How To Manage Projects Using Trello - Kev Chavez - Your Keen & Crisp VP

HOW TO MANAGE
PROJECTS
USING
Do you want an easy,

free, flexible,
Your Keen & Crisp VP | KevChavez.com | All Rights Reserved
and visual way to

manage your projects
and organize anything?
Trello lets you work

more collaboratively with
teams and get more

done on any project.
What is
?
Trello is a freemium webbased project management
application as well as
easy to use
mobile app that keeps

track of everything,
from the big picture to

the minute details.
10
With Trello s boards,

lists, and cards enable
11
you to organize and

prioritize your projects
12
in a fun, flexible and

rewarding way.
13
4 REASONS WHY
TRELLO
MAKES PROJECT
COLLABORATION SIMPLE AND
KIND OF ENJOYABLE
14
15
Dive into the details by

adding comments,
16
attachments, and more

directly to Trello cards.
17
Collaborate on projects
from beginning to end.
18
19
Whether its for work, a

side project
20
or even the next family

vacation,
21
Trello helps your team

stay organized.
22
23
Integrate the apps your

team already uses
24
directly into your

workflow. Power-Ups turn
25
Trello boards into living

applications to meet
26
your team's unique

business needs.
27
28
No matter where you

are, Trello stays
29
in sync across all of your

devices.
30
Collaborate with your team

anywhere, from sitting
31
on the bus to sitting on

the beach.
32
Lets BEGIN!
33
First, open a browser by clicking it.
34
For this tutorial, let's

choose Google
Chrome
35
Double-click
this icon
36
A new window will pop-up
37
Click the URL
38
Type https://trello.com/ then hit Enter on

your keyboard
39
You will be redirected to IFTTT
s site
40
Click Log In if you already have an account
41
If not, click Sign Up
42
Lets Create a Trello
Account
43
Type in your first name & last name
44
Type in your Email
45
Type in your Password
46
Check this box here
47
Click Create New Account
48
You can also Sign up with Google
49
Check your inbox to confirm your email address

chavez.kevin.nicolo@gmail.com
50
Sign in to your email account
51
Type in your email
52
Click Next
53
Type in your Password
54
Click Sign in
55
Look for the confirmation email from

Trello
& click it
56
Click Verify Address
57
This is your Trello
dashboard
58
To add a New Board, click here
59
Boards are like "virtual" white boards or
60
cork boards that represents your project.
61
It's used to organize tasks on lists
62
To add a personal board, click Create Board...
63
You can also Create Personal Team
64
or Create Business Team
65
Lets click Create Board
66
Give your board a Title (name of project)
67
To change the privacy options of the board,

click here
68
If the project involves a team, click here
69
Give your team a name
70
You describe the purpose of the team
71
then click Create
72
Choose from: Private, Team, or Public
73
then click Create
74
This is your new board
75
Click here to Change Background
76
Choose the color you want
77
Lets choose mustard
78
The background color has been changed!
79
Lets create a list
80
Click the back button
81
Click Add a list
82
Lists keep cards (tasks) organized in their
83
stages of progress. It can be used to
84
create workflows, serve as storage of
85
ideas, and can be moved across boards
86
as a project progresses
87
Give your list a name
88
then click Save.
89
Lets make three (3) lists
90
Click Add a list.
91
92
Click Save
93
94
Click Save
95
Lets create a card
96
A Card is the foundation of a board
97
It represents a task or idea organized into lists
98
You can add an unlimited number of cards

to a board
99
To create a card, click..
100
Add a card under a list
101
Give a short description
102
then click Add
103
If needed, you can add more cards
104
To customize cards, click on a card
105
Cards are customized to contain

information and
106
to facilitate project collaboration.
107
This is a card's contents
108
Take note of the 5 main sections
109
This is the Description section,
110
click Edit the description
111
Type in the cards description
112
then click Save
113
This is the Comment section,
114
Enter your comments about the card here
115
To add an attachment, click paper clip
116
Select attachments from these or
117
you can click attach a link here
118
then click Attach
119
To mention a team member, click @
120
Manually enter a team member's Trello

username here,
121
select All members on the card,
122
or select All members on the board
123
To insert emoji, click
124
You can Search for emoji,
125
Select emoji,
126
or Upload Emoji
127
To add a card in your comment, click here
128
Search the name of the card by typing
129
then click it
130
Once you're done commenting, click Send
131
This is the Activity section,
132
Previous actions made on your card are
133
displayed here for backtracking purposes
134
This is the Add section
135
Click this to add team Members to your

card
136
Click this to add Labels to your card
137
Under Labels, click pencil icon beside a

color or
138
click Create a new label
139
Give your label a name
140
then click Save
141
This is your new label. Click on it.
142
The label is now added to your card
143
Click this to add Checklist to your card
144
Give your checklist a name
145
then click Add
146
Add an item to your checklist
147
then click Add
148
Add another checklist as the need arises
149
If the item is completed, check the box
150
You can also Hide completed items
151
or Delete the checklist
152
To delete completely, click Delete Checklist
153
Click this to add Due Date to your card
154
Select the date (day, month, year)
155
Set the time
156
then click Save
157
The card has now a due date
158
Click this to add an Attachment to your card
159
You can select an attachment or
160
or Attach a link
161
then click Attach
162
This is the Actions section
163
To Move card to any board or list, click here
164
To Copy card to any board or list, click here
165
Members can Subscribe to get notified on

actions on the card
166
To Archive finished cards (can be

retrieved later), click here
167
Close the card and go back to your board
168
For extra features and integrations that make
169
your boards more powerful, click Power-Ups
170
Create a Team Name
171
then click Create
172
Beside Calendar, click Enable
173
Calendar Power-Up is now enabled. Click

Calendar.
174
Be default, calendar view is set on Month
175
Click here to view the Calendars Week feature
176
For more awesome Power-Ups,

feel free to explore
177
Lets customize your board
178
Click Show Menu
179
To add someone to your board, click Add Members...
180
then enter the email address of who youre

going to add here
181
or Invite people by giving them a special
link
182
Click Filter Cards to
183
filter cards based on their labels
184
Click here to Add Stickers to your cards
185
Drag sticker to the card to add it
186
For other board options, click More
187
Click Settings
188
then you can change your board settings
189
To edit your profile, click your name
190
Click Profile
191
to view your Teams and Activity
192
Click Cards
193
to view cards assigned to you
194
Click Settings
195
to check account details and credentials
196
Click Shortcuts
197
to learn how to maximize Trello

keyboard shortcuts
's
198
For Trello's tips and tricks, visit this

Link:
https://trello.com/b/QtjSVKOf/theultimate-board-of-trello-tips-tricks
199
Where there is unity there is always victory.

(Publilius Syrus)
200
There you have it

201
Thank you for investing

on yourself
202
Apply what
you have
learned
203
and
204
205

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HOW TO MANAGE

Do you want an easy,

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

and visual way to

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

and organize anything?

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Trello lets you work

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

teams and get more

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Trello is a freemium webbased project management

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

mobile app that keeps

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

from the big picture to

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

With Trello s boards,

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

you to organize and

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

in a fun, flexible and

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Dive into the details by

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

attachments, and more

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Whether its for work, a

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

or even the next family

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Trello helps your team

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Integrate the apps your

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

directly into your

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Trello boards into living

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

your team's unique

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

No matter where you

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

in sync across all of your

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Collaborate with your team

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

on the bus to sitting on

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

First, open a browser by clicking it.

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

For this tutorial, let's

A new window will pop-up

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Click the URL

Your Keen & Crisp VP | KevChavez.com | All Rights Reserved

Type https://trello.com/ then hit Enter on