Trello: The easiest way to organize anything
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Transcript of Trello: The easiest way to organize anything
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Prepared by: Randy LosaVirtual assistant/Professional
A BEGINNER’S GUIDE
HOW TO USE
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TRELLO is a visual way to
organize anything with
anyone
WHAT IS TRELLO?
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- Is an awesome project
management tool that
will make your life easier
and more organized
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There are three important
terms to remember
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BOARD
It contains a list of what
you want to do
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LIST
It contains cards of things,
ideas or your plans
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CARDS
Basically contains details
of task to do in your list
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Now let’s get started
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Open your Internet
browser
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Click WINDOWS icon from
your desktop
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Click All Programs
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Click Google Chrome
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Your Home Page
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Type in Trello.com to your address bar
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Hit ENTER on your keyboard
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And you will be directed
here
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Click Sign Up – It’s Free
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Fill up necessary details on
this FORM
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Your NAME
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Your EMAIL ADDRESS
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And your PASSWORD
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Then click Create New
Account
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You need to confirmed
your account to your
email address
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Open your EMAIL
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Click Verify Address
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Welcome to TRELLO
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Your Account is now
Activated
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Now let’s proceed to
how you can use Trello
to organize your task!
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Click + sign button
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Dropdown options will
appear
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Click your account name
button
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Then these options will
appear
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Click bell button
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Then your notifications will
appear
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Click Boards button
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Dropdown will appear
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Now let’s create a
Board and Add list
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Click Create new board
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Add Title
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Add Title
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You can create and copy
your team
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And change your boards
Privacy setting
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Choose the settings that applies
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Then click Create
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Your Board is now ready
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Start adding List by
clicking this
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Just enter the List Title
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Click Save
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Add label List
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And click Save
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All list done for the Board
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Let’s generate your
CARD
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Click add a card
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Type in the name of your
card
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Click Add
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Another card field will
appear automatically
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Cards will be added to the
list
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You can add as many
Cards as you want that
are relevant to your list
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Let’s work on our
checklist
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Click on the Card
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A pop-up window will
appear
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You can add the following to your
card and become organized
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Click Checklist for things to
do
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Add a title on your
Checklist
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Click Add button
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Review file checklist has
been added on you card
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Type an item on your
Checklist
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Click Add button
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The item on your Review file
checklist has been added
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Click box beside item if task
has been completed
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Let’s do our Due
date
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Click Due date for any
deadlines
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Pick a Date
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Click Save button
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Due date has been noted
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You can now add color
Codes and Label
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Click Edit the Description
to add a content
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Type anything you want
for you card
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Click Save button
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This will appear on the
card
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You can make a comment
on the box
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Click Send button
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Now let’s learn how
you can attach a file
or photo
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Click Attachment
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The pop up window will
appear
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Click on Computer
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Click on Computer
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A pop up window will
appear
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Select a photo that you
want to upload
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Click Open
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Your photo is now
uploaded
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Now let’s add a
Members to your Trelloboard
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Click add Members
![Page 95: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/95.jpg)
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Type in the email address
you want you add
![Page 96: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/96.jpg)
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Your first team member
now has been added
![Page 97: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/97.jpg)
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The list shows activities in
your card
![Page 98: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/98.jpg)
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List of activities
![Page 99: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/99.jpg)
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How to Log –out your
account
![Page 100: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/100.jpg)
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Click your account name
![Page 101: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/101.jpg)
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Then these option will
appear
![Page 102: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/102.jpg)
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Click Log Out
![Page 103: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/103.jpg)
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And you will be directed
to this TRELLO page
![Page 104: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/104.jpg)
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Congratulation!
![Page 105: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/105.jpg)
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Now apply what you
have learned and start your own.
![Page 106: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/106.jpg)
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VISIT:creativesuiteva.wordpress.com
![Page 107: Trello: The easiest way to organize anything](https://reader031.fdocuments.in/reader031/viewer/2022030309/58f202901a28ab9b458b45c9/html5/thumbnails/107.jpg)
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THANKS!