How to use Trello
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Transcript of How to use Trello
Your entire project, in a single glance
is a
COLLABORATION
TOOL
that organizes
your projects into
BOARDS
where in one glance
you will know
what’s
being worked on
who’s
working on what
and where
something is in a
process
So, if you
want to get more
things done
while having fun…
Let’s sign up with
Go to https://trello.com
The Welcome Page will appear
Click on ‘Sign Up - It’s Free’
Let’s now create a Trello Account
Enter your Name
Enter your Email Address
Create a Password
Select ‘Create New Account’
and confirm
your
Email Address
Click on Check your Inbox
Sign in to your Google Account
then click ‘Verify Address’
You‘ll be directed to the Homepage
Let’s now create our
First Board!
Click the ‘+’ button
Select ‘Create Board’
Name your Board
then click ‘Create’
Welcome to the Trello Board
By default
Boards are set to
‘Private’
But you can
also set boards to
‘Public’ or
‘Organization Visible’
Now, let’s add a list
to our board
Click on the ‘Add a list’ button
Name your List
Then click ‘Save’
Pretty easy right?
Let’s now add our
first card!
Select the ‘Add a card’ button
Name your Card
and we now have our first card
But before we
proceed…
Let’s have a
review first of some
board basics
What is a
BOARD?
A board
represents a project
It’s a place to
organize tasks on lists
and collaborate with
your team
Here’s the ‘BOARD’ name
On the other hand…
What is a
LIST?
LIST keeps
cards organized in
their various stages
of progress
You may use
LIST to
create a workflow
Or act as
a repository of ideas
Here is our ‘LIST’
Lastly…
What is a
CARD?
Cards are the
fundamental unit of
a board
Cards
represent tasks
and ideas
Here is our ‘CARD’
Let’s add a few
more cards
Here are our additional cards
Let’s also
add some lists
Here are two more lists
We can now start
editing our cards
Cards can be
customized to hold a
variety of useful
information
and facilitate
collaboration with
anyone, anywhere
Select the card
that you want to view
contents within
Click on ‘How IFTTT Works’
The ‘Card Back’ will appear
The ‘card back’
has four main sections
First Part:
Card Description
Select ‘Edit the description’
In the description field,
you may add…
additional specific
information
about your card
Links to websites
and step by step
directions
Add description to the card
Then click ‘Save’
Second Part:
Comments and Activity
You may comment
on cards when
communicating with
team members
You can also
@ mention a member
to notify them in a
comment
Whereas the
activity feed shows…
the history of
actions that have taken
place on a card
and creates a
timeline of events as
progress is made
The ‘Activity’ Section
Third Part:
Add Section
This part provides
more tools
for the card back
The ‘Add’ Section
add board members to
assign them tasks or keep
them in the loop
add labels for filtering and
data visualization
add checklists for cards
that require subtasks
add a due date to
cards for projects that have
deadlines
add attachments from
both local drive and many
cloud storages
Fourth Part:
Actions
the ‘Actions’ section
A CARD can be MOVED
around to a
new board or list and can
also be COPIED
Any board member can
SUBSCRIBE
to a card to receive
notifications for actions that
occur on the card
Finished cards can be
ARCHIVED
and can always be
retrieved at a later date
Now, let’s enable our
‘POWER UPS’
Click on ‘Show Menu’
and select ‘Power-Ups’
the‘ Power-Ups’ section will appear
To activate or deactivate
the Power-Ups that you would like to use
Click on ‘Enable’
Or ‘Disable’
What are the functions of
our ‘Power-Ups’?
Select ‘Show Details’
On ‘Voting’
On ‘Card Aging’
On ‘Calendar’
That’s all for now!
and since
is a
FREE APP
You can go
ahead and try it for
yourself!