Trello - Organizing your Tasks Easily

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How to Use Trello to
Organize Everything

Are you working
on that big project
while juggling
different tasks?

Or are you in
charge of planning
your next big
family vacation?

And are you doing both of
these at the same time?

HOW do you manage organizing
both your project and family
vacation without forgetting
important tasks???

There is HOPE!

is here to help you!

Trello is a visual collaboration tool
that shows a holistic view of all
your projects.

Whether it be your professional
project or personal task, Trello is
the perfect platform to organize all
the details of your projects.

Want to learn how to use
Trello to help you organize
your multiple tasks?

Then let’s explore
what Trello has in
store for us!

In your URL, type trello.com

Click Sign Up - It’s Free to create an account

Input your name

Your email address

And password

Make sure to use a
strong password to
ensure the security of
your account!

Then click Create
New Account!

Wait for the email conﬁrmation to
conﬁrm your account subscription.

If you have a Google
Account, click Sign
up with Google.

This next screen will
appear.

Click Allow if you are
okay with the permission
requirements.

Welcome to Trello!
This is how your dashboard looks like.

First up, what is a board?

A board is a collection of cards ordered in
a list of lists. This is used to manage a project,
track a task, or organize anything.

Let us try creating a board!

Click Create new board

Name your Board.
The name should
describe the type of
project that you will
be organizing.

Voila! Your new board will now
be shown under My Boards.

Click the new board created

This is how your board looks like.

Let’s navigate the different functions that you can
use in your board.

To add a list, enter a list name in the box below:

A list is usually the high level
task that you need to track.

These are laid out horizontally
whenever you add new lists.

Let us add details in each list.

To do this, click Add a card
under the ﬁrst list:

Enter the task that you need to
be tracked under this list:

Click Add

You can add as
much cards as
possible under
one list.

Once you have listed
all needed cards, just
click x.

For each card, you can
do different options by
clicking the pen icon
beside the card.

Here are the different options
available for each card:

Edit Labels allows you to
categorize your cards:

Assign colors to each card to categorize
them according to your needs.

Change Members lets you to assign
members who can view and edit the card:

Just enter the names of the
members that you wish to be added:

Click MOVE to change the
sequence/position of the cards:

Click Position to change the
sequence of the card:

Or click List to move the card to
another list:

You can also copy one card to a
different List:

Just click List

And choose the List where you
wish to copy this card to:

Or you can copy one card to
another position:

Just click Position

And choose the Position where
you wish to copy this card to:

You can also assign a DUE DATE
for each card identiﬁed:

Pick a date to
assign the due
date for the
chosen card:

And assign a
time for this
due date:

Click SAVE
when done.

Another way to see these options is by
clicking each item:

These are the different
options available in
each card:

You can add
comments in the
Add Comment
ﬁeld.

Clicking Send will
share this to the
different members
of the board.

You can also add
Attachments to your cards!

This can be all kinds of
ﬁles (photos, documents,
etc)

To do this,
click
Attachment

Choose the location
of the ﬁle where you
will source your ﬁle
from:

If you choose Computer, you will be
redirected to your local folders:

Choose the ﬁle that you will attach
to the card.

You can do the same
steps to the different
cards under all your lists.

GREAT!!!

But are there still other
functions of Trello that
you can utilize?

Let’s explore
the following!

One. Click Add
Members

Enter the email
addresses of contacts
you wish to be added
as member of your
board:

Added members of
your board will be
able to see all lists
and cards in your
board.

Two. Click
Change
Background

Choose from
the following
options:

The background is now
changed to your chosen color:

Three. Click
Filter Cards

This will allow you to show speciﬁc
cards tagged to a speciﬁc label.

For this example, all cards tagged as green
and those with No labels will be shown:

These are all cards under the
labels chosen:

To show all cards under all labels,
check all labels in the ﬁlter:

All cards are now shown:

Four. Click
Power-Ups

These are the
options
available under
Power-Ups:

Click Enable
to use each of
these
features:

You will know that a
power-up is enabled
if it has a check
mark in the logo:

You will also see it as part of
your dashboard:

Five. Click
Stickers

Choose from the
options to add
color and creativity
to your boards!

Just drag a
sticker to a card
to add it in:

Six. Click More

The following
options are still
available for
exploring!

Archived items will
show cards that have
been completed or
archived already.

Your board will
also have a
link!

This can be shared
and viewed by
members of the
board.

Trello also
shows you your
activity list:

These are the basic
functionalities that Trello
offers.

Have fun organizing
with Trello!

Trello - Organizing your Tasks Easily

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