Trello - Organizing your Tasks Easily
-
Upload
april-santos -
Category
Business
-
view
55 -
download
1
Transcript of 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
www.aprilsantos.com Making Your Virtual Presence Matter
Are you working on that big project
while juggling different tasks?
www.aprilsantos.com Making Your Virtual Presence Matter
Or are you in charge of planning
your next big family vacation?
www.aprilsantos.com Making Your Virtual Presence Matter
And are you doing both of these at the same time?
www.aprilsantos.com Making Your Virtual Presence Matter
HOW do you manage organizing both your project and family vacation without forgetting
important tasks???
www.aprilsantos.com Making Your Virtual Presence Matter
is here to help you!
www.aprilsantos.com Making Your Virtual Presence Matter
Trello is a visual collaboration tool that shows a holistic view of all
your projects.
www.aprilsantos.com Making Your Virtual Presence Matter
Whether it be your professional project or personal task, Trello is
the perfect platform to organize all the details of your projects.
www.aprilsantos.com Making Your Virtual Presence Matter
Want to learn how to use Trello to help you organize
your multiple tasks?
www.aprilsantos.com Making Your Virtual Presence Matter
www.aprilsantos.com Making Your Virtual Presence Matter
Then let’s explore what Trello has in
store for us!
www.aprilsantos.com Making Your Virtual Presence Matter
In your URL, type trello.com
www.aprilsantos.com Making Your Virtual Presence Matter
Click Sign Up - It’s Free to create an account
www.aprilsantos.com Making Your Virtual Presence Matter
www.aprilsantos.com Making Your Virtual Presence Matter
Your email address
www.aprilsantos.com Making Your Virtual Presence Matter
Make sure to use a strong password to
ensure the security of your account!
www.aprilsantos.com Making Your Virtual Presence Matter
Then click Create New Account!
www.aprilsantos.com Making Your Virtual Presence Matter
Wait for the email confirmation to confirm your account subscription.
www.aprilsantos.com Making Your Virtual Presence Matter
If you have a Google Account, click Sign
up with Google.
www.aprilsantos.com Making Your Virtual Presence Matter
This next screen will appear.
www.aprilsantos.com Making Your Virtual Presence Matter
Click Allow if you are okay with the permission
requirements.
www.aprilsantos.com Making Your Virtual Presence Matter
Welcome to Trello! This is how your dashboard looks like.
www.aprilsantos.com Making Your Virtual Presence Matter
First up, what is a board?
www.aprilsantos.com Making Your Virtual Presence Matter
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.
www.aprilsantos.com Making Your Virtual Presence Matter
Let us try creating a board!
www.aprilsantos.com Making Your Virtual Presence Matter
Click Create new board
www.aprilsantos.com Making Your Virtual Presence Matter
Name your Board. The name should
describe the type of project that you will
be organizing.
www.aprilsantos.com Making Your Virtual Presence Matter
Voila! Your new board will now be shown under My Boards.
www.aprilsantos.com Making Your Virtual Presence Matter
Click the new board created
www.aprilsantos.com Making Your Virtual Presence Matter
This is how your board looks like.
www.aprilsantos.com Making Your Virtual Presence Matter
Let’s navigate the different functions that you can use in your board.
www.aprilsantos.com Making Your Virtual Presence Matter
To add a list, enter a list name in the box below:
www.aprilsantos.com Making Your Virtual Presence Matter
A list is usually the high level task that you need to track.
www.aprilsantos.com Making Your Virtual Presence Matter
These are laid out horizontally whenever you add new lists.
www.aprilsantos.com Making Your Virtual Presence Matter
Let us add details in each list.
www.aprilsantos.com Making Your Virtual Presence Matter
To do this, click Add a card under the first list:
www.aprilsantos.com Making Your Virtual Presence Matter
Enter the task that you need to be tracked under this list:
www.aprilsantos.com Making Your Virtual Presence Matter
You can add as much cards as possible under
one list.
www.aprilsantos.com Making Your Virtual Presence Matter
Once you have listed all needed cards, just
click x.
www.aprilsantos.com Making Your Virtual Presence Matter
For each card, you can do different options by clicking the pen icon
beside the card.
www.aprilsantos.com Making Your Virtual Presence Matter
Here are the different options available for each card:
www.aprilsantos.com Making Your Virtual Presence Matter
Edit Labels allows you to categorize your cards:
www.aprilsantos.com Making Your Virtual Presence Matter
Assign colors to each card to categorize them according to your needs.
www.aprilsantos.com Making Your Virtual Presence Matter
Change Members lets you to assign members who can view and edit the card:
www.aprilsantos.com Making Your Virtual Presence Matter
Just enter the names of the members that you wish to be added:
www.aprilsantos.com Making Your Virtual Presence Matter
Click MOVE to change the sequence/position of the cards:
www.aprilsantos.com Making Your Virtual Presence Matter
Click Position to change the sequence of the card:
www.aprilsantos.com Making Your Virtual Presence Matter
Or click List to move the card to another list:
www.aprilsantos.com Making Your Virtual Presence Matter
You can also copy one card to a different List:
www.aprilsantos.com Making Your Virtual Presence Matter
And choose the List where you wish to copy this card to:
www.aprilsantos.com Making Your Virtual Presence Matter
Or you can copy one card to another position:
www.aprilsantos.com Making Your Virtual Presence Matter
Just click Position
www.aprilsantos.com Making Your Virtual Presence Matter
And choose the Position where you wish to copy this card to:
www.aprilsantos.com Making Your Virtual Presence Matter
You can also assign a DUE DATE for each card identified:
www.aprilsantos.com Making Your Virtual Presence Matter
Pick a date to assign the due
date for the chosen card:
www.aprilsantos.com Making Your Virtual Presence Matter
And assign a time for this due date:
www.aprilsantos.com Making Your Virtual Presence Matter
Click SAVE when done.
www.aprilsantos.com Making Your Virtual Presence Matter
Another way to see these options is by clicking each item:
www.aprilsantos.com Making Your Virtual Presence Matter
These are the different options available in
each card:
www.aprilsantos.com Making Your Virtual Presence Matter
You can add comments in the Add Comment
field.
www.aprilsantos.com Making Your Virtual Presence Matter
Clicking Send will share this to the
different members of the board.
www.aprilsantos.com Making Your Virtual Presence Matter
You can also add Attachments to your cards!
www.aprilsantos.com Making Your Virtual Presence Matter
This can be all kinds of files (photos, documents,
etc)
www.aprilsantos.com Making Your Virtual Presence Matter
To do this, click
Attachment
www.aprilsantos.com Making Your Virtual Presence Matter
Choose the location of the file where you will source your file
from:
www.aprilsantos.com Making Your Virtual Presence Matter
If you choose Computer, you will be redirected to your local folders:
www.aprilsantos.com Making Your Virtual Presence Matter
Choose the file that you will attach to the card.
www.aprilsantos.com Making Your Virtual Presence Matter
You can do the same steps to the different
cards under all your lists.
www.aprilsantos.com Making Your Virtual Presence Matter
But are there still other functions of Trello that
you can utilize?
www.aprilsantos.com Making Your Virtual Presence Matter
www.aprilsantos.com Making Your Virtual Presence Matter
Let’s explore the following!
www.aprilsantos.com Making Your Virtual Presence Matter
One. Click Add Members
www.aprilsantos.com Making Your Virtual Presence Matter
Enter the email addresses of contacts you wish to be added
as member of your board:
www.aprilsantos.com Making Your Virtual Presence Matter
Added members of your board will be able to see all lists and cards in your
board.
www.aprilsantos.com Making Your Virtual Presence Matter
Two. Click Change
Background
www.aprilsantos.com Making Your Virtual Presence Matter
Choose from the following
options:
www.aprilsantos.com Making Your Virtual Presence Matter
The background is now changed to your chosen color:
www.aprilsantos.com Making Your Virtual Presence Matter
Three. Click Filter Cards
www.aprilsantos.com Making Your Virtual Presence Matter
This will allow you to show specific cards tagged to a specific label.
www.aprilsantos.com Making Your Virtual Presence Matter
For this example, all cards tagged as green and those with No labels will be shown:
www.aprilsantos.com Making Your Virtual Presence Matter
These are all cards under the labels chosen:
www.aprilsantos.com Making Your Virtual Presence Matter
To show all cards under all labels, check all labels in the filter:
www.aprilsantos.com Making Your Virtual Presence Matter
All cards are now shown:
www.aprilsantos.com Making Your Virtual Presence Matter
Four. Click Power-Ups
www.aprilsantos.com Making Your Virtual Presence Matter
These are the options
available under Power-Ups:
www.aprilsantos.com Making Your Virtual Presence Matter
Click Enable to use each of
these features:
www.aprilsantos.com Making Your Virtual Presence Matter
You will know that a power-up is enabled
if it has a check mark in the logo:
www.aprilsantos.com Making Your Virtual Presence Matter
You will also see it as part of your dashboard:
www.aprilsantos.com Making Your Virtual Presence Matter
Five. Click Stickers
www.aprilsantos.com Making Your Virtual Presence Matter
Choose from the options to add
color and creativity to your boards!
www.aprilsantos.com Making Your Virtual Presence Matter
Just drag a sticker to a card
to add it in:
www.aprilsantos.com Making Your Virtual Presence Matter
The following options are still
available for exploring!
www.aprilsantos.com Making Your Virtual Presence Matter
Archived items will show cards that have been completed or archived already.
www.aprilsantos.com Making Your Virtual Presence Matter
Your board will also have a
link!
www.aprilsantos.com Making Your Virtual Presence Matter
This can be shared and viewed by members of the
board.
www.aprilsantos.com Making Your Virtual Presence Matter
Trello also shows you your
activity list:
www.aprilsantos.com Making Your Virtual Presence Matter
www.aprilsantos.com Making Your Virtual Presence Matter
These are the basic functionalities that Trello
offers.
www.aprilsantos.com Making Your Virtual Presence Matter
Have fun organizing with Trello!