how to organize and prioritize your projects effectively using trello

(c) Conversion-Focused VP | http://eleazarjose.com(c) Conversion-Focused VP | http://eleazarjose.com

(c) Conversion-Focused VP | http://eleazarjose.com

Welcome to Trello for Newbies!


What is Trello?


Trello is a online project management app


It helps you organize your tasks and projects easily


Its your digital cork board" or white board where


you can move tasks to another board as a project progresses


It gives you a bigger picture of the projects completion status


It enables you to collaborate with your team and assign tasks


It keeps all your projects in one place on any device


Lets start!


First, youll need to create a Trello account


Open your favourite web browser


Type trello.com in the address bar and hit Enter


This is Trellos home page


Click Sign up or Sign up - Its Free


Enter your Name, Email and Password


Click Create New Account


You can also Sign up with Google


Click Check your inbox to confirm your email address


Sign in to your email account


Enter your email and click Next


Enter your Password and click Sign In


Look for the confirmation email from Trello and open it


Click Verify Address


This is your Trello dashboard


The main elements of Trello are Boards, Lists and Cards


This is an example of a Trello Board


Think of it as a virtual white board or cork board


that represents your project


Its a list of lists, filled with cards


Its used to organize tasks on lists


This is an example of a

Trello List


Lists keep cards(tasks) organized in their stages of

progress


It can be used to create workflows,


may serve as a storage of ideas


Lastly, it can be moved across boards as a project progresses


This is an example of a Trello Card


A Card is the foundation of a board


It represents a task or idea organised into lists


You can add an unlimited number of cards to a board


Lets Create A Board


Click the plus (+) icon to add a new board


You can create boards or teams


Click Create Board to add a personal board or


Click Create Personal Team or Create Business Team


Lets create a board first


Give your board a Title (name of task/project)


Click Create a team if the task/project involves a team


Give your team a name and click Create


Click Change to change the privacy options of the board


Choose from Private, Team or

Public then click Create


This is your new board


To change the background, click Change Backgound


Choose the color you want


Voila! Background color has been changed


Lets Create A List


Click Add a list


Give your list a name and click Save


Sample of 3 lists


Lets Create A Card


Click Add a card under a list


Give your card a short description and click Add


Add more cards under a list if needed


Sample board with lists and cards


Lets Edit A Card


Customize cards to contain information and facilitate project

collaboration


Click on a card


This is a cards content


Take note of the 5 main sections


Description, Comments, Activity, Add and Actions


Description Section


Click Edit to edit the cards description


Comments Section


Enter your comments here


Click this to add an attachment


Select an attachment or attach a link and click Attach


Click this to mention a team member


Enter team members Trello username here


Click this to insert an emoji


Search, select or upload an emoji


Click this to add a card in your comment


Type the name of the card and click it


Click Send once youre finished commenting


Activity Section


Activity section displays the actions made on your card


Add Section


This is the Add section


Click this to add Team

Members to your card


Click this to add Labels to

your card


Click the pencil icon beside a

color or


Click Create a new label


Give your label a name and

then click Save


This is your new label


The label is now added to your card


Click this to add a Checklist

to your card


Give your checklist a

name and then click Add


Add an item to your checklist


Add another item to your checklist


Check the box beside if the item is completed


You can also hide completed items


Click Delete to delete the checklist


Click Delete Checklist to completely delete it


Click this to add a Due Date

to your card


Select the day, enter the time and click Save


The card now has a due date


Click this to add an

Attachment to your card


Select an attachment or attach a link and click Attach


Actions Section


Move card to any board or list


Copy card to any board or list


Member can subscribe to get notified of actions on the card


Archive finished cards (can be retrieved later)


Close the card and go back to your board


Click Show Menu


Select Power-Ups


Power-Ups are extra features and integrations that make your

boards more powerful


Look for Calendar and click Enable


Calendar Power-Up is now enabled. Click Calendar.


Calendar view (Monthly)


Calendar view (Weekly)


More Power-Ups


Customizing Your Board


Click Add Members to add someone to your board


Click Filter Cards to filter cards based on their labels


Click Add Stickers to add cool stickers to your cards


Drag the sticker to the top of card to add it


Click More for other board

options


Click Settings


Change your board settings

here


Copying Boards, Lists and Cards


Copying Cards


Click Copy Card on the Actions section of a card


Choose the board you want to copy it to


Choose the position of the card on the list


Click Create Card


Copying Lists


Click the ellipsis icon beside the list name


Give your copied list a name and click Create List


List has been copied


Copying Boards


Click Copy Board


Give your copied board a title and click Create


Click the star icon to favourite the board


This will show your board on top of the boards list


Click your name to edit your profile


See your activity here


View cards assigned to you here


Check account details and credentials here


Maximize Tellos keyboard shortcuts


Trello Tricks


You can copy and paste lists from Excel to Trello


Every item on the list will be converted to a card


You can drag and drop things (cards, lists, etc) in Trello


You can also drag and drop URLs onto cards


Filter cards assigned to you by pressing Q


For more Trello tips and tricks visit this link:

https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks

https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks


Thats it!


Go ahead and explore Trellos other amazing functions


Thank you for visiting this tutorial!

how to organize and prioritize your projects effectively using trello

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