(Made Easy) How To Use Trello - Tutorial For Beginners.

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Introduction:

Millions of people
around the world use
Trello,

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Introduction:

to organize their work


and personal lives.

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Introduction:

WHY??

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Introduction:

Because its intuitive,


fun, and insanely easy
to use.

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Getting to Know:

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Getting to Know:

Trello is a tool to
organize, manage
your tasks and
projects.
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Getting to Know:

Trello is wherever you are, on


whatever device you are
using.

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Getting to Know:

Trello is Visual.

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Getting to Know:

Trello makes it
easy to
visualize a
project from
top to bottom.

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Getting to Know:

that gives
you a top
level
overview
of a projects
progress.
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Getting to Know:

Trello is the
digital way
to achieve
the same
workflow,

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Getting to Know:

minus the
sticky stuff
wearing
off.

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Getting to Know:

Trello Is For
Everyone,
All At Once.

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Getting to Know:

Trello Is Flexible.
at Work at Home

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Creating an Account:

Lets create a Trello


account.

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Creating an Account:

First,
open
your
browser.
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Creating an Account:

Go to your browsers address


bar.

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Creating an Account:

Type in trello.com in your


address bar.

trello.com

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Creating an Account:

then
Press
Enter.

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Creating an Account:

This is the Trello website.

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Creating an Account:

To sign up, Click on the


Sign-up button.

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Creating an Account:

Enter
your
Name.

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Creating an Account:

Enter
your
Email
address.
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Creating an Account:

Enter
Password

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Creating an Account:

Click on
the check
box to
accept.

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Creating an Account:

Click
Create
New
Account
button.

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Creating an Account:

or you can
Sign up
using your
Google
account.

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Creating an Account:

Sneak peek of your


Trello Account.

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Creating an Account:

TRELLO requires
confirmation of your email
address.

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Creating an Account:

To confirm, Click the link


provided to check your
inbox.

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Creating an Account:

Open the Trello Account


Confirmation message.

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Creating an Account:

Click on the
Verify Address button.

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Creating an Account:

Verification complete!
Welcome to Trello
Dashboard.

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The Basic Elements:

The Basic Elements


(Boards, Lists and Cards)

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The Basic Elements:

What is Trello Board?

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The Basic Elements:

A new Trello BOARD is like


a clean slate

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The Basic Elements:

ready to organize any of


your lifes projects of any
size.
Birthday Party

FITNESS PLAN

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The Basic Elements:

A board represents a
project.

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The Basic Elements:

Trello boards
can have as
many
members as
you need.

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The Basic Elements:

A Trello board is a list of


lists, filled with cards,

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The Basic Elements:

used by you and your


team.

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The Basic Elements:

BOARDS is the place to


organize your tasks on lists,

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The Basic Elements:

and collaborate with your


team of friends, family, and
colleagues.

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The Basic Elements:

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The Basic Elements:

LISTS keeps cards organized


in their various stages of
progress.

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The Basic Elements:

Lists can be used to create


a workflow,

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The Basic Elements:

or act as a repository of
ideas.

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The Basic Elements:

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The Basic Elements:

CARDS is the fundamental


unit of a board.

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The Basic Elements:

used to
represent
tasks and
ideas...
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The Basic Elements:

that
needs to
get
done.
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The Basic Elements:

Trello's boards, lists,


and cards enable you
to organize,

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The Basic Elements:

and prioritize your projects


in a fun, flexible and
rewarding way.

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Creating a Board:

How to create a Board?

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Creating a Board:

On the top right of


Trello Dashboard.

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Creating a Board:

Click the + sign button.

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Creating a Board:

or you can Click on the


Create new board.

Create new board

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Creating a Board:

Pick the
type of
board
you want
to create.

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Creating a Board:

For now
lets
choose
this one.

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Creating a Board:

Click on
the
Create
Board
button.
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Creating a Board:

Name your board after your


project.

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Creating a Board:

Type in the Title of your


Board.
(example: Trello Tutorial)

Trello Tutorial

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Creating a Board:

then Click Create


button.

Trello Tutorial

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Creating a Board:

Good job! You just created


your first Board.

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Add a List:

How to add a List?

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Add a List:

To add a list, Click


Add a list button.

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Add a List:

Name your list something


that will represent the tasks.

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Add a List:

Type in the name of the


List.
(example: To Do)

To Do

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Add a List:

then Click on the Save


button.

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Add a List:

You can add as many lists to


your board as you like.

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Add a List:

Congratulations!
You now have Lists on
your board.

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Add a Card:

How to add a Card?

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Add a Card:

Now lets add a card to


your list.

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Add a Card:

Click on the Add a card


button.

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Add a Card:

Type in the name of your


card.
(example: How to create a Board)

How to create a Board

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Add a Card:

then Click Add button.

How to create a Board

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Add a Card:

Repeat steps to add more


cards.

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Add a Card:

You can add as many cards to


your list as you like.

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Add a Card:

Well done! You now have a


list of cards.

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Customizing Your Boards:

Customizing Your Boards.

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Customizing Your Boards:

Board Background Colors:


by default your Trello
board comes with blue
background.

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Customizing Your Boards:

To change the
background
color of your
Trello board.

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Customizing Your Boards:

Go to the sidebar on the


right hand side,

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Customizing Your Boards:

Click on the ... Show


Menu button.

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Customizing Your Boards:

on the Menu
options,
Select
Change
Background.

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Customizing Your Boards:

then Click on
the Change
Background
button.

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Customizing Your Boards:

There are different colors,


photos, patterns and
textures, etc., to choose
from.

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Customizing Your Boards:

Lets choose
color green
background.

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Customizing Your Boards:

Trello Board with green


background.

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Renaming Boards, Lists and Cards:

Renaming Boards, Lists and


Cards.

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Renaming Boards, Lists and Cards:

To edit a board's title,


open the board

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Renaming Boards, Lists and Cards:

by clicking the title in the


top-left of the board.

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Renaming Boards, Lists and Cards:

a dialog will
appear,
allowing you
to edit the
current title.

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Renaming Boards, Lists and Cards:

Clicking
"Rename"
will save any
updates you
make,

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Renaming Boards, Lists and Cards:

or save the current title


if you make no
changes.

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Renaming Boards, Lists and Cards:

Only board admins are


able to edit the board's
title.

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Renaming Boards, Lists and Cards:

To rename a list, Click a


list on your board.

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Renaming Boards, Lists and Cards:

Once you
do so, title
will be
highlighted,

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Renaming Boards, Lists and Cards:

allowing
you to edit
the current
title.

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Renaming Boards, Lists and Cards:

And
Press
Enter
to save
changes.

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Renaming Boards, Lists and Cards:

To rename
a card,
Click a card
on your
board.
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Renaming Boards, Lists and Cards:

This
opens the
back of
the card.

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Renaming Boards, Lists and Cards:

Click
on the
title to
edit.

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Renaming Boards, Lists and Cards:

Rename
the current
title of
your card,

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Renaming Boards, Lists and Cards:

And
Press
Enter
to save
changes.

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Moving Cards:

Moving Cards and Lists.

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Moving Cards:

THE EASY WAY!

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Moving Cards:

Moving your Cards and Lists


within the board from
column to column,

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Moving Cards:

up and down in the same


list or between lists,

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Moving Cards:

and you can even


change the board
to which they
belong.
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Moving Cards:

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Moving Cards:

Click the context menu in the


top right of the card,

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Moving Cards:

and choose Move


button.

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Moving Cards:

Click on
the
Board
button.

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Moving Cards:

then
Select the
new
target
board.
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Moving Cards:

then
Click
Move
button.

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Moving Cards:

or adjust
the card
position by
clicking on
'Position.
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Moving Cards:

then
Click
Move
button.

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Moving Lists:

Now, lets
move your
lists.

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Moving Lists:

Just like cards, you


can move a list within
a board.

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Moving Lists:

Click and drag lists to


rearrange them.

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Moving Lists:

You can also move


lists to other boards
from the list's menu.

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Moving Lists:

To move a list to
a different board.

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Moving Lists:

Click the context menu in the


upper right of the list.

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Moving Lists:

and then
choose
"Move List
button.

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Moving Lists:

Select
the new
target
board.

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Moving Lists:

Click
Move
button.

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Moving Lists:

or adjust
the list
position by
clicking on
'Position.

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Moving Lists:

Click
Move
button.

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Moving Lists:

To Do list in its new


position.

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Editing a Card:

Editing a Card.

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Editing a Card:

To edit a
card, Click a
card on
your board.

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Editing a Card:

This
opens
the back
of the
card.

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Editing a Card:

You can
edit the
description
to add card
details.

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Editing a Card:

Click Edit
the
description
at the top of
the card
back.

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Editing a Card:

In the description field you can


add more specific information
about your card.

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Editing a Card:

Click on
the
Save
button.

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Editing a Card:

Comments
can be
added to
cards,

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Editing a Card:

to notify
your team
members
about a
task.

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Editing a Card:

The
activity
feed is all
about card
history,

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Editing a Card:

actions
that have
taken
place on a
card,

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Editing a Card:

and creates
a timeline of
events as
progress is
made.

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Editing a Card:

The Add
section
provides
you with
more
tools

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Editing a Card:

Add Board
Members to
cards

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Editing a Card:

to assign
them tasks
or keep
them in
the loop.

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Editing a Card:

Add Labels
for filtering
and data
visualization.

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Editing a Card:

Naming
labels can
make it much
easier to
remember,

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Editing a Card:

and share
what the
label repre
sents.

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Editing a Card:

Add
Checklists
for cards
that
require
subtasks.

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Editing a Card:

Add a Due
date to cards
for projects
that have
deadlines.

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Editing a Card:

Add
Attachments
from both local
drives and many
cloud storage
services...

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Editing a Card:

And images will become a


card cover, and they will
display on the front of the
card as well.

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Editing a Card:

The
Actions
section.

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Editing a Card:

A card can
be moved
around to a
new board
or list.

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Editing a Card:

A card can
it can also
be copied.

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Editing a Card:

Any board
member
can
subscribe
to a card,

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Editing a Card:

to receive notifications
for actions that occur on
that card,

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Editing a Card:

and
finished
cards
can be
archived.

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Closing a Board:

Closing a Board.

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Closing a Board:

To CLOSE a board, go to
the Board Menu.

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Closing a Board:

Click on the ... Show


Menu button.

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Closing a Board:

on the
Menu
options
Select
...More.

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Closing a Board:

then
Click
the
...More
button.
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Closing a Board:

at the expanded
Menu options
Select
Close Board...
button.

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Closing a Board:

and
Click
Close
Board...
button.
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Closing a Board:

To
confirm,
Click
Close
button.
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Closing a Board:

Your Trello board is


closed.

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Deleting a Board:

Deleting a Board.

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Deleting a Board:

To delete a board, you


need to CLOSE your
board first.

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Deleting a Board:

Follow steps on how to


close a board.
(see Closing a Board)

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Deleting a Board:

Once your trello board


is closed

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Deleting a Board:

You may now delete your


board. To do that

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Deleting a Board:

First, open the Closed


Boards list.

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Deleting a Board:

Go to Boards Menu and Click


on the Boards button.

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Deleting a Board:

Select and Click


See closed boards...

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Deleting a Board:

Click - Delete button to


delete your board.

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Deleting a Board:

then Click Delete button


to confirm.

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Deleting a Board:

Trello Board Deleted!

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Archiving and Deleting Cards:

Archiving and Deleting Cards

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Archiving and Deleting Cards:

Archive cards by
clicking "Archive" in the
Actions menu on
a card's back.

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Archiving and Deleting Cards:

Or you can also select


"Archive" from the card
menu.

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Archiving and Deleting Cards:

To archieve
a card,
Click a card
on your
board.
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Archiving and Deleting Cards:

This
opens
the back
of the
card.

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Archiving and Deleting Cards:

Click on
the
"Archive
button.

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Archiving and Deleting Cards:

Archive cards you no longer


need on your board.

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Archiving and Deleting Cards:

Click
- Delete
button to
detele a
card.

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Archiving and Deleting Cards:

Deleting cards is
permanent.

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Archiving and Deleting Cards:

Click
Delete
button to
confirm.

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Archiving and Deleting Cards:

Logging Out.

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Archiving and Deleting Cards:

To log out of your


current Trello session,

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Archiving and Deleting Cards:

Click on
your avatar
in the top
right
corner
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Archiving and Deleting Cards:

and choose
"Log Out"
from the
bottom of
the menu.

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Archiving and Deleting Cards:

Youre all logged out.

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See you on my next tutorial.

Edison S. Villareal
Your Extraordinary Virtual Professional

edisonvillareal1078@gmail.com

@edisonvillareal

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