A tutorial on how to use Trello

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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.

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  • 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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  • 6weng.caro@gmail.com

  • 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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