How to Manage Projects using Trello

HOW TO MANAGE PROJECTS

USING

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Do you want an easy, free, flexible,

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and visual way to manage your projects


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and organize anything?


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Trello lets you work more collaboratively with


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teams and get more done on any project.


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What is?


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Trello is a freemium web-based project management


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application as well as easy to use


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mobile app that keeps track of everything,


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from the big picture to the minute details.


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With Trello ’s boards, lists, and cards enable


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you to organize and prioritize your projects


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in a fun, flexible and rewarding way.


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4 REASONS WHYTRELLO

MAKES PROJECT COLLABORATION SIMPLE AND

KIND OF ENJOYABLE


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Dive into the details by adding comments,


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attachments, and more directly to Trello cards.


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Collaborate on projects from beginning to end.


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Whether it’s for work, a side project


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or even the next family vacation,


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Trello helps your team stay organized.


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Integrate the apps your team already uses


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directly into your workflow. Power-Ups turn


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Trello boards into living applications to meet


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your team's unique business needs.


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No matter where you are, Trello stays


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in sync across all of your devices.


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Collaborate with your team anywhere, from sitting


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on the bus to sitting on the beach.


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Let’s BEGIN!


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First, open a browser by clicking it.


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For this tutorial, let's choose Google

Chrome


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Double-clickthis icon


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A new window will pop-up


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Click the URL


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


https://trello.com/

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You will be redirected to IFTTT ’s site


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Click Log In if you already have an account


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If not, click Sign Up


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Let’s Create a Trello Account


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Type in your first name & last name


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Type in your Email


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Type in your Password


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Check this box here


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Click Create New Account


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You can also Sign up with Google


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Check your inbox to confirm your email [email protected]


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Sign in to your email account


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Type in your email


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Click Next


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Type in your Password


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Click Sign in


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Look for the confirmation email from Trello & click it


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Click Verify Address


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This is your Trello dashboard


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To add a New Board, click here


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Boards are like "virtual" white boards or


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cork boards that represents your project.


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It's used to organize tasks on lists


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


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You can also Create Personal Team…


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or Create Business Team…


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Let’s click Create Board…


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Give your board a Title (name of project)


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To change the privacy options of the board, click here


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If the project involves a team, click here


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Give your team a name


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You describe the purpose of the team


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then click Create


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Choose from: Private, Team, or Public


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then click Create


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This is your new board


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Click here to Change Background


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Choose the color you want


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Let’s choose mustard


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The background color has been changed!


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Let’s create a list


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Click the back button


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Click Add a list…


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Lists keep cards (tasks) organized in their


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stages of progress. It can be used to


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create workflows, serve as storage of


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ideas, and can be moved across boards


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as a project progresses


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Give your list a name


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then click Save.


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Let’s make three (3) lists


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Click Add a list….


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Click Save


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Click Save


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Let’s create a card


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A Card is the foundation of a board


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It represents a task or idea organized into lists


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You can add an unlimited number of cards to a board


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To create a card, click..


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Add a card under a list


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Give a short description


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then click Add


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If needed, you can add more cards


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To customize cards, click on a card


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Cards are customized to contain information and


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to facilitate project collaboration.


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This is a card's contents


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Take note of the 5 main sections


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This is the Description section,


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click Edit the description…


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Type in the card’s description


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then click Save


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This is the Comment section,


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Enter your comments about the card here


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To add an attachment, click paper clip


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Select attachments from these or


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you can click attach a link here


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then click Attach


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To mention a team member, click @


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Manually enter a team member's Trellousername here,


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select All members on the card,


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or select All members on the board


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To insert emoji, click


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You can Search for emoji,


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Select emoji,


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or Upload Emoji


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To add a card in your comment, click here


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Search the name of the card by typing


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then click it


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Once you're done commenting, click Send


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This is the Activity section,


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Previous actions made on your card are


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displayed here for backtracking purposes


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This is the Add section


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Click this to add team Members to your card


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Click this to add Labels to your card


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Under Labels, click pencil icon beside a color or


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click Create a new label


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Give your label a name


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then click Save


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This is your new label. Click on it.


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The label is now added to your card


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Click this to add Checklist to your card


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Give your checklist a name


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then click Add


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Add an item to your checklist


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then click Add


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Add another checklist as the need arises


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If the item is completed, check the box


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You can also Hide completed items


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or Delete the checklist


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To delete completely, click Delete Checklist


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Click this to add Due Date to your card


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Select the date (day, month, year)


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Set the time


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then click Save


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The card has now a due date


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Click this to add an Attachment to your card


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You can select an attachment or


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or Attach a link


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then click Attach


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This is the Actions section


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To Move card to any board or list, click here


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To Copy card to any board or list, click here


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Members can Subscribe to get notified on actions on the card


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


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Close the card and go back to your board


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For extra features and integrations that make


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your boards more powerful, click Power-Ups


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Create a Team Name


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then click Create


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Beside Calendar, click Enable


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Calendar Power-Up is now enabled. Click Calendar.


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Be default, calendar view is set on Month


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Click here to view the Calendar’s Week feature


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For more awesome Power-Ups, feel free to explore


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Let’s customize your board


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Click Show Menu


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


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


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or Invite people by giving them a special link…


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Click Filter Cards to


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filter cards based on their labels


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Click here to Add Stickers to your cards


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Drag sticker to the card to add it


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For other board options, click More


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Click Settings


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then you can change your board settings


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To edit your profile, click your name


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Click Profile


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to view your Teams and Activity


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Click Cards


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to view cards assigned to you


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Click Settings


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to check account details and credentials


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Click Shortcuts


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to learn how to maximize Trello 's keyboard shortcuts


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

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


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

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“Where there is unity there is always victory.”

(Publilius Syrus)


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There you have it


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Thank you for investing on yourself



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How to Manage Projects using Trello

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