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Trello - Printable Version

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Trello - Sneakyone - 09-05-2024

Trello: Comprehensive Setup and Usage Guide



1. Sign Up for a Trello Account
  • Visit the official Trello sign-up page.
  • Enter your email address, name, and create a password.
  • Alternatively, you can sign up using your Google or Microsoft account.
  • Once signed up, you will receive a confirmation email. Click the link in the email to verify your account.
  • After verification, you can log in to Trello and start using it.

2. Create Your First Board
  • After logging in, click the "Create new board" button from your dashboard.
  • Give your board a name that reflects its purpose (e.g., "Project Management", "Personal Tasks", etc.).
  • Select a background color or image to customize the look of your board.
  • Set the visibility of the board to either Private, Workspace, or Public depending on who can access it.
  • Click "Create Board", and Trello will take you to the board view.

3. Understanding Trello's Board Layout
  • A Trello board is organized into lists and cards.
  • Lists are vertical columns that represent stages or categories (e.g., "To Do", "In Progress", "Completed").
  • Cards are individual tasks or items that belong in lists. You can move cards between lists to track progress.
  • Boards are customizable, so you can create as many lists and cards as needed for your workflow.

4. Create Lists for Your Board
  • To create a new list, click the "+ Add a list" button on your board.
  • Give the list a name, such as "To Do", "In Progress", or "Done".
  • Press Enter to create the list.
  • You can create multiple lists to represent different stages, categories, or sections of your project.

5. Add Cards to Lists
  • To add a task or item, click "+ Add a card" at the bottom of a list.
  • Type a title for the card (e.g., "Complete report", "Meeting with team").
  • Press Enter to create the card.
  • After the card is created, you can click on it to add more details, such as:
     
    •  
    • Description: Provide more details about the task.
       
    • Due Date: Set a deadline for completing the task.
       
    • Labels: Add color-coded labels to categorize your cards (e.g., "Urgent", "High Priority").
       
    • Attachments: Upload files or attach links.
       
    • Checklists: Break the card into smaller sub-tasks by adding checklists.
       
  • Cards can be dragged and dropped between lists to indicate their current status (e.g., moving a card from "To Do" to "In Progress").

6. Assign Members to Cards
  • To assign team members to a task, open the card by clicking on it.
  • Click the "Members" button and search for or select the user you want to assign the task to.
  • Multiple members can be added to a single card.
  • Assigned members will be notified, and their avatar will appear on the card.

7. Set Due Dates and Reminders
  • Open a card and click on the "Due Date" button.
  • Set a date and time for when the task should be completed.
  • Trello will automatically send reminders to you and other assigned members before the due date.
  • Click "Save" to confirm the due date.

8. Use Labels for Better Organization
  • Labels help you categorize tasks visually by applying color-coded tags.
  • To add a label, open a card and click the "Labels" button.
  • Choose from pre-defined labels or create custom ones (e.g., "High Priority", "Low Priority", etc.).
  • Labels will appear as colored tags on your cards, helping you quickly identify important tasks.

9. Add Checklists to Cards
  • Open a card and click the "Checklist" button.
  • Enter a title for your checklist (e.g., "Subtasks", "To-Dos").
  • Add items to the checklist by typing them and pressing Enter.
  • As tasks are completed, you can check them off, and Trello will track the progress within the card.

10. Use Power-Ups to Extend Functionality
  • Trello allows you to integrate third-party tools and services using Power-Ups.
  • To add Power-Ups, click the "Power-Ups" button at the top of your board.
  • Browse the available Power-Ups, such as:
     
    •  
    • Calendar: Visualize due dates on a calendar view.
       
    • Slack Integration: Link Trello to your Slack workspace for easier communication.
       
    • Google Drive: Attach files from Google Drive directly to your cards.
       
  • Free Trello accounts can use one Power-Up per board, while Trello Business Class offers more Power-Up options.

11. Search and Filter Cards
  • Use the search bar at the top-right of your Trello board to quickly find cards by keywords.
  • To filter cards by label, member, or due date, click the "Filter" button on the top menu.
  • You can apply multiple filters to narrow down your search results.

12. Share and Collaborate on Boards
  • To collaborate with others, click the "Invite" button at the top of your board.
  • Enter the email addresses of the people you want to invite or share a link to the board.
  • Collaborators will be able to view, add, and edit cards on the shared board.
  • You can assign roles to users, such as Admin or Normal Member, to control permissions.

13. Customize Board Settings
  • Click on the three-dot menu in the top-right corner of your board to access board settings.
  • You can change the background, rename the board, set its visibility, or archive lists and cards.
  • You can also enable "Board Voting", allowing members to vote on cards or ideas.



Key Features of Trello
  • Kanban-Style Organization: Visually organize tasks using lists and cards in a flexible drag-and-drop format.
  • Team Collaboration: Assign tasks, communicate, and collaborate with team members in real-time.
  • Power-Ups: Integrate Trello with third-party tools, such as Slack, Google Drive, and more.
  • Checklists and Due Dates: Break tasks into smaller steps and track deadlines with reminders.
  • Mobile Access: Use Trello on the go with mobile apps for Android and iOS.
  • Customizable Labels and Tags: Organize tasks by categories or priorities with color-coded labels.
  • Search and Filter: Easily find cards and tasks with powerful search and filtering options.



Troubleshooting and Support
  • If you encounter issues, make sure your internet connection is stable, as Trello requires an online connection to sync data.
  • Visit the Trello Help Center for FAQs, tutorials, and troubleshooting guides.
  • For more advanced issues, contact Trello’s support team through their support page.

Streamline your tasks and collaborate effectively with Trello!