Articles, Blog

Video Production Workflow in Trello – 2018 Tutorial

November 5, 2019

In today’s video I’m going to show you how to make a video production workflow in Trello. So stay tuned. If you haven’t done so already, hit that subscribe button. And don’t forget to hit the bell for notifications. If you’ve never tried Trello before, it is a great program for setting up a workflow. Now, being a video editor, I use it frequently for setting up workflows from my video editing. Let me show you how to do that. The first thing you’re going to do is just start with a basic Trello board. This one is an empty board. so we can get started here. The first thing we’re going to want to do is put in lists. And these lists basically compile the different steps that you need to go through when you’re producing a video. The first thing you’re going to want to do is come up with ideas for your videos. So the first list I wouldn’t have put up is ‘ideas’. And after that, you’re going to want to film your video. So let’s call this next list filming. After you’re done filming your video, you’re going to want to be able to do some editing, And then distribution. That’s where you upload your video to the platform that you want it to go to. Maybe you have several platforms. So you’re going to want it to go to several ones. After you have distributed the video, you’re going to want to make sure and advertise it. So you’re going to need some marketing. Once you have all that set up, you can put it in the ‘Ready’ list. Then once it has gone live, you can put it in any ‘Done’ list. So those are the basic lists. But does look pretty simplistic. So let’s go back here to the beginning two ideas. We’re going to add a card to this. Now the first card we’re actually going to call ‘Template’. This is a card that we’re going to start with every time. Now, I’m going to open the template card, and in the template I’m going to basically leave the description blank. But one of the things that I am going to put in there is a checklist. And you can name your checklist anything you want. But in the checklist, I’m going to go through, and put down the items in more specific detail. So, in the ‘Ideas’, I want to brainstorm, and then I want to write a script for the video. When it comes to filming, that’s pretty simple and straightforward. Then I’m going to need to upload the video to wherever I’m storing it. Rather that be on a system like Dropbox or Drive, or rather I’m storing it just on my computer. So you can see how this is kind of going. You kind of go through the checklist and make each thing. Other things you’re going to want to add to the list would be making graphics for advertising your video. Making a thumbnail if you’re going to be putting it on YouTube, Vimeo or something like that. Anything that you can think of that you need in your process, transcription, you can add to this checklist. Let me close out of that. Now every time that you come up with a new video idea, you just go in here, and you copy this template and you rename it. Say you want to do a video on how to walk a dog. Okay. Now you have that created, how to walk a dog. In there, you can already see, it has your checklist of what all you need to do. In your description is a great place for you to keep links to everything. This is a great place to put links to the Dropbox or any other assets that you have that you need to access while doing this video. Now as you go through each of these systems. You’ll check them off, close it out and then drag it to whatever new section you’re in. Also, make sure that if it needs to go up by a certain date, put a due date on it so that you’ll get reminders. In here you can attach any graphics that you have that go with your video. You can put on labels. And if you have a team, and you want other people working on it, you can assign it to a different member. One of the workflows that I made up before was a Facebook live to YouTube workflow. I made this one up a while back. And it says make graphics in advance for Facebook live, because you’re going live, so you actually need the graphics in advance. Update video settings on Facebook and then download the video. Edit the video and so on. And as you can see, I’ve got the template for Facebook live to YouTube right here. And It gives you a description. Remember you will need SEO rich keywords. It has the Facebook checklist, it has the edit video upload to Dropbox and the YouTube checklist. So it has several different checklists depending on what section I’m working on. This Facebook live to YouTube workflow is public. I do have it available and I actually even made a little start here. So if you’re interested in getting this, I’m going to drop the link down below. This is the page where you grab that. And I’ll drop this link down below so that you can check that out. And what you’re going to want to do once you get it, Is you’ll go into ‘Start Here’. It gives you a welcome, It tells you about the board, how to copy it to your own board, and any other information. This also comes with an email series. That will give you a video tutorial and a few other secret tips that I don’t necessarily cover in this video today. Hope this video was helpful. If you have any questions, feel free to drop them in the comments. And I’ll see you next week. Thanks a lot, bye-bye Hey, thanks for watching. If you haven’t already done it, hit that subscribe button. And give us a thumbs up. We’ll see you next time.


  • Reply Diana Wilson August 22, 2018 at 12:28 pm

    What is your favorite tool for setting up workflows?

  • Reply Phil Min April 23, 2019 at 3:19 pm

    Thank you…you always get me thinking!

  • Leave a Reply