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MAVINO IKEIN
@MAVINOMICHAEL
Getting Started with
Trello
For Beginners.
Introductions
Name: Mavino Michael Ikein
Company: Cravve.ai
Role: Co-founder & CEO
Experience using Atlassian tool(s): 5 years
Agenda
Introductions
Talk: Why Trello
Snack break
Q&A
Hands-on workshop
Refreshment break
Collaboration is not a single act, but a
collection of individual acts that, when woven
together, create a tapestry of success.
SIMON SINEK
• Building Trust and
Psychological Safety
• Creative Problem
Solving
• Effective
Communication
Why Trello
Thank you!

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Getting Started with Trello for Beginners.pptx

Editor's Notes

  1. To help make Nora’s first few days less intimidating, I set up a Trello board specifically to help her onboard to the team. I start with a new hire onboarding template. Using this template, I can list out all the various tasks that Nora will need to complete, broken out by day and week.
  2. Within the list of Week 1 tasks, I can highlight certain cards with labels, adding more structure and clarity to the information on them. In this case, priority tasks, such as joining our Slack channels, are indicated with a red label. As a remote-first team, this is really important to stay connected!
  3. And if needed, Nora can also use labels to flag items that she needs my help with. In this example, Nora is struggling to set up her employee profile. I see the yellow label and can address it when we meet.
  4. Separately, I also include a list with longer term milestones. This gives Nora clear expectations of what lies ahead and allows her to better plan her first 30, 60, and 90 days.
  5. Then, I can use Trello’s advanced checklists to break out each member of the team. Here, I can assign Samantha to the task, which is to meet with Nora, and add a due date to make sure this meeting happens in a timely manner. And bonus - with Automation, once all of these meetings have been completed and checked off, Trello will automatically move the card to done. Cue more confetti!
  6. Of course, no onboarding is complete without resources, which is why I include a dedicated list on our Trello board for Nora that captures all the important team resources.
  7. Let’s use this same framework to onboard a new project or cross functional initiative. Does this Trello board look pretty familiar? I based it off the new hire onboarding one from before.
  8. One more thing: in addition to new projects, you can also use this Trello<>Confluence framework as a structure to manage your own work.