How to Use Trello to Effectively Manage Your Project
- 1. 息 Allan T. Aguirre Your Virtual Office Manager How to Use Trello to Effectively Manage Your Project By Allan T. Aguirre
- 2. Trello is a tool that organizes your projects into boards.
- 5. This is Trellos log in page
- 8. Enter your Email address
- 10. Click Create New Account
- 11. You can also sign up with your Google account
- 12. Click Sign up with Google
- 13. This is Trellos dashboard
- 14. To start, lets create a board
- 15. A board is intended for your project
- 16. Click Create new board
- 17. You can also create a board by clicking + sign
- 18. Enter Title of your project
- 19. Click Create
- 20. You now have your new board
- 21. You can now add lists to your board
- 22. Enter a list
- 23. Click Save
- 24. Click Add a card to add card on your list
- 25. Click Add
- 26. You can still add cards to your list
- 27. Then click Add
- 28. Click Add a list to make another list
- 29. Click Save
- 30. Click Add a card to put cards on your list
- 31. Click Add
- 32. You can add more cards to your list
- 33. You can also add lists on your board
- 34. Next is to add members of your project
- 35. Next is to add members of your project
- 36. Click Show Menu
- 39. You can search for a member in Trello
- 40. Or input the email address
- 41. Lets try to add an email outside of Trello
- 42. Trello will ask to add the name of the member
- 43. Trello will send an email invite
- 44. Then click Send
- 45. You can also invite members thru a link
- 46. Click Invite people by giving them a special link
- 47. Trello will create a special link
- 48. Copy the link and send it to your member
- 49. Click the link
- 50. Do right-click
- 51. Click Copy
- 52. Paste the link in your email invite
- 53. Do right-click
- 54. Click A to paste
- 55. And send to your member
- 56. Your member receiving your email
- 57. By clicking the link
- 58. They can register to Trello
- 59. To change background, click Change Background
- 60. Select the background color you like
- 61. To filter, click Filter Cards
- 62. Type to filter your cards
- 63. You can filter by term, labels, members or date
- 64. Add details to your card for ease of filtering
- 65. Click the pencil icon to add details
- 67. You can edit your card
- 68. Click Edit Labels to edit label
- 69. Label also puts color code in your card
- 70. Click the pencil icon to change label and color
- 71. Enter label
- 72. And select color
- 73. Click Save
- 75. Then click Save
- 76. You now have a label for your card
- 77. Click the card to see details
- 78. You can add members specifically to this card
- 79. And send email to the members
- 80. You can still edit the label
- 81. You can also put a checklist for this card
- 82. Click Checklist
- 84. Click Add
- 85. Your checklist is added
- 86. You can also indicate a due date
- 87. Click Due Date
- 88. Select the date
- 89. Click Save
- 90. Your due date has been indicated
- 91. You can also add an attachment
- 92. Click Attachment
- 93. You can select the location of your file
- 94. or indicate a link for your file
- 95. Click Attach
- 96. You can also link your Trello board to other apps
- 97. This is thru Power-Ups
- 98. Click View All
- 99. You have selection of applications
- 100. Scroll down to view more apps
- 101. You can also move your card
- 102. Click Move
- 103. Click Objectives
- 104. Select new location
- 105. Click Move
- 106. Alternatively, you can also move cards manually
- 107. Click and hold a card
- 108. Drag it to where you want it to be
- 109. The new location of your card
- 110. Moving cards is essential in monitoring progress
- 111. To end it up, you can also add stickers
- 112. Click Stickers
- 113. Select your sticker
- 114. Thats how Trello helps you manage your project more effectively
- 115. Every project is an opportunity to learn, to figure out problems and challenges, to invent and reinvent. - David Rockwell