How to Use Trello -Jennefer Mercado- Empress of Helping Hand
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How to use Trello
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Transcript of How to Use Trello -Jennefer Mercado- Empress of Helping Hand
How to use Trello
Click on the Search bar
Go to www.trello.com
Click Sign Up – It’s Free Button
Fill out the information needed
Type in your Name
Type in your Email address
Type in your Password
Click Create New Account button
Log in to your email address to verify your Trello account
registration
Click Trello Account Confirmationat your inbox
Click Verify Address
Your Trello account is already verified
How to create board in Trello
A Board is a collection of cards ordered in a list of
Lists.
Click + sign in Trello dashboard
Click Create Board… option
Type in your preferred title
Click Create button
You already have your Board
How to add a list ofTasks on your board
Type in To Do on the black space
Click Save button
Make another list. Type Doing at the blank space
Click Save button
Make another list. Type Done at the blank space
Click Save button
Now you already have list for your board
How add card on the list
Click Add a card…
Type in your task
Click Add button
If you have other things to dojust add another card.
Repeat the process on how to add a card
This will be the look of your to do list after adding cards
Adding task on doing list
Click Add a card… on your doing list
Type in what task are you doing
Click Add button
This will be the look of your doing list after adding a card
Adding task on done list
Click Add a card…
Type in the task you’vefinish doing
This will be the look of your done list after adding a card
If you are now working on the task from to do list
You can just
Drag and drop the task from to do list to doing list
The task that you’ve drag and drop is already transferred at your
doing list
If you already finished doing a task in your doing list
Just drag and drop the task to the done list
Your doing task is transferred in your Done list
How to put label on your task
The use of Labels is toCategorized a list of tasks
First hover the cursor over the task you want to label
Click the Pencil icon
Click Edit Labels option
Choose what color you wantfor your task
Click Save button
As for my task I labeled it based on what I need to do first
The task I labeled Yellow this are my priority tasks
And the tasks I labeled Green this are the tasks I will do after I finish
labeled Yellow tasks
This will be the look of the cards after putting a label on it
How to add detailson the card
Click the task
Click Edit the description…
Type here the description
Click Save button
How to add members
Click the Card
Click Members option
Search members
Click the member you want to add
As you can see the member is already added
How to add a checklist
Click the Card
Click the Checklist button
Put a Title
Click Add button
Type in the item for your checklist on the blank space
Click Add button
Add another item foryour checklist
This is the example of your checklist with an item
Click and put a check in your finished item
As you finish your item you can see a blue line indicating your
percentage of your finished task
How to add due date
Click the Card
Click Due Date option
Set a Date
Set a Time
Click Save button
The Due Date is already set up
How to add attachment
Click the Card
Click Attachment option
Click Computer
Open the Folder
Click the File
Click Open button
The file is already attached
How to add calendar to the board
Click Power-Ups option
Click Enable
Click Calendar
The Calendar will appear
How to close a board
Click the board you want to close
Click More option
Click Close board… option
Click Close button
This will appear after closing a board
