Guide to Using · What is Trello? Trello is a great way to get and stay organized. It can be used...
14
h"ps://owei"ospaghe-.com | lauren@owei"ospaghe-.com Guide to Using
Transcript of Guide to Using · What is Trello? Trello is a great way to get and stay organized. It can be used...
h"ps://owei"ospaghe-.com|lauren@owei"ospaghe-.com
Guide to Using
COPYRIGHT
Copyright©2019byLaurenGlynn
Allrightsreserved.Thisguide,oranyporHonthereof,maynotbereproducedorusedinanymannerwhatsoeverwithouttheexpresswri"enpermissionofthepublisher.
www.owei"ospaghe-.com
AFFILIATEDISCLOSURE
Thisguidemaycontainaffiliatelinks.Thatmeans,atnoextracosttoyou,Imayearnacommissionifyoumakeapurchase,butIonlyrecommendproductsIuseandtrust.AsanAmazonAssociateIearnfromqualifyingpurchases.
YoucangetafreesubscripHontoTrelloatmyaffiliatelink!
Page�3
WhatisTrello?
Trelloisagreatwaytogetandstayorganized.Itcanbeusedforanythingfromplanningatrip,toorganizingyourblog,toorganizingyourshoppingList.
It’sbasedonaworkflowsoWwaredevelopmentteamsuse.DevelopersusesHckynotesonthewallandmovethembetweencolumnsdependingonwhatpointintheprocessthefeatureisat.
ThesystemintegrateswithseveralotherapplicaHons,includinginVision,Slack,andGoogleDrive.ThismakessharinginformaHonandfilesacrosssystemseasy.
Thefreeversionhasenoughfeaturesfortheaverageuser,butthepaidversiongivesmore“power-ups”,oradd-ons,foraddiHonalfeatures.
TherearethreeHersofTrello:
• TrelloFree-thisincludesbasicfeatureslike10MBfilelimits,adozensHckers,unlimitedBoardsandCards,andonepower-upperBoard.
• TrelloGold-thepaidconsumerversionupsyourfilesizeto250MB,theopportunitytocreatecustomsHckersandBoardbackgrounds,anduptothreepower-upsperBoard.
• TrelloBusinessClass-thebusinessversionofTrelloaddsenterprise-gradesecurity,theopHontocreateTeamsandBoardCollecHons,andtheopHonofaddingObserverstoaBoard-userswhocanview,butnotedit.
HowcanTrellohelpme?
TheusesforTrelloarecountless!Peopleuseittoplanweddings,trackrecipes,asquick-startguidesfornewemployees,trackingmarkeHngprojects,andthelistgoesonandon.It’sbothsimpleenoughandflexibleenoughthatitcanbeadaptedtoanythingyouwanttokeeptrackof.
Page�4
IhaveseveralTrelloBoards.Iuseonefortrackinggoalsandpostsformyblog,planningformyfull-HmeRVlife,“LifeAdmin”-appointmentsIneedtomake,carmaintenance,short-andlong-termgoals,andIalsohaveseveralforwork.Itmakesvisuallyseeingwhereyou’reatveryeasy.
GeHngStartedSigningupiseasy.Allyouneedisanemailaddress,oryoucanuseyourexisHngGoogleaccount.
You’llreceiveanemailconfirmaHonthatyouraccountisgoodtogo.
OnceyouloginforthefirstHme,you’llneedtosetupaBoard.ThesearetheBoardsIalreadyhave
Page�5
inmyTrelloaccount.YoucanhaveasmanyBoardsasyouwant,soyoucanorganizeyourworldhowevermakesthemostsensetoyou.
TocreateanewBoard,clickthe+bu"onontheupper-rightcorner.TherearethreeopHons,butfornowwe’rejustgoingtofocusonCreaHngaBoard.
WhencreaHngaBoard,typeintheBoardTitle.Don’tworry,youcanalwayschangethislaterifyouneedto.Hereyouwillalsoselectabackgroundimage.ThisiswhatwillshowbehindyourCardsonyourBoard,aswellasonyourhomepagesoyoucanuseittoeasilyidenHfywhichBoardyouwant.
Page�6
Therearetonsofstockimagestochoosefrom,soeachBoardcanbeunique.YoucanchooseanimagethatrepresentswhattheBoardisabout,likeIhaveabeauHfulnigh-meRVsceneformyRVplanningBoardandalaptopandotherdeskitemsformyBlogPlanningBoard.
WithTrelloGold,youcanuploadyourownimage.PlanningyourdreamvacaHon?UseapictureofyourdesHnaHon.TrackingconstrucHonofyourdreamhouse?Findapicturetoinspireyourdesign.Whateverhelpsyoubeorganizedandmakesyouhappy!
SeHngUpYourBoard
OnceyouhaveyourBoardnamedandyourbackgroundimageselected,it’sHmetogetdowntothedetails.YourBoardwillstartemptylikethis:
ReadyandwaiHngforyourbigideas!
Page�7
ThebasicbuildingblocksofaTrelloBoardareListsandCards.Listsarethecolumnsacrossthetop,andCardsaretheitemswithineachList.TrelloallowsyoutodraganddropCardsbetweenListssomovingsomethingfromToDotoInProgresstoDoneisreallyeasy(andsurprisinglysaHsfying!)
Forthisguide,I’vecreatedaBoardformyToDoitems.IhaveaListforitemsINeedtoDo,itemsthatareInprogress,anditemsthatareDone.
WheniniHallycreaHngaCard,clickthe+AddaCardbu"onontheListyouwanttheCardon.Typeinaquicksummaryofwhattheitemis,andclickAddCard.
ThisistheHtleoftheCard.IfyourBoardissimple,youcanleaveyourCardatthatandnotaddanymoreinformaHon.
Page�8
UsingCards
IfyourBoardisali"lemorecomplex,youcanopentheCardtoaddmoredetail.
There’sadescripHonfieldtoaddmorespecificdetail.Itcanalsobeforma"edusingMarkdownforma-ng.Ahandylinkunderthedetailboxcangiveyoumorespecifics.
Page�9
CardscanalsohaveacheckList,ifthereisaseriesofthingstobedoneunderoneCardheading.Thiswouldbeuseful,forexample,iftheCardwas“GiveNewEmployeeSystemAccess”andthecheckListcontainedtheListofsystemstheemployeeneededaccessto.ThatwaytheycanbecheckedoffindividuallywithoutcrowdingtheBoardwithlotofCards.
AddiHonally,youcanaddaduedatetoaCard.Click“DueDate”andselectadatefromthedropdowncalendar.
Page�10
ThisduedatewillshowontheCardandintheListview.
Thiswillturnredoncethedatehaspassedsoit’seasytoseeanythingthat’soverdue.
Page�11
Youcanadda"achmentstoCardstomakedocumentseasytofind.ThiswouldbehelpfuliftheCardwasato-doitemtoreviewaspecificdocumentandprovidefeedbackorsignoff.OrifyouwantedtokeeptrackofgraphicsorfilesalongaspartofyourBoard.
Filescanbea"achedfromyourlocalComputer,anotherpartofTrello,Dropbox,OneDrive,andBox.Thismakesiteasytoaddandkeeptrackoffilesforprojectsandtasks.
Forfreeusers,thefilelimitsizeis10MB.ForTrelloGold,thatgoesupto250MB.
AnotherpowerfulfeatureofTrelloistheuseofLabelsonCards.Theseconfusedmeatfirst-whydidIwanttolabelCards?IftheywereallonthesameBoard,surelytheydidn’tneedseparateLabels?What’sthedifferencefromthoseandLists?
ThepowerfulpartofLabelsifthatyoucanfilteryourBoardtoseeonlyCardswithacertainLabel.Thiscanbeextremelyhelpful.Forexample,myFull-TimeRVplanningBoardhasthreemainlabels-Downsize,BuyanRV,andThingstoSchedule.
Thisway,IcanhaveallmyTo-Do’sinoneListtogether,suchasschedulingdoctor’sappointmentsbeforeIleave,researchingthetypesofRVIwant,andhavingaCardforeachareaIneedtoorganizeinordertodownsize.
Now,sinceeachCardhasaLabel,IcanfiltertoshowonlythoseCardsIneedtoseeatthatmoment.It’seasytoseewhatIhaveremainingforeachcategorysinceIcanfilterontheLabel.
Page�12
CardscanalsohavemulHpleLabels,shouldmorethanoneapply.
AnotherfeatureIwasn’toriginallytoosureaboutwasSHckers.TheseshowuponthefrontoftheCardinListview.ThereisahugevarietyofSHckersyoucanchoosefrom.TheymakeagoodvisualindicatorforaCardwhenyoumayjustwanttonotesomethingbutdon’tnecessarilyneedtofilteronit.
TacotheDogisTrello’smascot,soofcoursehegetsafewsHckersforhimself.
TrelloGoldaddsmoresHckeropHons,andtheopHonofcreaHngyourownsHckers.
Power-Ups
Power-UpsareaddiHonalfeaturesorconnecHonstootherapplicaHons.TheyareinvaluableinextendingtheconfigurabilityofTrello.
Page�13
OneofmyfavoritePower-UpsisCustomFields.Thisallowsmetoaddmoredetailtocardsandtosearchonthatdetail.WhenconnecHngTrellotootherapplicaHons,CustomFieldsletsmesenddatatospecificplacesinotherapps.
Theusesforpower-upsisalmostunlimited.NewonesarebeingaddedalltheHme,sotakealookthroughthelisttoseewhatwouldbeusefulforyou.
PuHngitallTogether
NowthatyouhaveyourListsandCardssetup,youcanseeallofitinyourBoardview.YoucanclickontheLabelofanycardtoshoworhidethewordswithintheLabels,dependingonifyouwanttoseejustthecolorsorthewordsthemselves.
Page�14
SHckersarealsovisibleinBoardview.
IfyouusetheCustomFieldpower-up,youcanchoosewhetherthosefieldsarevisibleintheBoardview,oronlywithintheCarddetail.
OnceaListoraCardisdone,youcanArchivethem.YoucanalsodeletethemaWerArchivingthem,butArchivingallowsthemtobesearchedandretrievedlater.
WrappingUp
Thisisareallyhigh-leveloverviewofsomeofthefeaturesofTrello.Hopefullyit’shelpfulforyouinge-ngyourTrellogameon!
IloveTrelloandit’sbeenanindispensabletoolformewhileseHngupandrunningmyblog,aswellasplanningforamajorlifechange.
FormoreinformaHononse-ngupandusingTrello,theyhavesomeexcellentfreeon-demandwebinarsontheirwebsite.
