How To Use Trello

How To Use Trello

© A1 Virtual Consultant - Levy Reyes 1

Do you feel overwhelmed

with your tasks?


Do you want your projects to be more organized?


Whether you’re managing a team


Or just making a list of stuff to get done


Trello helps you know exactly what needs to be done


Here is a quick guide


To help you with this powerful tool


That let’s you organize your

thoughts


And collaborate with other people on projects


Go to your browser


Type in: Trello.com


This appears


Click on Sign Up


This will show up


Type in your name


Type in your Email


And password


Then click Create New

Account


Or you can click Sign Up with Google


If you already have a Google account


For this tutorial, let’s sign up with Google


Click on Sign Up with Google


This should appear


Click on your account


This will appear next


Click on Accept


This should appear next


These are your boards


Click on the Welcome Board


This should appear


The Trello workflow consists of three core systems:


Boards


Lists


Cards


Let’s check out each one of them


Board – composed of lists and cards


This is where you get an overview of

your project


List – a collection of tasks (cards)


Cards – Individual tasks


Now let’s see how they all fit together


Let’s start a new project


Click on Create a New Organization


An organization lets you group boards


In your company, team or family


Type in your Organization Name


Type in your Board’s Description


Then click on Create


This should appear


Click on Create New Board


This will show up


Type in your Board’s Name


Then click Create


This shows after


Having a System will help you keep organized


Type in the name for this list – To Do


Click on Save


Let’s add another List - Doing


Click on Save


And add another List - Done


Then Click on Save


Now let’s try adding our cards!


Click on Add a card


This should appear


Type in the Task Name


Then Click on Add


You can add as many tasks as

needed


You can add details to the tasks


Click on the Task you want to edit


On the right side, you can add details


You can add members


If you’re working with a team


You can add labels


To add reminders or group them

based on colors


Select a color that you like


You can add a checklist


This should appear


Type your checklist’s name


Then click on Add


This should appear afterwards


Now add an item


Type in the name


Then click Add


This should display afterwards


Let’s add another item


Type in your item’s name


Click on Add


Add as many Items on your checklist as

needed


Check off each item once your

done


Notice this bar?


This bar progresses each time you

complete an item


Once its complete, this should show


Once you’re done with the card this

appears


Now you can move it to your “Done” list


So you can concentrate on

your “Doing List”


You can also add a Deadline to your

cards


Click on a Card


Then click on Due Date


Select your desired Due

Date and Time


Once you’re done, click on

Save


This will display after


You can also attach files to your Cards


Select a Card


Click on Attachment


This will display


Select where to get your

file from


Or you can just attach a

link


Paste the link on the box


Then click Add


Once you’re done, this should display


And that’s it for this tutorial


Be productive and carry on your projects

to completion!


“All time management begins with planning. “

– Tom Greening


How To Use Trello

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Transcript of How To Use Trello