how to use trello to organize and manage tasks and team projects
TRANSCRIPT
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How to Use Trello to Organize and
Manage Tasks and Team Projects
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What is Trello?
FREE and EASY tool to
organize your tasks and
projects
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“Digital” corkboard where you
can move notes as a task or
project progresses
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Allows you a bird‟s eye view
of a project and its
progression
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Enables you to
communicate with team
members on a card
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Allows you to keep
projects in ONE PLACE,
on ANY device
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TUTORIAL CONTENTS
• Creating a Trello Account
• Trello Elements
• Creating a Board
• Creating Cards
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TUTORIAL CONTENTS
• Editing Cards
• Customizing Boards
• Collaborate
• Trello Tricks
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Creating a Trello
Account
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Go to www.trello.com
Creating a Trello Account
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Fill in details
Creating a Trello Account
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Go to your email to confirm
Creating a Trello Account
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Open confirmation email
Creating a Trello Account
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Activate your Trello account
Creating a Trello Account
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The virtual „corkboard‟ that is Trello
Creating a Trello Account
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Trello Elements
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Trello Elements
• Boards
• Lists
• Cards
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What is a Trello Board?
Trello Element: BOARD
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Trello Element: BOARD
…a clean slate and
represents your project
A Trello BOARD is…
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Trello Element: BOARD
…a list of lists filled with
CARDS
A Trello BOARD is…
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Trello Element: BOARD
…a place to organize
tasks on LISTS
A Trello BOARD is…
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Trello Element: LIST
…keeps cards organized
in their stages of
progress
A LIST…
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Trello Element: LIST
…can be used to create a
workflow
A LIST…
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Trello Element: LIST
…may serve as a
repository of ideas
A LIST…
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Trello Element: LIST
…can be moved across
lists as a task
progresses
A LIST…
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Trello Element: CARD
…basic or fundamental
unit of a board
A CARD…
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Trello Element: CARD
…represents a task or an
idea
A CARD…
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Trello Element: CARD
You can add as many cards
to a board as you want
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Creating a Board
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Creating a Board
Add new board
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Creating a Board
Think of a name for task/project
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Creating a Board
If the task will involve a team,
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Creating a Board
Create new task/project (team)
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Creating a Board
Choose privacy setting for
task/project
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Creating a Board
Choose privacy setting for
task/project
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Creating a Board
Create new task/project
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Creating a Board
Create new task/project
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Creating Lists
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Creating LISTS
Create lists under new
task/project
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Creating LISTS
Give list a name to represent
tasks under it
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Creating Cards
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Creating CARDS
Create card/s under lists
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Creating CARDS
Create as many cards as the list
requires
CARDS
LIST
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Creating CARDS
Example board with lists and
cards
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Editing Cards
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Editing CARDS
Customize cards to contain
specifics and facilitate
collaboration
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Editing CARDS
The Four Main Sections of a
„Card‟s Back‟:
1. Description
2. Comments and Activity
3. Add
4. Actions
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Editing CARDS
Choose card to edit
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Editing CARDS
Locate the 4 main sections
List of
add-
ons
and
actions
for card
chosen
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Editing CARDS
Section: Description
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Editing CARDS
Section: Comments
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Editing CARDS
Section: Activity Feed
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Editing CARDS
Section: Add
More tools!
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Editing CARDS, Add due date
Adding due dates
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Editing CARDS, calendar
See set due date in Calendar
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Editing CARDS, calendar
Calendar view (monthly)
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Editing CARDS, calendar
Calendar view (weekly)
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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)
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Customizing Boards
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Customizing Boards, Power Ups
Menu>POWER UPS
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Customizing Boards, Power Ups
Menu>Power Ups>Calendar
Gives access to Trello calendar
view
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Customizing Boards, Power Ups
Menu>Power Ups>Card Aging
Shows „age‟ of
card
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Customizing Boards, Power Ups
Menu>Power Ups>Voting
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Customizing Boards, Labels
Menu>More>Labels
Use Labels
to
Categorize
Cards
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Customizing Boards, Labels
Menu>More>Labels
Search
and filter
cards here
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Customizing Boards, Background
Menu>Change background
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Collaborate
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Collaborate, Add Members
Menu>Add members
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Collaborate, Add Members
Menu>Add members
Allows members to see what
needs work…
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Collaborate, Add Members
Menu>Add members
…what tasks they’re
responsible for…
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Collaborate, Add Members
Menu>Add members
…and what’s done!
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Collaborate, Add Members
Menu>Add members
Add members to a board or
a card…
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Collaborate, Add Members
Menu>Add members
…and they will receive alerts
when there is activity on the
board/card
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Collaborate, Add Members
Menu>Add members
…and they will receive alerts
when there is activity on the
board/card
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Collaborate, Settings
Menu>More>Settings
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Collaborate, Discuss
Discuss with your team
…using Comments (see
section on CARDS) and
Attachments
Your
Computer
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Trello Tricks
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Trello Tricks
Reminders
Trello sends notifications before a task is due, or for
any unread action (Bell icon turns red)
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Trello Tricks
Templates
You can create project, task,
or presentation templates in
Trello
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Trello Tricks
Templates
To Do: recurring tasks
Presentation: checklist
Project: same workflow
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Trello Tricks
Templates(click card>Actions>Copy)
![Page 82: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/82.jpg)
Trello Tricks
Templates(LIST Context Menu>Copy List)
***THIS COPIES THE ENTIRE LIST. YOU CAN
DO THE SAME WITH BOARDS!
![Page 83: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/83.jpg)
Trello Tricks
Templates(Menu>More>Copy Board)
![Page 84: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/84.jpg)
Trello Tricks
Copying items from another checklistClick Card>Add Checklist>Copy Items From
![Page 85: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/85.jpg)
Trello Tricks
Make board show on top of boards list
![Page 86: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/86.jpg)
Trello Tricks
Editing Your Profile
![Page 87: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/87.jpg)
Trello Tricks
See Your Activity
![Page 88: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/88.jpg)
Trello Tricks
See cards assigned to you
![Page 89: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/89.jpg)
Trello Tricks
See account details, credentials, etc.
![Page 90: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/90.jpg)
Trello Tricks
Make use of shortcuts
![Page 91: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/91.jpg)
You can copy and paste lists
from Excel to Trello. Try it
and see magic happen!
Other Tricks in Trello‟s Bag
![Page 92: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/92.jpg)
Yes, you can DRAG things
(cards, lists, and more) in
Trello!
Other Tricks
![Page 93: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/93.jpg)
You can DRAG and DROP
URLs onto cards
Other Tricks
![Page 94: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/94.jpg)
You can filter cards assigned
to you by pressing “Q”
Other Tricks
![Page 95: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/95.jpg)
More tips and tricks?
Visit: https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-
tricks
Other Tricks
![Page 96: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/96.jpg)
Trello Tricks
Trello is available
on Google Play or Itunes
![Page 97: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/97.jpg)
Trello Tricks
Trello Integrations
Evernote is a power-up in Trello
Business Class
![Page 98: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/98.jpg)
Trello Tricks
Trello Integrations
MailChimp is also a power-up in
Trello Business Class
![Page 99: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/99.jpg)
Trello Tricks
More Trello Integrations
when you upgrade to Trello
Business Class!
![Page 100: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/100.jpg)
HomeRunnerPhil‟s Super
Basic Tutorial ends here!
![Page 101: HOW TO USE TRELLO TO ORGANIZE AND MANAGE TASKS AND TEAM PROJECTS](https://reader034.vdocuments.us/reader034/viewer/2022042706/58ab1b811a28abb5278b4a67/html5/thumbnails/101.jpg)
Check out my other tutorials:
www.phillinelatido.com