Trello: The easiest way to organize anything

Prepared by: Randy LosaVirtual assistant/Professional

A BEGINNER’S GUIDE

HOW TO USE

TRELLO is a visual way to

organize anything with

anyone

WHAT IS TRELLO?

- Is an awesome project

management tool that

will make your life easier

and more organized

There are three important

terms to remember

It contains a list of what

you want to do

It contains cards of things,

ideas or your plans

Basically contains details

of task to do in your list

Now let’s get started

Open your Internet

browser

Click WINDOWS icon from

your desktop

Click All Programs

Click Google Chrome

Your Home Page

Type in Trello.com to your address bar

Hit ENTER on your keyboard

And you will be directed

Click Sign Up – It’s Free

Fill up necessary details on

this FORM

Your NAME

Your EMAIL ADDRESS

And your PASSWORD

Then click Create New

Account

You need to confirmed

your account to your

email address

Open your EMAIL

Click Verify Address

Welcome to TRELLO

Your Account is now

Activated

Now let’s proceed to

how you can use Trello

to organize your task!

Click + sign button

Dropdown options will

appear

Click your account name

button

Then these options will

appear

Click bell button

Then your notifications will

appear

Click Boards button

Dropdown will appear

Now let’s create a

Board and Add list

Click Create new board

Add Title

You can create and copy

your team

And change your boards

Privacy setting

Choose the settings that applies

Then click Create

Your Board is now ready

Start adding List by

clicking this

Just enter the List Title

Click Save

Add label List

And click Save

All list done for the Board

Let’s generate your

Click add a card

Type in the name of your

Click Add

Another card field will

appear automatically

Cards will be added to the

You can add as many

Cards as you want that

are relevant to your list

Let’s work on our

checklist

Click on the Card

A pop-up window will

appear

You can add the following to your

card and become organized

Click Checklist for things to

Add a title on your

Checklist

Click Add button

Review file checklist has

been added on you card

Type an item on your

Checklist

Click Add button

The item on your Review file

checklist has been added

Click box beside item if task

has been completed

Let’s do our Due

Click Due date for any

deadlines

Pick a Date

Click Save button

Due date has been noted

You can now add color

Codes and Label

Click Edit the Description

to add a content

Type anything you want

for you card

Click Save button

This will appear on the

You can make a comment

on the box

Click Send button

Now let’s learn how

you can attach a file

or photo

Click Attachment

The pop up window will

appear

Click on Computer

A pop up window will

appear

Select a photo that you

want to upload

Click Open

Your photo is now

uploaded

Now let’s add a

Members to your Trelloboard

@creativesuiteva.wordpress.com

Click add Members

Type in the email address

you want you add

Your first team member

now has been added

The list shows activities in

your card

List of activities

How to Log –out your

account

Click your account name

Then these option will

appear

Click Log Out

And you will be directed

to this TRELLO page

Congratulation!

Now apply what you

have learned and start your own.

VISIT:creativesuiteva.wordpress.com

THANKS!

Trello: The easiest way to organize anything

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