How to Use Trello – Guide
Trello is a visual work management tool that allows teams to work together, plan, manage, and celebrate their work in a collaborative, productive, and organized way. Whether you and your team are starting something new or trying to get more organized with your existing work, Trello is suitable for any project. It helps you streamline and standardize your teamwork process effortlessly. But don’t be fooled by the simplicity! Trello is easy to use, yet capable of handling even the most robust projects on your team. Here’s a quick overview of the things you need to know when starting your first Trello project.
How to Use Trello
How to Create a board in Trello
Nothing happens in Trello unless it’s on a board. So to get started, you’ll need to make one. Open Trello in your web browser and create an account or sign in with your Google account. To create a frame, follow these steps. Your new board will now be displayed up on your Trello home page alongside any others you may have. They will be ranked by teams if you are part of multiple teams on the same account. If you don’t have a defined team up now, you can add members to your board one at a time. To do this, follow these steps.
How to Create lists in Trello
Now that you’ve set your plates up and team members added, you’ll need to start organizing your tasks. Lists give you a lot of flexibility in organizing your tasks. For example, you might have three lists: Tasks, In Progress, and Completed. Or you can have a list for each member of your team to see what tasks each person has on their plate. Creating a list is simple:
How to Create cards in Trello
Next, you’ll need to add some cards to your list. You have a lot of card options, so let’s just cover the basics.
How to Assign cards in Trello and give them due dates
Trello cards come with many features, but two of the most useful are adding members and due dates. If you’re working with a team, you’ll want to know who’s working on a task or make sure relevant people are informed about updates. Even if you use Trello on your own, due dates can help you keep track of when things need to be done. Trello doesn’t use “assignments” in the traditional sense, but you can add one or more users called members to a given card. If you only assign one person to a card, this is a useful abbreviation to whom a task is assigned. This only works if you stick with one member per card. However, you can add multiple members to a card so that everyone gets updates about a specific task. All members of a card will receive notifications when someone comments on a card, a due date approaches, a card is moved or archived, or attachments are added to a card. To add someone to a card, follow these steps: You’ll be able to see the profile icon of anyone you’ve added to a card directly from the list, which is a handy shorthand for seeing who’s doing what. Next, you’ll want to add due dates to keep everyone on track. To add an expiration date, follow these steps:
How to Add labels to cards in Trello
Gray cards in slightly darker gray stripes can become a visual mess. But Trello lets you add colored labels to cards, which can help you identify what kind of task a card is, or what group it belongs to, even as you move it from one list to another. You can give each label a color, a name, or both. To add labels to a card, follow these steps. Once you’ve added labels to your cards, you’ll see a small dash of color on the card when viewing your lists. At a glance, it will be something like this.
How to Search Trello with Shortcuts
For a small, personal board it can be relatively easy to see everything at a glance, but the bigger your lists get, and especially when you’re on a large team project, you’ll need to start researching. For that, there are several useful keyboard shortcuts that can help you find what you’re looking for. There are other handy keyboard shortcuts you can use to do everything from adding due dates and labels to moving or editing cards. Some of them will only save you a click or two, but the search shortcuts will be the most valuable. You can find a complete list of Trello keyboard shortcuts here.
View your Trello tasks in a calendar
Seeing due dates on your cards is useful, but you might also want to see them in a calendar view. By default, Trello doesn’t offer this feature, but you can add it with a Power-Up, then this is a good time to introduce them. The free version of Trello allows you to enable a Power-Up, and the calendar view is one of the most useful. To enable the Power-Up (or any other Power-Up), follow these steps:
Final note
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