Trello for Event Organizers - Beginners Guide
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A Beginners GuideTrello for Event Organizersyuhanne.com
Planning for big occasions, like weddings and debuts, are a daunting task. yuhanne.com
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As an event planner, you would want things organize for your sanity. yuhanne.com
Its important for you to have a seamless collaboration with suppliers and service providers for that flawless execution.yuhanne.com
And its imperative for you to keep yourself updated of sudden changes to avoid setbacks. yuhanne.com
Do you want to know how to achieve organized planning, experience seamless collaboration and get real-time updates?yuhanne.com
Introducingyuhanne.com
What is Trello?yuhanne.com
Trello is a visual way to organize anything with anyone.yuhanne.com
It is a downloadable online application that syncs across all your devices.
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Trello helps you organize through its Trello Board wherein you have your Lists that are filled with Cards. yuhanne.com
To easily define the 3 main elements of this app, think of it this wayyuhanne.com
yuhanne.comThis cork board is your Trello Board
yuhanne.comAnd these sticky notes are your Lists
yuhanne.comAnything you put inside your Lists represent your Cards
yuhanne.comIt kinda look like this, ONLY BETTER
Not to mention you can bring your boards along with you! yuhanne.com
You can share it with your team by giving them access to your Trello Board. yuhanne.com
And everyone gets updated real-time!
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The best thing is, its easy to use because of its drag and drop feature. yuhanne.com
And you can easily customize your Trello Board to suit your style.yuhanne.com
Before you can use Trello, you need to sign up.yuhanne.com
Dont worry, Its FREE!
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Windows desktop will be used in this tutorial.yuhanne.com
Lets Begin! yuhanne.com
Open your web browser. yuhanne.com
Chrome browser is used in this tutorial. yuhanne.com
Edit picture in picmonkey or somewhere else27
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Type trello.com in the address bar. yuhanne.com
Press Enter. yuhanne.com
Welcome to TRELLO! yuhanne.com
Click on Sign Upyuhanne.com
Sign Up page will appearyuhanne.com
Enter the following details: yuhanne.com
Your Nameyuhanne.com
Your Emailyuhanne.com
Your Passwordyuhanne.com
Click Create New Accountyuhanne.com
Confirm your email addressyuhanne.com
Open you Email Accountyuhanne.com
Click on the email from Trello, Subject: Trello Account Confirmationyuhanne.com
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Click on Verify Addressyuhanne.com
You will then be directed to your Trello dashboard. yuhanne.com
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Now, lets proceed to how you can use Trello to organize your events!yuhanne.com
How to Use Trelloyuhanne.com
In this tutorial you will learn how to:Create a Trello BoardMake a ListGenerate a CardConstruct a ChecklistAttach a file or photoAdd members to your boardyuhanne.com
Now lets create your Trello Boardyuhanne.com
To make your Trello Board from the start, you have 3 options. yuhanne.com
You can click on Create New Board
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You can click on Boards, on the upper right side of the screenyuhanne.com2
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Or you can click the plus (+) sign on the upper left side of the screenyuhanne.com3
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In this tutorial, lets use option .yuhanne.com1
Click on Create New Boardyuhanne.com
This small box will appear. yuhanne.com
Give your Board a Titleyuhanne.com
Click on Createyuhanne.com
This is now your Caribbean Wedding Trello boardyuhanne.com
Lets make your List yuhanne.com
Click on Add a List to add your first Listyuhanne.com
Type in the name of your List yuhanne.com
Click Saveyuhanne.com
Another List Box will appear.yuhanne.com
You can continue to make as many Lists as you want relevant to your event.
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Lets generate your Cardyuhanne.com
Click on Add a Cardyuhanne.com
Type in the name of your Cardyuhanne.com
Click Addyuhanne.com
Another Card field will appear automatically.yuhanne.com
You can add as many Cards as you want that are relevant to your List. yuhanne.com
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Lets construct your Checklistyuhanne.com
Click on the Cardyuhanne.com
A pop-up window will appearyuhanne.com
Click on Checklistyuhanne.com
Give your Checklist a Titleyuhanne.com
Click Addyuhanne.com
Enumerate your Checklist on the Text Fieldyuhanne.com
Click Addyuhanne.com
A Tick Box will appear before each itemyuhanne.com
In this same window, you can write a detailed Description about this card. yuhanne.com
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Or add Comments about this cardyuhanne.com
Comments are very useful if you have work collaborations or if you have other members of the team assigned on the tasks.yuhanne.com
Now, lets learn how you can attach a File or Photoyuhanne.com
Files and photos are useful for keeping your client and entire team up-to-date. yuhanne.com
This feature comes handy when keeping tabs of your inspiration for the event.
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To attach a file or photo, Click on Attachmentyuhanne.com
This small window will appearyuhanne.com
You have 2 ways to upload a file or a photo in Trello yuhanne.com
You can Click on Computer
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You can also upload files and photos from cloud storage service providers. yuhanne.com
Or you can Drag and Drop your files and photos onto cards to upload them
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Lets choose option yuhanne.com1
Click on Computeryuhanne.com
A pop-up window will appearyuhanne.com
Select the picture that you want to uploadyuhanne.com
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Click on Openyuhanne.com
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Wait for upload to finishyuhanne.com
Your photo is now uploadedyuhanne.com
Now lets add Members to your Trello boardyuhanne.com
On your Trello Dashboard, Click on Show Menu on the upper right side of the screenyuhanne.com
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Click on Add Membersyuhanne.com
Enter the Email Address of the person you want to addyuhanne.com
Press Enteryuhanne.com
Your first team member has now been addedyuhanne.com
The person you added to your board will receive an email notification that he/she has been added. yuhanne.com
However, when you invite someone new to Trello, that person will receive an email to Sign-up to Trello. yuhanne.com
BONUS Lesson! yuhanne.com
How to Assign a Task to a Specific Personyuhanne.com
There are 2 ways to assign tasks to your team membersyuhanne.com
You can assign tasks by Clicking on a Card
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Or you can Drag and Drop the persons photo onto the Card
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Lets do option yuhanne.com1
Click on the Cardyuhanne.com
Click on Membersyuhanne.com
Click on your members nameyuhanne.com
The task is now assignedyuhanne.com
Congratulations! You can now take on the event planning world with this simple app.yuhanne.com
Go ahead and explore the other features of yuhanne.com
Brought to you byyuhanne.comyuhanne.com
Credits:Most Icons made by Freepik from www.flaticon.com is licensed under CC BY 3.0Links are embedded to slides.
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