PowerPoint Presentation

A Beginners GuideTrello for Event Organizersyuhanne.com

Planning for big occasions, like weddings and debuts, are a daunting task. yuhanne.com

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As an event planner, you would want things organize for your sanity. yuhanne.com

Its important for you to have a seamless collaboration with suppliers and service providers for that flawless execution.yuhanne.com

And its imperative for you to keep yourself updated of sudden changes to avoid setbacks. yuhanne.com

Do you want to know how to achieve organized planning, experience seamless collaboration and get real-time updates?yuhanne.com

Introducingyuhanne.com

What is Trello?yuhanne.com

Trello is a visual way to organize anything with anyone.yuhanne.com

It is a downloadable online application that syncs across all your devices.

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Trello helps you organize through its Trello Board wherein you have your Lists that are filled with Cards. yuhanne.com

To easily define the 3 main elements of this app, think of it this wayyuhanne.com

yuhanne.comThis cork board is your Trello Board

yuhanne.comAnd these sticky notes are your Lists

yuhanne.comAnything you put inside your Lists represent your Cards

yuhanne.comIt kinda look like this, ONLY BETTER

Not to mention you can bring your boards along with you! yuhanne.com

You can share it with your team by giving them access to your Trello Board. yuhanne.com

And everyone gets updated real-time!

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The best thing is, its easy to use because of its drag and drop feature. yuhanne.com

And you can easily customize your Trello Board to suit your style.yuhanne.com

Before you can use Trello, you need to sign up.yuhanne.com

Dont worry, Its FREE!

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Windows desktop will be used in this tutorial.yuhanne.com

Lets Begin! yuhanne.com

Open your web browser. yuhanne.com

Chrome browser is used in this tutorial. yuhanne.com

Edit picture in picmonkey or somewhere else27

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Type trello.com in the address bar. yuhanne.com

Press Enter. yuhanne.com

Welcome to TRELLO! yuhanne.com

Click on Sign Upyuhanne.com

Sign Up page will appearyuhanne.com

Enter the following details: yuhanne.com

Your Nameyuhanne.com

Your Emailyuhanne.com

Your Passwordyuhanne.com

Click Create New Accountyuhanne.com

Confirm your email addressyuhanne.com

Open you Email Accountyuhanne.com

Click on the email from Trello, Subject: Trello Account Confirmationyuhanne.com

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Click on Verify Addressyuhanne.com

You will then be directed to your Trello dashboard. yuhanne.com

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Now, lets proceed to how you can use Trello to organize your events!yuhanne.com

How to Use Trelloyuhanne.com

In this tutorial you will learn how to:Create a Trello BoardMake a ListGenerate a CardConstruct a ChecklistAttach a file or photoAdd members to your boardyuhanne.com

Now lets create your Trello Boardyuhanne.com

To make your Trello Board from the start, you have 3 options. yuhanne.com

You can click on Create New Board

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You can click on Boards, on the upper right side of the screenyuhanne.com2

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Or you can click the plus (+) sign on the upper left side of the screenyuhanne.com3

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In this tutorial, lets use option .yuhanne.com1

Click on Create New Boardyuhanne.com

This small box will appear. yuhanne.com

Give your Board a Titleyuhanne.com

Click on Createyuhanne.com

This is now your Caribbean Wedding Trello boardyuhanne.com

Lets make your List yuhanne.com

Click on Add a List to add your first Listyuhanne.com

Type in the name of your List yuhanne.com

Click Saveyuhanne.com

Another List Box will appear.yuhanne.com

You can continue to make as many Lists as you want relevant to your event.

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Lets generate your Cardyuhanne.com

Click on Add a Cardyuhanne.com

Type in the name of your Cardyuhanne.com

Click Addyuhanne.com

Another Card field will appear automatically.yuhanne.com

You can add as many Cards as you want that are relevant to your List. yuhanne.com

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Lets construct your Checklistyuhanne.com

Click on the Cardyuhanne.com

A pop-up window will appearyuhanne.com

Click on Checklistyuhanne.com

Give your Checklist a Titleyuhanne.com

Click Addyuhanne.com

Enumerate your Checklist on the Text Fieldyuhanne.com

Click Addyuhanne.com

A Tick Box will appear before each itemyuhanne.com

In this same window, you can write a detailed Description about this card. yuhanne.com

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Or add Comments about this cardyuhanne.com

Comments are very useful if you have work collaborations or if you have other members of the team assigned on the tasks.yuhanne.com

Now, lets learn how you can attach a File or Photoyuhanne.com

Files and photos are useful for keeping your client and entire team up-to-date. yuhanne.com

This feature comes handy when keeping tabs of your inspiration for the event.

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To attach a file or photo, Click on Attachmentyuhanne.com

This small window will appearyuhanne.com

You have 2 ways to upload a file or a photo in Trello yuhanne.com

You can Click on Computer

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You can also upload files and photos from cloud storage service providers. yuhanne.com

Or you can Drag and Drop your files and photos onto cards to upload them

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Lets choose option yuhanne.com1

Click on Computeryuhanne.com

A pop-up window will appearyuhanne.com

Select the picture that you want to uploadyuhanne.com

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Click on Openyuhanne.com

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Wait for upload to finishyuhanne.com

Your photo is now uploadedyuhanne.com

Now lets add Members to your Trello boardyuhanne.com

On your Trello Dashboard, Click on Show Menu on the upper right side of the screenyuhanne.com

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Click on Add Membersyuhanne.com

Enter the Email Address of the person you want to addyuhanne.com

Press Enteryuhanne.com

Your first team member has now been addedyuhanne.com

The person you added to your board will receive an email notification that he/she has been added. yuhanne.com

However, when you invite someone new to Trello, that person will receive an email to Sign-up to Trello. yuhanne.com

BONUS Lesson! yuhanne.com

How to Assign a Task to a Specific Personyuhanne.com

There are 2 ways to assign tasks to your team membersyuhanne.com

You can assign tasks by Clicking on a Card

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Or you can Drag and Drop the persons photo onto the Card

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Lets do option yuhanne.com1

Click on the Cardyuhanne.com

Click on Membersyuhanne.com

Click on your members nameyuhanne.com

The task is now assignedyuhanne.com

Congratulations! You can now take on the event planning world with this simple app.yuhanne.com

Go ahead and explore the other features of yuhanne.com

Brought to you byyuhanne.comyuhanne.com

Credits:Most Icons made by Freepik from www.flaticon.com is licensed under CC BY 3.0Links are embedded to slides.

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