What is Trello and how do you use it? This slide deck Trello tutorial is a quick start guide for beginners and non-techies [with screenshots].

1. Trello
Credit: Designed by Freepik.com // Credit: Pixabay.com
by: Anne Uy

2. Thank you!
This slide presentation
is created by:
Anne Uy
Freelancer Virtual Assistant
@AnneUy_
anne.uy7@gmail.com
Image credit: Designed by Freepik.com

3. What is TRELLO?

4. Credit: Pixabay.com
Trello is an online app for organizing

5. Credit: Pixabay.com
…projects, ideas, and processes.

6. It works pretty much like a pin board.
Credit: Pixabay.com

7. Yes! The one where you pin stuff…
Credit: Pixabay.com

8. …and shuffle pinned stuff around.
Credit: Pixabay.com

9. 2 Things to remember
with TRELLO

10. Credit: Designed by Asierromero - Freepik.com
#1
Trello
is very
visual

11. Credit: Pixabay.com
You see everything in front of you
in columns from left to right

12. #2
Trello is
versatile
Credit: Designed by Asierromero - Freepik.com

13. You can use Trello in many ways like…
Credit: Designed by Freepik.com

14. Credit: Pixabay.com
Personal and Team Projects

15. DIY Kanban
To do Doing Done
Credit: Pixabay.com

16. Collecting and organizing ideas
Credit: Pixabay.com

17. Plus, Trello works with
different platforms

18. Trello offers 3 pricing plans.
You can start free and upgrade later.

19. Let’s get started!

20. How to create a Trello account

21. In Google search,
type “trello.com” and press “Enter”

22. This is the Trello website

23. Click “Sign Up”

24. Type your name

25. Email

26. Choose a password and type it here

27. Click “Create New Account”

28. Welcome to your Trello Account

29. Trello will send you a confirmation email.
Click here to go to your Inbox.

30. Click this to open
your first email from Trello

31. Click “Verify Address”

32. Sign-up is complete.

33. Let’s see the basic of how Trello works

34. Inside Trello is a Board

35. Inside a Trello Board, there’s a List

36. Inside a List, there’s a Card

37. Trello can hold many Boards

38. A Board can hold many Lists

39. A List can hold many Cards

40. How to create a Trello Board

41. Click this to create new board

42. Type the name for this new Trello board.
Example: “My Workflow”

43. Click “Create”

44. This is your new Trello board,
named “My Workflow”

45. Click the small white star
if you want to star your board

46. Star icon turns yellow for starred boards

47. On the right side
is your Menu for this board

48. Click on any of these for more options

49. Example: You can change
the background color for this board

50. Click “Change Background”

51. Click any of these colors

52. Or upgrade to Trello Gold
/Business Class to get more options

53. Close a Trello Board

54. Go to Menu, and click “…More”

55. Click “Close Board”

56. Click “Close”

57. How to create a Trello list

58. Click “Add a list”

59. Let’s create a List named “Incoming”.
Type “Incoming” here and press “Enter”

60. There’s your “Incoming” List

61. and option to add new “List”

62. When you add more Lists,
the board looks like this

63. Move Lists inside Trello

64. “Click and hold” the mouse
on the List you want to move

65. Then drag the List to the new position
and release the mouse

66. The List is now in a new position

67. Rename a list in Trello

68. Choose a List you want to rename.
Example: Rename “Incoming” List

69. Click on the name of the List

70. Type the new name here

71. Let’s change it to “Ideas”.
Type it here and press “Enter”.

72. Here is the “Ideas” list

73. Click “Edit” icon to see other “List Actions”

74. Click an option under “List Actions”

75. How to create a Trello card

76. Click “Add a card” to create a new Card
inside the List.

77. Name the Card and type it here.
Example: “download audiobook”

78. Click “Add”

79. There’s your new Card
named “download audiobook”

80. If you want to add a new card,
type again here.

81. How to move Trello cards

82. “Click and hold” the mouse over
the Card you want to move

83. Then drag the Card to the another List
and release the mouse

84. The Card is now inside another List

85. How to use Labels in Trello

86. Go to Menu, click “…More”

87. Attach labels to a card

88. Labels are like tags you attach to Cards
to add more context to the Card

89. In Trello, labels are represented by colors

90. Choose among the colors

91. or click “Create a new label”
to add more colors/labels

92. Choose a color

93. And naming the color/Label is optional

94. Example: Create a label named
“Next Action” and type it here

95. Choose green for the label “Next Action”

96. Click “Save”

97. So green means “Next Action”

98. You can add other Labels too

99. How to attach a label to a Trello card

100. Choose a Card and click the “Edit” icon

101. Click “Edit Labels”

102. Choose among
the labels you created earlier

103. Let’s tag this card “On going”,
so click Green

104. The Card will be tagged “Green”

105. Click “Save”

106. This Card has a Green label

107. How to use a Trello Card

108. Click on a Card to expand the Card

109. Like this

110. This is the Card name “download audiobook”

111. To rename the card, click on the Card name
and type a new name.

112. Click here to add a description for the Card.
This is optional.

113. Like this. And type here.

114. Click “Save”

115. The description is now here

116. You can also add a comment, type here.

117. “Activity” records the
actions/changes made in this Card

118. Here are the things you can add to a Card

119. Click “Members” to add others
who can have access to the Card

120. Click “Labels” to add labels/colors to the Card

121. Like this

122. Click on a color

123. Label for this Card is here

124. How to create a checklist inside Trello

125. Click “Checklist” to add a checklist to the Card

126. Click “Add”

127. There’s the Checklist for this Card

128. Type here to “Add an item…” for your checklist

129. Example: Type “find audiobook lists”

130. Click “Add”

131. There’s your 1st item on the Checklist

132. Type here again to add another item
to your checklist

133. This is a checklist with several items

134. When you click the small white square
to check off an item…

135. …the item is crossed off and you will see
progress to completion

136. When you checked off all the items,
it would look like this.

137. How to add pictures in Trello cards

138. Open the folder containing
the image you want to add.

139. Click and hold the image file

140. Then drag and drop the file to the card

141. This card now has an image cover.
If you click on the card…

142. …the image is an attachment.

143. You can “Download”, “Remove Cover”,
or “Delete” attachments

144. How to enable Calendar for Trello boards

145. Go to Menu and click “Power-Ups”

146. On “Calendar”, click “Enable”

147. Calendar Power-Up is now
enabled for this board

148. This is the Calendar version of your board.

149. And you can still see your cards.

150. You can also create new cards
and move cards inside the Calendar

151. That’s it!
You’re on your
way to using
Trello!

152. Thank you!
Connect with me:
Anne Uy
Freelancer Virtual Assistant
@AnneUy_
anne.uy7@gmail.com
Image credit: Designed by Freepik.com