how to Use Trello

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How to use Trello

organize anything together

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How to get there
In your browser, type www.trello.com, hit Enter.

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Welcome to Trello

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Signing up
Yes it’s free. They also have paid accounts. Click, ‘Sign up- Its’ Free’

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Signing up
There are two ways of signing up, by email or by an existing Google account.

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Signing up
By an existing Google account. Click, ‘Google Account’.

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Signing up
Choose among your existing account. Click it.

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Signing up
Click ‘Accept’.

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Dashboard
Board icon Some of the parts. Click to expand. User profile icon

Notification icon

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Dashboard
Click on this to show how dashboard looks like with contents on it. It will lead you to a sample template.

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Navigation
This is the “board” as what trello calls it. This is how it looks like with the lists (contents) on it.

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Navigation
These are the sample lists with cards on it.

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Navigation
This is the admin panel. It shows the members who are online. Also the activities. It is on the right side of the dashboard.

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Navigation
On Menu. The following options are under it.

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Adding member
Add members by typing their e-mail address or username. Then click the (name). *he/she should have a trello account

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Adding member
QG|quagmire is now being added as a member. By clicking his name a toggled box will appear displaying the following choices of actions.

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Adding member
To change his permissions, click ‘change permissions’. By default, newly added member are in ‘normal’ permission.

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Adding member
Status Icons

Admin

Yellow: Idle

Green: Online

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Create a new board
On the upper right corner of the admin panel. Click the ‘+’ icon right beside your username

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Create a new board
This little pop window will appear. This tutorial will cover the basics, so lets choose the ‘new board’ for this time. Click ‘new board…’

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Creating a new board
Type a title for your board.

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Create a new board
You can customize the privacy of this board. Click ‘Change’ to view the options and its description.

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Create a new board
These are the options for the privacy settings of your board. Choose what suits you. By default it’s set to ‘private’. *notice the organization setting is not applicable, it’s because the type of board we selected is the basic one.

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Create a new board
After setting the privacy , click ‘create’.

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Create a new board
This is how your board looks. Trello pre-added 3 basic lists of “To do”, “doing”, and “done”.

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navigation
By clicking the drop down icon you will toggle the “list actions”.

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navigation
To change the name of the list. Just click on the name, and it toggle into a text box. Type the name you prefer, then Click ‘Save’.

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Adding a card
I renamed the list “Let’s do this”. Then let’s add a card under this. A card is basically a task or tasks to be done under a certain list. Click ‘Add a card’.

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navigation
It will then place a text box, type the name of your task. Then click ‘Add’.

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navigation
The card is added, then automatically a new card (text box) will appear. Type again a task if you have more tasks under this list. If none, just hit “Esc” on your keyboard or the icon ‘x’ beside the ‘add’.

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Editing card
So I added 3 more cards. What’s next? Let’s edit one card. Just click the card.

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Editing a card
A window will pop-up. These are the things you can edit and integrate on your card. Let’s check them one by one.

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Editing a card
Card’s description. You can put more information regarding the card so that members will have additional information regarding the task. Click ‘Edit the card description’.

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Editing a card
Type the description you want. I just added a simple note/reminder. Click, ‘save’.

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Comment
Comment box. You can write anything here. For example compliments, additional reminder, as if it’s like a chat box for to communicate regarding this specific card (task). Then, Click ‘comment’.

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Activity report
The comment will then reflect to the activity section of the card as well as in the admin activity panel.

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mention
You can also address a member by “mentioning” him/her in the comment box, using this format “@(name)”.

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mention
Once the comment has been sent. It will appear on the activity panel. And a notification will prompt on quagmire’s end.

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labeling

Labels helps you classify cards. You can change the color of the task. As well as put titles on it. It even has an option for those color blind members.

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classify

I chose color green and labeled it as “priority”. Click, ‘Save’. *you can add more than one label

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Assigning
Assigning members. Other members should have an account on Trello. You can find them by email address/username. You can also assign yourself as you are the maker of this board hence the Admin.

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Checklist
Actions panel. For more specific task items, you can add a checklist under your list. Click ‘Add checklist’.

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Adding checklist
Type a name for your Checklist. Then Click ‘Add’.

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navigation
It is automatically added right under the description. Also, another text box is toggled to add specific items.

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Progress tracking
So I added the following items (3). Notice the bar with the 0% label on it. This is to track the progress of you checklist.

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Progress tracking
How so? Like for example arranging car tools is done. Put a check on it. Then the progress bar changes from 0% to 33% then bar is filled.

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navigation
Another progress tracking tool is just above the description. Just beside the checklist icon. Notice the “1/3”, meaning 1 out of 3 items is crossed out or done.

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Deadline
Next is the ‘due date’. This sets time frame to your list. To set, Click ‘Due date…’

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Setting time frame
Set the date and time of deadline for your card (task). Then click ‘Save’.

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Attachments
You can also attach a file to this card. To add file, click ‘Attach file’.

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attachment
Choose the source of your file. You have 3 options. I choose computer.

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navigation
Then choose a file from your computer. Click ‘Open’.

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navigation
It is then reflected on as attachments just above the check list.

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Transfer
You can move this card to other lists. Like if all of the tasks under this list are done. Move it to “Done” list.

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navigation
Not just that. You can even move it on another board or within the same card and at specified position.

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Subscription
Subscription. Member who subscribe to this card will get notifications to changes made with this card. *Also “assigning” someone makes him automatically a subscriber of this card.

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More actions
Also there are more actions available. Other items are selfexplanatory. However this link box is handy when you want to share this to other people beside the members, just copy the URL. Be sure that this board is set to public.

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Icons
Going back to the main board. Let’s see the changes. Have you noticed them? Aside from the attached mage 

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navigation
Let’s zoom in and identify those changes. Attachment which is an clip art of a garage.

The color label

Due Date. Hover over it and you’ll see the remaining hours.
Assign member/s

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navigation
Let’s zoom in more and identify those changes. Subscriber (eye) icon . Meaning I’m subscribed to this card

Comment Icon. (3) which means this card has three comment

Progress of the checklist Description icon. Meaning this card has descpription Number of attached files.

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Adding list
Three lists might not be enough. And so you can add one or more lists. Click ‘Add list’.

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Adding list
Type the name of the list. Click ‘save’.

The “pending” list is added.

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Adding list
You can also add a list by double clicking anywhere on the board. The position is determined by the place where you double clicked. For this instance, it’s between 2nd and 3rd list. It recognizes then as an insertion between the two, making it 3rd.

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Moving
You can also re-arrange the list. Moving them by dragging to desired position.

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moving
The same thing with cards. You can drag them to desired position within the list.

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moving
Or transfer them to other list.

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Filter
Filter is a great way to view items in a selective way. Filter is under menu. On the right side, click ‘Show Side bar.

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Filter
Click ‘Menu’ to expand. Then click ‘Filter cards’.

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Filter
These are the options on how you can filter your cards. By label; members; due date; also by keyword search.

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Archiving
There are no delete options for the lists. You can only archive them. Click drop down icon to expand.

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Archiving list
Archiving means it has the option to be restored. Click ‘Archive this list’.

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Archiving list
The archive list will then disappear and transferred to archived items.

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Archiving list
To view archived items. Under Menu. Click ‘Archived items’.

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Archiving list
The ‘Doing’ list should be here. You can place it back to board by clicling ‘Send to Board’.

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Stickers
You can also add stickers to each of the cards. Under Menu, click ‘Stickers’.

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Stickers
For the free account. These are the available stickers.

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Stickers
To place stickers. Just drag one into the card you want it to put on.

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Stickers
You can also edit the sticker. Hover on it and click ‘Edit sticker’.

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Stickers
The following actions can be done: move; rotate or remove.

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Power - ups
Under Menu, click ‘Power-Ups’.

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Power - ups
Then this pop-up window will appear.

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Power - ups
Voting.

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Power - ups
Voting. Click ‘Enable’ to activate.

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Power - ups
Calendar. Click ‘Enable’ to activate ‘

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Power - ups
Click ‘Enabled’ for iCalendar feed. *for Mac users only

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Power - ups
A URL for the feed is given. Copy and paste to the browser open in the new tab.

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Power - ups
A calendar icon is now available. Click to view.

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Power - ups
This is the calendar. The card is placed on the deadline date.

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Power - ups
Card Aging. Click ‘Enable’ to activate.

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Power - ups
There are two modes. Choose one and click.

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Settings
Under the menu is the general settings. Click ‘Settings’ to expand.

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Settings
These are the options for the settings.

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Settings
From here you can rename the board if you want to

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Settings
If your board was the “organization” type. You can change organization type here provided that you have set-up more than one .

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Settings
You can also change the background color of your board. These are the color pallet available for the free account.

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Settings
You can again set the privacy of the board here. Whether it can viewed privately or publicly, and or by an organization.

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Settings
Set the commenting permission according to your preference.

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Settings
Set who can send invitations to view this board.

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Settings
Email Settings. A dedicated email address for the board is generated.

Please do check the tip for this particular feature.

You can also change the placement of the cards within the email

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Settings
You can also edit the labels here. After making all the changes you want on the settings. Click ‘Save’.

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End

I hope you had a blast learning Trello. This is very helpful in project management specially when members are not at your workstation or the set-up of each members of the team is overseas. Stay updated for more tutorials.

Did you find it useful? Please like it and share. Thank you.
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