EFFECTIVELY MANAGE

PROJECTS WITH

What is Trello?

It is a visual collaboration

tool

It creates a shared

perspective on any project

It has everything you need to organize

projects of any size

It works like a

pinboard

Go to your browser

Go to trello.com

This will appear

It’s free to sign up

Click here to sign up

This will appear

Enter your name here

Enter your email address here

Enter your password here

Click here to create account

You can also use your google account

Click here to continue

Enter your google account

Enter your password here

Click here to sign in

A confirmation email will be sent to you

Click here to verify

Welcome to your dashboard!

Welcome to your dashboard!

There are three trello basics

1.Boards

It is a collection of cards ordered in a list of lists

Use it to manage a project

Track a collection

Or organize anything

Click here to create a new board

Enter the name of your project here

Click here for privacy settings

Select settings here

Click here to continue

New board added

These are the menu options for your board

Click here to add members

Enter email address here to invite team members

Click here change background color

Select a color here

Background color changed

You will see the activities in your board here

2. Lists

Inside your board is a list

These are the steps or to-do list for your project

Click here to enter your list

Click here to save your list

You can create as many list as you can

3. Cards

Inside your list is a card

It represents a task or information

Click here to add a card

Enter card name or description here

Click here to save

Card added to your list

You can add cards as many as you can

Click here to edit card settings

This will appear

Click here if you want to rename your card

Click here to edit labels

You can put labels to easily sort out task

Each color represents a label

Click here to create a label

Enter label name here

You can now assign the labels to your card

Example: Accounts Payable is assigned to Team Spring

Label is added to the card

Click here to change members

Enter member’s name here

Click here to move the card

Click here if you want to move it to a board

Click here if you want to change the card position

Click here to continue

Card position changed

You can also move the cards by dragging it to the list

Example: Accounts payable is on process

Accounts Payable moved to On Process

Click here to copy card

You have the option to keep labels and members

Click here to continue

Select where you want to copy it

Click here to assign a due date

Assign date here

Select time here

Click here to save

Click here if you want to archive your card

It will be added to your archive list

Click here if you want to send it back to the board

Click here if you want to delete it from the list

Click here to delete

From the menu options

Click here for more options

You can edit settings here

You can use this link to send it to members

Click here to close your board

That’s the TRELLO basics!

The future depends on what we do

in the present.

– Mahatma Gandhi