Guide to Trello

TRELLOA VERY SIMPLE

STEP-BY- STEP GUIDE TO CREATING AN ACCOUNT IN

(ON WINDOWS)

This is a typical

Windows 7 Desktop.

To start …

Next click on your internet browser. You can use any,

either

Internet Explorer

Chrome

Firefox

The default website will

come up, on this case it’s Google.

Please note that your initial

screen might be different.

No Worries.

Next is click on the

address bar.

Then type “www.trello.c

om”.And press “Enter”.

This is the “trello”

website initial screen.

Before we sign-up, let’s explore what are these other buttons /

links for.

This is of course link if you already

have a trello account.

This link is also is used if you already

have a trello account.

And this, will just bring you back to the home (trello)

website.

Which is brings us to the main topic, “Creating a Free

Account”.

You can either click on “Sign up – It’s Free”

or “Sign up”.

If you scroll down, there is an option for you to create

an account using a Google account.

On this case, we will create a new

account.

Fill in your User Name.

Your email address.

Your password.

Then click on “Create New

Account”.

And voila, you now have an account

in trello.

… but wait. See the note above?

It is asking you to confirm your email address.

So go ahead and check your Inbox.

You will find an email similar to

this.

Click it open.

… and you will see this message in

the email.

Click on the “Verify Address”.

… and the message will not

be there anymore.

CONGRATULATIONS!!

NOW LET’S EXPLORE THE SCREEN,THE PERSONAL BOARD

This is where you will find your Notifications.

When you click on it …

… a pop-up screen will come out. Like

so ….

We will explore this one by one later in

the tutorial.

This is for the Information Menu.


… a pop-up screen will show the

various information available.

This is for the User Menu.


… the User Menu will pop-up.

This is for the Create Menu.


… the Create Menu will pop-up.

This is will bring you back to the

Main page.

Obviously, this is the Search tool.


… a pop-up screen will show you on

what can be searched.

Boards ….

just you click on it …

… the pop-up screen will you the different “boards” available, create a new board or also search for a board.

… and this. Well, it is what it says

….

Click on it ….

… and gives you the screen where you can create a

Team.

Now this.

Why don’t we click each and see what

happens.

First, “Create new board”.

And this will appear. This is a new board … just

as it says.

Next, “Welcome board”.

And it brings you to a totally new level of trello.

Click on this …. To bring you back to the main page.

And just like that, you’re back.

Now, as mentioned earlier, we will go

through the menusone-by-one.

Let’s start with notification.

This menu will show the

notification that you received.

The information menu contains ….

Tips … like the one on top. So, if you

click on it …

…. another tip will appear.

Next is the tour, which is self-explanatory.

A sample screen of what you will see

when you click “tour”.

Pricing, another link which self-

explanatory.

The pricing of scheme of Trello. This is the screen that will come out (in another

tab) when click “pricing”.

Apps, is where you can set-up Trello on

different devices and link to other applications.

Same as the other link, it will open up

another tab,

Blog, another link which self-

explanatory.

This is the blog screen of Trello.

Click more and it will reveal more options.

Voila! …. more options.

Jobs, will show the career page of Trello.

Developers, is the option for …. Well

“Developers”.

About, obviously will tell you about Trello.

This is where to go if you want to know

more about Trello e.g. History and the like.

Legal, it’s about the Terms and Conditions.

It is always wise to read through the

Terms and Conditions.

Help is quite obvious. Let’s click on it

anyway.

…. and as expected.

Next is the User Menu.

When you click on any of the three (3)

links, it will bring you to ….

Profile tab, where it will show the

activities you are involve.

Card tab, where it will show the cards

you are involve.

Settings tab, where you can change

the account settings.

Trello Goldtab, this is the

option if you want to use the extra

services of trello .

The plus (+) or Create Menu.

Each option is actually explained.

Click on it ….

… and this screen will pop-up to

create a Board.

Click onthe next option ….


create a Personal Team.

Click onthe next option ….


create a Business Team.

Next …

the Boards.

It gives you the option to search a particular board.

This will show the recent boards that

you accessed.

When click on the plus(+) sign, it will

expand.

This will show the Personal boards.

When click on the plus(+) sign, it will

expand.

This create option is the same as the one under Create

Menu.

Like so.

The next command is an

option to keep the Boards Menu

always visible.

Like so …. It works like a switch, On or

Off.

And the last one is to display the closed boards.

CONGRATULATIONS!!

YOU HAVE COMPLETED THE SECOND PART

NOW … LET’S EXPLORE A BIT MORE.

Let us click on the Welcome Board.

On this page, there is a lot to explore.

So let’s try a few of the options or

commands.

There are tiny command buttons that can easily be

missed out.

Like this one … click and …

… and another set of commands

pops-up.

Let’s try this one … click and …

… and another set of commands

pops-up.

Actually, it’s the same commands. The difference is it

applies to each box.

Let’s give it a try.

Click this and see what happens.

It lets you add a list within this box.

Now, let’s try this.

It lets you add a list within this box.

And you can do a lot more. Continue exploring and see what these other

commands will do.

ENJOY

THANK YOUCHECK-OUT THE OTHER

TUTORIAL(S)

Guide to Trello

Education

Transcript of Guide to Trello