How to use Trello

How to Use
(c) 2017 JOAN PALAPAR JoaNotable VP
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When you are working on a
project with a team,
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• (c) 2017 JOAN PALAPAR JoaNotable VP

Doing multiple tasks at work,
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Or overwhelmed with the goings-on
with your work or personal life?
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You need to have something that
will help you
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organize,
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prioritize,
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and visualize
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the flow and progress of the
goal or project.
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Thinking to grab the pen and
paper?
10• (c) 2017 JOAN PALAPAR JoaNotable VP

There’s something better
than that
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INTRODUCING…
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Trello is a great
tool for project
and task
management.
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It lets
users
work on a
virtual
workspace
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just like a whiteboard
and post-it notes
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to put a project together.
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When you use
Trello, it can be
synced in all your
devices
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anywhere you go.
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Trello is not just only
for work
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but for everything that
you need a list of.
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Like planning a
wedding,
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life goals and bucket
lists,
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vacation ideas for the
family,
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organizing your day,
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and practically
everything you
can think of.
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 (c) 2017 JOAN PALAPAR JoaNotable VP
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Whether you are a
start up company or
a multi million
organization

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Trello is the most
visual way for
organizations to work
together on a project.

Let’s explore
this fantastic
app.
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Let’s start.

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Open your browser

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On the address bar,
type trello.com

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then press ENTER

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This is the Trello homepage.

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Scroll down first to read more info
about the app

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It shows samples of Trello projects,

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what benefits the app can give

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to different types of users and groups

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and keeping the users on top of everything.

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Scroll down and see more information

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See how you can customize your boards and lists.

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When you’re ready to sign up

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Click Sign- Up

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Click Sign- Up

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The Registration Page appears

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You need to create a Trello Account

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Fill out the information needed

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You can fill the spaces to register

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or you can use your Google account

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We will register by filling out the info

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Type your name

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Type your email address

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And type your password

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Then click Create New Account

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This page will appear

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See this instructions to confirm account

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Click Check your Inbox link to
get the Confirmation email

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The link will lead to your email account

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Open the Trello Account Confirmation message

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This is what’s inside the email

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Click Verify Address

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Then, Account Verified!

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You will be directed back to your
Trello account

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This your Trello dashboard

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But before anything else…

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Let’s first get to
know the basic
components.

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Trello
Lists
Boards

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What is a Trello
Board?

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Trello Board is where
you put all the stuff
needed for a project.

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This is how a Trello Board looks like

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Imagine it like an empty cork board

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where you put all your details for a
project

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….and those working on it can see.

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When the board is filled, it looks like this:

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A Trello Board is composed of lists

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The list is organized in columns.

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In this example, we have three
lists.

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What is a Trello
List?

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A Trello List is where you put
together the tasks

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so you can track the stages of its
completion.

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It can be a workflow
TO DO
• IRON
DOING
• FOLD
DONE
• WASH

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a checklist ( ex. wedding),
12
months
church
reception
6 months
supplies
media
coverage
3 months
honeymoon
gown/suit

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or anything you
can think of.

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Lastly, what is a
Trello Card?

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A Trello Card is the basic building
block of a board.

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It contains the tasks or ideas
needed to do the project.

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A Trello board is composed of lists,
which in turn is composed of cards.
BOARD
LIST
CARD

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How to Create
a Trello Board

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Go back to your Trello dashboard

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Click Create New Board

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Click Create New Board

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This box will appear

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Create a Board Title

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Type the Board Title here

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Type the Board Title here

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Then click Create

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This window will appear

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This is how a blank board looks like

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To go back to the main dashboard,

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Click this arrow back button.

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Then you will be back to the main
dashboard.

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How to
delete a
board

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Click a board you want to delete

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Take note of the menu on the side

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Click
More

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More
options
will
appear

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Click Close
Board

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This box
will pop
up

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Click Close

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This screen will then appear.

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You will have two options:

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To Re-open the closed board,

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Or permanently delete the board

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Select Permanently Delete Board

118 (c) 2017 JOAN PALAPAR JoaNotable VP
A box will pop up

119 (c) 2017 JOAN PALAPAR JoaNotable VP
Click Delete

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How to
Re-open a
closed board

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In main dashboard, click Boards

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A box will
pop up

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Click See
closed
boards

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This screen will appear

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Select the board you want to re-open

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Click Re-open

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It will then appear on your main
dashboard

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How to
make a
Trello List

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Our example will be a Trello
board about recipes.

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The list will be according to
1. Researched Recipes
2. Going to Try Recipes
3. Tried Already Recipes

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Let’s begin.

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In your main dashboard, click the
board you want to work on

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This is what’s inside your board

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Click Add a list.

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Type the
list name
on the
space

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Then click
Save

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Another
box will
appear.

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Put
another
list name.

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Same
with the
third list.

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Now you have three lists arranged
side by side.

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How to
make a
Trello Card

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Click Add a card.

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Type the details on the space

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Mushroom Steak
Then click Add

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Mushroom Steak
You can add as many cards as you
want.

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You can add as many cards as you
want.

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To move a card
from a list to
another list

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Select the card you want to move

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Then drag it to another list

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You can drag the cards in different
list as you want

 (c) 2017 JOAN PALAPAR JoaNotable VP 152
Arrange them according to your
preference.

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How to put
details on a
Trello Card

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Select any card from your lists

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Select a
card

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Click this
card

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The card will expand like this

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We will put the recipe text in the
description

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Click Edit the description

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This will appear

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Type/paste the recipe in this box

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Then click save

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This appears after clicking save

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We can also add the actual link here

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Click Attachment

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Paste the link on this box

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You can
name the
link for easy
reference

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Then click
Attach

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The link will now appear

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You can explore the menu on the
right side

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Add
members to
work on the
project

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Put labels on
each card

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Add
checklists

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Put a
deadline on
the
individual
card

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To put labels
on each card
click Labels

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This will
appear

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Select a color
of your
preference

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We will
choose
Yellow

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The selected color will then appear
here

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We can also put a label on the color
for easy reference

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Click this
edit icon
here

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Then this
will
appear

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Put a label
on this box

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And
click
Save

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Your label then looks like this

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To change a
board’s
background

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See the Menu on the right side

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click Change
background
`

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This will
appear

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You can
choose to
use colors

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Or you can
use photos

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To change
color, click
here

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This will
appear

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Click a color
you like

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Then board’s background color
instantly changes

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To use
photo as
background

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Click here

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A gallery of
photos will
appear

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Choose
according to
your
preference

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Or you can
type the
category
here

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Then
photos of
that
category
will appear

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Click a
photo of
your liking

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The background changes instantly

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To go back
to main
menu

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Just click
this arrow

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Then you are back to the main
board

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Let’s
explore
other menu
items

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Let’s
explore the
other menu
items

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Click
Settings

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This sub-
menu will
appear

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This sub-
menu will
appear

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This is more
on the users
and privacy
of your
board

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Click
Collections

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This is
what’s
under
Collections

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But its more
useful with
a paid
account.

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Sign up to learn
for yourself.
www.trello.com

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That’s the
basics of Trello

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Photo Credits all from
Pixabay.com

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Success is nothing more than
a few
simple disciplines, practiced
everyday.
JIM ROHN

How to use Trello

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