You are on page 1of 133

How to Use

Created by: NAG REYES

www.simplyawesomeva.wordpress.com

1 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

What is

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

is a web-based
project management
application
3

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Can be used
4

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

As a
TASK
MANAGER
5

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

As a To Do List

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

It can be used
for WORKFLOW

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

It can be used for


Project Management

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Trello is
designed to move
your task left to right
in progression
9

Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Excited to
use Trello?
10 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Lets start by
creating
a TRELLO account
11 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Open a
Browser
12 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type in the URL:


www.trello.com
v

13 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click Sign-up

14 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Or Click Sign-up for Free

15 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type your name

16 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type your email

17 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type your password

18 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Create New Account

19 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

This is the Trello Opening


Window

20 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You will be asked to confirm


your email

21 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click here to go to
your email inbox

22 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You will find this in


your inbox

23 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click here to verify

24 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Your name is now


displayed

25 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on the
Welcome Board

26 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

It shows basic information


about a Trello Board

27 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

What is a
TRELLO Board?

28 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

A BOARD
is like an empty
canvass that
represents a
project
29 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

We will get to
know what
makes up a
BOARD
30 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

But first, lets


create a new
board
31 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click to create a new board

32 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type the title of the new


board

33 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Create

34 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Heres the new board

35 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

A board is
composed of
LISTS
36 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

A LIST is a
repository of
information that
keeps cards
organized
37 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Let us create
lists
38 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type a list title

39 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type a list title

40 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on SAVE

41 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type a list title

42 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on SAVE

43 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Let us create a
new board and
new lists
44 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on the + sign

45 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Create Board

46 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type the Board Title

47 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Create

48 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Thats the new board

49 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type the list name

50 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click SAVE

51 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Add the rest of


the lists like in
the following
52 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

The rest of the lists

53 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Lists will need


tasks or steps
54 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

CARDS are
used to
represent tasks
and ideas
55 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

How to create
CARDS?
56 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click to Add Card

57 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

After each task, click on


ADD

58 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

To rearrange
the Cards
59 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Drag the card to the new


location

60 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

The cards are now


rearranged

61 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

To add more
details to each
card
62 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on the card you want


to edit

63 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can add a


description
64 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click to add a description

65 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type the description for


this card

66 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Save

67 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can also


include a
checklist
68 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click here

69 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type the title and click Add

70 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Monday Menu is added as a


checklist

71 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Add an item to the


Monday Menu

72 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type the item

73 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Add

74 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Heres the complete list for


Monday Menu

75 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Add another checklist

76 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

And copy the items from


previously created checklist

77 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You just made 2 days with


same menu items =)

78 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can edit the items OR

79 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Delete one by one OR

80 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Delete the checklist

81 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You may also


want to attach
files to a card
82 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Attachment

83 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

And choose the source of


attachment from the list

84 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Let us attach a file

85 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Select the file to be


attached

86 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Choose

87 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

The image is now attached


to the card

88 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can also add due dates


to tasks

89 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

It will bring up this calendar

90 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Chose the date and time

91 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Remove the
due date when
it is done
92 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Here are the tasks again

93 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can also


categorize your
cards
94 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

To do this, add
LABEL to card
95 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click here to edit the card

96 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click Edit Labels

97 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

These are the options

98 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click here to edit the name

99 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Type in the Category Names

100 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click to Save

101 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Now we can
use the Label
on our cards
102 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on the label

103 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

This will label the card

104 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Card with label

105 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Save

106 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can also click on the


card to edit

107 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Assign a label to this card

108 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can also assign


multiple labels to a card

109 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

All cards are labeled

110 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

By default, your
board is private

111 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

But you can set it


to allow members
to collaborate
112 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Private

113 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click on Team

114 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Select the Team

115 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click Change

116 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can also add


members to a card

117 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Just type the email


address

118 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Or choose from
existing users

119 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

There are other


features you can
find in the menu
120 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Click here to display the


Trello Menu

121 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

It shows you the recent


activities done

122 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can also change the


background color

123 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Choose a color

124 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Heres the outcome

125 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Change back to blue

126 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Cards can be filtered

127 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

By Labels

128 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Now, only house chores cards


are displayed on the Board

129 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Finally, if you
want to learn
more about Trello
130 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You can use the guide

131 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

Or type your
question here

132 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

I hope you enjoyed


this Trello Tutorial

133 Created by: Nag Reyes www.simplyawesomeva.wordpress.com

You might also like