This document provides a tutorial on how to use the project management tool Trello. It explains how to create a Trello account, make a team, boards, lists, and cards to organize projects into. Tasks can be assigned to cards which are dragged into lists as projects progress. Details like checklists, due dates, attachments and comments can be added to cards to keep track of project status. The tutorial covers the basic functions for setting up boards and organizing tasks collaboratively on Trello.

1. BY: EJ Samson

2. In this Tutorial, we will learn
the following basics in Trello:
• Create a Trello Account
• Create a Team
• Create a Board
• Add a List, and Card

3. But before that,
What is Trello?
And how can the Trello app
help in managing
tasks and projects?

4. Trello is an online project
management app.
According to its website,
Trello lets you work
more collaboratively
and get more done…

5. … Trello’s boards, lists, and
cards enable you to organize
and prioritize your projects in
a fun, flexible and
rewarding way.

6. In short, Trello is your digital
“cork board" or “white
board” where you can make
checklists, assign tasks to
team members,
and update it as a
project progresses…

7. Trello gives you a bigger
picture of the project’s
completion status.
So let’s start with
the Tutorial.
Shall we?

9. Type trello.com in the address
bar in your browser and hit Enter

10. This is Trello’s home page

11. Click Sign Up – It’s Free

12. Enter your
NAME,
EMAIL, and
PASSWORD

13. Click
Create
New
Account

14. Go to your inbox and look
for the Trello email

15. Click Verify Address

16. Your Trello Dashboard
should look like this

18. From the Dashboard,
click Create a new team

19. Enter the
Name of the
Team and
Description,
then click
Create

20. This is the team pages’
dashboard, where the Boards,
Members, and Settings are shown

21. To edit, click Edit Team Profile

22. Edit the Name, Website, and
Description, then click Save

23. To add team members,
click Members

24. For team members with a Trello
account, Search by name

25. Or click Add by Name or Email to
invite the team member to Trello

26. To invite the
team
member to
Trello, type
in the email
address

27. Add the Name
and click Send
They'll receive
access to the team
once they sign up
and confirm their
email address.

28. Or Invite them by
giving them a
special link

29. Once the invitation is accepted,
the member will show on the list

30. Here, you can check the activity
of each team member

31. The role of each member can also
be set by clicking the dropdown

32. The team member can be set as
an Admin or as a Normal member

33. The member can also be removed
from the team anytime

35. Click Create New board

36. Type in the Title of your
Board (this is your Project)

37. You can choose the Privacy
Setting by clicking the Change link

38. Choose Private or Public

39. Click Create

40. We can now organize the
projects’ tasks by creating lists

42. Type the Name of your List
and click Save

43. You can have as many lists as
necessary

44. Click Add a Card

45. Type the Name of your card (this
is the task) and click Add

46. You can have as many cards on
each list as necessary

47. Each card has its own settings
that you can edit

48. Click on a card

49. There are six (6) setting options
for each card

50. Click Edit Labels

51. Here you can name and color
code the labels of each card

52. When you’re done, click Exit

53. Click Change Members

54. Select which Team Member will
be assigned to the task card

55. When a check mark is shown next
to the team member’s name

56. Click to Exit

57. Click Move

58. Here you can move the card to a
different Board, List, or Position

59. To move the card to a different
board, click Board, select from
the dropdown, and click Move

60. To move the card to a different
List, click List, select from the
dropdown, and click Move

61. To change the position of the
card, click Position, select from
the dropdown, and click Move

62. To copy the card to a different
Board, List or Position, click Copy

63. Select the Board, List and
Position, and click Create Card

64. To Set a deadline for a card and
task, click Change Due date

65. Set a Date and Time, click Save

66. To not set a deadline,
click Remove

67. To Add more details,
click on the card

68. Here you can add a detailed
description of the task

69. You can add comments and
feedbacks on the task

70. To add a Checklist for a card,
click Checklist

71. Type the name of the Checklist,
then click Add

72. Type each item in detail on the
Checklist, then click Add

73. This is an example of a Checklist

74. When an item is ticked, it will
show the % of completion

75. To add an attachment to a card,
click Attachment

76. Click on the file location

77. Select the file you want to
attach, then click Open

78. The attached files will now
show on the card

79. To remove a card from the List,
click Archive

80. The steps we have defined
so far are the basic usage in
Trello to help you and me in
managing our daily tasks
and projects.

81. There are more settings on the
Menu on the right side that you
can customize, so check it out!

82. Thank you for checking this
Trello tutorial!