Basic tips and uses for Trello for project management. A presentation given for LACONI on March 21, 2016.

1. Kristine Kenney
Information Services Manager
Palatine Public Library District
kkenney@palatinelibrary.org

2. Get
Things
Done

3. Inc.
Best tools and apps to boost your productivity in 2016
Fortune
5 Productivity tools to keep you and your business on track in 2016
Fast Company
The 7 essential mobile apps for when you have to work on your phone

4. FREE
Use cards to organize your daily activities and projects
SIMPLE
Start with lists and move left to right
UNLIMITED
Unlimited Boards, unlimited users, unlimited uploads

5. VISUAL
Easily see where you should focus your attention using photos, colors and dates
FLUID
Drag and drop cards give your tasks and projects flexibility
Automatically syncs across your devices and across each team member
INTEGRATION
Add documents from Google Drive, Drop Box and OneDrive.

7. List

8. Front Back
The
Trello
Card

9. The
Trello
Card
A card represents a key activity. Multiple cards
create a list. Individual steps for a card would be a
checklist.

10. The
Trello
Card

11. Card
Management
Bulk add
Have a list of text that you want to transform into
cards or a checklist? Paste the list in the “add card”
or “add checklist” item area.
Add card via email
Each Trello board has a unique email address. Just
forward your email to create a card.
Move all cards
Cleaning up your board? You can move all cards in a
list at once.

12. Find &
Organize
Finding a board
Type “b” from any board, and the board search will appear.
Keep your titles descriptive to improve your search.
Search Cards
Press “/” on any board to find cards across any of your
boards.
Color Code
As your boards grow, designate a different color so you spot
the right board right away.

13. Filter
Cards

14. Deadlines
&
Due Dates

15. View
Board as
Calendar

16. Trello for
Mobile

17. NOTIFICATIONS
Real time notifications. Respond right within the Trello app on your phone.
ATTACHMENTS
Attach photos or documents straight to card
MOVE CARDS
Move cards to a different list while on the go

18. Trello Tips &
Inspiration
Inspiring Boards
Best Practices
Trello Tips
Trello Help
5 Uses of the Trello App