How to use Trello

115
Your entire project, in a single glance

Transcript of How to use Trello

Page 1: How to use Trello

Your entire project, in a single glance

Page 2: How to use Trello

is a

COLLABORATION

TOOL

Page 3: How to use Trello

that organizes

your projects into

BOARDS

Page 4: How to use Trello

where in one glance

Page 5: How to use Trello

you will know

Page 6: How to use Trello

what’s

being worked on

Page 7: How to use Trello

who’s

working on what

Page 8: How to use Trello

and where

something is in a

process

Page 9: How to use Trello

So, if you

want to get more

things done

Page 10: How to use Trello

while having fun…

Page 11: How to use Trello

Let’s sign up with

Page 12: How to use Trello

Go to https://trello.com

Page 13: How to use Trello

The Welcome Page will appear

Page 14: How to use Trello

Click on ‘Sign Up - It’s Free’

Page 15: How to use Trello

Let’s now create a Trello Account

Page 16: How to use Trello

Enter your Name

Page 17: How to use Trello

Enter your Email Address

Page 18: How to use Trello

Create a Password

Page 19: How to use Trello

Select ‘Create New Account’

Page 20: How to use Trello

and confirm

your

Email Address

Page 21: How to use Trello

Click on Check your Inbox

Page 22: How to use Trello

Sign in to your Google Account

Page 23: How to use Trello

then click ‘Verify Address’

Page 24: How to use Trello

You‘ll be directed to the Homepage

Page 25: How to use Trello

Let’s now create our

First Board!

Page 26: How to use Trello

Click the ‘+’ button

Page 27: How to use Trello

Select ‘Create Board’

Page 28: How to use Trello

Name your Board

Page 29: How to use Trello

then click ‘Create’

Page 30: How to use Trello

Welcome to the Trello Board

Page 31: How to use Trello

By default

Boards are set to

‘Private’

Page 32: How to use Trello

But you can

also set boards to

‘Public’ or

Page 33: How to use Trello

‘Organization Visible’

Page 34: How to use Trello

Now, let’s add a list

to our board

Page 35: How to use Trello

Click on the ‘Add a list’ button

Page 36: How to use Trello

Name your List

Page 37: How to use Trello

Then click ‘Save’

Page 38: How to use Trello

Pretty easy right?

Page 39: How to use Trello

Let’s now add our

first card!

Page 40: How to use Trello

Select the ‘Add a card’ button

Page 41: How to use Trello

Name your Card

Page 42: How to use Trello

and we now have our first card

Page 43: How to use Trello

But before we

proceed…

Page 44: How to use Trello

Let’s have a

review first of some

board basics

Page 45: How to use Trello

What is a

BOARD?

Page 46: How to use Trello

A board

represents a project

Page 47: How to use Trello

It’s a place to

organize tasks on lists

Page 48: How to use Trello

and collaborate with

your team

Page 49: How to use Trello

Here’s the ‘BOARD’ name

Page 50: How to use Trello

On the other hand…

Page 51: How to use Trello

What is a

LIST?

Page 52: How to use Trello

LIST keeps

cards organized in

their various stages

of progress

Page 53: How to use Trello

You may use

LIST to

create a workflow

Page 54: How to use Trello

Or act as

a repository of ideas

Page 55: How to use Trello

Here is our ‘LIST’

Page 56: How to use Trello

Lastly…

Page 57: How to use Trello

What is a

CARD?

Page 58: How to use Trello

Cards are the

fundamental unit of

a board

Page 59: How to use Trello

Cards

represent tasks

and ideas

Page 60: How to use Trello

Here is our ‘CARD’

Page 61: How to use Trello

Let’s add a few

more cards

Page 62: How to use Trello

Here are our additional cards

Page 63: How to use Trello

Let’s also

add some lists

Page 64: How to use Trello

Here are two more lists

Page 65: How to use Trello

We can now start

editing our cards

Page 66: How to use Trello

Cards can be

customized to hold a

variety of useful

information

Page 67: How to use Trello

and facilitate

collaboration with

anyone, anywhere

Page 68: How to use Trello

Select the card

that you want to view

contents within

Page 69: How to use Trello

Click on ‘How IFTTT Works’

Page 70: How to use Trello

The ‘Card Back’ will appear

Page 71: How to use Trello

The ‘card back’

has four main sections

Page 72: How to use Trello

First Part:

Card Description

Page 73: How to use Trello

Select ‘Edit the description’

Page 74: How to use Trello

In the description field,

you may add…

Page 75: How to use Trello

additional specific

information

about your card

Page 76: How to use Trello

Links to websites

Page 77: How to use Trello

and step by step

directions

Page 78: How to use Trello

Add description to the card

Page 79: How to use Trello

Then click ‘Save’

Page 80: How to use Trello

Second Part:

Comments and Activity

Page 81: How to use Trello

You may comment

on cards when

communicating with

team members

Page 82: How to use Trello

You can also

@ mention a member

to notify them in a

comment

Page 83: How to use Trello

Whereas the

activity feed shows…

Page 84: How to use Trello

the history of

actions that have taken

place on a card

Page 85: How to use Trello

and creates a

timeline of events as

progress is made

Page 86: How to use Trello

The ‘Activity’ Section

Page 87: How to use Trello

Third Part:

Add Section

Page 88: How to use Trello

This part provides

more tools

for the card back

Page 89: How to use Trello

The ‘Add’ Section

Page 90: How to use Trello

add board members to

assign them tasks or keep

them in the loop

Page 91: How to use Trello

add labels for filtering and

data visualization

Page 92: How to use Trello

add checklists for cards

that require subtasks

Page 93: How to use Trello

add a due date to

cards for projects that have

deadlines

Page 94: How to use Trello

add attachments from

both local drive and many

cloud storages

Page 95: How to use Trello

Fourth Part:

Actions

Page 96: How to use Trello

the ‘Actions’ section

Page 97: How to use Trello

A CARD can be MOVED

around to a

new board or list and can

also be COPIED

Page 98: How to use Trello

Any board member can

SUBSCRIBE

to a card to receive

notifications for actions that

occur on the card

Page 99: How to use Trello

Finished cards can be

ARCHIVED

and can always be

retrieved at a later date

Page 100: How to use Trello

Now, let’s enable our

‘POWER UPS’

Page 101: How to use Trello

Click on ‘Show Menu’

Page 102: How to use Trello

and select ‘Power-Ups’

Page 103: How to use Trello

the‘ Power-Ups’ section will appear

Page 104: How to use Trello

To activate or deactivate

the Power-Ups that you would like to use

Page 105: How to use Trello

Click on ‘Enable’

Page 106: How to use Trello

Or ‘Disable’

Page 107: How to use Trello

What are the functions of

our ‘Power-Ups’?

Page 108: How to use Trello

Select ‘Show Details’

Page 109: How to use Trello

On ‘Voting’

Page 110: How to use Trello

On ‘Card Aging’

Page 111: How to use Trello

On ‘Calendar’

Page 112: How to use Trello

That’s all for now!

Page 113: How to use Trello

and since

is a

FREE APP

Page 114: How to use Trello

You can go

ahead and try it for

yourself!

Page 115: How to use Trello