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Unleashed Leaders · Aug 4, 2026

Day 23: A Trello Board To Run Your Substack Publication

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Patti Keating · Unleashed Leaders

I created a Trello board to organize my Substack tasks. It manages the daily, weekly and monthly operations in one place.

Every piece of content your publication needs is mapped out so you can see the whole month at a glance and know exactly what’s due and when.

You can assign tasks to your team members or yourself.

  • Daily Notes

  • Weekly paid article

  • Weekly free article

  • DM welcome sequence, free subscribers

  • DM welcome sequence, paid subscribers

  • Paid member content

  • Founding member content

  • Upgrade campaign templates

Each list has an SOP (Standard Operating Procedure), a link to your google doc for ongoing content and each card has a checklist that you can duplicate for recurring tasks.

I LOVE this board!

You open it and know exactly what has been done, what to do next and who it’s assigned to.

You can see the whole month at a glance, and nothing slips through the cracks.

I’ll walk you through exactly how each column is set up, what goes on a card, and how the whole board runs week to week, because that’s what is required for consistency.

Right now, if you upgrade to annual before Thursday, August 6th at 11am PT, you get a seat in a live training where I give you the board and walk through exactly how to use it.

You leave with your own copy set up and ready to use.

Can’t make it live, the replay is yours too.

Read the original on pattikeating.substack.com

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