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Trello Handout 2012-02-14

Trello Handout 2012-02-14

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Published by Darien Library

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Published by: Darien Library on Feb 14, 2012
Copyright:Attribution Non-commercial

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08/13/2014

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11
 
T
RELLO
 
A
DULT
T
ECHNOLOGY
C
LASSES
H
ANDOUT
 02-14-2012
Login
Either by your email or by a Google account
You are greeted by a Welcome Board with tips on what activities you can do with thecards.
Create a Board
Click on
Boards
in the top right corner then
New Board.
Give your board a
title
, select
visibility
(members vs. public). You can then choose tomakean organization.
 Basic Board Information
Boards are made up of 
lists
(i.e. columns). They can be named whatever you want tomatch your workflow.
Usually you can just click on anything on the page (text, lists, cards) to see moreinformation or edit it.
Add
cards
by clicking on
Add card
on the bottom of each list.
Once you add a card and save it, click on it to add information on the back using allthe different types of options you are given (best seen and understood by trying itout!).
All of your cards on a board can be searched using the search box on top of the page.
Cards can be moved from list to list by left-click-and-hold and then dragging the cardto another list.
Create an Organization
If you do not create an organization during the board creation process, you can still makean organization later. An organization would be say your work group, family members,etc.
Click on
Boards
and then choose your board that you want to add an organization to.
Then click on
Board Menu
and select
Profile.
Under
Organization
click on
Create an Organization.
Give your organization a
Display Name
, an
Orgname
(a short one for URLs), a
website URL
if you have one, and a
description
(handy if you havelots of boards and organizations).
Display name must be entirely unique so no one else on Trellohas it.
Add Members by clicking on
Add Members
.
Search Trello for a user or enter their email address to send thatperson an invite.
You can also create new boards here for the organization.
 
Darien Library 1441 Post Road Darien, CT 06820 203-655-1234 darienlibrary.org
 
 
22
 
Darien Library 1441 Post Road Darien, CT 06820 203-655-1234 darienlibrary.org
 
Assign Tasks
Once you have an organization with members, you can then assign cards to that person forthem to complete.
Click on a card and then click on
Assign.
Click on the appropriate person.
People who are assigned to a task will receive an email to let them know that a card hasbeen assigned to them.
Add
due date
(and time!).
In comments, write
@theirname
so they will get notification.
 Update Your Profile
Click on
your initials
in the top right corner.
Give yourself an
avatar
, add a
bio
, and change how often you are notified of assignments.
Examples of Usage
Keep track of the website redesign (UX Darien)
Provide transparency of organizational goals (i.e. LITA):http://bit.ly/wkdKeV 
Instant, always updated communication between team members (move from whiteboard):http://bit.ly/xpixMO 
Allow the public to vote and comment on your projects. (Trello’s Public Board):
Track your writing (character lists, scenes, plots, etc.)
Following a short sale (for housing) from beginning to end over the course of 9 to 10months:http://bit.ly/xJAInk 
Beer Brewing board:http://bit.ly/Awhlp3 
Menu Planning:http://bit.ly/wkzd2p 
Additional Items
Trello Clone (Chrome) allows you to turn a board into a template.http://bit.ly/ArZsFy 
Add a new card when someone contacts you with Trello (level: hard):http://bit.ly/x3WdxI 
App Store App:http://bit.ly/wJ4dwN 
Frequently Asked Questions
User questions answered:http://bit.ly/xJrvrj 
You cannot delete a list or a card:http://bit.ly/xD30Nc 
What do the color blocks on my icon mean:http://bit.ly/xcCw2F 
Trello is free forever:http://bit.ly/AnL6ly

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