Trello for Event Organizers - Beginners Guide
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This is a step-by-step tutorial of Trello used in events planning. Trello is a web based application used for organizing anything.
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Trello for Event Organizers - Beginners Guide
- 1. A BEGINNER’S GUIDE Trello for Event Organizers yuhanne.com
- 2. Planning for big occasions, like weddings and debuts, are a daunting task. yuhanne.com
- 3. As an event planner, you would want things organize for your sanity. yuhanne.com
- 4. It’s important for you to have a seamless collaboration with suppliers and service providers for that flawless execution. yuhanne.com
- 5. And it’s imperative for you to keep yourself updated of sudden changes to avoid setbacks. yuhanne.com
- 6. Do you want to know how to achieve organized planning, experience seamless collaboration and get real-time updates? yuhanne.com
- 9. Trello is a visual way to organize anything with anyone. yuhanne.com
- 10. It is a downloadable online application that syncs across all your devices. yuhanne.com
- 11. Trello helps you organize through it’s Trello Board wherein you have your Lists that are filled with Cards. yuhanne.com
- 12. To easily define the 3 main elements of this app, think of it this way… yuhanne.com
- 13. yuhanne.com This cork board is your Trello Board
- 14. yuhanne.com And these sticky notes are your Lists
- 15. yuhanne.com Anything you put inside your Lists represent your Cards
- 16. yuhanne.com It kinda look like this, ONLY BETTER
- 17. Not to mention you can bring your “boards” along with you! yuhanne.com
- 18. You can share it with your team by giving them access to your Trello Board. yuhanne.com
- 19. And everyone gets updated real-time! yuhanne.com
- 20. The best thing is, it’s easy to use because of it’s drag and drop feature. yuhanne.com
- 21. And you can easily customize your Trello Board to suit your style. yuhanne.com
- 22. Before you can use Trello, you need to sign up. yuhanne.com
- 24. Windows desktop will be used in this tutorial. yuhanne.com
- 27. Chrome browser is used in this tutorial. yuhanne.com
- 28. yuhanne.com
- 29. Type trello.com in the address bar. yuhanne.com
- 32. Click on Sign Up yuhanne.com
- 33. Sign Up page will appear yuhanne.com
- 38. Click Create New Account yuhanne.com
- 39. Confirm your email address yuhanne.com
- 40. Open you Email Account yuhanne.com
- 41. Click on the email from Trello, Subject: Trello Account Confirmation yuhanne.com
- 42. yuhanne.com
- 43. Click on Verify Address yuhanne.com
- 44. You will then be directed to your Trello dashboard. yuhanne.com
- 45. yuhanne.com
- 46. Now, let’s proceed to how you can use Trello to organize your events! yuhanne.com
- 47. How to Use Trello yuhanne.com
- 48. In this tutorial you will learn how to: • Create a Trello Board • Make a List • Generate a Card • Construct a Checklist • Attach a file or photo • Add members to your board yuhanne.com
- 49. Now let’s create your Trello Board yuhanne.com
- 50. To make your Trello Board from the start, you have 3 options. yuhanne.com
- 51. You can click on Create New Board yuhanne.com 1
- 52. yuhanne.com
- 53. You can click on Boards, on the upper right side of the screen yuhanne.com 2
- 54. yuhanne.com
- 55. Or you can click the plus (+) sign on the upper left side of the screen yuhanne.com 3
- 56. yuhanne.com
- 57. In this tutorial, let‘s use option . yuhanne.com 1
- 58. Click on Create New Board yuhanne.com
- 59. This small box will appear. yuhanne.com
- 60. Give your Board a Title yuhanne.com
- 62. This is now your Caribbean Wedding Trello board yuhanne.com
- 64. Click on Add a List to add your first List yuhanne.com
- 65. Type in the name of your List yuhanne.com
- 67. Another List Box will appear. yuhanne.com
- 68. You can continue to make as many Lists as you want relevant to your event. yuhanne.com
- 69. yuhanne.com
- 70. Let’s generate your Card yuhanne.com
- 71. Click on Add a Card yuhanne.com
- 72. Type in the name of your Card yuhanne.com
- 74. Another Card field will appear automatically. yuhanne.com
- 75. You can add as many Cards as you want that are relevant to your List. yuhanne.com
- 76. yuhanne.com
- 78. Click on the Card yuhanne.com
- 79. A pop-up window will appear yuhanne.com
- 81. Give your Checklist a Title yuhanne.com
- 83. Enumerate your Checklist on the Text Field yuhanne.com
- 85. A Tick Box will appear before each item yuhanne.com
- 86. In this same window, you can write a detailed Description about this card. yuhanne.com
- 87. yuhanne.com
- 88. Or add Comments about this card yuhanne.com
- 89. Comments are very useful if you have work collaborations or if you have other members of the team assigned on the tasks. yuhanne.com
- 90. Now, let’s learn how you can attach a File or Photo yuhanne.com
- 91. Files and photos are useful for keeping your client and entire team up-to-date. yuhanne.com
- 92. This feature comes handy when keeping tabs of your inspiration for the event. yuhanne.com
- 93. To attach a file or photo, Click on Attachment yuhanne.com
- 94. This small window will appear yuhanne.com
- 95. You have 2 ways to upload a file or a photo in Trello yuhanne.com
- 96. You can Click on Computer yuhanne.com 1
- 97. yuhanne.com
- 98. You can also upload files and photos from cloud storage service providers. yuhanne.com
- 99. Or you can Drag and Drop your files and photos onto cards to upload them yuhanne.com 2
- 100. yuhanne.com
- 103. A pop-up window will appear yuhanne.com
- 104. Select the picture that you want to upload yuhanne.com
- 106. Wait for upload to finish yuhanne.com
- 107. Your photo is now uploaded yuhanne.com
- 108. Now let’s add Members to your Trello board yuhanne.com
- 109. On your Trello Dashboard, Click on Show Menu on the upper right side of the screen yuhanne.com
- 110. yuhanne.com
- 111. Click on Add Members yuhanne.com
- 112. Enter the Email Address of the person you want to add yuhanne.com
- 114. Your first team member has now been added yuhanne.com
- 115. The person you added to your board will receive an email notification that he/she has been added. yuhanne.com
- 116. However, when you invite someone new to Trello, that person will receive an email to Sign-up to Trello. yuhanne.com
- 118. How to Assign a Task to a Specific Person yuhanne.com
- 119. There are 2 ways to assign tasks to your team members yuhanne.com
- 120. You can assign tasks by Clicking on a Card yuhanne.com 1
- 121. yuhanne.com
- 122. Or you can Drag and Drop the person’s photo onto the Card yuhanne.com 2
- 123. yuhanne.com
- 125. Click on the Card yuhanne.com
- 127. Click on your member’s name yuhanne.com
- 128. The task is now assigned yuhanne.com
- 129. Congratulations! You can now take on the event planning world with this simple app. yuhanne.com
- 130. Go ahead and explore the other features of yuhanne.com
- 131. Brought to you by yuhanne.com yuhanne.com
- 132. Credits: Most Icons made by Freepik from www.flaticon.com is licensed under CC BY 3.0 Links are embedded to slides. yuhanne.com
Editor's Notes
- Edit picture in picmonkey or somewhere else