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[Easy] How to use Trello: Beginner's Guide

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What is Trello and how do you use it? This slide deck Trello tutorial is a quick start guide for beginners and non-techies [with screenshots].

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  • There are over 16,000 woodworking plans that comes with step-by-step instructions and detailed photos, Click here to take a look ▲▲▲ http://tinyurl.com/y3hc8gpw
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  • Fantastic beginner tutorial for this tool. I have shared with a few others looking to learn Trello.
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  • Thank you, Ana, for the obvious hard work putting this together. Already passed along the url to some co-workers. Thanks again and best of luck.
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[Easy] How to use Trello: Beginner's Guide

  1. 1. Trello Credit: Designed by Freepik.com // Credit: Pixabay.com by: Anne Uy
  2. 2. Thank you! This slide presentation is created by: Anne Uy Freelancer Virtual Assistant @AnneUy_ anne.uy7@gmail.com Image credit: Designed by Freepik.com
  3. 3. What is TRELLO?
  4. 4. Credit: Pixabay.com Trello is an online app for organizing
  5. 5. Credit: Pixabay.com …projects, ideas, and processes.
  6. 6. It works pretty much like a pin board. Credit: Pixabay.com
  7. 7. Yes! The one where you pin stuff… Credit: Pixabay.com
  8. 8. …and shuffle pinned stuff around. Credit: Pixabay.com
  9. 9. 2 Things to remember with TRELLO
  10. 10. Credit: Designed by Asierromero - Freepik.com #1 Trello is very visual
  11. 11. Credit: Pixabay.com You see everything in front of you in columns from left to right
  12. 12. #2 Trello is versatile Credit: Designed by Asierromero - Freepik.com
  13. 13. You can use Trello in many ways like… Credit: Designed by Freepik.com
  14. 14. Credit: Pixabay.com Personal and Team Projects
  15. 15. DIY Kanban To do Doing Done Credit: Pixabay.com
  16. 16. Collecting and organizing ideas Credit: Pixabay.com
  17. 17. Plus, Trello works with different platforms
  18. 18. Trello offers 3 pricing plans. You can start free and upgrade later.
  19. 19. Let’s get started!
  20. 20. How to create a Trello account
  21. 21. In Google search, type “trello.com” and press “Enter”
  22. 22. This is the Trello website
  23. 23. Click “Sign Up”
  24. 24. Type your name
  25. 25. Email
  26. 26. Choose a password and type it here
  27. 27. Click “Create New Account”
  28. 28. Welcome to your Trello Account
  29. 29. Trello will send you a confirmation email. Click here to go to your Inbox.
  30. 30. Click this to open your first email from Trello
  31. 31. Click “Verify Address”
  32. 32. Sign-up is complete.
  33. 33. Let’s see the basic of how Trello works
  34. 34. Inside Trello is a Board
  35. 35. Inside a Trello Board, there’s a List
  36. 36. Inside a List, there’s a Card
  37. 37. Trello can hold many Boards
  38. 38. A Board can hold many Lists
  39. 39. A List can hold many Cards
  40. 40. How to create a Trello Board
  41. 41. Click this to create new board
  42. 42. Type the name for this new Trello board. Example: “My Workflow”
  43. 43. Click “Create”
  44. 44. This is your new Trello board, named “My Workflow”
  45. 45. Click the small white star if you want to star your board
  46. 46. Star icon turns yellow for starred boards
  47. 47. On the right side is your Menu for this board
  48. 48. Click on any of these for more options
  49. 49. Example: You can change the background color for this board
  50. 50. Click “Change Background”
  51. 51. Click any of these colors
  52. 52. Or upgrade to Trello Gold /Business Class to get more options
  53. 53. Close a Trello Board
  54. 54. Go to Menu, and click “…More”
  55. 55. Click “Close Board”
  56. 56. Click “Close”
  57. 57. How to create a Trello list
  58. 58. Click “Add a list”
  59. 59. Let’s create a List named “Incoming”. Type “Incoming” here and press “Enter”
  60. 60. There’s your “Incoming” List
  61. 61. and option to add new “List”
  62. 62. When you add more Lists, the board looks like this
  63. 63. Move Lists inside Trello
  64. 64. “Click and hold” the mouse on the List you want to move
  65. 65. Then drag the List to the new position and release the mouse
  66. 66. The List is now in a new position
  67. 67. Rename a list in Trello
  68. 68. Choose a List you want to rename. Example: Rename “Incoming” List
  69. 69. Click on the name of the List
  70. 70. Type the new name here
  71. 71. Let’s change it to “Ideas”. Type it here and press “Enter”.
  72. 72. Here is the “Ideas” list
  73. 73. Click “Edit” icon to see other “List Actions”
  74. 74. Click an option under “List Actions”
  75. 75. How to create a Trello card
  76. 76. Click “Add a card” to create a new Card inside the List.
  77. 77. Name the Card and type it here. Example: “download audiobook”
  78. 78. Click “Add”
  79. 79. There’s your new Card named “download audiobook”
  80. 80. If you want to add a new card, type again here.
  81. 81. How to move Trello cards
  82. 82. “Click and hold” the mouse over the Card you want to move
  83. 83. Then drag the Card to the another List and release the mouse
  84. 84. The Card is now inside another List
  85. 85. How to use Labels in Trello
  86. 86. Go to Menu, click “…More”
  87. 87. Attach labels to a card
  88. 88. Labels are like tags you attach to Cards to add more context to the Card
  89. 89. In Trello, labels are represented by colors
  90. 90. Choose among the colors
  91. 91. or click “Create a new label” to add more colors/labels
  92. 92. Choose a color
  93. 93. And naming the color/Label is optional
  94. 94. Example: Create a label named “Next Action” and type it here
  95. 95. Choose green for the label “Next Action”
  96. 96. Click “Save”
  97. 97. So green means “Next Action”
  98. 98. You can add other Labels too
  99. 99. How to attach a label to a Trello card
  100. 100. Choose a Card and click the “Edit” icon
  101. 101. Click “Edit Labels”
  102. 102. Choose among the labels you created earlier
  103. 103. Let’s tag this card “On going”, so click Green
  104. 104. The Card will be tagged “Green”
  105. 105. Click “Save”
  106. 106. This Card has a Green label
  107. 107. How to use a Trello Card
  108. 108. Click on a Card to expand the Card
  109. 109. Like this
  110. 110. This is the Card name “download audiobook”
  111. 111. To rename the card, click on the Card name and type a new name.
  112. 112. Click here to add a description for the Card. This is optional.
  113. 113. Like this. And type here.
  114. 114. Click “Save”
  115. 115. The description is now here
  116. 116. You can also add a comment, type here.
  117. 117. “Activity” records the actions/changes made in this Card
  118. 118. Here are the things you can add to a Card
  119. 119. Click “Members” to add others who can have access to the Card
  120. 120. Click “Labels” to add labels/colors to the Card
  121. 121. Like this
  122. 122. Click on a color
  123. 123. Label for this Card is here
  124. 124. How to create a checklist inside Trello
  125. 125. Click “Checklist” to add a checklist to the Card
  126. 126. Click “Add”
  127. 127. There’s the Checklist for this Card
  128. 128. Type here to “Add an item…” for your checklist
  129. 129. Example: Type “find audiobook lists”
  130. 130. Click “Add”
  131. 131. There’s your 1st item on the Checklist
  132. 132. Type here again to add another item to your checklist
  133. 133. This is a checklist with several items
  134. 134. When you click the small white square to check off an item…
  135. 135. …the item is crossed off and you will see progress to completion
  136. 136. When you checked off all the items, it would look like this.
  137. 137. How to add pictures in Trello cards
  138. 138. Open the folder containing the image you want to add.
  139. 139. Click and hold the image file
  140. 140. Then drag and drop the file to the card
  141. 141. This card now has an image cover. If you click on the card…
  142. 142. …the image is an attachment.
  143. 143. You can “Download”, “Remove Cover”, or “Delete” attachments
  144. 144. How to enable Calendar for Trello boards
  145. 145. Go to Menu and click “Power-Ups”
  146. 146. On “Calendar”, click “Enable”
  147. 147. Calendar Power-Up is now enabled for this board
  148. 148. This is the Calendar version of your board.
  149. 149. And you can still see your cards.
  150. 150. You can also create new cards and move cards inside the Calendar
  151. 151. That’s it! You’re on your way to using Trello!
  152. 152. Thank you! Connect with me: Anne Uy Freelancer Virtual Assistant @AnneUy_ anne.uy7@gmail.com Image credit: Designed by Freepik.com

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