How to Use Trello as Project Management Tool - Florencio_Banal - Mr_Feasibility
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The document provides a step-by-step guide on how to set up and use Trello for project management. It explains the process of creating an account, setting up boards, lists, and cards, and customizing them for collaboration. Additionally, it offers tips and best practices for using Trello effectively.
How to Use Trello as Project Management Tool - Florencio_Banal - Mr_Feasibility
- 2. What is
- 9. ?
- 10. To start, click on your favorite .
- 11. We can choose any
- 12. Let us use
- 13. A new will pop up.
- 14. Click the .
- 15. Type in the address bar. www.trello.com Click ENTER button
- 16. Trello’s sign up page will appear.
- 17. It will require you to write your .
- 18. Type your email .
- 19. Click on .
- 20. To create an account, fill in the .
- 21. Enter your .
- 22. Create your own .
- 23. Click on .
- 24. Click on .
- 25. It will lead you to your .
- 26. Click on Trello’s .
- 27. Click on .
- 28. It will lead you to another tab.
- 29. This is the beginning of everything.
- 30. elements?
- 34. Its is a clean slate that represents your project. It contains lists filled with cards.
- 37. It keeps cards organized in their stages of progress. It can be moved across lists as a task progresses.
- 40. A card represents a task or an idea. You can add as many cards to a board as you want.
- 41. Creating a Board
- 42. Add a new board by clicking .
- 43. For this time, select/click on .
- 44. Think of a for a task/project.
- 45. If task will involve a team, click on .
- 46. Create a name.
- 47. Write a (it’s optional).
- 48. Click on .
- 49. It will lead you to this .
- 50. Click on .
- 51. It will lead you to your .
- 52. Creating Lists
- 54. Lists’ names .
- 55. Creating Cards
- 56. Let us now create/add under lists.
- 57. Create/add as many as the list requires.
- 58. Editing Cards
- 59. We need to customize cards to be specific and to facilitate collaboration.
- 60. We need to customize cards to be specific and to facilitate collaboration. There are four (4) sections of a card:
- 61. We need to customize cards to be specific and to facilitate collaboration. There are four (4) sections of a card: 1. Description 2. Comments & Activity 3. Add 4. Actions
- 62. Now choose a to edit.
- 63. Locate the .
- 64. Add/edit the .
- 65. Type a detailed then click on .
- 66. You can add a .
- 67. Type a significant then click on .
- 68. Please take note: You can discuss with your team by writing a comment…
- 69. , this section shows all finished activities.
- 71. Let’s try to add .
- 72. To add let us first invite friends.
- 73. Type your then click on .
- 74. Now we can add .
- 75. Please take note: Members are allowable to see what they need to work on…
- 76. Please take note: Members are allowable to see what tasks they are responsible for…
- 77. Please take note: We can add members to a board or to a card…
- 78. Please take note: Added members will receive alerts when there is activity on the board/card…
- 79. Let’s try to add .
- 80. Let’s try to add .
- 81. How about adding .
- 82. Click also on .
- 83. Check for the due date in .
- 84. Check for the due date in .
- 85. For the last section, .
- 86. allows you to: Move card to any board or list Copy card to any board or list Subscribe to be notified of any actions on the card Save finished cards that can be retrieved anytime
- 88. Go to Menu then click on .
- 89. Enable useful .
- 90. You can change .
- 91. Choose a that you want.
- 92. For this time, let us pick .
- 93. changes.
- 94. Trello Tips
- 95. Trello sends notifications prior to task’s due date or for any unread action (bell icon turns red).
- 97. Click on , Go to , then click on .
- 98. Click on .
- 99. Another created.
- 101. Click on the upper right corner of the list.
- 102. Click on .
- 103. Rename the list then click on .
- 104. Another created.
- 106. Go to then click on .
- 107. Click on .
- 108. Rename the board then click on .
- 109. Click on then click on .
- 110. Another created.
- 113. Click on .
- 114. Click on . For you to edit your profile, see your activities.
- 115. Click on . For you to see cards assigned to you.
- 116. Click on . For you to see account details, credentials, etc.
- 118. Do not hesitate to learn More about it.