Trello is a post-it note style organisation board that syncs across all of your devices and includes countless features to help you throughout your daily life.
Power Hour 9 will teach you how to use Trello effectively for your business. Starting with the basics of how to create a card and store it safely and then dive into new features to let it work harder for you by syncing with other apps and some automation hacks.
It’s minimalistic and simple structure makes it great for beginners but it’s flexible enough to support a medium sized business with thousands of balls in the air. Take control of your own projects, save time and capture information in an organised way to ahead of the competition!
What can Trello do for your business?
• Task management – Easily track and prioritise every task that comes your way
• Capture - Store important information and find it easily when you need it.
• Collaborate – Share tasks and to-do lists with clients, co-worker’s and partners.
• Google Integration – Seamlesly integration with Chrome to create cards on the go
• Media – Attach Video, Photo and links directly into your Board for fast access.
• Reminders – Set due dates and flag milestones in your calendar.
• Automation –Set up guided 1 click macros to save time
• Power-Up – Advanced users can use power-ups to work with over 250 apps
If you are unable to make the session then please register for the email updates and I’ll send you the highlights as soon as they are ready.
For more information please about our weekly Power Hours please visit www.theoruby.com or email theo@theoruby.com.
All previous highlights can be found here www.theoruby.com/marketing-guides
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Power hour 9 | Trello - Stay focused and organise your day
1.
2. CONTENTS
SETUP
Why use trello? How to get started and basics setup.
ADVANCED TIPS
Customising your workflow and basic automation
STAY PRODUCTIVE & ORGANISED
Capture important information and stay productive
3. WHY USE TRELLO
Task Management - Simply manage tasks and projects
Capture - Store information safely for later use
Collaborate - Share tasks and to-do lists with clients
Reminders - Never miss a deadline with easy reminders
Cross platform - sync across your Phone, Tablet & Computer
4. WHEN NOT TO USE TRELLO
Never store passwords and private information
If you work solely on paper (Artist, Writer, Creative)
If you struggle with technology
Always think about your own working habits and
use our guides as recommendations!
5. HOW TO GET STARTED
1) Visit www.trello.com
2) Sign up with Email / Google / Microsoft
3) Download the app on desktop or Mobile
Note: You can use the web version on desktop
12. OUR TOP 5
1) Quickly make a note or reminder to action later
2) Store links, media and files
3) Create to-do lists for projects or just the next shopping trip
4) Create a process list to save time when repeating an action
5) Share list with client so they can view / edit live
13. To Sort - To Do - In Progress - Complete
Basic top down notes or to-do list
Use the style that works for you and the project
CANBAN / TOP DOWN
15. Background - keep it clean and easy to see
Covers - use an image as a cover for a card
Labels - name and colour code for easy recall
Stickers - simple emoji's to highlight cards
DESIGN
16. Select a background that is easy to see
Dark backgrounds normally work best
Solid colour or image via unsplash
BACKGROUND
26. Create a button on cards that saves time
Move card to another list – in progress – complete
Sort by due date or order first created
BUTLER - AUTOMATION
34. THANK YOU
Please get in touch if you have any questions
theo@theoruby.com
07709 852 364
Power Hour 10: Lockdown - How are London Businesses coping
Friday 29nd May 2020
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