How to Use Trello

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How To Use Trello © A1 Virtual Consultant - Levy Reyes 1

description

an in depth guide to using Trello, an online project management tool that let's you organize your tasks from the big picture to the small details.

Transcript of How to Use Trello

  • How To Use Trello

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  • Do you feel overwhelmed

    with your tasks?

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  • Do you want your projects to be more organized?

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  • Whether youre managing a team

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  • Or just making a list of stuff to get done

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  • Trello helps you know exactly what needs to be done

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  • Here is a quick guide

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  • To help you with this powerful tool

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  • That lets you organize your

    thoughts

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  • And collaborate with other people on projects

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  • Go to your browser

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  • Type in: Trello.com

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  • This appears

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  • Click on Sign Up

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  • This will show up

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  • Type in your name

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  • Type in your Email

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  • And password

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  • Then click Create New

    Account

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  • Or you can click Sign Up with Google

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  • If you already have a Google account

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  • For this tutorial, lets sign up with Google

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  • Click on Sign Up with Google

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  • This should appear

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  • Click on your account

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  • This will appear next

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  • Click on Accept

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  • This should appear next

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  • These are your boards

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  • Click on the Welcome Board

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  • This should appear

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  • The Trello workflow consists of three core systems:

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  • Boards

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  • Lists

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  • Cards

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  • Lets check out each one of them

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  • Board composed of lists and cards

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  • This is where you get an overview of

    your project

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  • List a collection of tasks (cards)

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  • Cards Individual tasks

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  • Now lets see how they all fit together

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  • Lets start a new project

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  • Click on Create a New Organization

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  • An organization lets you group boards

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  • In your company, team or family

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  • Type in your Organization Name

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  • Type in your Boards Description

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  • Then click on Create

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  • This should appear

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  • Click on Create New Board

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  • This will show up

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  • Type in your Boards Name

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  • Then click Create

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  • This shows after

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  • Having a System will help you keep organized

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  • Type in the name for this list To Do

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  • Click on Save

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  • Lets add another List - Doing

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  • Click on Save

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  • And add another List - Done

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  • Then Click on Save

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  • Now lets try adding our cards!

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  • Click on Add a card

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  • This should appear

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  • Type in the Task Name

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  • Then Click on Add

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  • You can add as many tasks as

    needed

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  • You can add details to the tasks

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  • Click on the Task you want to edit

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  • On the right side, you can add details

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  • You can add members

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  • If youre working with a team

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  • You can add labels

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  • To add reminders or group them

    based on colors

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  • Select a color that you like

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  • You can add a checklist

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  • This should appear

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  • Type your checklists name

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  • Then click on Add

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  • This should appear afterwards

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  • Now add an item

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  • Type in the name

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  • Then click Add

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  • This should display afterwards

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  • Lets add another item

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  • Type in your items name

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  • Click on Add

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  • Add as many Items on your checklist as

    needed

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  • Check off each item once your

    done

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  • Notice this bar?

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  • This bar progresses each time you

    complete an item

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  • Once its complete, this should show

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  • Once youre done with the card this

    appears

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  • Now you can move it to your Done list

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  • So you can concentrate on

    your Doing List

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  • You can also add a Deadline to your

    cards

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  • Click on a Card

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  • Then click on Due Date

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  • Select your desired Due

    Date and Time

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  • Once youre done, click on

    Save

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  • This will display after

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  • You can also attach files to your Cards

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  • Select a Card

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  • Click on Attachment

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  • This will display

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  • Select where to get your

    file from

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  • Or you can just attach a

    link

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  • Paste the link on the box

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  • Then click Add

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  • Once youre done, this should display

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  • And thats it for this tutorial

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  • Be productive and carry on your projects

    to completion!

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  • All time management begins with planning.

    Tom Greening

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