how to use trello

MANAGE YOUR PROJECTS THE FUN WAY

a fun and flexible way to
manage projects with
your team online, and
the best part is it’s free

TRELLO
RYAN ELNAR - Your Tech Savvy Marketer 2
LET’S BEGIN
Type the link in your browser

https://trello.com/

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This is Trello homepage

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Click to sign up

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Create your account

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Type your name

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Type your email address

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Type your password

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Click to read terms

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If you agree, click to create account

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Welcome to Trello

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TRELLO
BASICS
 This will be your interface
A D
B

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 A: BOARDS represents projects
A D
B

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 B: LISTS keep the Cards organized
A D
B

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 C: CARDS are your tasks or ideas
A D
B

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D: MENU is the control center of your Board
A D
B

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LET’S CREATE
A PROJECT
Click to create a board

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Enter title of your board

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We will do Highschool Reunion…

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…for this tutorial

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Click Create

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Your board appears

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Notice you have 3 Lists…

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…for every project

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1. To Do

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2. Doing

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3. Done

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Add more Lists as necessary

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Type the title of your additional list

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Click Save

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A new list is created

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Click to add a card

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Type the activity

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Then click Add

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Add cards as needed per list

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Once you are done with your cards..

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..you can rearrange them..

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..by dragging each

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Finalize your cards / activities

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You can drag Cards to the next List..

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..from Doing to Done

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Click on a Card to add/edit details

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Here you can add details

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Add members for the task

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Color label the task

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Add checklist

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Type here for checklist title

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Click Add

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Your checklist title

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Type items under checklist here

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Finalize your checklist

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Check boxes for every list done

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Notice the progress bar

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Click to edit card description

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Type description here

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Click Save

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Click to add a Due Date

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You can type the date here

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Indicate the time here

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Or click desired schedule here

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Click Save

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You will see the due date here

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Click to add an attachment

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Your source options will appear

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Click to attach from your computer

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Choose from your files

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Your attachment was a success

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Add a comment as needed

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You can see activity details here

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And check action done by members

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Click Subscribe…

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…to get notifications when changes are made

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Click to exit

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Notice the icons

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This means you are subscribed…

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… your due date

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…card description

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… 1 attachment

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1 of 4 checklists done

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Click to invite members

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Adding project
members allows
you to assign…

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…tasks and execute
them while you are
away.

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…or enter email to invite new users

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Click to filter by labels

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Labels appear

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Click to filter cards labelled green

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Notice only green cards appear

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Indicates filter is on

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Click to disable filter

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You can have more than 1 filter

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Click to go back to main menu

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Click to customize background

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Choose from colors

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…or photos

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Select a photo for background

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Background is changed

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Click Power-Ups

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Power-Ups are
tools to enhance
your Trello
experience

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Choose from a wide selection

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Let’s try Calendar

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Click Enable

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Power-Up Calendar appears

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Your calendar appears

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Notice your due date task

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Click to go back to your Board

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Explore for more tools

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You can have more
than 1 board
Click Boards

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Click Create New Board

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Type title of your new board

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Click Create

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New board appears

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Click for list of your boards

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See boards here

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 ryan.elnar@gmail.com

PHOTO CREDITS: https://www.trello.com/

ryan.elnar@gmail.com