TRELLO A newbie-friendly guide by Mafel Gorne

What is TRELLO

?

A COLLABORATION TOOL

THAT ORGANIZES YOUR PROJECTS INTO

BOARDS.

-Trello

TRELLO TELLS YOU

WHAT IS BEING WORKED ON.

-Trello

TRELLO TELLS YOU

WHO IS WORKING ON WHAT.

-Trello

TRELLO TELLS YOU

WHERE SOMETHING IS IN A

PROCESS.

-Trello

LET US BEGIN!

1. CREATE AN ACCOUNT

GO TO THE WEBSITE https://trello.com/

CLICK

“SIGN UP- IT’S FREE”

FILL UP THE NECESSARY INFORMATIONS

ENTER YOUR NAME

ENTER YOUR EMAIL ADDRESS

AND ENTER PASSWORD

THEN CLICK “CREATE NEW ACCOUNT”

AND YOU WILL SEE THIS

YOU NEED TO

CONFIRM YOUR EMAIL ADDRESS

OPEN YOU EMAIL

CLICK“VERIFY ADDRESS”

YOUR ACCOUNT IS NOW ACTIVE

2. CREATE A NEW BOARD

CLICK THE“PLUS”BUTTON

CLICK“CREATE BOARD”

NAME YOUR BOARD

THEN CLICK“CREATE”

AND YOU WILL SEE THIS

NAME YOUR LIST

THEN CLICK“SAVE”

CREATE MORE LIST

3. CUSTOMIZE BOARD

CLICK“ADD CARD”TO YOUR TO DO LIST

NAME THE CARD

AND CLICK“ADD”

CREATE MORE CARDS

YOU CAN TRANFER THE CARD

USING YOUR MOUSE, DRAG THE CARD TO OTHER LIST

4. CUSTOMIZE YOUR CARD

CLICK YOUR CARD

AND THIS WILL APPEAR

YOU CAN RENAME THE CARD

PUT A DESCRIPTION

THEN CLICK“SAVE”

WRITE A COMMENT FOR YOUR TEAM TO SEE

EXPLORE OPTIONS

THEN CLICK“SEND”

YOU CAN ADD A MEMBER

ADD LABELS

CREATE A CHECKLIST INSIDE THE CARD

NAME YOUR CHECKLIST

THEN CLICK“ADD”

START ADDING ITEM

TYPE ITEM

AND CLICK ADD

ADD MORE ITEMS

CHECK THE ITEM AS YOU

ACCOMPLISH IT

PUT A DUE DATE TO YOUR TASK

CLICK“DUE DATE”

ENTER DATE

ENTER TIME

AND CLICK“SAVE”

GET A CALENDAR VIEW OF YOUR CARDS

CLICK“ENABLE THE CALENDAR POWER-UP”

CLICK THE“CALENDAR”BUTTON IN THE BOARD HEADER TO SEE CALENDAR

THIS IS THE“CALENDAR” BUTTON

THIS IS THE CALENDAR OF YOUR CARDS

YOU MAY ALSO ADD ATTACHMENT

CLICK“ATTACHMENT”

YOU MAY ATTACH FILES FROM THESE

OR PASTE A LINK THAT MAYBE HELPFUL FOR THE TASK

THEN CLICK“ATTACH”

YOU CAN MOVE THE CARD

CLICK“MOVE”

YOU MAY MOVE CARD TO OTHER BOARD

YOU MOVE CARD TO OTHER LIST

YOU MAY MOVE POSITION ACCORDING TO PRIORITY

YOU MAY COPY CARD

YOU MAY“SUBSCRIBE”

CLICK“ARCHIEVE”TO DELETE IT

THIS AREA IS THE ACTIVITY HISTORY

5. QUICK TOUR IN

TRELLO

CLICK THE“BELL”TO SEE NOTIFICATIONS

CLICK“INFO”BUTTON TO GET MORE KNOWLEDGE ABOUT TRELLO

CLICK“PROFILE”BUTTON AND CUSTOMIZE YOUR TRELLO

CLICK“SHOW MENU”

CLICK“ADD MEMBERS”

SEARCH THE“NAME”OR“EMAIL”

OTHER OPTIONS TO CUSTOMIZE YOUR TRELLO

CLICK“MORE”TO SEE MORE CUSTOMIZATION BUTTONS

CLICK“PRIVATE”TO CHANGE BOARD VISIBILTY

CLICK“STAR”TO PUT BOARD AT THE TOP OF THE LIST

CLICK“LEARN MORE”TO KNOW HOW TO REFINE SEARCH

ASK HELP FROM TRELLO

CLICK“BOARDS”TO SEE BOARD LIST

CLICK“?”FROM YOUR KEYBOARD TO SEE SHORTCUTS

THAT’S ALL FOR NOW!

I HOPE YOU FIND THIS HELPFUL

IT IS TIME FOR YOU TO ENJOY TRELLO

CREATE YOUR ACCOUNT NOW!

ALWAYS REMEMBER:

THE SECRET OF GETTING AHEAD IS GETTING STARTED.

- MARK TWAIN

YOU CAN DO IT!

LET US CONNECT

mafelgorne.wordpress.com

THANK YOU FOR SPENDING TIME WITH ME!