How to manage day to day task using Trello

How to manage your
day to day task using
ChristianMamansag.com

Open your browser

Google homepage is shown

On the address bar, type
https://trello.com

Press “Enter”

Trello website will be shown

Let’s create free
account

Click “Sign-It’s Free”

Enter your name

Enter Email Account

This is the Trello dashboard

Now let us confirm first our email

Open a new tab

Go to your email

Look for the Trello
Email account confirmation

Click “Verify Address”

You are back to Trello website

Now let’s create our
first board

What is a BOARD?

It represents your
project

Click Create new board

Pop-up message appears, click the Title
textbox

Type your desired Title for the board

Let’s skip creating a Team for now

To modify the boards visibility, click
Change

Board can be Private, Team or Public, select
Private for now

Click “Create”

You’ll be directed in Board’s dashboard

What are the things
that you can do in
your BOARD?

Let’s explore the
Menu Panel

Click “Invite”

Type the email of the person you want to
add

Suggested results will be shown below

Select from the results the member you
want to add

A member successfully added

To manage member, click their icon

Change the member’s permission rights,
by clicking Change permissions

Then, select b/w Admin and Normal

Just click the X icon, for now, we’re not
going to change it

To see a member’s activities, click View
Member’s Board Activity

Pop up window showing list of activities

Board is blank because there is no board
activity yet

Click “X icon”

To remove member, click “Remove from
board”

To confirm, click “Remove Member”

To change background of your board,
Click “Change Background”

You can choose from colors, photos etc.

Click in “Colors”

You can choose the color that you want,
for now

Click “Photos”

Choose background photo that you want

You can also filter your cards, add
power-ups and stickers

To further manage your board, click on
More

And be able to do
more things with
your board

Click “X icon” for
now

Let’s create your
LISTS!

What is a LIST?

It represents your task list

v
As you can see, there
are auto generated list

v
To create a list, Click
“Add a list”

Type the name of the list in the text box

Then, click “Save”

Instantly, you have
created your first list!

You can create
several list as you
wanted

With your lists
created, let’s now
create your
CARDS!

What is CARD?

It represent your
tasks

To create card, click
“Add card”

Type the name of your first card in
the space provided

Then, click “Add”

You can create card as you want

To demonstrate
that your tasks are
having progress

You can drag-and-
drop your cards
across the lists

To do that, click on the card you
want to move

Hold it and move
the mouse to drag
the card

The card is being dragged to
a different list

The card is dragged successfully to
a different list

Move more cards as appropriate

You can manage
your cards to give
it more detail!

To manage the contents of each card,
click the card

A window pops-up where you can manage the
card

To add a description, click Edit the
description

Type the description of your card in the
available space

Then, Click “Save”

Now, the card has a detailed description

To add members, click Members

Select the member that you want to add

Member is successfully added to the card

To add labels, click on Labels

You may use the
available labels

Or you may
create your own
label

Trello also has
color blind friendly
mode for their
labels

Click Enable color blind friendly mode to
activate the patterns

Let’s use the
available labels,
click the pencil
icon beside it

Type your
desired label
name in the
textbox

Then, Click
the color
that you
want

Then, Click
“Save”

To assign the label
to your card, click
the specific label

The label is successfully assigned to
your card

To list down mini tasks for the card, click
Checklist

Type in the textbox the title of
the checklist

Click Add to include the checklist in the
card

The checklist is successfully added

After typing, click Add to include it in the
checklist

Add as many checklist items as you need

A progress bar displays the
progress in the checklist

The progress bar is filled as
appropriate

To identify a card’s due date, click
Due Date

Select a date

Indicate the time

Click “Save”

Due date is successfully indicated to
your card

To add files to your card, click Attachment

You may attach
files from
different sources,
for now, select
Computer

In your computer, find the file you want to
attach

Click Open button

File is successfully attached to the card

You can also
attach files
using a link

x
Search for your file, like an image in
the internet

Right-click on the image, click Copy
image address

Go back to Trello, click Attachment

Paste the link in Paste any link here
textbox

Click Attach

The image is attached successfully

And it becomes the card’s cover image
as well

To add comment to your cards, click Write a
comment

Then type your message in the space
available

After typing, click Save

Comments and other activities is shown
in the Activity section

To further update card’s info, use the
following available options

We’re done exploring how to manage a
card, click X icon

To see what is
happening in the
BOARD

Check out the
Activity section
under the Menu
panel

Stickers can be
added to make the
boards more fun
looking

To do that, click
Stickers

Select the sticker you
want to use

Then drag-and-drop it to the card

Your card now looks cool and fun

To go back to Trello’s dashboard, click the
Trello logo

You are now back to the dashboard

If you want to
collaborate your
project within a
group

Create a TEAM so
that sharing and
working with them
is easier

How to create a
TEAM?

In Trello dashboard, click Create a new
team

Type the name of the team

Type something in the description

After typing, click Create

Your team is created, you are redirected to
the team’s page

You can now
create boards just
like what we did
earlier

There you have it!

You now have
the basic
knowledge

needed to
organize your day
to day tasks using
Trello!

Use this in
managing your
personal,
professional,
business related

and even for your
recreational tasks.

Enjoy exploring
other features of
Trello!

Thank you for
visiting this
tutorial!

How to manage day to day task using Trello

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