Trello - Organizing your Tasks Easily

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www.aprilsantos.com Making Your Virtual Presence Matter How to Use Trello to Organize Everything www.aprilsantos.com Making Your Virtual Presence Matter

Transcript of Trello - Organizing your Tasks Easily

Page 1: Trello - Organizing your Tasks Easily

www.aprilsantos.com Making Your Virtual Presence Matter

How to Use Trello to Organize Everything

www.aprilsantos.com Making Your Virtual Presence Matter

Page 2: Trello - Organizing your Tasks Easily

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Are you working on that big project

while juggling different tasks?

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Or are you in charge of planning

your next big family vacation?

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And are you doing both of these at the same time?

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HOW do you manage organizing both your project and family vacation without forgetting

important tasks???

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There is HOPE!

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is here to help you!

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Trello is a visual collaboration tool that shows a holistic view of all

your projects.

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Whether it be your professional project or personal task, Trello is

the perfect platform to organize all the details of your projects.

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Want to learn how to use Trello to help you organize

your multiple tasks?

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Then let’s explore what Trello has in

store for us!

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In your URL, type trello.com

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Click Sign Up - It’s Free to create an account

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Input your name

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Your email address

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And password

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Make sure to use a strong password to

ensure the security of your account!

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Then click Create New Account!

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Wait for the email confirmation to confirm your account subscription.

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If you have a Google Account, click Sign

up with Google.

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This next screen will appear.

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Click Allow if you are okay with the permission

requirements.

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Welcome to Trello! This is how your dashboard looks like.

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First up, what is a board?

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A board is a collection of cards ordered in a list of lists. This is used to manage a project,

track a task, or organize anything.

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Let us try creating a board!

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Click Create new board

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Name your Board. The name should

describe the type of project that you will

be organizing.

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Voila! Your new board will now be shown under My Boards.

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Click the new board created

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This is how your board looks like.

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Let’s navigate the different functions that you can use in your board.

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To add a list, enter a list name in the box below:

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A list is usually the high level task that you need to track.

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These are laid out horizontally whenever you add new lists.

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Let us add details in each list.

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To do this, click Add a card under the first list:

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Enter the task that you need to be tracked under this list:

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Click Add

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You can add as much cards as possible under

one list.

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Once you have listed all needed cards, just

click x.

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For each card, you can do different options by clicking the pen icon

beside the card.

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Here are the different options available for each card:

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Edit Labels allows you to categorize your cards:

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Assign colors to each card to categorize them according to your needs.

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Change Members lets you to assign members who can view and edit the card:

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Just enter the names of the members that you wish to be added:

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Click MOVE to change the sequence/position of the cards:

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Click Position to change the sequence of the card:

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Or click List to move the card to another list:

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You can also copy one card to a different List:

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Just click List

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And choose the List where you wish to copy this card to:

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Or you can copy one card to another position:

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Just click Position

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And choose the Position where you wish to copy this card to:

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You can also assign a DUE DATE for each card identified:

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Pick a date to assign the due

date for the chosen card:

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And assign a time for this due date:

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Click SAVE when done.

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Another way to see these options is by clicking each item:

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These are the different options available in

each card:

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You can add comments in the Add Comment

field.

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Clicking Send will share this to the

different members of the board.

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You can also add Attachments to your cards!

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This can be all kinds of files (photos, documents,

etc)

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To do this, click

Attachment

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Choose the location of the file where you will source your file

from:

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If you choose Computer, you will be redirected to your local folders:

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Choose the file that you will attach to the card.

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You can do the same steps to the different

cards under all your lists.

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GREAT!!!

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But are there still other functions of Trello that

you can utilize?

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Let’s explore the following!

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One. Click Add Members

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Enter the email addresses of contacts you wish to be added

as member of your board:

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Added members of your board will be able to see all lists and cards in your

board.

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Two. Click Change

Background

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Choose from the following

options:

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The background is now changed to your chosen color:

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Three. Click Filter Cards

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This will allow you to show specific cards tagged to a specific label.

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For this example, all cards tagged as green and those with No labels will be shown:

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These are all cards under the labels chosen:

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To show all cards under all labels, check all labels in the filter:

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All cards are now shown:

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Four. Click Power-Ups

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These are the options

available under Power-Ups:

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Click Enable to use each of

these features:

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You will know that a power-up is enabled

if it has a check mark in the logo:

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You will also see it as part of your dashboard:

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Five. Click Stickers

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Choose from the options to add

color and creativity to your boards!

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Just drag a sticker to a card

to add it in:

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Six. Click More

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The following options are still

available for exploring!

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Archived items will show cards that have been completed or archived already.

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Your board will also have a

link!

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This can be shared and viewed by members of the

board.

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Trello also shows you your

activity list:

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These are the basic functionalities that Trello

offers.

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Have fun organizing with Trello!