trello: a tool to organize projects

TRELLO

A BEGINNER-FRIENDLY TUTORIAL BY ANNA TERMULO

HomeWorks with Anna | annatermulo.wordpress.com 1

?WHAT IS

TRELLOHomeWorks with Anna | annatermulo.wordpress.com 2

A COLLABORATION

TOOL


YOU CAN USE FOR MONITORING PROJECTS

WITH YOUR TEAM


TELLS YOU WHAT’S BEING WORKED ON


TELLS YOU WHO’S WORKING ON WHAT


TELLS YOU WHERE’S SOMETHING IS IN

A PROCESS


IT KEEPS TRACK OF EVERYTHING


LET’S EXPLORE

TRELLO!


1HOW TO

CREATE AN ACCOUNT?


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


CLICK “SIGN UP – ITS FREE”


FILL THE REQUIRED FIELDS TO CREATE YOUR ACCOUNT


TYPE YOUR NAME


ENTER YOUR EMAIL ADDRESS


AND YOUR PASSWORD


THEN CLICK “CREATE NEW ACCOUNT”


2HOW TO CONFIRM YOUR

ACCOUNT


OPEN YOUR EMAIL


CLICK “VERIFY ADDRESS”


YOUR ACCOUNT IS NOW ACTIVATED


3EXPLORING THE PAGE


CLICK THE “+” SIGN


THEN OPTIONS TO CREATE WILL APPEAR


CLICK YOUR ACCOUNT/NAME


THEN THESE OPTIONS WILL APPEAR


CLICK THE BELL...


THEN YOUR NOTIFICATIONS WILL APPEAR


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


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


CLICK “BOARDS”


THIS IS WHERE YOU CAN FIND AND CHECK YOUR BOARDS


4HOW TO EDIT YOUR PROFILE


SELECT “PROFILE”


SELECT “EDIT PROFILE”


EDIT THE CONTENTS YOU WANT TO REVISE


THEN CLICK “SAVE”


CLICK“SETTINGS”


YOU MAY EDIT THE FOLLOWING INFO ON “SETTINGS”


5HOW TO CREATE A BOARD

AND ADD LISTS


CLICK THE “+” SIGN


THEN OPTIONS TO CREATE WILL APPEAR


AND SELECT “CREATE BOARD”


ADD TITLE


YOU CAN CREATE AND COPY YOUR TEAM


AND CHANGE YOUR BOARD’SPRIVACY SETTING


CHOOSE THE SETTINGS THAT APPLIES


THEN CLICK “CREATE”


YOUR BOARD IS NOW READY


START ADDING “LISTS” BY CLICKING THIS


JUST ENTER THE LIST TITLE


THEN CLICK “SAVE”


CREATE LISTS THAT APPLIES TO YOUR BOARD


6HOW TO MANAGE YOUR

CARDS


CLICK “ADD A CARD” FROM YOUR LIST


TYPE THE DETAILS OF YOUR PROJECT


THEN CLICK “ADD”


CARDS WILL BE ADDED TO THE LIST


YOU CAN SIMPLY DRAG A CARD TO OTHER LIST


OR YOU MAY ALSO CLICK THIS BUTTON AND EDIT


CLICK “MOVE”


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


YOUR CARD IS NOW MOVED TO THE LIST YOU HAVE CHOSEN


CLICK THE CARD TITLE


THEN YOU CAN NOW SEE THE FOLLOWING OPTIONS TO MANAGE


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


THEN YOU CAN NOW SEE THE ACTIVITIES AND DETAILS BEHIND IT


YOU CAN ADD PICTURES AND FILES


YOU CAN ADD LINKS


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


YOU AN ADD COLOR CODES AND LABELS


7HOW TO ADD MEMBERS


CLICK “ADD MEMBERS” FROM THIS PANEL


AND THEN THE ADD EMAIL ADDRESSES OF OTHER MEMBERS


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


8HOW TO LOG-OUT YOUR

ACCOUNT


SELECT “LOG OUT”


AND YOU WILL BE DIRECTED TO THISTRELLO’S PAGE


9HOW TO PERMANENTLY DELETE YOUR ACCOUNT


SELECT “LOG OUT”


SCROLL DOWN TO SEE THE ACCOUNT DEACTIVATION OPTION


CLICK “PERMANENTLY DELETE YOUR ENTIRE ACCOUNT FOREVER”


THEN SELECT “SEND THE EMAIL”


CHECK YOUR EMAIL AND SELECT“DELETE ACCOUNT”


THAT’S ALL FOR NOW!

HAVE YOU LEARNED FROM THIS HOMEWORK?


NOW APPLY WHAT YOU HAVE LEARNED & START YOUR OWN.


REMEMBER:

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

START TO BE GREAT.”

- ZIG ZAGLER


LET’S DO IT!


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


https://annatermulo.wordpress.com/

THANKS!


trello: a tool to organize projects

Documents

anna termulohomeworks

new accounthomeworks

email addresshomeworks

boardsa trello board

open trellos websitehttps

list of lists

required fields

collaboration toolhomeworks