How to Manage Projects using Trello

HOW TO MANAGE PROJECTS

USING

1

Do you want an easy, free, flexible,

© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

2

and visual way to manage your projects


3

and organize anything?


4

Trello lets you work more collaboratively with


5

teams and get more done on any project.


6

What is?


7

Trello is a freemium web-based project management


8

application as well as easy to use


9

mobile app that keeps track of everything,


10

from the big picture to the minute details.


11

With Trello ’s boards, lists, and cards enable


12

you to organize and prioritize your projects


13

in a fun, flexible and rewarding way.


14

4 REASONS WHYTRELLO

MAKES PROJECT COLLABORATION SIMPLE AND

KIND OF ENJOYABLE


15© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

16

Dive into the details by adding comments,


17

attachments, and more directly to Trello cards.


18

Collaborate on projects from beginning to end.



20

Whether it’s for work, a side project


21

or even the next family vacation,


22

Trello helps your team stay organized.



24

Integrate the apps your team already uses


25

directly into your workflow. Power-Ups turn


26

Trello boards into living applications to meet


27

your team's unique business needs.



29

No matter where you are, Trello stays


30

in sync across all of your devices.


31

Collaborate with your team anywhere, from sitting


32

on the bus to sitting on the beach.


33

Let’s BEGIN!


34

First, open a browser by clicking it.


35

For this tutorial, let's choose Google

Chrome


36

Double-clickthis icon


37

A new window will pop-up


38

Click the URL


39

Type https://trello.com/ then hit Enter on your keyboard


https://trello.com/

40

You will be redirected to IFTTT ’s site


41

Click Log In if you already have an account


42

If not, click Sign Up


43

Let’s Create a Trello Account


44

Type in your first name & last name


45

Type in your Email


46

Type in your Password


47

Check this box here


48

Click Create New Account


49

You can also Sign up with Google


50

Check your inbox to confirm your email [email protected]


51

Sign in to your email account


52

Type in your email


53

Click Next


54

Type in your Password


55

Click Sign in


56

Look for the confirmation email from Trello & click it


57

Click Verify Address


58

This is your Trello dashboard


59

To add a New Board, click here


60

Boards are like "virtual" white boards or


61

cork boards that represents your project.


62

It's used to organize tasks on lists


63

To add a personal board, click Create Board...


64

You can also Create Personal Team…


65

or Create Business Team…


66

Let’s click Create Board…


67

Give your board a Title (name of project)


68

To change the privacy options of the board, click here


69

If the project involves a team, click here


70

Give your team a name


71

You describe the purpose of the team


72

then click Create


73

Choose from: Private, Team, or Public


74

then click Create


75

This is your new board


76

Click here to Change Background


77

Choose the color you want


78

Let’s choose mustard


79

The background color has been changed!


80

Let’s create a list


81

Click the back button


82

Click Add a list…


83

Lists keep cards (tasks) organized in their


84

stages of progress. It can be used to


85

create workflows, serve as storage of


86

ideas, and can be moved across boards


87

as a project progresses


88

Give your list a name


89

then click Save.


90

Let’s make three (3) lists


91

Click Add a list….


92



93

Click Save


94



95

Click Save


96

Let’s create a card


97

A Card is the foundation of a board


98

It represents a task or idea organized into lists


99

You can add an unlimited number of cards to a board


100

To create a card, click..


101

Add a card under a list


102

Give a short description


103

then click Add


104

If needed, you can add more cards


105

To customize cards, click on a card


106

Cards are customized to contain information and


107

to facilitate project collaboration.


108

This is a card's contents


109

Take note of the 5 main sections


110

This is the Description section,


111

click Edit the description…


112

Type in the card’s description


113

then click Save


114

This is the Comment section,


115

Enter your comments about the card here


116

To add an attachment, click paper clip


117

Select attachments from these or


118

you can click attach a link here


119

then click Attach


120

To mention a team member, click @


121

Manually enter a team member's Trellousername here,


122

select All members on the card,


123

or select All members on the board


124

To insert emoji, click


125

You can Search for emoji,


126

Select emoji,


127

or Upload Emoji


128

To add a card in your comment, click here


129

Search the name of the card by typing


130

then click it


131

Once you're done commenting, click Send


132

This is the Activity section,


133

Previous actions made on your card are


134

displayed here for backtracking purposes


135

This is the Add section


136

Click this to add team Members to your card


137

Click this to add Labels to your card


138

Under Labels, click pencil icon beside a color or


139

click Create a new label


140

Give your label a name


141

then click Save


142

This is your new label. Click on it.


143

The label is now added to your card


144

Click this to add Checklist to your card


145

Give your checklist a name


146

then click Add


147

Add an item to your checklist


148

then click Add


149

Add another checklist as the need arises


150

If the item is completed, check the box


151

You can also Hide completed items


152

or Delete the checklist


153

To delete completely, click Delete Checklist


154

Click this to add Due Date to your card


155

Select the date (day, month, year)


156

Set the time


157

then click Save


158

The card has now a due date


159

Click this to add an Attachment to your card


160

You can select an attachment or


161

or Attach a link


162

then click Attach


163

This is the Actions section


164

To Move card to any board or list, click here


165

To Copy card to any board or list, click here


166

Members can Subscribe to get notified on actions on the card


167

To Archive finished cards (can be retrieved later), click here


168

Close the card and go back to your board


169

For extra features and integrations that make


170

your boards more powerful, click Power-Ups


171

Create a Team Name


172

then click Create


173

Beside Calendar, click Enable


174

Calendar Power-Up is now enabled. Click Calendar.


175

Be default, calendar view is set on Month


176

Click here to view the Calendar’s Week feature


177

For more awesome Power-Ups, feel free to explore


178

Let’s customize your board


179

Click Show Menu


180

To add someone to your board, click Add Members...


181

then enter the email address of who you’re going to add here


182

or Invite people by giving them a special link…


183

Click Filter Cards to


184

filter cards based on their labels


185

Click here to Add Stickers to your cards


186

Drag sticker to the card to add it


187

For other board options, click More


188

Click Settings


189

then you can change your board settings


190

To edit your profile, click your name


191

Click Profile


192

to view your Teams and Activity


193

Click Cards


194

to view cards assigned to you


195

Click Settings


196

to check account details and credentials


197

Click Shortcuts


198

to learn how to maximize Trello 's keyboard shortcuts


199

For Trello's tips and tricks, visit this Link:

https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks


https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks

200

“Where there is unity there is always victory.”

(Publilius Syrus)


201

There you have it


202

Thank you for investing on yourself


203

Apply what you have

learned© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

204

and…© Your Keen & Crisp VP | KevChavez.com | All Rights Reserved


http://kevchavez.com/index.php/contact/

http://kevchavez.com/index.php/contact/

http://kevchavez.com/

http://kevchavez.com/

How to Manage Projects using Trello

Marketing