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Organizing Tasks and Projects with Trello

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This is a guide how to start using Trello. Trello is a good software to manage your task and your projects.

Published in: Leadership & Management
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Organizing Tasks and Projects with Trello

  1. 1. © 2016 ajgaray.com Organizing Tasks and Projects
  2. 2. © 2016 ajgaray.com What is Trello?
  3. 3. © 2016 ajgaray.com A collaboration tool that organizes projects into boards where in one glance you will know
  4. 4. © 2016 ajgaray.com what’s being worked on, who’s working on what and where something is in a process.
  5. 5. © 2016 ajgaray.com Now, let’s get started. . .
  6. 6. Open your browser . . . © 2016 ajgaray.com
  7. 7. Click your search bar © 2016 ajgaray.com
  8. 8. © 2016 ajgaray.com Go to trello.com
  9. 9. © 2016 ajgaray.com Welcome page will appear
  10. 10. © 2016 ajgaray.com Click Sign Up – It’s Free button
  11. 11. © 2016 ajgaray.com Let’s create a Trello account
  12. 12. © 2016 ajgaray.com Enter your Name
  13. 13. © 2016 ajgaray.com Enter your Email Address
  14. 14. © 2016 ajgaray.com Create a Password
  15. 15. © 2016 ajgaray.com Select Create New Account button
  16. 16. © 2016 ajgaray.com Confirm your Email Address
  17. 17. © 2016 ajgaray.com Click on Check your inbox
  18. 18. © 2016 ajgaray.com Sign in to your Google Account
  19. 19. © 2016 ajgaray.com Click Trello Account Confirmation
  20. 20. © 2016 ajgaray.com Click Verify Address button
  21. 21. © 2016 ajgaray.com Welcome to the Homepage
  22. 22. © 2016 ajgaray.com Let’s create our first board
  23. 23. © 2016 ajgaray.com Click the ‘+’ button
  24. 24. © 2016 ajgaray.com Select Create Board
  25. 25. © 2016 ajgaray.com Name your board
  26. 26. © 2016 ajgaray.com Click Create button
  27. 27. © 2016 ajgaray.com Welcome to the Trello board
  28. 28. © 2016 ajgaray.com By default, boards are set to Private
  29. 29. © 2016 ajgaray.com You can set the boards to Public
  30. 30. © 2016 ajgaray.com You can set the boards to Public or Organizational Visible
  31. 31. © 2016 ajgaray.com Let’s add a list to our board
  32. 32. © 2016 ajgaray.com Click on Add a list
  33. 33. © 2016 ajgaray.com Name your list
  34. 34. © 2016 ajgaray.com Then, click Save button
  35. 35. © 2016 ajgaray.com Let’s add our first card
  36. 36. © 2016 ajgaray.com Select Add a card
  37. 37. © 2016 ajgaray.com Name your Card
  38. 38. © 2016 ajgaray.com Then, click Add button
  39. 39. © 2016 ajgaray.com We have our first card
  40. 40. © 2016 ajgaray.com Let’s have a review of some board basics
  41. 41. © 2016 ajgaray.com What is a Board?
  42. 42. © 2016 ajgaray.com It represents a project. It’s a place to organize tasks on lists and collaborate with your team
  43. 43. © 2016 ajgaray.com Here’s the Board name
  44. 44. © 2016 ajgaray.com What is a List?
  45. 45. © 2016 ajgaray.com List keeps cards organized in their various stages of progress. You may list to create a workflow or acts a repository of ideas
  46. 46. © 2016 ajgaray.com Here is our List
  47. 47. © 2016 ajgaray.com What is a Card?
  48. 48. © 2016 ajgaray.com Cards represent tasks and ideas and fundamental unit of a board
  49. 49. © 2016 ajgaray.com Here is our Card
  50. 50. © 2016 ajgaray.com Let’s add a few more cards
  51. 51. © 2016 ajgaray.com Here are our additional card
  52. 52. © 2016 ajgaray.com Let’s add some lists
  53. 53. © 2016 ajgaray.com Here are two more lists
  54. 54. © 2016 ajgaray.com We can start editing our cards
  55. 55. © 2016 ajgaray.com Cards can be customized to hold a variety of useful information and facilitate collaboration with anyone, anywhere
  56. 56. © 2016 ajgaray.com Select the card that you want to view contents within
  57. 57. © 2016 ajgaray.com Click How to use Trello
  58. 58. © 2016 ajgaray.com Card back will appear
  59. 59. © 2016 ajgaray.com The ‘card back’ had four main sections
  60. 60. © 2016 ajgaray.com The first part is Card Description
  61. 61. © 2016 ajgaray.com Select Edit the description
  62. 62. © 2016 ajgaray.com In the description field, you may add additional specific information about your card, links to websites and step by step directions
  63. 63. © 2016 ajgaray.com Add description to the card
  64. 64. © 2016 ajgaray.com Then, click Save button
  65. 65. © 2016 ajgaray.com The second part is Comments & Activity
  66. 66. © 2016 ajgaray.com You may comment on cards when communicating with team members
  67. 67. © 2016 ajgaray.com You can also @ mention a member to notify them in a comment
  68. 68. © 2016 ajgaray.com Whereas the activity feed shows the history of actions that have taken place on a card and creates a timeline of events as progress is made
  69. 69. © 2016 ajgaray.com The Comment & Activity section
  70. 70. © 2016 ajgaray.com The third part is Add Section
  71. 71. © 2016 ajgaray.com This part provides more tools for the card back
  72. 72. © 2016 ajgaray.com The Add section
  73. 73. © 2016 ajgaray.com Add members to assign them tasks or keep them in the loop
  74. 74. © 2016 ajgaray.com Add labels for filtering & data visualization
  75. 75. © 2016 ajgaray.com Add checklist for cards that require subtasks
  76. 76. © 2016 ajgaray.com Add a due date to cards for projects that have deadlines
  77. 77. © 2016 ajgaray.com Add attachments from both local drive & many cloud storages
  78. 78. © 2016 ajgaray.com The fourth part is Actions
  79. 79. © 2016 ajgaray.com The ‘Actions’ section
  80. 80. © 2016 ajgaray.com A card can be moved around to a new board or list and can also be copied
  81. 81. © 2016 ajgaray.com Any member can subscribe to a card to receive notifications for actions that occur on the card
  82. 82. © 2016 ajgaray.com Finished cards can be archived and can always be retrieved at a later date
  83. 83. © 2016 ajgaray.com Let’s enable our ‘Power Ups’
  84. 84. © 2016 ajgaray.com Click Show Menu
  85. 85. © 2016 ajgaray.com Select Power-Ups
  86. 86. © 2016 ajgaray.com Click Create button
  87. 87. © 2016 ajgaray.com Power-Ups section will appear
  88. 88. © 2016 ajgaray.com To activate or deactivate the Power- Ups that you would like to use
  89. 89. © 2016 ajgaray.com Click Enable button
  90. 90. © 2016 ajgaray.com or Disable
  91. 91. © 2016 ajgaray.com What are the functions of our ‘Power-Ups’?
  92. 92. © 2016 ajgaray.com Click ‘i’ button
  93. 93. © 2016 ajgaray.com on Voting
  94. 94. © 2016 ajgaray.com on Card
  95. 95. © 2016 ajgaray.com on Calendar
  96. 96. © 2016 ajgaray.com CONGRATULATIONS you can now organize your tasks & projects using
  97. 97. © 2016 ajgaray.com is a free app!
  98. 98. © 2016 ajgaray.com That’s all for now! 
  99. 99. © 2016 ajgaray.com For comments & suggestions
  100. 100. © 2016 ajgaray.com

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