How to use trello

HOW TO USE TRELLO

How to use Trello by Marketing Gem - Arlene Jovita


What is Trello?


Trello is a web-based project management application

.

https://en.wikipedia.org/wiki/Web_application

https://en.wikipedia.org/wiki/Project_management_software

https://en.wikipedia.org/wiki/Project_management_software


Trello is the flexible and

visual way to organize things.


Trello lets you see everything

about your project in a single

glance.


Using Trello is free.


How?


Open internet browser and type trello.com.


To register, create a Trello account.


Type Name, Email address and Password.


Now click Create New Account.


Or you can sign up using Google Account.


Click notification for Trello Account Confirmation.


Click Check your inbox.


Verify Address.


You will be directed to Trello dashboard.


You get useful tips from the

Welcome Board.


How to create a Board?


BOARD represents a PROJECT


Click Create new board.


I want to create a

Private Board.


Create a Title of your board.


Let’s name Marketing Gem Tutorials.


Click Create.


We now have a new Board.


We are done with creating a BOARD.


Next is we need to create a LIST.


What is a List?


A LIST represents collection of ideas, things

to remember, or different stages of a

workflow.


How to create a LIST?


Click Add a list.


My first list is How to use Evernote.


LIST is done, now we need to create a CARD.


What is a CARD?


CARDS are the basic unit of a Board.


You will find the status and tasks to be done in a

project .


Click Add a card.


In the card, I type Requirement: 100 slides.


Click Save.


Can customize card using the dropdown menu.


Click Add a card if you need more details.


Type card details then click Add again.


Click Pencil button to edit card.


I will change new due date.


Click Save.


We can add a file to the list.


Click the List details.


Click Attachment.


Attach a file from computer or cloud.


Here, I attach a file from Computer.


Click Attach.


You will know if file is uploading.


File attachment is successful!


We can edit List.


Click down arrow.


Here you can edit in the List Actions.


If you will not use the List, you can archive it.


Or archive cards not useful in the List.


Instead of deleting, unused file go to the

ARCHIVE.


Click Add a List for another Marketing Gem Tutorials.


Type How to Use Freshbooks.


Click Save.


To copy a card from another list, Click Edit button.


Click Copy.


Click how to use

Freshbooks.


You can keep attachment on the Board.


You can also unclick the attachment.


Click Create Card.


New card is now copied.


I want to add a member to my board to

complete the task.


I want to add a member to my board to

complete the task.


To add a member, click Show Menu.


Click Add Members.


An invitation will be sent

to the member.


Click Send.


Invited member is listed.


AJ will finish the task.

TASK:


Drag member to the card.


Invited member must accept to access task.



Invited member receives invitation to join the board.


Member who accepts must sign up to Trello.


Once signed up, member is now in your member list.


We can create Personal or Business team.


Business team is a

PAID account.

NOTE:


We will create a Personal team.


Click the Plus (+) button.


Click Create Personal Team.


Type the name of the Team.


You can also write a description.


Click Create.


Personal team is created.


You can Edit Profile.


Add members.


We create a Board.


Edit Settings.


Click Add Members.


Type email address and click Send.


An added member can be removed.


Facebook, Instagram, Twitter and Linked In are

my lists.


Note that the Board is visible to the Team.


Note that the Board is visible to the Team.


A card can be moved to another List.


Point your mouse on the card and drag to transfer.


You may also create a label using color.


Example, Linked in must have scheduled postings.


You can label color Yellow if task is ongoing.


Or label with Red if task is not meeting deadline.


With Trello, you can customized projects and all

its details.


CONGRATULATIONS!


Now you learned the basic of using

Trello.


Find out more Virtual tutorials from Marketing Gem

by visiting my website:https://

marketinggemblog.wordpress.com

How to use trello

Leadership & Management