How to Manage Projects using Trello

HOW TO MANAGE PROJECTS

Do you want an easy, free, flexible,

and visual way to manage your projects

and organize anything?

Trello lets you work more collaboratively with

teams and get more done on any project.

What is?

Trello is a freemium web-based project management

application as well as easy to use

mobile app that keeps track of everything,

from the big picture to the minute details.

With Trello ’s boards, lists, and cards enable

you to organize and prioritize your projects

in a fun, flexible and rewarding way.

4 REASONS WHYTRELLO

MAKES PROJECT COLLABORATION SIMPLE AND

KIND OF ENJOYABLE

Dive into the details by adding comments,

attachments, and more directly to Trello cards.

Collaborate on projects from beginning to end.

Whether it’s for work, a side project

or even the next family vacation,

Trello helps your team stay organized.

Integrate the apps your team already uses

directly into your workflow. Power-Ups turn

Trello boards into living applications to meet

your team's unique business needs.

No matter where you are, Trello stays

in sync across all of your devices.

Collaborate with your team anywhere, from sitting

on the bus to sitting on the beach.

Let’s BEGIN!

First, open a browser by clicking it.

For this tutorial, let's choose Google

Chrome

Double-clickthis icon

A new window will pop-up

Click the URL

Type https://trello.com/ then hit Enter on your keyboard

You will be redirected to IFTTT ’s site

Click Log In if you already have an account

If not, click Sign Up

Let’s Create a Trello Account

Type in your first name & last name

Type in your Email

Type in your Password

Check this box here

Click Create New Account

You can also Sign up with Google

Check your inbox to confirm your email addresschavez.kevin.nicolo@gmail.com

Sign in to your email account

Type in your email

Click Next

Type in your Password

Click Sign in

Look for the confirmation email from Trello & click it

Click Verify Address

This is your Trello dashboard

To add a New Board, click here

Boards are like "virtual" white boards or

cork boards that represents your project.

It's used to organize tasks on lists

To add a personal board, click Create Board...

You can also Create Personal Team…

or Create Business Team…

Let’s click Create Board…

Give your board a Title (name of project)

To change the privacy options of the board, click here

If the project involves a team, click here

Give your team a name

You describe the purpose of the team

then click Create

Choose from: Private, Team, or Public

then click Create

This is your new board

Click here to Change Background

Choose the color you want

Let’s choose mustard

The background color has been changed!

Let’s create a list

Click the back button

Click Add a list…

Lists keep cards (tasks) organized in their

stages of progress. It can be used to

create workflows, serve as storage of

ideas, and can be moved across boards

as a project progresses

Give your list a name

then click Save.

Let’s make three (3) lists

Click Add a list….

Click Save

Let’s create a card

A Card is the foundation of a board

It represents a task or idea organized into lists

You can add an unlimited number of cards to a board

To create a card, click..

Add a card under a list

Give a short description

then click Add

If needed, you can add more cards

To customize cards, click on a card

Cards are customized to contain information and

to facilitate project collaboration.

This is a card's contents

Take note of the 5 main sections

This is the Description section,

click Edit the description…

Type in the card’s description

then click Save

This is the Comment section,

Enter your comments about the card here

To add an attachment, click paper clip

Select attachments from these or

you can click attach a link here

then click Attach

To mention a team member, click @

Manually enter a team member's Trellousername here,

select All members on the card,

or select All members on the board

To insert emoji, click

You can Search for emoji,

Select emoji,

or Upload Emoji

To add a card in your comment, click here

Search the name of the card by typing

then click it

Once you're done commenting, click Send

This is the Activity section,

Previous actions made on your card are

displayed here for backtracking purposes

This is the Add section

Click this to add team Members to your card

Click this to add Labels to your card

Under Labels, click pencil icon beside a color or

click Create a new label

Give your label a name

then click Save

This is your new label. Click on it.

The label is now added to your card

Click this to add Checklist to your card

Give your checklist a name

then click Add

Add an item to your checklist

then click Add

Add another checklist as the need arises

If the item is completed, check the box

You can also Hide completed items

or Delete the checklist

To delete completely, click Delete Checklist

Click this to add Due Date to your card

Select the date (day, month, year)

Set the time

then click Save

The card has now a due date

Click this to add an Attachment to your card

You can select an attachment or

or Attach a link

then click Attach

This is the Actions section

To Move card to any board or list, click here

To Copy card to any board or list, click here

Members can Subscribe to get notified on actions on the card

To Archive finished cards (can be retrieved later), click here

Close the card and go back to your board

For extra features and integrations that make

your boards more powerful, click Power-Ups

Create a Team Name

then click Create

Beside Calendar, click Enable

Calendar Power-Up is now enabled. Click Calendar.

Be default, calendar view is set on Month

Click here to view the Calendar’s Week feature

For more awesome Power-Ups, feel free to explore

Let’s customize your board

Click Show Menu

To add someone to your board, click Add Members...

then enter the email address of who you’re going to add here

or Invite people by giving them a special link…

Click Filter Cards to

filter cards based on their labels

Click here to Add Stickers to your cards

Drag sticker to the card to add it

For other board options, click More

Click Settings

then you can change your board settings

To edit your profile, click your name

Click Profile

to view your Teams and Activity

Click Cards

to view cards assigned to you

Click Settings

to check account details and credentials

Click Shortcuts

to learn how to maximize Trello 's keyboard shortcuts

For Trello's tips and tricks, visit this Link:

https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks

“Where there is unity there is always victory.”

(Publilius Syrus)

There you have it

Thank you for investing on yourself

Apply what you have

How to Manage Projects using Trello

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