HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS

How to Use Trello to Organize and

Manage Tasks and Team Projects

What is Trello?

FREE and EASY tool to

organize your tasks and

projects

“Digital” corkboard where you

can move notes as a task or

project progresses

Allows you a bird‟s eye view

of a project and its

progression

Enables you to

communicate with team

members on a card

Allows you to keep

projects in ONE PLACE,

on ANY device

TUTORIAL CONTENTS

• Creating a Trello Account

• Trello Elements

• Creating a Board

• Creating Cards

TUTORIAL CONTENTS

• Editing Cards

• Customizing Boards

• Collaborate

• Trello Tricks

Creating a Trello

Account

Go to www.trello.com

Creating a Trello Account

Fill in details


Go to your email to confirm


Open confirmation email


Activate your Trello account


The virtual „corkboard‟ that is Trello


Trello Elements

Trello Elements

• Boards

• Lists

• Cards

What is a Trello Board?

Trello Element: BOARD


…a clean slate and

represents your project

A Trello BOARD is…


…a list of lists filled with

CARDS



…a place to organize

tasks on LISTS


Trello Element: LIST

…keeps cards organized

in their stages of

progress

A LIST…


…can be used to create a

workflow

A LIST…


…may serve as a

repository of ideas

A LIST…


…can be moved across

lists as a task

progresses

A LIST…

Trello Element: CARD

…basic or fundamental

unit of a board

A CARD…


…represents a task or an

idea

A CARD…


You can add as many cards

to a board as you want

Creating a Board

Creating a Board

Add new board

Creating a Board

Think of a name for task/project

Creating a Board

If the task will involve a team,

Creating a Board

Create new task/project (team)

Creating a Board

Choose privacy setting for

task/project

Creating a Board

Create new task/project

Creating Lists

Creating LISTS

Create lists under new

task/project

Creating LISTS

Give list a name to represent

tasks under it

Creating Cards

Creating CARDS

Create card/s under lists

Creating CARDS

Create as many cards as the list

requires

CARDS

LIST

Creating CARDS

Example board with lists and

cards

Editing Cards

Editing CARDS

Customize cards to contain

specifics and facilitate

collaboration

Editing CARDS

The Four Main Sections of a

„Card‟s Back‟:

1. Description

2. Comments and Activity

3. Add

4. Actions

Editing CARDS

Choose card to edit

Editing CARDS

Locate the 4 main sections

List of

add-

ons

and

actions

for card

chosen

Editing CARDS

Section: Description

Editing CARDS

Section: Comments

Editing CARDS

Section: Activity Feed

Editing CARDS

Section: Add

More tools!

Editing CARDS, Add due date

Adding due dates

Editing CARDS, calendar

See set due date in Calendar


Calendar view (monthly)


Calendar view (weekly)

Editing CARDS

Section: Actions

Move card to any board or list

Copy card to any board or list

A member can subscribe to be

notified of any actions on the card

Archive finished cards (can be

retrieved later)

Customizing Boards

Customizing Boards, Power Ups

Menu>POWER UPS


Menu>Power Ups>Calendar

Gives access to Trello calendar

view


Menu>Power Ups>Card Aging

Shows „age‟ of

card


Menu>Power Ups>Voting

Customizing Boards, Labels

Menu>More>Labels

Use Labels

to

Categorize

Cards

Customizing Boards, Labels

Menu>More>Labels

Search

and filter

cards here

Customizing Boards, Background

Menu>Change background

Collaborate

Collaborate, Add Members

Menu>Add members


Menu>Add members

Allows members to see what

needs work…


Menu>Add members

…what tasks they’re

responsible for…


Menu>Add members

…and what’s done!


Menu>Add members

Add members to a board or

a card…


Menu>Add members

…and they will receive alerts

when there is activity on the

board/card

Collaborate, Settings

Menu>More>Settings

Collaborate, Discuss

Discuss with your team

…using Comments (see

section on CARDS) and

Attachments

Your

Computer

Trello Tricks

Trello Tricks

Reminders

Trello sends notifications before a task is due, or for

any unread action (Bell icon turns red)

Trello Tricks

Templates

You can create project, task,

or presentation templates in

Trello

Trello Tricks

Templates

To Do: recurring tasks

Presentation: checklist

Project: same workflow

Trello Tricks

Templates(click card>Actions>Copy)

Trello Tricks

Templates(LIST Context Menu>Copy List)

***THIS COPIES THE ENTIRE LIST. YOU CAN

DO THE SAME WITH BOARDS!

Trello Tricks

Templates(Menu>More>Copy Board)

Trello Tricks

Copying items from another checklistClick Card>Add Checklist>Copy Items From

Trello Tricks

Make board show on top of boards list

Trello Tricks

Editing Your Profile

Trello Tricks

See Your Activity

Trello Tricks

See cards assigned to you

Trello Tricks

See account details, credentials, etc.

Trello Tricks

Make use of shortcuts

You can copy and paste lists

from Excel to Trello. Try it

and see magic happen!

Other Tricks in Trello‟s Bag

Yes, you can DRAG things

(cards, lists, and more) in

Trello!

Other Tricks

You can DRAG and DROP

URLs onto cards

Other Tricks

You can filter cards assigned

to you by pressing “Q”

Other Tricks

More tips and tricks?

Visit: https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-

tricks

Other Tricks

https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks















Trello Tricks

Trello is available

on Google Play or Itunes

Trello Tricks

Trello Integrations

Evernote is a power-up in Trello

Business Class

Trello Tricks

Trello Integrations

MailChimp is also a power-up in

Trello Business Class

Trello Tricks

More Trello Integrations

when you upgrade to Trello

Business Class!

HomeRunnerPhil‟s Super

Basic Tutorial ends here!

Check out my other tutorials:

www.phillinelatido.com

HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS

Leadership & Management

Transcript of HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS