Declutter and simplify your tasks (and your life) and be more productive with this easy and flexible tool. A step-by-step tutorial on how to use Trello, starting from creating an account to managing and organizing projects, to-do-lists, and a bunch of other stuff using boards, lists, and cards. HomeRunnerPhil's Super Basic Guide for the Clueless Series is a set of tutorials designed to answer the most simple questions every beginner is hesitant to ask.

1. How to Use Trello to Organize and
Manage Tasks and Team Projects

2. What is Trello?
FREE and EASY tool to
organize your tasks and
projects

3. “Digital” corkboard where you
can move notes as a task or
project progresses

4. Allows you a bird‟s eye view
of a project and its
progression

5. Enables you to
communicate with team
members on a card

6. Allows you to keep
projects in ONE PLACE,
on ANY device

7. TUTORIAL CONTENTS
• Creating a Trello Account
• Trello Elements
• Creating a Board
• Creating Cards

8. TUTORIAL CONTENTS
• Editing Cards
• Customizing Boards
• Collaborate
• Trello Tricks

9. Creating a Trello
Account

10. Go to www.trello.com
Creating a Trello Account

11. Fill in details
Creating a Trello Account

12. Go to your email to confirm
Creating a Trello Account

13. Open confirmation email
Creating a Trello Account

14. Activate your Trello account
Creating a Trello Account

15. The virtual „corkboard‟ that is Trello
Creating a Trello Account

16. Trello Elements

17. Trello Elements
• Boards
• Lists
• Cards

18. What is a Trello Board?
Trello Element: BOARD

19. Trello Element: BOARD
…a clean slate and
represents your project
A Trello BOARD is…

20. Trello Element: BOARD
…a list of lists filled with
CARDS
A Trello BOARD is…

21. Trello Element: BOARD
…a place to organize
tasks on LISTS
A Trello BOARD is…

22. Trello Element: LIST
…keeps cards organized
in their stages of
progress
A LIST…

23. Trello Element: LIST
…can be used to create a
workflow
A LIST…

24. Trello Element: LIST
…may serve as a
repository of ideas
A LIST…

25. Trello Element: LIST
…can be moved across
lists as a task
progresses
A LIST…

26. Trello Element: CARD
…basic or fundamental
unit of a board
A CARD…

27. Trello Element: CARD
…represents a task or an
idea
A CARD…

28. Trello Element: CARD
You can add as many cards
to a board as you want

29. Creating a Board

30. Creating a Board
Add new board

31. Creating a Board
Think of a name for task/project

32. Creating a Board
If the task will involve a team,

33. Creating a Board
Create new task/project (team)

34. Creating a Board
Choose privacy setting for
task/project

35. Creating a Board
Choose privacy setting for
task/project

36. Creating a Board
Create new task/project

37. Creating a Board
Create new task/project

38. Creating Lists

39. Creating LISTS
Create lists under new
task/project

40. Creating LISTS
Give list a name to represent
tasks under it

41. Creating Cards

42. Creating CARDS
Create card/s under lists

43. Creating CARDS
Create as many cards as the list
requires
CARDS
LIST

44. Creating CARDS
Example board with lists and
cards

45. Editing Cards

46. Editing CARDS
Customize cards to contain
specifics and facilitate
collaboration

47. Editing CARDS
The Four Main Sections of a
„Card‟s Back‟:
1. Description
2. Comments and Activity
3. Add
4. Actions

48. Editing CARDS
Choose card to edit

49. Editing CARDS
Locate the 4 main sections
List of
add-
ons
and
actions
for card
chosen

50. Editing CARDS
Section: Description

51. Editing CARDS
Section: Comments

52. Editing CARDS
Section: Activity Feed

53. Editing CARDS
Section: Add
More tools!

54. Editing CARDS, Add due date
Adding due dates

55. Editing CARDS, calendar
See set due date in Calendar

56. Editing CARDS, calendar
Calendar view (monthly)

57. Editing CARDS, calendar
Calendar view (weekly)

58. Editing CARDS
Section: Actions
Move card to any board or list
Copy card to any board or list
A member can subscribe to be
notified of any actions on the card
Archive finished cards (can be
retrieved later)

59. Customizing Boards

60. Customizing Boards, Power Ups
Menu>POWER UPS

61. Customizing Boards, Power Ups
Menu>Power Ups>Calendar
Gives access to
Trello calendar
view

62. Customizing Boards, Power Ups
Menu>Power Ups>Card Aging
Shows „age‟ of
card

63. Customizing Boards, Power Ups
Menu>Power Ups>Voting

64. Customizing Boards, Labels
Menu>More>Labels
Use Labels
to
Categorize
Cards

65. Customizing Boards, Labels
Menu>More>Labels
Search
and filter
cards here

66. Customizing Boards, Background
Menu>Change background

67. Collaborate

68. Collaborate, Add Members
Menu>Add members

69. Collaborate, Add Members
Menu>Add members
Allows members to see what
needs work…

70. Collaborate, Add Members
Menu>Add members
…what tasks they’re
responsible for…

71. Collaborate, Add Members
Menu>Add members
…and what’s done!

72. Collaborate, Add Members
Menu>Add members
Add members to a board or
a card…

73. Collaborate, Add Members
Menu>Add members
…and they will receive alerts
when there is activity on the
board/card

74. Collaborate, Add Members
Menu>Add members
…and they will receive alerts
when there is activity on the
board/card

75. Collaborate, Settings
Menu>More>Settings

76. Collaborate, Discuss
Discuss with your team
…using Comments (see
section on CARDS) and
Attachments
Your
Computer

77. Trello Tricks

78. Trello Tricks
Reminders
Trello sends notifications
before a task is due, or for
any unread action (Bell icon
turns red)

79. Trello Tricks
Templates
You can create project, task,
or presentation templates in
Trello

80. Trello Tricks
Templates
To Do: recurring tasks
Presentation: checklist
Project: same workflow

81. Trello Tricks
Templates
(click card>Actions>Copy)

82. Trello Tricks
Templates
(LIST Context Menu>Copy List)
***THIS COPIES THE ENTIRE LIST. YOU CAN
DO THE SAME WITH BOARDS!

83. Trello Tricks
Templates
(Menu>More>Copy Board)

84. Trello Tricks
Copying items from another checklist
Click Card>Add Checklist>Copy Items From

85. Trello Tricks
Make board show on top of
boards list

86. Trello Tricks
Editing Your Profile

87. Trello Tricks
See Your Activity

88. Trello Tricks
See cards assigned to you

89. Trello Tricks
See account details,
credentials, etc.

90. Trello Tricks
Make use of shortcuts

91. You can copy and paste lists
from Excel to Trello. Try it
and see magic happen!
Other Tricks in Trello‟s Bag

92. Yes, you can DRAG things
(cards, lists, and more) in
Trello!
Other Tricks

93. You can DRAG and DROP
URLs onto cards
Other Tricks

94. You can filter cards assigned
to you by pressing “Q”
Other Tricks

95. More tips and tricks?
Visit:
https://trello.com/b/QtjSVKOf/th
e-ultimate-board-of-trello-tips-
tricks
Other Tricks

96. Trello Tricks
Trello is available
on Google Play or Itunes

97. Trello Tricks
Trello Integrations
Evernote is a power-up in Trello
Business Class

98. Trello Tricks
Trello Integrations
MailChimp is also a power-up in
Trello Business Class

99. Trello Tricks
More Trello Integrations
when you upgrade to Trello
Business Class!

100. HomeRunnerPhil‟s Super
Basic Tutorial ends here!

101. Check out my other tutorials:
www.phillinelatido.com