How To Organize Your Day To Day Tasks Using Trello

How do you organize your tasks?
© Your Trustworthy Virtual Business Partner | http://anthonyeusebio.com 2

Are you a traditionalist that still
uses paper and pen

in laying out your tasks and plans?

Or you’re the type who’s more
playful and visual that uses

the latest applications in organizing
your work?

Whichever category you fall into,
you are welcome to learn

about this amazing web-based
project management application.

To make project management and
collaboration with your colleagues

easier and fun!

This awesome application is called
TRELLO!

Which uses boards, lists and
cards to organize your work.

Let’s begin learning
more about TRELLO!

On your desktop,
open your favorite web browser like
Google Chrome

Google Chrome home page is shown

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

Then press ENTER key in your
keyboard

Trello home page is shown

It’s time to create
your free account!

Click Sign Up – It’s Free.

Create a Trello Account page is shown

Enter your Name

Enter your Email

Enter your Password

Make sure to Accept the Terms of
Service and Privacy Policy

Click Create New Account

You are redirected to Trello
dashboard, email confirmation is
required

To confirm, open a new tab to
access your email

Open the email from Trello
(I used Gmail in this tutorial)

Click Verify Address

You are now back to Trello
dashboard

Let’s create your
first board!

What is a BOARD?

It represents your project

Click on Create new board…

Create Board pop-up message
appears, click the Title textbox

Type your desired title for
the board

Let’s skip creating a Team for now

You can modify the board’s
visibility, click Change

A board can be Private, Team or
Public, select Private

Finally, click Create

You are redirected inside the Board
you created

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

Let’s first explore the
MENU panel!

1. To add members to your board,
click Add Members…

Then search for the person you
want to add

After typing the email address,
search results automatically appears

Select from the results the member
you want to add

Alright! You have added a new
member into your board

To manage your members, click on
their icons

a. To change the member’s
permission rights, click Change
permissions

and select between Admin and
Normal

We’re not going to change it,
just click the X icon

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

A pop-up window appears
displaying the list of activities

The list is blank because the member
has no board activity yet

Click the X icon to exit

c. To remove a member, click
Remove from Board

To confirm removal of a member,
click Remove Member

2. To change the background of your
board, click Change Background

Different options
are available
from colors,
photos, patterns
etc…

but free account only allows you to
change background color

Select a different color to change
background color

Background color changed from
blue to gray, click Go back icon

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

4. To further manage your board,
click on More

And be able
to do more things
with your board

Click Close the board menu icon

Let’s keep moving
and create your
LISTS!

What is a LIST?

It represents your task list

To create a list, click Add a list

Type the list’s name in the Add a list
textbox

After typing, click Save

Instantly, you have created
your first list!

You may add more lists as you need

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

What is a CARD?

It represents your task

To create a card, click Add a card

Type the name of your first card in
the space provided

After typing, click Add

You have created your first card!

You may add more cards as you need

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

1. To add a description, click Edit the
description

Type the description of your card in the
available space

The card has now a detailed
description

2. To add members, click Members

Select the member that you want to
add

A member is successfully added to
the card

3. To add labels, click on Labels

You may use the available labels

or you may create one using
Create a new 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

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

The label is successfully assigned to
your card

4. 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

You can now add items by typing it
in the textbox

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

To see it move, click the checkbox
beside an item

The progress bar is filled as
appropriate

5. 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

6. To add files to your card, click
Attachment

You may attach files from different
sources, select Computer

In your computer, find the file you
want to attach

Click Open button

The txt file is successfully attached
to the card

You can also attach files using
a link

a. Search for your file, like an image
in the internet

b. Right-click on the image, click
Copy image address

c. 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

7. To add comment to your cards,
click Write a comment

Then type your message in the space
available

After typing, click Send

Comments and other activities is
shown in the Activity section

8. 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

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 Organize Your Day To Day Tasks Using Trello

More Related Content

Viewers also liked (20)

Similar to How To Organize Your Day To Day Tasks Using Trello (20)

Recently uploaded (20)

How To Organize Your Day To Day Tasks Using Trello