TRELLO
WHAT IS TRELLO!?
• Trello is a project management tool that makes collaboration easy.
• This visual list tool can do so much more, whether you're organizing work projects, family
chores, travel plans, or just about anything else.
BASIC COMPONENTS
Board
Card
List
BASIC COMPONENTS
• Boards: A board represents a project. Whether you are redesigning a kitchen or launching a new
website, a Trello board is the place to organize your tasks on lists and collaborate with your team
of friends, family, and colleagues.
• Lists: Lists keep cards organized in their various stages of progress. They can be used to create a
workflow, or act as a repository of ideas. Cards can be moved across lists as tasks go from start
to finish.
• Cards: The fundamental unit of a board is a card. Cards are used to represent tasks and ideas:
something that needs to get done, like a grocery list, or to be remembered, like a book
recommendation. There is no limit to the amount of cards you can add to a board.
CREATING A BOARD
• Click the “+” button at the top of the Trello
homepage, then select “Create Board” from the
menu options.
• Name your board after your project.You can always
rename your board in the future.
• By default boards are set to “Private” but you can
also set boards to “Public” or “Team Visible.”
ADD A LIST AND A CARD
• Add a list to your board by clicking the
“Add a list” button on your board.
Name your list something that will
represent the tasks that you are going
to add to it.You can add as many lists to
your board as you like.
• Now add your first card. On your list,
click “Add a card,” name your card and
then click “Save.”
EDITING YOUR CARDS
EDITING YOUR CARDS
• Card Descriptions - To add details to
your card click “Edit the description” at the
top of the card back. In the description field
you can add more specific information
about your card, links to websites, or step
by step directions.
• Comments and Activity - Comments
can be added to cards when communicating
with team members about a task.You can
also @ mention a member of your board to
notify them in a comment.
EDITING YOUR CARDS
• Add - The add section provides you with more tools for the back of a
card.
– Add Board Members to cards to assign them tasks or keep them
in the loop
– Add Labels for filtering and data visualization
– Add Checklists for cards that require subtasks
– Add a Due date to cards for projects that have deadlines
– Add Attachments from both local drives and many cloud storage
services like Dropbox and Google Drive
• Actions - A card can be moved around to a new board or list, and it can
also be copied. Any board member can subscribe to a card to receive
notifications for actions that occur on that card, and finished cards can be
archived. Don’t worry, archived cards can always be retrieved at a later
date.
COLLABORATE WITH TEAMS
• Adding a Member
– Adding members to the board allows everyone to
visually see each phase of the project: what needs
work, what tasks they're responsible for, and what’s
done!
– To add members, click the sidebar menu on the right
hand side and you’ll see a section towards the top
called “Members.” Click the “Add Members” button
and enter their name (if they’re on Trello) or their
email address (if they’re new to Trello).
COLLABORATE WITH TEAMS
• Discussion
– Easily carry on a detailed discussion
without anything ever getting lost in an
email chain.
– On the card back many people can
comment, make updates, and collaborate.
All of their comments are logged with
timestamps, so they are always there for
reference.
– You can also @ mention someone on a
card back so that person gets an alert.You
can manage your settings to receive Trello
alerts instantly, periodically, or never.
COLLABORATE WITH TEAMS
• Add Attachments
– Add attachments so everyone can see examples. Trello
is integrated with Google Drive, DropBox, Box, and
OneDrive, or you can just upload files straight from
your computer.
• Trello Reminds You… When You Want
– Trello offers a whole suite of notification options with
the goal of making sure you never forget or miss out
on a single thing.
– Set due dates to get 24 hour notifications before a
task is due, and the notification will show up in your
phone, email, and on Trello.
– When a colleague comments on a card and tags you,
you’ll also be notified so you can respond in due time.