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Trello Basic Tutorial

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Trello is a versatile tool for project management. It tells you what's being worked on, who's working on what, and where something is in a process. Here's a basic tutorial on how to use Trello.

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Trello Basic Tutorial

  1. 1. How to Manage Projects Using
  2. 2. It is a collaboration tool that organizes your projects into boards.
  3. 3. Click on the Search Bar
  4. 4. Go to www.trello.com
  5. 5. Click Sign Up-It’s Free
  6. 6. Type in your Name
  7. 7. Type in your Email Address
  8. 8. Type in your Password
  9. 9. Click on Create New Account
  10. 10. Go to your email inbox to confirm your email address.
  11. 11. Click on Verify Address
  12. 12. It brings you to your Trello Dashboard
  13. 13. Let’s begin with Board Basics
  14. 14. A Board is a collection of cards ordered in a list of Lists.
  15. 15. It can be used to Manage a Project
  16. 16. Track a Collection Or Organize anything.
  17. 17. How do I create a Board?
  18. 18. Click on + sign on Trello Dashboard
  19. 19. Click on Create Board…
  20. 20. Type in a Title
  21. 21. Click on Create
  22. 22. Congratulations! You now have a Board
  23. 23. How do I add a list of Tasks?
  24. 24. Click on the empty space of the box
  25. 25. Type in To Do
  26. 26. Click on Save
  27. 27. Add another List
  28. 28. Type in Doing
  29. 29. Click on Save
  30. 30. Add another List
  31. 31. Type in Done
  32. 32. Click on Save
  33. 33. How do I Add Card inside the list?
  34. 34. Click Add a card
  35. 35. Type in your tasks
  36. 36. Click Add
  37. 37. Type in another tasks
  38. 38. Click Add
  39. 39. You can keep on adding tasks here
  40. 40. Adding a task on your Doing list
  41. 41. Type in the tasks you are currently working on
  42. 42. Click Add
  43. 43. Adding a task on your Done list
  44. 44. Type in the tasks you’ve finished doing
  45. 45. Click Add
  46. 46. Let’s say..
  47. 47. You’re now working on a task from your To Do list,
  48. 48. Drag and drop the task from To Do list to Doing
  49. 49. You’re now finished on a task from your Doing list,
  50. 50. Drag and drop the task from Doing list to Done list
  51. 51. You can put labels on your tasks
  52. 52. Hover the cursor over the task you want to Label
  53. 53. Click on the Pencil icon
  54. 54. Click on Edit Labels
  55. 55. Select and Click on a color
  56. 56. Click on Save
  57. 57. Put Labels to Categorize tasks
  58. 58. For example, in my case,
  59. 59. I label Tutorials Violet
  60. 60. And Webinars & Seminars Yellow
  61. 61. How do I Add details to the card?
  62. 62. Click on the card
  63. 63. You can now put details on this particular card
  64. 64. Click Edit the description…
  65. 65. Type in a description
  66. 66. On my case,
  67. 67. I put a link connected with the task.
  68. 68. Click on Save
  69. 69. How do I add Members?
  70. 70. Click on Members
  71. 71. Click on the name of the member
  72. 72. A member is now added
  73. 73. How do I add a Checklist?
  74. 74. Click on Checklist
  75. 75. Type in a Title of a Checklist
  76. 76. Click Add
  77. 77. You can add items under Checklist
  78. 78. Click on Add an item…
  79. 79. Type in an item
  80. 80. Click Add
  81. 81. Tick on the items you finished doing
  82. 82. How do I add Due Date?
  83. 83. Click on Due Date?
  84. 84. Set up the date
  85. 85. Click on Save
  86. 86. How do I add Attachment?
  87. 87. Click on Attachment?
  88. 88. Select which source your attachment is from
  89. 89. Computer’s folder will appear
  90. 90. Select the file to be attached
  91. 91. Click Open
  92. 92. File has been attached to your task
  93. 93. This is how the board looks like so far
  94. 94. How do I add Calendar to my Board?
  95. 95. Click on Show Menu
  96. 96. Click on Power-Ups
  97. 97. Select Calendar Click on Enable
  98. 98. Click on the Calendar icon
  99. 99. The Calendar appears
  100. 100. How do I Close a Board?
  101. 101. Click on the board you want to close
  102. 102. Click on More…
  103. 103. Click on Close Board…
  104. 104. Click on Close
  105. 105. To Re-Open, Click on click here to re-open it.
  106. 106. Or,
  107. 107. Click Boards
  108. 108. Click See closed boards…
  109. 109. Click on Re-open
  110. 110. Being ORGANIZED is being in CONTROL.

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