how to use trello for project management_social media wizard_richardbasilio
TRANSCRIPT
How to use
to manage project
To manage projects
Open your browser
On the address bar
Type inwww.trello.com
Press Enter
Trello Homepage
Click Sign Up-It's Free
Enter your Name
Enter your Email
Enter your Password
Click Create New Account
Click here if you have a Google Account
Click Sign In
Click Allow
Trello Homepage
The Basics
Board = Project
Lists = Workflow
Cards = Tasks & Ideas
To manage project
Create a workflow
To create a board
1. Click the + Sign
Click Create Board
2. Click new board
This will appear
Enter a Title
You can rename it later
Default setting is Private
Click Create
This will appear
To close the menu tab
Click here
To create a list
Enter a name
Click Save
Done with your lists?
You can click X
To add a card
Click Add a card
Enter a card's name
Click Add
To move a card from the list
Click and drag the card
This will appear
To customize the card
Click on the card
This will appear
This is called “Card Back”
It has 4 main sections
1. Card descriptions
2. Comments & Activity
3. Add
4. Actions
Click here to edit the descrption
Enter a description
Click Save
To communicate with team members
Write a Comment using @ mention
To assign task to members
Click Members
For Filtering and data visualization
Click Labels
To create a subtasks
Click Checklist
For card with dealine
Click Due Date
Select the due date
Click Save
This will appear
To add an attachment
Click Attachment
Locate the photo
Click Computer
Select a photo you like
Click Open
This will appear
For a member to receive a notification
Click Subscribe
When finish with the cards
Click Archive
To go back to your board
Click here
This will appear
To Collaborate, Share and Discuss a project
Click Add Members
Enter a Email address
Click Send
This will appear
You can drag member to the card
To change background
Click change background
Click the one you like
To rename a board
Click the board
Enter a name
Click Rename
To see your board on top of your board list
Click Star
Click here to change the visibility of your board
Click here to see your profile
Click here to see notifications
