Trello Basic Tutorial
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How to Manage Projects Using
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Transcript of Trello Basic Tutorial
How to Manage
Projects Using
It is a collaboration tool that organizes your
projects into boards.
Click on the Search Bar
Go to www.trello.com
Click Sign Up-It’s Free
Type in your Name
Type in your Email Address
Type in your Password
Click on Create New Account
Go to your email inbox to confirm
your email address.
Click on Verify Address
It brings you to yourTrello Dashboard
Let’s begin with
Board Basics
A Board is a collection of
cards ordered in a list of Lists.
It can be used toManage a Project
Track a Collection Or
Organize anything.
How do I create a Board?
Click on + sign on Trello Dashboard
Click on Create Board…
Type in a Title
Click on Create
Congratulations!You now have a
Board
How do Iadd a list of
Tasks?
Click on the empty space of the box
Type in To Do
Click on Save
Add another List
Type in Doing
Click on Save
Add another List
Type in Done
Click on Save
How do IAdd Card
inside the list?
Click Add a card
Type in your tasks
Click Add
Type in another tasks
Click Add
You can keep on adding tasks here
Adding a task on your
Doing list
Type in the tasks you are currently working on
Click Add
Adding a task on your
Done list
Type in the tasks you’ve finished doing
Click Add
Let’s say..
You’re now working on a task from your
To Do list,
Drag and drop the task from To Do list to Doing
You’re now finished on a task from your
Doing list,
Drag and drop the task from Doing list to Done list
You can put labelson your tasks
Hover the cursor over the task you want to Label
Click on the Pencil icon
Click on Edit Labels
Select and Click on a color
Click on Save
Put Labels toCategorize tasks
For example,in my case,
I label Tutorials Violet
And Webinars & Seminars Yellow
How do IAdd detailsto the card?
Click on the card
You can now put details on this particular card
Click Edit the description…
Type in a description
On my case,
I put a link connected with the task.
Click on Save
How do Iadd
Members?
Click on Members
Click on the name of the member
A member is now added
How do I add aChecklist?
Click on Checklist
Type in a Title of a Checklist
Click Add
You can add items under Checklist
Click on Add an item…
Type in an item
Click Add
Tick on the items you finished doing
How do I addDue Date?
Click on Due Date?
Set up the date
Click on Save
How do I addAttachment?
Click on Attachment?
Select which source your attachment is from
Computer’s folder will appear
Select the file to be attached
Click Open
File has been attached to your task
This is how the board looks like so far
How do I addCalendar
to my Board?
Click on Show Menu
Click on Power-Ups
Select Calendar Click on Enable
Click on the Calendar icon
The Calendar appears
How do IClose
a Board?
Click on the board you want to close
Click on More…
Click on Close Board…
Click on Close
To Re-Open, Click onclick here to re-open it.
Or,
Click Boards
Click See closed boards…
Click on Re-open
BeingORGANIZED
is being inCONTROL.
