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How To Organize And Prioritize Your Projects Effectively Using Trello

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How To Organize And Prioritize Your Projects Effectively Using Trello

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How To Organize And Prioritize Your Projects Effectively Using Trello

  1. 1. (c) Conversion-Focused VP | http://eleazarjose.com(c) Conversion-Focused VP | http://eleazarjose.com
  2. 2. (c) Conversion-Focused VP | http://eleazarjose.com Welcome to Trello for Newbies!
  3. 3. (c) Conversion-Focused VP | http://eleazarjose.com What is Trello?
  4. 4. (c) Conversion-Focused VP | http://eleazarjose.com Trello is a online project management app
  5. 5. (c) Conversion-Focused VP | http://eleazarjose.com It helps you organize your tasks and projects easily
  6. 6. (c) Conversion-Focused VP | http://eleazarjose.com It’s your digital “cork board" or “white board” where
  7. 7. (c) Conversion-Focused VP | http://eleazarjose.com you can move tasks to another board as a project progresses
  8. 8. (c) Conversion-Focused VP | http://eleazarjose.com It gives you a bigger picture of the project’s completion status
  9. 9. (c) Conversion-Focused VP | http://eleazarjose.com It enables you to collaborate with your team and assign tasks
  10. 10. (c) Conversion-Focused VP | http://eleazarjose.com It keeps all your projects in one place on any device
  11. 11. (c) Conversion-Focused VP | http://eleazarjose.com Let’s start!
  12. 12. (c) Conversion-Focused VP | http://eleazarjose.com First, you’ll need to create a Trello account
  13. 13. (c) Conversion-Focused VP | http://eleazarjose.com Open your favourite web browser
  14. 14. (c) Conversion-Focused VP | http://eleazarjose.com Type trello.com in the address bar and hit Enter
  15. 15. (c) Conversion-Focused VP | http://eleazarjose.com This is Trello’s home page
  16. 16. (c) Conversion-Focused VP | http://eleazarjose.com Click Sign up or Sign up - It’s Free
  17. 17. (c) Conversion-Focused VP | http://eleazarjose.com Enter your Name, Email and Password
  18. 18. (c) Conversion-Focused VP | http://eleazarjose.com Click Create New Account
  19. 19. (c) Conversion-Focused VP | http://eleazarjose.com You can also Sign up with Google
  20. 20. (c) Conversion-Focused VP | http://eleazarjose.com Click Check your inbox to confirm your email address
  21. 21. (c) Conversion-Focused VP | http://eleazarjose.com Sign in to your email account
  22. 22. (c) Conversion-Focused VP | http://eleazarjose.com Enter your email and click Next
  23. 23. (c) Conversion-Focused VP | http://eleazarjose.com Enter your Password and click Sign In
  24. 24. (c) Conversion-Focused VP | http://eleazarjose.com Look for the confirmation email from Trello and open it
  25. 25. (c) Conversion-Focused VP | http://eleazarjose.com Click Verify Address
  26. 26. (c) Conversion-Focused VP | http://eleazarjose.com This is your Trello dashboard
  27. 27. (c) Conversion-Focused VP | http://eleazarjose.com The main elements of Trello are Boards, Lists and Cards
  28. 28. (c) Conversion-Focused VP | http://eleazarjose.com This is an example of a Trello Board
  29. 29. (c) Conversion-Focused VP | http://eleazarjose.com Think of it as a “virtual” white board or cork board
  30. 30. (c) Conversion-Focused VP | http://eleazarjose.com that represents your project
  31. 31. (c) Conversion-Focused VP | http://eleazarjose.com It’s a list of lists, filled with cards
  32. 32. (c) Conversion-Focused VP | http://eleazarjose.com It’s used to organize tasks on lists
  33. 33. (c) Conversion-Focused VP | http://eleazarjose.com This is an example of a Trello List
  34. 34. (c) Conversion-Focused VP | http://eleazarjose.com Lists keep cards(tasks) organized in their stages of progress
  35. 35. (c) Conversion-Focused VP | http://eleazarjose.com It can be used to create workflows,
  36. 36. (c) Conversion-Focused VP | http://eleazarjose.com may serve as a storage of ideas
  37. 37. (c) Conversion-Focused VP | http://eleazarjose.com Lastly, it can be moved across boards as a project progresses
  38. 38. (c) Conversion-Focused VP | http://eleazarjose.com This is an example of a Trello Card
  39. 39. (c) Conversion-Focused VP | http://eleazarjose.com A Card is the foundation of a board
  40. 40. (c) Conversion-Focused VP | http://eleazarjose.com It represents a task or idea organised into lists
  41. 41. (c) Conversion-Focused VP | http://eleazarjose.com You can add an unlimited number of cards to a board
  42. 42. (c) Conversion-Focused VP | http://eleazarjose.com Let’s Create A Board
  43. 43. (c) Conversion-Focused VP | http://eleazarjose.com Click the plus (+) icon to add a new board
  44. 44. (c) Conversion-Focused VP | http://eleazarjose.com You can create boards or teams
  45. 45. (c) Conversion-Focused VP | http://eleazarjose.com Click Create Board to add a personal board or
  46. 46. (c) Conversion-Focused VP | http://eleazarjose.com Click Create Personal Team or Create Business Team
  47. 47. (c) Conversion-Focused VP | http://eleazarjose.com Let’s create a board first
  48. 48. (c) Conversion-Focused VP | http://eleazarjose.com Give your board a Title (name of task/project)
  49. 49. (c) Conversion-Focused VP | http://eleazarjose.com Click Create a team if the task/project involves a team
  50. 50. (c) Conversion-Focused VP | http://eleazarjose.com Give your team a name and click Create
  51. 51. (c) Conversion-Focused VP | http://eleazarjose.com Click Change to change the privacy options of the board
  52. 52. (c) Conversion-Focused VP | http://eleazarjose.com Choose from Private, Team or Public then click Create
  53. 53. (c) Conversion-Focused VP | http://eleazarjose.com This is your new board
  54. 54. (c) Conversion-Focused VP | http://eleazarjose.com To change the background, click Change Backgound
  55. 55. (c) Conversion-Focused VP | http://eleazarjose.com Choose the color you want
  56. 56. (c) Conversion-Focused VP | http://eleazarjose.com Voila! Background color has been changed
  57. 57. (c) Conversion-Focused VP | http://eleazarjose.com Let’s Create A List
  58. 58. (c) Conversion-Focused VP | http://eleazarjose.com Click Add a list
  59. 59. (c) Conversion-Focused VP | http://eleazarjose.com Give your list a name and click Save
  60. 60. (c) Conversion-Focused VP | http://eleazarjose.com Sample of 3 lists
  61. 61. (c) Conversion-Focused VP | http://eleazarjose.com Let’s Create A Card
  62. 62. (c) Conversion-Focused VP | http://eleazarjose.com Click Add a card under a list
  63. 63. (c) Conversion-Focused VP | http://eleazarjose.com Give your card a short description and click Add
  64. 64. (c) Conversion-Focused VP | http://eleazarjose.com Add more cards under a list if needed
  65. 65. (c) Conversion-Focused VP | http://eleazarjose.com Sample board with lists and cards
  66. 66. (c) Conversion-Focused VP | http://eleazarjose.com Let’s Edit A Card
  67. 67. (c) Conversion-Focused VP | http://eleazarjose.com Customize cards to contain information and facilitate project collaboration
  68. 68. (c) Conversion-Focused VP | http://eleazarjose.com Click on a card
  69. 69. (c) Conversion-Focused VP | http://eleazarjose.com This is a card’s content
  70. 70. (c) Conversion-Focused VP | http://eleazarjose.com Take note of the 5 main sections
  71. 71. (c) Conversion-Focused VP | http://eleazarjose.com Description, Comments, Activity, Add and Actions
  72. 72. (c) Conversion-Focused VP | http://eleazarjose.com Description Section
  73. 73. (c) Conversion-Focused VP | http://eleazarjose.com Click Edit to edit the card’s description
  74. 74. (c) Conversion-Focused VP | http://eleazarjose.com Comments Section
  75. 75. (c) Conversion-Focused VP | http://eleazarjose.com Enter your comments here
  76. 76. (c) Conversion-Focused VP | http://eleazarjose.com Click this to add an attachment
  77. 77. (c) Conversion-Focused VP | http://eleazarjose.com Select an attachment or attach a link and click Attach
  78. 78. (c) Conversion-Focused VP | http://eleazarjose.com Click this to mention a team member
  79. 79. (c) Conversion-Focused VP | http://eleazarjose.com Enter team member’s Trello username here
  80. 80. (c) Conversion-Focused VP | http://eleazarjose.com Click this to insert an emoji
  81. 81. (c) Conversion-Focused VP | http://eleazarjose.com Search, select or upload an emoji
  82. 82. (c) Conversion-Focused VP | http://eleazarjose.com Click this to add a card in your comment
  83. 83. (c) Conversion-Focused VP | http://eleazarjose.com Type the name of the card and click it
  84. 84. (c) Conversion-Focused VP | http://eleazarjose.com Click Send once you’re finished commenting
  85. 85. (c) Conversion-Focused VP | http://eleazarjose.com Activity Section
  86. 86. (c) Conversion-Focused VP | http://eleazarjose.com Activity section displays the actions made on your card
  87. 87. (c) Conversion-Focused VP | http://eleazarjose.com Add Section
  88. 88. (c) Conversion-Focused VP | http://eleazarjose.com This is the Add section
  89. 89. (c) Conversion-Focused VP | http://eleazarjose.com Click this to add Team Members to your card
  90. 90. (c) Conversion-Focused VP | http://eleazarjose.com Click this to add Labels to your card
  91. 91. (c) Conversion-Focused VP | http://eleazarjose.com Click the pencil icon beside a color or
  92. 92. (c) Conversion-Focused VP | http://eleazarjose.com Click Create a new label
  93. 93. (c) Conversion-Focused VP | http://eleazarjose.com Give your label a name and then click Save
  94. 94. (c) Conversion-Focused VP | http://eleazarjose.com This is your new label
  95. 95. (c) Conversion-Focused VP | http://eleazarjose.com The label is now added to your card
  96. 96. (c) Conversion-Focused VP | http://eleazarjose.com Click this to add a Checklist to your card
  97. 97. (c) Conversion-Focused VP | http://eleazarjose.com Give your checklist a name and then click Add
  98. 98. (c) Conversion-Focused VP | http://eleazarjose.com Add an item to your checklist
  99. 99. (c) Conversion-Focused VP | http://eleazarjose.com Add another item to your checklist
  100. 100. (c) Conversion-Focused VP | http://eleazarjose.com Check the box beside if the item is completed
  101. 101. (c) Conversion-Focused VP | http://eleazarjose.com You can also hide completed items
  102. 102. (c) Conversion-Focused VP | http://eleazarjose.com Click Delete to delete the checklist
  103. 103. (c) Conversion-Focused VP | http://eleazarjose.com Click Delete Checklist to completely delete it
  104. 104. (c) Conversion-Focused VP | http://eleazarjose.com Click this to add a Due Date to your card
  105. 105. (c) Conversion-Focused VP | http://eleazarjose.com Select the day, enter the time and click Save
  106. 106. (c) Conversion-Focused VP | http://eleazarjose.com The card now has a due date
  107. 107. (c) Conversion-Focused VP | http://eleazarjose.com Click this to add an Attachment to your card
  108. 108. (c) Conversion-Focused VP | http://eleazarjose.com Select an attachment or attach a link and click Attach
  109. 109. (c) Conversion-Focused VP | http://eleazarjose.com Actions Section
  110. 110. (c) Conversion-Focused VP | http://eleazarjose.com Move card to any board or list
  111. 111. (c) Conversion-Focused VP | http://eleazarjose.com Copy card to any board or list
  112. 112. (c) Conversion-Focused VP | http://eleazarjose.com Member can subscribe to get notified of actions on the card
  113. 113. (c) Conversion-Focused VP | http://eleazarjose.com Archive finished cards (can be retrieved later)
  114. 114. (c) Conversion-Focused VP | http://eleazarjose.com Close the card and go back to your board
  115. 115. (c) Conversion-Focused VP | http://eleazarjose.com Click Show Menu
  116. 116. (c) Conversion-Focused VP | http://eleazarjose.com Select Power-Ups
  117. 117. (c) Conversion-Focused VP | http://eleazarjose.com Power-Ups are extra features and integrations that make your boards more powerful
  118. 118. (c) Conversion-Focused VP | http://eleazarjose.com Look for Calendar and click Enable
  119. 119. (c) Conversion-Focused VP | http://eleazarjose.com Calendar Power-Up is now enabled. Click Calendar.
  120. 120. (c) Conversion-Focused VP | http://eleazarjose.com Calendar view (Monthly)
  121. 121. (c) Conversion-Focused VP | http://eleazarjose.com Calendar view (Weekly)
  122. 122. (c) Conversion-Focused VP | http://eleazarjose.com More Power-Ups
  123. 123. (c) Conversion-Focused VP | http://eleazarjose.com Customizing Your Board
  124. 124. (c) Conversion-Focused VP | http://eleazarjose.com Click Add Members to add someone to your board
  125. 125. (c) Conversion-Focused VP | http://eleazarjose.com Click Filter Cards to filter cards based on their labels
  126. 126. (c) Conversion-Focused VP | http://eleazarjose.com Click Add Stickers to add cool stickers to your cards
  127. 127. (c) Conversion-Focused VP | http://eleazarjose.com Drag the sticker to the top of card to add it
  128. 128. (c) Conversion-Focused VP | http://eleazarjose.com Click More for other board options
  129. 129. (c) Conversion-Focused VP | http://eleazarjose.com Click Settings
  130. 130. (c) Conversion-Focused VP | http://eleazarjose.com Change your board settings here
  131. 131. (c) Conversion-Focused VP | http://eleazarjose.com Copying Boards, Lists and Cards
  132. 132. (c) Conversion-Focused VP | http://eleazarjose.com Copying Cards
  133. 133. (c) Conversion-Focused VP | http://eleazarjose.com Click Copy Card on the Actions section of a card
  134. 134. (c) Conversion-Focused VP | http://eleazarjose.com Choose the board you want to copy it to
  135. 135. (c) Conversion-Focused VP | http://eleazarjose.com Choose the position of the card on the list
  136. 136. (c) Conversion-Focused VP | http://eleazarjose.com Click Create Card
  137. 137. (c) Conversion-Focused VP | http://eleazarjose.com Copying Lists
  138. 138. (c) Conversion-Focused VP | http://eleazarjose.com Click the ellipsis icon beside the list name
  139. 139. (c) Conversion-Focused VP | http://eleazarjose.com Give your copied list a name and click Create List
  140. 140. (c) Conversion-Focused VP | http://eleazarjose.com List has been copied
  141. 141. (c) Conversion-Focused VP | http://eleazarjose.com Copying Boards
  142. 142. (c) Conversion-Focused VP | http://eleazarjose.com Click Copy Board
  143. 143. (c) Conversion-Focused VP | http://eleazarjose.com Give your copied board a title and click Create
  144. 144. (c) Conversion-Focused VP | http://eleazarjose.com Click the star icon to favourite the board
  145. 145. (c) Conversion-Focused VP | http://eleazarjose.com This will show your board on top of the boards list
  146. 146. (c) Conversion-Focused VP | http://eleazarjose.com Click your name to edit your profile
  147. 147. (c) Conversion-Focused VP | http://eleazarjose.com See your activity here
  148. 148. (c) Conversion-Focused VP | http://eleazarjose.com View cards assigned to you here
  149. 149. (c) Conversion-Focused VP | http://eleazarjose.com Check account details and credentials here
  150. 150. (c) Conversion-Focused VP | http://eleazarjose.com Maximize Tello’s keyboard shortcuts
  151. 151. (c) Conversion-Focused VP | http://eleazarjose.com Trello Tricks
  152. 152. (c) Conversion-Focused VP | http://eleazarjose.com You can copy and paste lists from Excel to Trello
  153. 153. (c) Conversion-Focused VP | http://eleazarjose.com Every item on the list will be converted to a card
  154. 154. (c) Conversion-Focused VP | http://eleazarjose.com You can drag and drop things (cards, lists, etc) in Trello
  155. 155. (c) Conversion-Focused VP | http://eleazarjose.com You can also drag and drop URLs onto cards
  156. 156. (c) Conversion-Focused VP | http://eleazarjose.com Filter cards assigned to you by pressing “Q”
  157. 157. (c) Conversion-Focused VP | http://eleazarjose.com For more Trello tips and tricks visit this link: https://trello.com/b/QtjSVKOf/the- ultimate-board-of-trello-tips-tricks
  158. 158. (c) Conversion-Focused VP | http://eleazarjose.com That’s it!
  159. 159. (c) Conversion-Focused VP | http://eleazarjose.com Go ahead and explore Trello’s other amazing functions
  160. 160. (c) Conversion-Focused VP | http://eleazarjose.com Thank you for visiting this tutorial!

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