trello: a tool to organize projects

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A beginner-friendly tutorial by Anna Termulo

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TRELLO

A BEGINNER-FRIENDLY TUTORIAL BY ANNA TERMULO

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?WHAT IS

TRELLOHomeWorks with Anna | annatermulo.wordpress.com 2

A COLLABORATION

TOOL

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YOU CAN USE FOR MONITORING PROJECTS

WITH YOUR TEAM

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TELLS YOU WHAT’S BEING WORKED ON

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TELLS YOU WHO’S WORKING ON WHAT

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TELLS YOU WHERE’S SOMETHING IS IN

A PROCESS

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IT KEEPS TRACK OF EVERYTHING

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LET’S EXPLORE

TRELLO!

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1HOW TO

CREATE AN ACCOUNT?

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OPEN TRELLO’S WEBSITEhttps://trello.com/

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CLICK “SIGN UP – ITS FREE”

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FILL THE REQUIRED FIELDS TO CREATE YOUR ACCOUNT

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TYPE YOUR NAME

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ENTER YOUR EMAIL ADDRESS

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AND YOUR PASSWORD

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THEN CLICK “CREATE NEW ACCOUNT”

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2HOW TO CONFIRM YOUR

ACCOUNT

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OPEN YOUR EMAIL

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CLICK “VERIFY ADDRESS”

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YOUR ACCOUNT IS NOW ACTIVATED

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3EXPLORING THE PAGE

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CLICK THE “+” SIGN

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THEN OPTIONS TO CREATE WILL APPEAR

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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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CLICK THE BELL...

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THEN YOUR NOTIFICATIONS WILL APPEAR

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REFINE YOUR SEARCH WITH OPERATORS LIKE@member, #label, is:archived, and has:attachments

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BOARDSA Trello board is a list of lists, filled with cards, used by you and your team.

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CLICK “BOARDS”

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THIS IS WHERE YOU CAN FIND AND CHECK YOUR BOARDS

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4HOW TO EDIT YOUR PROFILE

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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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SELECT “PROFILE”

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SELECT “EDIT PROFILE”

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EDIT THE CONTENTS YOU WANT TO REVISE

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THEN CLICK “SAVE”

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CLICK“SETTINGS”

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YOU MAY EDIT THE FOLLOWING INFO ON “SETTINGS”

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YOU MAY EDIT THE FOLLOWING INFO ON “SETTINGS”

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5HOW TO CREATE A BOARD

AND ADD LISTS

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CLICK THE “+” SIGN

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THEN OPTIONS TO CREATE WILL APPEAR

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AND SELECT “CREATE BOARD”

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ADD TITLE

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ADD TITLE

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YOU CAN CREATE AND COPY YOUR TEAM

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AND CHANGE YOUR BOARD’SPRIVACY SETTING

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CHOOSE THE SETTINGS THAT APPLIES

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THEN CLICK “CREATE”

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YOUR BOARD IS NOW READY

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START ADDING “LISTS” BY CLICKING THIS

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JUST ENTER THE LIST TITLE

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THEN CLICK “SAVE”

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CREATE LISTS THAT APPLIES TO YOUR BOARD

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6HOW TO MANAGE YOUR

CARDS

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CLICK “ADD A CARD” FROM YOUR LIST

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TYPE THE DETAILS OF YOUR PROJECT

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THEN CLICK “ADD”

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THEN CLICK “ADD”

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CARDS WILL BE ADDED TO THE LIST

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YOU CAN SIMPLY DRAG A CARD TO OTHER LIST

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YOU CAN SIMPLY DRAG A CARD TO OTHER LIST

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OR YOU MAY ALSO CLICK THIS BUTTON AND EDIT

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CLICK “MOVE”

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THEN CHOOSE FROM THE LISTS AND CLICK “MOVE” AND “SAVE”

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YOUR CARD IS NOW MOVED TO THE LIST YOU HAVE CHOSEN

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CLICK THE CARD TITLE

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THEN YOU CAN NOW SEE THE FOLLOWING OPTIONS TO MANAGE

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YOU CAN ADD THE FOLLOWING TO YOUR CARD AND BECOME MORE ORGANIZED

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THEN YOU CAN NOW SEE THE ACTIVITIES AND DETAILS BEHIND IT

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YOU CAN ADD PICTURES AND FILES

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YOU CAN ADD LINKS

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YOU CAN ADD LINKS

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YOU CAN ALSO ADD PEOPLE ONTO A CARD TO INDICATE THAT THE ARE RESPONSIBLE FOR IT

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YOU AN ADD COLOR CODES AND LABELS

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7HOW TO ADD MEMBERS

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CLICK “ADD MEMBERS” FROM THIS PANEL

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AND THEN THE ADD EMAIL ADDRESSES OF OTHER MEMBERS

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BY ADDING THEM, THEY WILL SEE, EDIT, ADD COMMENT AND ATTACHMENTS TO YOUR BOARD.

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8HOW TO LOG-OUT YOUR

ACCOUNT

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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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SELECT “LOG OUT”

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AND YOU WILL BE DIRECTED TO THISTRELLO’S PAGE

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9HOW TO PERMANENTLY DELETE YOUR ACCOUNT

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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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SELECT “LOG OUT”

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SCROLL DOWN TO SEE THE ACCOUNT DEACTIVATION OPTION

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CLICK “PERMANENTLY DELETE YOUR ENTIRE ACCOUNT FOREVER”

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THEN SELECT “SEND THE EMAIL”

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CHECK YOUR EMAIL AND SELECT“DELETE ACCOUNT”

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THAT’S ALL FOR NOW!

HAVE YOU LEARNED FROM THIS HOMEWORK?

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NOW APPLY WHAT YOU HAVE LEARNED & START YOUR OWN.

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REMEMBER:

“YOU DON’T HAVE TO BE GREAT TO START, BUT YOU HAVE TO

START TO BE GREAT.”

- ZIG ZAGLER

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LET’S DO IT!

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LET’S CONNECT! VISIT:annatermulo.wordpress.com

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THANKS!

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