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how to use trello
MANAGE YOUR PROJECTS THE FUN WAY
RYAN ELNAR - Your Tech Savvy Marketer 2
a fun and flexible way to
manage projects with
your team online, and
the best part is it’s free
TRELLO
LET’S BEGIN
RYAN ELNAR - Your Tech Savvy Marketer 4
Type the link in your browser
https://trello.com/
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This is Trello homepage
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Click to sign up
Create your account
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Type your name
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Type your email address
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Type your password
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Click to read terms
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If you agree, click to create account
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Welcome to Trello
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TRELLO
BASICS
This will be your interface
A
B
C
D
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A: BOARDS represents projects
A
B
C
D
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B: LISTS keep the Cards organized
A
B
C
D
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C: CARDS are your tasks or ideas
A
B
C
D
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D: MENU is the control center of your Board
A
B
C
D
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LET’S CREATE
A PROJECT
Click to create a board
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Enter title of your board
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We will do Highschool Reunion…
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…for this tutorial
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Click Create
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Your board appears
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Notice you have 3 Lists…
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…for every project
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1. To Do
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2. Doing
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3. Done
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Add more Lists as necessary
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Type the title of your additional list
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Click Save
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A new list is created
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Click to add a card
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Type the activity
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Then click Add
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Add cards as needed per list
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Once you are done with your cards..
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..you can rearrange them..
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..by dragging each
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Finalize your cards / activities
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You can drag Cards to the next List..
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..from Doing to Done
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Click on a Card to add/edit details
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Here you can add details
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Add members for the task
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Color label the task
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Add checklist
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Type here for checklist title
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Click Add
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Your checklist title
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Type items under checklist here
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Finalize your checklist
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Check boxes for every list done
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Notice the progress bar
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Click to edit card description
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Type description here
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Click Save
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Click to add a Due Date
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You can type the date here
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Indicate the time here
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Or click desired schedule here
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Click Save
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You will see the due date here
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Click to add an attachment
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Your source options will appear
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Click to attach from your computer
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Choose from your files
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Your attachment was a success
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Add a comment as needed
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You can see activity details here
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And check action done by members
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Click Subscribe…
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…to get notifications when changes are made
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Click to exit
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Notice the icons
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This means you are subscribed…
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… your due date
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…card description
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… 1 attachment
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1 of 4 checklists done
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Click to invite members
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Adding project
members allows
you to assign…
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…tasks and execute
them while you are
away.
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…or enter email to invite new users
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Click to filter by labels
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Labels appear
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Click to filter cards labelled green
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Notice only green cards appear
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Indicates filter is on
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Click to disable filter
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You can have more than 1 filter
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Click to go back to main menu
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Click to customize background
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Choose from colors
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…or photos
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Select a photo for background
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Background is changed
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Click Power-Ups
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Power-Ups are
tools to enhance
your Trello
experience
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Choose from a wide selection
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Let’s try Calendar
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Click Enable
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Power-Up Calendar appears
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Your calendar appears
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Notice your due date task
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Click to go back to your Board
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Explore for more tools
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You can have more
than 1 board
Click Boards
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Click Create New Board
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Type title of your new board
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Click Create
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New board appears
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Click for list of your boards
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See boards here
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ryan.elnar@gmail.com
PHOTO CREDITS: https://www.trello.com/
ryan.elnar@gmail.com

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