How to Effectively Manage Your Real Estate Team Projects Using Trello

Copyright © 2017: Jorina B Banes
http://www.jorinabanes.com

got a Team
on the other
part of the
globe?

how to use
Trello to
organize
team tasks?

but first:
let me ask
the question

what
is
Trello?

- is an
awesome
project tool

that let’s
you work
more

collaboratively
and gets
done.

here’s
how
it works…

on your browser:

type in:
www.trello.com

click
‘Sign Up’
it’s FREE

type
your
name

best
e-mail
address

and
password

click on
‘create new
account’

or sign up
with google
account

Trello will
send e-mail
to confirm

click on
verify
address

once done
you will be
redirected

back to
Trello
site

here’s your
personal
board

click on the
welcome
board

you
will see
this…

read on
for more
tips…

let’s try to
create new
board

click on:
‘create new
board’

a Trello
board is a
list of lists

filled with
cards used by
your Team

put your
board’s
title

teams make
sharing and
working

within a
group a lot
easier

click on:
‘create
Team’

enter name
of Team and
description

click on
‘create
button’

that’ll look like this:

click on
‘create new
board’

enter the
‘title’ and
click ‘create’

here’s the
board’s
sample

you can add
members
here…

click on:
‘New
Project’

add list and
click save

click
add a
card

on the
card you
can add

-comments
-upload file
attachment

-create
checklists
-add labels

-add due
dates
-and more

a task/s
can be
assigned

specifically
to a
member

of your
Team…

this is
where you
add labels

click the
extension
and name it

edit labels
here….

click
here to
add list…

you can
drag and
drop to

put priority
list on first
position

If you have
an endless
stream

of meetings
or
appointments

you can
split them
by days

weeks,
months of
the year

by agenda
etc…

you can
enable
power-ups

to attach
your
documents

from other
applications

such as
your
dropbox

google
drive
or…

E
V
E
R
N
O
T
E

you can
disable the
power-ups

by choosing
the disable
button

take a look
from the

sample
they have

from
Trello
inspiration

such an
Awesome
tool! 

How to Effectively Manage Your Real Estate Team Projects Using Trello

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