How to Manage Projects using Trello
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Transcript of How to Manage Projects using Trello
HOW TO MANAGE PROJECTS
USING
1
Do you want an easy, free, flexible,
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and visual way to manage your projects
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and organize anything?
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Trello lets you work more collaboratively with
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teams and get more done on any project.
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What is?
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Trello is a freemium web-based project management
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application as well as easy to use
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mobile app that keeps track of everything,
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from the big picture to the minute details.
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With Trello ’s boards, lists, and cards enable
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you to organize and prioritize your projects
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in a fun, flexible and rewarding way.
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4 REASONS WHYTRELLO
MAKES PROJECT COLLABORATION SIMPLE AND
KIND OF ENJOYABLE
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Dive into the details by adding comments,
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attachments, and more directly to Trello cards.
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Collaborate on projects from beginning to end.
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Whether it’s for work, a side project
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or even the next family vacation,
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Trello helps your team stay organized.
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Integrate the apps your team already uses
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directly into your workflow. Power-Ups turn
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Trello boards into living applications to meet
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your team's unique business needs.
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No matter where you are, Trello stays
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in sync across all of your devices.
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Collaborate with your team anywhere, from sitting
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on the bus to sitting on the beach.
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Let’s BEGIN!
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First, open a browser by clicking it.
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For this tutorial, let's choose Google
Chrome
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Double-clickthis icon
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A new window will pop-up
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Click the URL
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Type https://trello.com/ then hit Enter on your keyboard
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You will be redirected to IFTTT ’s site
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Click Log In if you already have an account
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If not, click Sign Up
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Let’s Create a Trello Account
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Type in your first name & last name
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Type in your Email
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Type in your Password
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Check this box here
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Click Create New Account
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You can also Sign up with Google
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Check your inbox to confirm your email [email protected]
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Sign in to your email account
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Type in your email
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Click Next
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Type in your Password
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Click Sign in
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Look for the confirmation email from Trello & click it
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Click Verify Address
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This is your Trello dashboard
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To add a New Board, click here
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Boards are like "virtual" white boards or
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cork boards that represents your project.
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It's used to organize tasks on lists
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To add a personal board, click Create Board...
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You can also Create Personal Team…
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or Create Business Team…
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Let’s click Create Board…
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Give your board a Title (name of project)
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To change the privacy options of the board, click here
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If the project involves a team, click here
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Give your team a name
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You describe the purpose of the team
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then click Create
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Choose from: Private, Team, or Public
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then click Create
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This is your new board
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Click here to Change Background
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Choose the color you want
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Let’s choose mustard
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The background color has been changed!
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Let’s create a list
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Click the back button
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Click Add a list…
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Lists keep cards (tasks) organized in their
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stages of progress. It can be used to
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create workflows, serve as storage of
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ideas, and can be moved across boards
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as a project progresses
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Give your list a name
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then click Save.
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Let’s make three (3) lists
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Click Add a list….
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Give your list a name
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Click Save
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Give your list a name
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Click Save
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Let’s create a card
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A Card is the foundation of a board
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It represents a task or idea organized into lists
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You can add an unlimited number of cards to a board
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To create a card, click..
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Add a card under a list
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Give a short description
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then click Add
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If needed, you can add more cards
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To customize cards, click on a card
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Cards are customized to contain information and
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to facilitate project collaboration.
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This is a card's contents
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Take note of the 5 main sections
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This is the Description section,
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click Edit the description…
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Type in the card’s description
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then click Save
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This is the Comment section,
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Enter your comments about the card here
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To add an attachment, click paper clip
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Select attachments from these or
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you can click attach a link here
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then click Attach
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To mention a team member, click @
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Manually enter a team member's Trellousername here,
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select All members on the card,
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or select All members on the board
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To insert emoji, click
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You can Search for emoji,
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Select emoji,
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or Upload Emoji
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To add a card in your comment, click here
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Search the name of the card by typing
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then click it
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Once you're done commenting, click Send
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This is the Activity section,
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Previous actions made on your card are
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displayed here for backtracking purposes
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This is the Add section
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Click this to add team Members to your card
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Click this to add Labels to your card
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Under Labels, click pencil icon beside a color or
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click Create a new label
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Give your label a name
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then click Save
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This is your new label. Click on it.
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The label is now added to your card
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Click this to add Checklist to your card
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Give your checklist a name
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then click Add
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Add an item to your checklist
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then click Add
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Add another checklist as the need arises
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If the item is completed, check the box
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You can also Hide completed items
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or Delete the checklist
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To delete completely, click Delete Checklist
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Click this to add Due Date to your card
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Select the date (day, month, year)
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Set the time
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then click Save
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The card has now a due date
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Click this to add an Attachment to your card
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You can select an attachment or
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or Attach a link
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then click Attach
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This is the Actions section
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To Move card to any board or list, click here
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To Copy card to any board or list, click here
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Members can Subscribe to get notified on actions on the card
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To Archive finished cards (can be retrieved later), click here
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Close the card and go back to your board
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For extra features and integrations that make
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your boards more powerful, click Power-Ups
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Create a Team Name
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then click Create
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Beside Calendar, click Enable
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Calendar Power-Up is now enabled. Click Calendar.
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Be default, calendar view is set on Month
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Click here to view the Calendar’s Week feature
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For more awesome Power-Ups, feel free to explore
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Let’s customize your board
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Click Show Menu
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To add someone to your board, click Add Members...
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then enter the email address of who you’re going to add here
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or Invite people by giving them a special link…
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Click Filter Cards to
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filter cards based on their labels
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Click here to Add Stickers to your cards
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Drag sticker to the card to add it
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For other board options, click More
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Click Settings
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then you can change your board settings
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To edit your profile, click your name
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Click Profile
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to view your Teams and Activity
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Click Cards
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to view cards assigned to you
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Click Settings
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to check account details and credentials
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Click Shortcuts
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to learn how to maximize Trello 's keyboard shortcuts
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For Trello's tips and tricks, visit this Link:
https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks
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“Where there is unity there is always victory.”
(Publilius Syrus)
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There you have it
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Thank you for investing on yourself
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Apply what you have
learned© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved
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and…© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved
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