Trello: The easiest way to organize anything

© creativesuiteva.wordpress.com
Prepared by: Randy Losa
Virtual assistant/Professional
HOW TO USE

TRELLO is a visual way
to organize anything with
anyone
WHAT IS TRELLO?

- Is an awesome
project management
tool that will make
your life easier and
more organized

There are three important
terms to remember

BOARD
It contains a list of what
you want to do

LIST
It contains cards of things,
ideas or your plans

CARDS
Basically contains details
of task to do in your list

Now let’s get
started

Open your Internet
browser

For this I used
GOOGLE CHROME
browser

Your Home Page

Type in Trello.com to
your address bar

Hit ENTER on your
keyboard

And you will be directed here

Click Sign Up – It’s Free

Fill up necessary details on this
FORM

Your NAME

Your EMAIL ADDRESS

And your PASSWORD

Then click Create New Account

You need to confirmed
your account to your
email address

Open your EMAIL

Click Verify Address

Welcome to TRELLO

Your Account is now Activated

Now let’s proceed to how
you can use Trello to
organize your task!

Click + sign button

Dropdown options will appear

Click your account name
button

Then these options will appear

Click bell button

Then your notifications will
appear

Click Boards button

Dropdown will appear

Now let’s create a
Board and Add list

Click Create new board

Add Title

You can create and copy your
team

And change your boards
Privacy setting

Choose the settings that applies

Then click Create

Your Board is now ready

Start adding List by clicking this

Just enter the List Title

Click Save

Add label List

And click Save

All list done for the Board

Let’s generate your
CARD

Click add a card

Type in the name of your card

Click Add

Another card field will appear
automatically

Cards will be added to the list

You can add as many
Cards as you want that
are relevant to your list

Let’s work on our
checklist

Click on the Card

A pop-up window will appear

You can add the following to your
card and become organized

Click Checklist for things to do

Add a title on your Checklist

Click Add button

Review file checklist has been
added on you card

Type an item on your Checklist

The item on your Review file
checklist has been added

Click box beside item if task has
been completed

Let’s do our Due date

Click Due date for any deadlines

Pick a Date

Click Save button

Due date has been noted

You can now add color Codes
and Label

Click Edit the Description to
add a content

Type anything you want for you
card

This will appear on the card

You can make a comment on
the box

Click Send button

Now let’s learn how you
can attach a file or
photo

Click Attachment

The pop up window will appear

Click on Computer

A pop up window will appear

Select a photo that you want to
upload

Click Open

Your photo is now uploaded

Now let’s add a Members
to your Trello board

@creativesuiteva.wordpress.com
Click add Members

Type in the email address you
want you add

Your first team member now has
been added

The list shows activities in your
card

List of activities

How to Log –out your
account

Click your account name

Then these option will appear

Click Log Out

And you will be directed to this
TRELLO page

Congratulation!

Now apply what you have
learned and start your
own.

VISIT:
creativesuiteva.wordpress.com

THANKS!

Trello: The easiest way to organize anything

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