Trello - Organizing your Tasks Easily

Post on 20-Feb-2017

50 views 1 download

Transcript of Trello - Organizing your Tasks Easily

www.aprilsantos.com Making Your Virtual Presence Matter

How to Use Trello to Organize Everything

www.aprilsantos.com Making Your Virtual Presence Matter

www.aprilsantos.com Making Your Virtual Presence Matter

Are you working on that big project

while juggling different tasks?

www.aprilsantos.com Making Your Virtual Presence Matter

Or are you in charge of planning

your next big family vacation?

www.aprilsantos.com Making Your Virtual Presence Matter

And are you doing both of these at the same time?

www.aprilsantos.com Making Your Virtual Presence Matter

HOW do you manage organizing both your project and family vacation without forgetting

important tasks???

www.aprilsantos.com Making Your Virtual Presence Matter

There is HOPE!

www.aprilsantos.com Making Your Virtual Presence Matter

is here to help you!

www.aprilsantos.com Making Your Virtual Presence Matter

Trello is a visual collaboration tool that shows a holistic view of all

your projects.

www.aprilsantos.com Making Your Virtual Presence Matter

Whether it be your professional project or personal task, Trello is

the perfect platform to organize all the details of your projects.

www.aprilsantos.com Making Your Virtual Presence Matter

Want to learn how to use Trello to help you organize

your multiple tasks?

www.aprilsantos.com Making Your Virtual Presence Matter

www.aprilsantos.com Making Your Virtual Presence Matter

Then let’s explore what Trello has in

store for us!

www.aprilsantos.com Making Your Virtual Presence Matter

In your URL, type trello.com

www.aprilsantos.com Making Your Virtual Presence Matter

Click Sign Up - It’s Free to create an account

www.aprilsantos.com Making Your Virtual Presence Matter

www.aprilsantos.com Making Your Virtual Presence Matter

Input your name

www.aprilsantos.com Making Your Virtual Presence Matter

Your email address

www.aprilsantos.com Making Your Virtual Presence Matter

And password

www.aprilsantos.com Making Your Virtual Presence Matter

Make sure to use a strong password to

ensure the security of your account!

www.aprilsantos.com Making Your Virtual Presence Matter

Then click Create New Account!

www.aprilsantos.com Making Your Virtual Presence Matter

Wait for the email confirmation to confirm your account subscription.

www.aprilsantos.com Making Your Virtual Presence Matter

If you have a Google Account, click Sign

up with Google.

www.aprilsantos.com Making Your Virtual Presence Matter

This next screen will appear.

www.aprilsantos.com Making Your Virtual Presence Matter

Click Allow if you are okay with the permission

requirements.

www.aprilsantos.com Making Your Virtual Presence Matter

Welcome to Trello! This is how your dashboard looks like.

www.aprilsantos.com Making Your Virtual Presence Matter

First up, what is a board?

www.aprilsantos.com Making Your Virtual Presence Matter

A board is a collection of cards ordered in a list of lists. This is used to manage a project,

track a task, or organize anything.

www.aprilsantos.com Making Your Virtual Presence Matter

Let us try creating a board!

www.aprilsantos.com Making Your Virtual Presence Matter

Click Create new board

www.aprilsantos.com Making Your Virtual Presence Matter

Name your Board. The name should

describe the type of project that you will

be organizing.

www.aprilsantos.com Making Your Virtual Presence Matter

Voila! Your new board will now be shown under My Boards.

www.aprilsantos.com Making Your Virtual Presence Matter

Click the new board created

www.aprilsantos.com Making Your Virtual Presence Matter

This is how your board looks like.

www.aprilsantos.com Making Your Virtual Presence Matter

Let’s navigate the different functions that you can use in your board.

www.aprilsantos.com Making Your Virtual Presence Matter

To add a list, enter a list name in the box below:

www.aprilsantos.com Making Your Virtual Presence Matter

A list is usually the high level task that you need to track.

www.aprilsantos.com Making Your Virtual Presence Matter

These are laid out horizontally whenever you add new lists.

www.aprilsantos.com Making Your Virtual Presence Matter

Let us add details in each list.

www.aprilsantos.com Making Your Virtual Presence Matter

To do this, click Add a card under the first list:

www.aprilsantos.com Making Your Virtual Presence Matter

Enter the task that you need to be tracked under this list:

www.aprilsantos.com Making Your Virtual Presence Matter

Click Add

www.aprilsantos.com Making Your Virtual Presence Matter

You can add as much cards as possible under

one list.

www.aprilsantos.com Making Your Virtual Presence Matter

Once you have listed all needed cards, just

click x.

www.aprilsantos.com Making Your Virtual Presence Matter

For each card, you can do different options by clicking the pen icon

beside the card.

www.aprilsantos.com Making Your Virtual Presence Matter

Here are the different options available for each card:

www.aprilsantos.com Making Your Virtual Presence Matter

Edit Labels allows you to categorize your cards:

www.aprilsantos.com Making Your Virtual Presence Matter

Assign colors to each card to categorize them according to your needs.

www.aprilsantos.com Making Your Virtual Presence Matter

Change Members lets you to assign members who can view and edit the card:

www.aprilsantos.com Making Your Virtual Presence Matter

Just enter the names of the members that you wish to be added:

www.aprilsantos.com Making Your Virtual Presence Matter

Click MOVE to change the sequence/position of the cards:

www.aprilsantos.com Making Your Virtual Presence Matter

Click Position to change the sequence of the card:

www.aprilsantos.com Making Your Virtual Presence Matter

Or click List to move the card to another list:

www.aprilsantos.com Making Your Virtual Presence Matter

You can also copy one card to a different List:

www.aprilsantos.com Making Your Virtual Presence Matter

Just click List

www.aprilsantos.com Making Your Virtual Presence Matter

And choose the List where you wish to copy this card to:

www.aprilsantos.com Making Your Virtual Presence Matter

Or you can copy one card to another position:

www.aprilsantos.com Making Your Virtual Presence Matter

Just click Position

www.aprilsantos.com Making Your Virtual Presence Matter

And choose the Position where you wish to copy this card to:

www.aprilsantos.com Making Your Virtual Presence Matter

You can also assign a DUE DATE for each card identified:

www.aprilsantos.com Making Your Virtual Presence Matter

Pick a date to assign the due

date for the chosen card:

www.aprilsantos.com Making Your Virtual Presence Matter

And assign a time for this due date:

www.aprilsantos.com Making Your Virtual Presence Matter

Click SAVE when done.

www.aprilsantos.com Making Your Virtual Presence Matter

Another way to see these options is by clicking each item:

www.aprilsantos.com Making Your Virtual Presence Matter

These are the different options available in

each card:

www.aprilsantos.com Making Your Virtual Presence Matter

You can add comments in the Add Comment

field.

www.aprilsantos.com Making Your Virtual Presence Matter

Clicking Send will share this to the

different members of the board.

www.aprilsantos.com Making Your Virtual Presence Matter

You can also add Attachments to your cards!

www.aprilsantos.com Making Your Virtual Presence Matter

This can be all kinds of files (photos, documents,

etc)

www.aprilsantos.com Making Your Virtual Presence Matter

To do this, click

Attachment

www.aprilsantos.com Making Your Virtual Presence Matter

Choose the location of the file where you will source your file

from:

www.aprilsantos.com Making Your Virtual Presence Matter

If you choose Computer, you will be redirected to your local folders:

www.aprilsantos.com Making Your Virtual Presence Matter

Choose the file that you will attach to the card.

www.aprilsantos.com Making Your Virtual Presence Matter

You can do the same steps to the different

cards under all your lists.

www.aprilsantos.com Making Your Virtual Presence Matter

GREAT!!!

www.aprilsantos.com Making Your Virtual Presence Matter

But are there still other functions of Trello that

you can utilize?

www.aprilsantos.com Making Your Virtual Presence Matter

www.aprilsantos.com Making Your Virtual Presence Matter

Let’s explore the following!

www.aprilsantos.com Making Your Virtual Presence Matter

One. Click Add Members

www.aprilsantos.com Making Your Virtual Presence Matter

Enter the email addresses of contacts you wish to be added

as member of your board:

www.aprilsantos.com Making Your Virtual Presence Matter

Added members of your board will be able to see all lists and cards in your

board.

www.aprilsantos.com Making Your Virtual Presence Matter

Two. Click Change

Background

www.aprilsantos.com Making Your Virtual Presence Matter

Choose from the following

options:

www.aprilsantos.com Making Your Virtual Presence Matter

The background is now changed to your chosen color:

www.aprilsantos.com Making Your Virtual Presence Matter

Three. Click Filter Cards

www.aprilsantos.com Making Your Virtual Presence Matter

This will allow you to show specific cards tagged to a specific label.

www.aprilsantos.com Making Your Virtual Presence Matter

For this example, all cards tagged as green and those with No labels will be shown:

www.aprilsantos.com Making Your Virtual Presence Matter

These are all cards under the labels chosen:

www.aprilsantos.com Making Your Virtual Presence Matter

To show all cards under all labels, check all labels in the filter:

www.aprilsantos.com Making Your Virtual Presence Matter

All cards are now shown:

www.aprilsantos.com Making Your Virtual Presence Matter

Four. Click Power-Ups

www.aprilsantos.com Making Your Virtual Presence Matter

These are the options

available under Power-Ups:

www.aprilsantos.com Making Your Virtual Presence Matter

Click Enable to use each of

these features:

www.aprilsantos.com Making Your Virtual Presence Matter

You will know that a power-up is enabled

if it has a check mark in the logo:

www.aprilsantos.com Making Your Virtual Presence Matter

You will also see it as part of your dashboard:

www.aprilsantos.com Making Your Virtual Presence Matter

Five. Click Stickers

www.aprilsantos.com Making Your Virtual Presence Matter

Choose from the options to add

color and creativity to your boards!

www.aprilsantos.com Making Your Virtual Presence Matter

Just drag a sticker to a card

to add it in:

www.aprilsantos.com Making Your Virtual Presence Matter

Six. Click More

www.aprilsantos.com Making Your Virtual Presence Matter

The following options are still

available for exploring!

www.aprilsantos.com Making Your Virtual Presence Matter

Archived items will show cards that have been completed or archived already.

www.aprilsantos.com Making Your Virtual Presence Matter

Your board will also have a

link!

www.aprilsantos.com Making Your Virtual Presence Matter

This can be shared and viewed by members of the

board.

www.aprilsantos.com Making Your Virtual Presence Matter

Trello also shows you your

activity list:

www.aprilsantos.com Making Your Virtual Presence Matter

www.aprilsantos.com Making Your Virtual Presence Matter

These are the basic functionalities that Trello

offers.

www.aprilsantos.com Making Your Virtual Presence Matter

Have fun organizing with Trello!