How to Use Trello Part 2

HOW TO USE
PART 2 OF 2
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Let’s continue the
tutorial starting withthe
use of the Menu
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Click ‘Show Menu’

This is your avatar

You can add your
photo by clicking here

Click here again

Click ‘Take photo
with Camera’

Or click ‘Upload a
picture’

You can also edit your
profile info, click here

Choose the
information
that you
want to
change

Then click
‘Save’

Changes will
appear here

If you want to change
‘Admin’, click here

But wait because
you’re the only
admin and member
now

so you can’t just
change role

You have to add a
member and assign
the admin role.

Click ‘Add Members’

Read this instruction

Type in the
username or
email
address of
the member

Or pick
from the
selection
below

See that the new
member has been
added

This member can
now view and edit
this shared board
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To let this member
change settings for
the board

Click here

Click ‘Change
permissions’

Click ‘Admin’

Notice this change
on the added
member’s avatar

Which indicates that
you are both admins

You can now leave
the role of admin if
you choose

Again, click on your
avatar

Click ‘Change
permissions’

Click ‘Normal’

By choosing ‘normal’,
you will lose admin
privileges

If you still want to
proceed, click here

Notice that this
mark is removed
from your avatar

Indicating you’re
not an admin
anymore

Board admins can
assign several
members on a card

Simply drag the
member’s avatar to a
card of your choice

This
member is
now
assigned
on this
card

Assigned member can
be removed by
clicking the avatar on
a card

Then click ‘Remove
from Card’

You can
also add
member by
clicking the
edit icon

Click ‘Change
Members’

Choose a member
to add

And click ‘Save’

The
outcome
is the
same

Going back to the
menu, let’s change the
board’s background

Choose from the
given colors

And the background
color changes

Next is filtering cards

Type in the first letters
of the member’s name

As you do this, all
cards will be hidden

And a notification on
top that filtering is on
will appear

Choose a name from
the selection that will
appear

And card(s) assigned
for such member only
will show
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Indicated by the avatar

This is an example of
filtering result

if more than one card
was assigned to a
member

Filtering is a good way
to monitor assigned
tasks

When done, click here
to go back to normal
view

Using Power-Ups

Click on ’Power-Ups’

You’ll see this menu

To activate voting,
click on ‘Enable’

It is now activated
and other members
can vote through

the
‘Actions’
menu on
the back
of the
card

Click the gear icon to
see who are allowed
to vote

Votes on a card
can be viewed
from the list

Or in the details at
back card

To activate card
aging, click ‘Enable’

Now, the card aging is
activated

Click the gear icon to
choose the look of
aged cards

Here are your
options

To view scheduled
tasks on a calendar
Click ’Enable’

Your calendar is now
activated

Notice a calendar icon
atop the board

Click here to view your
scheduled projects

Here’s a partially filled
calendar on a monthly
view

And this one on a
weekly view

Click these arrows to
view the previous

Or succeeding weeks

Click here if you want
to close the calendar

For additional
menus click ‘More’

Click ‘Settings’

You have these
options

Changing
organization

Enabling or disabling
card cover images

Permitting members
to comment

Inviting members to
comment

To use stickers,
click here

Click and drag the
stickers to a card

It’s fun!

This is useful
when you want to
make a visual
remark

To edit the sticker,
hover your cursor on
the card

Click the pen icon

Click on the sticker

And choose your
action: rotate, move
or remove

Then click ‘Save’ or
press Enter key

Adding labels is the
same as what we did
in Part 1

Archived items is
also the same as in
Part 1

To enable adding cards
through email, click here

And you will be given
an email address

Where you can send
the card

Pay attention on the
given tip

Here is where you can
find your sent card

Click this to modify
the list where it will
be located

Or the position

Let’s try sending a
card to the board

Use the given email
address

Type in the subject the
title of the card

Type in the body the
description of the
card

This is specially
useful in sending
lengthy descriptions

To add attachments,
click this icon

Click on the filename

Click ‘Open’

After the image has
been attached,
click ‘Send’

Open your Trello to
view the sent card

Here it is

We can move the
card as 2nd task

You can also generate
a new email address

Read the warning

Then click ‘Generate
new email address if
you agree

Click ‘Email me
this address’

Check the email

Read the instruction

Save the email
address
to make sending
cards
in future easier

To ‘Subscribe’, click here

This tells that you
subscribed to this
board

You will receive
notifications about
any changes made
on this board

To unsubscribe,
click this

And then click
‘Unsubscribe’

To ‘Copy Board’,
click here

Type in the new
name of the board

If you want to keep
the cards, tick this box

Click ‘Create’

Here now is the copied
board with a new name

Where the background is
a default color

To ‘Print and Export’,
click here

Click ‘Print’

And you will be shown the
print preview and options

How to leave or
close the board

If you
remained
an admin,
you can
see ‘Close
Board’

Click
this

Read this reminder

Click ‘Close’ if you
want to proceed

If you’re not an
admin, leaving the
board is your
option

Click ‘Leave
Board’

Read the notice
and click ‘Leave
Board’ if you agree

At the
bottom
of the
menu

you can
see a
link to
this
board

Which you can
share with a
member for easy
access

Or with a non-
member, if your
board is public

You can review and
pick your boards by
clicking ‘Boards’

You can
type in here
a board’s
name to
search

Or click
‘Recent
Boards’

Or pick
from your
list of
boards

Use this search box
to find an item or
word in your cards

After you clicked on
the box, check this tip

Click ‘Learn more’ for
more information

Scroll down to
see more tips

On the upper right
area of your board

are buttons for
several functions

‘+’ button that you
can click to create
boards and teams

through these options

A profile button that
you can click

To help
you
manage
your
account
through
this menu

And
lastly, to
log out of
your
Trello
account

But wait, there’s one
last button to look
into, the notifications

Which will show you
updates on recent
board activities

plus these options

CONGRATULATIONS!
We have just
completed the tutorial.

You now know a new
tool to use in
organizing your life.

Go ahead and use
TRELLO! 

“The art of being wise
is the art of knowing
what to overlook.”
- William James

How to Use Trello Part 2

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