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How to Use Trello for Project Management_Social Media Wizard_RichardBasilio

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A step by step guide on how to use Trello to manage projects

Published in: Education
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How to Use Trello for Project Management_Social Media Wizard_RichardBasilio

  1. 1. How to use to manage project To manage projects
  2. 2. Open your browser
  3. 3. On the address bar
  4. 4. Type in www.trello.com
  5. 5. Press Enter
  6. 6. Trello Homepage
  7. 7. Click Sign Up-It's Free
  8. 8. Enter your Name
  9. 9. Enter your Email
  10. 10. Enter your Password
  11. 11. Click Create New Account
  12. 12. Click here if you have a Google Account
  13. 13. Click Sign In
  14. 14. Click Allow
  15. 15. Trello Homepage
  16. 16. The Basics
  17. 17. Board = Project
  18. 18. Lists = Workflow
  19. 19. Cards = Tasks & Ideas
  20. 20. To manage project Create a workflow
  21. 21. To create a board
  22. 22. 1. Click the + Sign
  23. 23. Click Create Board
  24. 24. 2. Click new board
  25. 25. This will appear
  26. 26. Enter a Title
  27. 27. You can rename it later
  28. 28. Default setting is Private
  29. 29. Click Create
  30. 30. This will appear
  31. 31. To close the menu tab Click here
  32. 32. To create a list
  33. 33. Enter a name
  34. 34. Click Save
  35. 35. Done with your lists?
  36. 36. You can click X
  37. 37. To add a card
  38. 38. Click Add a card
  39. 39. Enter a card's name
  40. 40. Click Add
  41. 41. To move a card from the list
  42. 42. Click and drag the card
  43. 43. This will appear
  44. 44. To customize the card
  45. 45. Click on the card
  46. 46. This will appear
  47. 47. This is called “Card Back”
  48. 48. It has 4 main sections
  49. 49. 1. Card descriptions
  50. 50. 2. Comments & Activity
  51. 51. 3. Add
  52. 52. 4. Actions
  53. 53. Click here to edit the descrption
  54. 54. Enter a description
  55. 55. Click Save
  56. 56. To communicate with team members
  57. 57. Write a Comment using @ mention
  58. 58. To assign task to members
  59. 59. Click Members
  60. 60. For Filtering and data visualization
  61. 61. Click Labels
  62. 62. To create a subtasks
  63. 63. Click Checklist
  64. 64. For card with dealine
  65. 65. Click Due Date
  66. 66. Select the due date
  67. 67. Click Save
  68. 68. This will appear
  69. 69. To add an attachment
  70. 70. Click Attachment
  71. 71. Locate the photo
  72. 72. Click Computer
  73. 73. Select a photo you like
  74. 74. Click Open
  75. 75. This will appear
  76. 76. For a member to receive a notification
  77. 77. Click Subscribe
  78. 78. When finish with the cards
  79. 79. Click Archive
  80. 80. To go back to your board
  81. 81. Click here
  82. 82. This will appear
  83. 83. To Collaborate, Share and Discuss a project
  84. 84. Click Add Members
  85. 85. Enter a Email address
  86. 86. Click Send
  87. 87. This will appear
  88. 88. You can drag member to the card
  89. 89. To change background
  90. 90. Click change background
  91. 91. Click the one you like
  92. 92. To rename a board
  93. 93. Click the board
  94. 94. Enter a name
  95. 95. Click Rename
  96. 96. To see your board on top of your board list
  97. 97. Click Star
  98. 98. Click here to change the visibility of your board
  99. 99. Click here to see your profile
  100. 100. Click here to see notifications

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