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A tutorial on how to use Trello to manage projects or even use it in personal tasks. A step by step guide to follow so will be able to know how you can maximize the potential of Trello and get more productive.
Citation preview
How to use Trello
By Rowena B. Caro2015
1
Why should you manage your
project?weng.caro@gmail.com 2
1. You can keep all your team on the same page.
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2. You can stay on track on the task you need to do.
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Go to http://trello.com
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Click Sign Up if you do not have an account.
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Click Log in if you already have an account
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For now lets Click Sign up
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Sign up form will appear
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Enter your Name
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Enter your email address
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Enter your Password
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Click Create New Account
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Welcome Page will appear
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Click Check your inbox
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A message from Trello will appear in your
inbox
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This is the message from Trello
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Click Verify Address
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A new browser will open.
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This is what it looks like
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You are now ready to use Trello
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Click Create New Board
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A board is a web page containing list laid out
horizontally on the page,
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so you can get a birds eye view of
your project.
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This will appear
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Enter the Title of your plan
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Click Create
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You can now add a list of Things to Do
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On the right hand side is the options for other menu
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Collaboration is one of the major
interesting feature of Trello
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Its when you add a member to a certain
board and collaborate in accomplishing it.
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To add a member of the group, type the email address at the Add
Members menu
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Click the Add Members Menu
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This will appear after typing the new members email address
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Type the Full Name of the new member
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Click Send
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An invitation will be emailed to the new member to
join Trello38weng.caro@gmail.com
This is what the content of the email sent to the
new member.
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Once a new member will be added this will
appear.40weng.caro@gmail.com
One member
Two members
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On the first list
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Type your first thing to do in the Add list option
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Click Save
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This will appear
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Another Add a list will appear
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You can name the new list as Doing
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Click Save
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This will appear
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We can name the 3rd add list as Done
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Click Save
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Under every List is an Add card
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This is what it looks like
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You can now list the task under the
to do list.54weng.caro@gmail.com
Under To Do List you can type the first task
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Click Add
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This will appear
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Type another task.
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Click Add
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Another Add card below will
appear60weng.caro@gmail.com
You can keep on adding another task until all specific task
has been listed.61weng.caro@gmail.com
Once you started working on the project, you transfer the To do card in the Doing List
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Drag the card under Doing
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The First card is transferred under Doing
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Another good thing about Trello is you can
zoom in details for each card or task.
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Click on a specific task/inside the card
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Card contains- Checklist- Images
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Card contains- Attachments- Deadline dates- Colored labels
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Card contains- Discussion notes from
other who share the board
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This will appear
70
You can click Edit the description if you want to change the details
of the task71weng.caro@gmail.com
A text box will appear
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Then Click Save after you are done with your editing.
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You notice on the right hand
side are different options
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Click on Members, to add a member
of the team to work on this specific task
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This will appear
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Choose among your previously added
members who will be incharge in working for
the specific task.77weng.caro@gmail.com
Once a member is selected it will appear here
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You can also use Labels to mark the
task visually.79weng.caro@gmail.com
Click Labels and
several options will
appear80weng.caro@gmail.com
Click on one of the options and the selected label will
appear here.
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Another option is
the Checklist
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A Checklist is a list of sub-task within a task.
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Click Checklist and Click Add
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This will appear
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You are now ready to add specific sub-task
to accomplish one major task.
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Type on the text box the specific task to be accomplished.
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If your done any of the task you can simply
Check the task and it will show you how many percent you're done.
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Another great option is the Due date
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Click on the Due date
and a calendar
will appear91weng.caro@gmail.com
Select and Click on the
date you want the task
accomplished92weng.caro@gmail.com
To adjust the time just click on the time
box and type the time you
want.93weng.caro@gmail.com
Then click Save
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Due date is now added on the task
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After typing every specific sub-task just click Add
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Once your done with it you can drag it again under the
Done List97weng.caro@gmail.com
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The card is under the Done List
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That is how simple and enjoyable to use
Trello
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Its your turn: Have fun and be more
productive101weng.caro@gmail.com
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