how to Use Trello

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How to use Trello

organize anything together


How to get there

In your browser, type www.trello.com, hit Enter.

http://www.trello.com/


Welcome to Trello


Signing up

Yes it’s free. They also have paid accounts. Click, ‘Sign up- Its’ Free’


Signing up There are two ways of signing up, by email or by an existing Google account.


Signing up By an existing Google account. Click, ‘Google Account’.


Signing up

Choose among your existing account. Click it.


Signing up Click ‘Accept’.


Dashboard Some of the parts.

Click to expand.

Notification icon

User profile icon Board icon


Dashboard Click on this to show how dashboard looks like with contents on it. It will

lead you to a sample template.


Navigation This is the “board” as what trello calls it. This is how it looks like with the

lists (contents) on it.


Navigation These are the sample lists with cards on it.


Navigation This is the admin panel.

It shows the members who are online. Also the activities. It is on the right side

of the dashboard.


Navigation On Menu. The following options are under it.


Adding member

Add members by typing their e-mail address or username. Then click the (name). *he/she should have a trello account


Adding member QG|quagmire is now being added as a member. By

clicking his name a toggled box will appear displaying the following choices of actions.


Adding member To change his permissions, click ‘change permissions’. By

default, newly added member are in ‘normal’ permission.


Adding member

Status Icons

Admin

Green: Online

Yellow: Idle


Create a new board On the upper right corner of the admin panel. Click the ‘+’ icon right beside your username


Create a new board This little pop window will appear. This tutorial will cover the basics, so lets choose the ‘new board’ for this time.

Click ‘new board…’


Creating a new board Type a title for your board.


Create a new board You can customize the privacy of this board. Click ‘Change’ to view the options and its description.


Create a new board These are the options for the privacy settings of your board. Choose what

suits you. By default it’s set to ‘private’.

*notice the organization setting is not applicable, it’s because the type of board we selected is the basic one.


Create a new board After setting the privacy , click ‘create’.


Create a new board This is how your board looks. Trello pre-added 3 basic lists of “To do”,

“doing”, and “done”.


navigation By clicking the drop down icon you will toggle the “list actions”.


navigation To change the name of the list. Just click on the name, and it toggle

into a text box. Type the name you prefer, then Click ‘Save’.


Adding a card I renamed the list “Let’s do this”. Then let’s add a card under this. A

card is basically a task or tasks to be done under a certain list. Click ‘Add a card’.


navigation It will then place a text box, type the name of your task.

Then click ‘Add’.


navigation The card is added, then automatically a new card (text box) will appear. Type again a task if you have more tasks under this list. If none, just hit “Esc” on your keyboard or the icon

‘x’ beside the ‘add’.


Editing card So I added 3 more cards. What’s next? Let’s edit one card. Just click the card.


Editing a card

A window will pop-up. These are the things you can edit and integrate on your card. Let’s check them one

by one.


Card’s description. You can put more information regarding the card so that members will have additional information regarding the task.

Click ‘Edit the card description’.

Editing a card


Type the description you want. I just added a simple note/reminder. Click, ‘save’.

Editing a card


Comment box. You can write anything here. For example compliments, additional reminder, as if it’s like a chat box for to

communicate regarding this specific card (task). Then, Click ‘comment’.

Comment


The comment will then reflect to the activity section of the card as well as in the admin activity panel.

Activity report


You can also address a member by “mentioning” him/her in the comment box, using this format “@(name)”.

mention


Once the comment has been sent. It will appear on the activity panel. And a notification will prompt on quagmire’s end.

mention


labeling

Labels helps you classify cards. You can change the color of the task. As well as put titles on it. It even has an option for those

color blind members.


classify

I chose color green and labeled it as “priority”. Click, ‘Save’.

*you can add more than one label


Assigning

Assigning members. Other members should have an account on Trello. You can find them

by email address/username. You can also assign yourself as you are the

maker of this board hence the Admin.


Checklist

Actions panel. For more specific task items, you can add a checklist under your list. Click ‘Add checklist’.


Adding checklist

Type a name for your Checklist. Then Click ‘Add’.


navigation

It is automatically added right under the description. Also,

another text box is toggled to add specific items.


Progress tracking So I added the following items (3). Notice the bar with the 0% label on it. This is to track the progress of you checklist.


Progress tracking How so? Like for example arranging car tools is done. Put a check on it. Then the progress bar changes from 0% to 33%

then bar is filled.


navigation Another progress tracking tool is just above the description. Just

beside the checklist icon. Notice the “1/3”, meaning 1 out of 3 items is crossed out or done.


Deadline Next is the ‘due date’. This sets time frame to your list. To

set, Click ‘Due date…’


Setting time frame

Set the date and time of deadline for your card (task). Then click ‘Save’.


Attachments You can also attach a file to this card. To add file, click ‘Attach file’.


attachment

Choose the source of your file. You have 3 options. I

choose computer.


navigation Then choose a file from your

computer. Click ‘Open’.


navigation It is then reflected on as attachments

just above the check list.


Transfer You can move this card to other lists. Like if all of the tasks under this list

are done. Move it to “Done” list.


navigation Not just that. You can even move it on

another board or within the same card and at specified position.


Subscription Subscription. Member who subscribe to

this card will get notifications to changes made with this card.

*Also “assigning” someone makes him automatically a subscriber of this card.


More actions Also there are more actions available. Other items are self-

explanatory. However this link box is handy when you want to share this to other people beside the members, just copy the

URL. Be sure that this board is set to public.


Icons Going back to the main board. Let’s see the changes. Have you

noticed them? Aside from the attached mage


navigation Let’s zoom in and identify those changes.

Attachment which is an clip art of a garage.

Due Date. Hover over it and you’ll see the remaining hours.

Assign member/s

The color label


navigation Let’s zoom in more and identify those changes.

Progress of the checklist

Number of attached files.

Description icon. Meaning this card has descpription

Subscriber (eye) icon .

Meaning I’m subscribed to

this card

Comment Icon. (3) which means this card has three

comment


Adding list Three lists might not be enough. And so you can add one or more

lists. Click ‘Add list’.


Adding list Type the name of the list. Click ‘save’.

The “pending” list is added.


Adding list You can also add a list by double clicking anywhere on the board. The position is

determined by the place where you double clicked. For this instance, it’s between 2nd and 3rd list. It recognizes then as an insertion between the two,

making it 3rd.


Moving You can also re-arrange the list. Moving them by dragging to

desired position.


moving The same thing with cards. You can drag them to desired position

within the list.


moving Or transfer them to other list.


Filter Filter is a great way to view items in a selective way. Filter is under

menu. On the right side, click ‘Show Side bar.


Filter Click ‘Menu’ to expand. Then click ‘Filter cards’.


Filter

These are the options on how you can filter your

cards. By label; members; due date; also by keyword

search.


Archiving There are no delete options for the lists. You can only archive them.

Click drop down icon to expand.


Archiving list Archiving means it has the option to be restored.

Click ‘Archive this list’.


Archiving list

The archive list will then disappear and transferred to archived items.


Archiving list To view archived items. Under Menu. Click ‘Archived items’.


Archiving list

The ‘Doing’ list should be here. You can place it back to board by clicling ‘Send to Board’.


Stickers You can also add stickers to each of the cards. Under Menu,

click ‘Stickers’.


Stickers For the free account. These are the available stickers.


Stickers To place stickers. Just drag one into the card you want it to put on.


Stickers You can also edit the sticker. Hover on it and click ‘Edit sticker’.


Stickers The following actions can be done: move; rotate or remove.


Power - ups Under Menu, click ‘Power-Ups’.


Power - ups Then this pop-up window will appear.


Power - ups Voting.


Power - ups Voting. Click ‘Enable’ to activate.


Power - ups Calendar. Click ‘Enable’ to activate

‘


Power - ups Click ‘Enabled’ for iCalendar feed.

*for Mac users only


Power - ups

A URL for the feed is given. Copy and paste to the browser open in the new tab.


Power - ups A calendar icon is now available. Click to view.


Power - ups This is the calendar. The card is placed on the deadline date.


Power - ups Card Aging. Click ‘Enable’ to activate.


Power - ups There are two modes. Choose one and click.


Settings Under the menu is the general settings. Click ‘Settings’ to expand.


Settings

These are the options for the settings.


Settings From here you can rename the board if you want to


Settings If your board was the “organization” type. You can

change organization type here provided that you have set-up more than one .


Settings You can also change the background color of your board.

These are the color pallet available for the free account.


Settings

You can again set the privacy of the board here. Whether it can viewed privately or

publicly, and or by an organization.


Settings

Set the commenting permission according to your preference.


Settings

Set who can send invitations to view this

board.


Settings Email Settings. A dedicated email

address for the board is generated.

Please do check the tip for this particular

feature.

You can also change the placement of the cards

within the email


Settings

You can also edit the labels here.

After making all the changes you want on the settings.

Click ‘Save’.


End I hope you had a blast learning Trello. This is very helpful in project management specially when members are not

at your workstation or the set-up of each members of the team is overseas.

Stay updated for more tutorials.

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how to Use Trello

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