended resources in case you need help with what to send to your list.

This board is a place to keep track of connections that you make in your creative business.

It's super helpful to keep all of your testimonials in a board like this so you can easily copy and paste them when needed.

This board is a place to keep track of all of the affiliate relationships you have. Use this to store important login info for brands/products you're promoting as well as all the ideas, promotions, etc. for people promoting you.

You've learned the basics of Trello and have a good start on boards that you can use in your business. Now let's add a little fun and functionality to your boards, lists, and cards!

Canva templates plus instructional video to show you how you can edit them and add them to your boards.

If you enjoy this course and find it to be valuable in organizing things for your business, you can share it with others and get paid 50% of the price of the course!

Payment plans available.

Hello! I'm Jenny Portillo, owner and creator of jenuine Ruby and Wholehearted Creative. I’m an elementary school administrator by day, moonlighting as a multipassionate creator.

I create digital products and resources that help reduce overwhelm so that creatives and educators can flow and thrive in their zone of genius. Finding systems and tools that help the backend of business run smoothly is my jam.

I love to connect with other creative business owners and share practical solutions for organization and productivity. It doesn't have to be tedious and boring, promise! I'll show you it can be so empowering and even kinda fun!

I live in the San Francisco Bay Area with my blended family. Together, my husband and I have six children ranging in age from 26-16.

And I drink lots of coffee. ☕️ I like it dark and sweet.

I’m excited to invite you to join me in

Wholehearted Creative Business: Organization in Trello

  • Copy my boards. You don't have to start from scratch. Just add your info.

    I'm not just giving you suggestions on what kinds of boards to create. I'm giving you the actual boards that I use in my business. All you have to do is copy them (I'll show you how) and start filling them with your info. Easy peasy!

  • Canva templates. I'll show you how to make it pretty and share my graphics.

    This part is totally not necessary for keeping your business organized in Trello, but it does make your boards prettier and your info easier to find. I create all of my board labels in Canva, and I'm sharing the templates with you. I'll show you how to edit these in both the free and upgraded versions of Canva.

  • Lifetime access. Get started now and come back as often as you need to.

    Hopefully when you enroll, you'll get started right away so you'll have the peace of mind knowing that everything you need for your business can be organized and easy to find as soon as you start using this system. But sometimes things come up.

    You are not locked into a time frame with this course. You'll be able to come back to it whenever you need to. Maybe there's a board or two that you don't need right now, but later realize they might be helpful. Or maybe you made a lot of changes to a board that you copied and want to see the original. You can go back to the course whenever you need to and copy my boards as many times as you like.

  • New or established business owners.

    Are you a new business owner? You have the benefit of being organized right from the start. I recommend copying all of the boards I share onto your workspace so that you can add to them as your business grows.

    Do you have an established business? Copy and paste your info so it's handy when you need it.

    Are you multipassionate and have more than one business? Create a workspace for each and copy the boards to each workspace.

  • Step by step video instruction.

    Not just templates, but videos with closed captions. I take you inside each board and show you how you can use them to uplevel your organization in a beautiful, uncomplicated way.

  • Free updates.

    As I learn new tips and tricks, or have ideas for boards that you might find helpful, I'll add them to the course. Whenever I make updates, I'll email to let you know (you'll want to stay subscribed to my email list so you can be notified).

Are you ready to finally feel at peace
in your business, having everything organized ?

  • Nope! Everything I teach you how to do is possible in the free version.

  • No, but I highly recommend it. If you have a business, Canva is probably something you'll use a LOT, and there are tons of great features in the upgraded version. However, if you're wanting to keep costs at a minimum, it's totally possible to use the free version.

  • No. You may not share any of the content of this course, including the board templates. But you can help me sell them! I offer a generous 50% affiliate commission!

  • No. You will get immediate access to the entire course and board templates. Please be sure to read this entire page as well as the terms and conditions before you purchase.

  • Unlike other programs I've tried, Trello is super user friendly and easy to begin.

  • No. Your client will need to purchase this course to access the boards, but you can earn 50% commission for your recommendation.

  • I teach how to use the free version of Trello, so no. However, if there is enough interest, that could be a future course.

You might be wondering…

This course is perfect for:

Organization for the rest of us.
Easy to follow system to organize everything for your business
so it's always conveniently at your fingertips.

Payment plans available.

Due to the digital nature and instant access of this product, all sales are final.
Please be sure before you purchase. Use the chat button if you have any questions.

Terms & Conditions