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(c) Conversion-Focused VP | http://eleazarjose.com(c) Conversion-Focused VP | http://eleazarjose.com
(c) Conversion-Focused VP | http://eleazarjose.com
Welcome to Trello for Newbies!
(c) Conversion-Focused VP | http://eleazarjose.com
What is Trello?
(c) Conversion-Focused VP | http://eleazarjose.com
Trello is a online project management app
(c) Conversion-Focused VP | http://eleazarjose.com
It helps you organize your tasks and projects easily
(c) Conversion-Focused VP | http://eleazarjose.com
Its your digital cork board" or white board where
(c) Conversion-Focused VP | http://eleazarjose.com
you can move tasks to another board as a project progresses
(c) Conversion-Focused VP | http://eleazarjose.com
It gives you a bigger picture of the projects completion status
(c) Conversion-Focused VP | http://eleazarjose.com
It enables you to collaborate with your team and assign tasks
(c) Conversion-Focused VP | http://eleazarjose.com
It keeps all your projects in one place on any device
(c) Conversion-Focused VP | http://eleazarjose.com
Lets start!
(c) Conversion-Focused VP | http://eleazarjose.com
First, youll need to create a Trello account
(c) Conversion-Focused VP | http://eleazarjose.com
Open your favourite web browser
(c) Conversion-Focused VP | http://eleazarjose.com
Type trello.com in the address bar and hit Enter
(c) Conversion-Focused VP | http://eleazarjose.com
This is Trellos home page
(c) Conversion-Focused VP | http://eleazarjose.com
Click Sign up or Sign up - Its Free
(c) Conversion-Focused VP | http://eleazarjose.com
Enter your Name, Email and Password
(c) Conversion-Focused VP | http://eleazarjose.com
Click Create New Account
(c) Conversion-Focused VP | http://eleazarjose.com
You can also Sign up with Google
(c) Conversion-Focused VP | http://eleazarjose.com
Click Check your inbox to confirm your email address
(c) Conversion-Focused VP | http://eleazarjose.com
Sign in to your email account
(c) Conversion-Focused VP | http://eleazarjose.com
Enter your email and click Next
(c) Conversion-Focused VP | http://eleazarjose.com
Enter your Password and click Sign In
(c) Conversion-Focused VP | http://eleazarjose.com
Look for the confirmation email from Trello and open it
(c) Conversion-Focused VP | http://eleazarjose.com
Click Verify Address
(c) Conversion-Focused VP | http://eleazarjose.com
This is your Trello dashboard
(c) Conversion-Focused VP | http://eleazarjose.com
The main elements of Trello are Boards, Lists and Cards
(c) Conversion-Focused VP | http://eleazarjose.com
This is an example of a Trello Board
(c) Conversion-Focused VP | http://eleazarjose.com
Think of it as a virtual white board or cork board
(c) Conversion-Focused VP | http://eleazarjose.com
that represents your project
(c) Conversion-Focused VP | http://eleazarjose.com
Its a list of lists, filled with cards
(c) Conversion-Focused VP | http://eleazarjose.com
Its used to organize tasks on lists
(c) Conversion-Focused VP | http://eleazarjose.com
This is an example of a
Trello List
(c) Conversion-Focused VP | http://eleazarjose.com
Lists keep cards(tasks) organized in their stages of
progress
(c) Conversion-Focused VP | http://eleazarjose.com
It can be used to create workflows,
(c) Conversion-Focused VP | http://eleazarjose.com
may serve as a storage of ideas
(c) Conversion-Focused VP | http://eleazarjose.com
Lastly, it can be moved across boards as a project progresses
(c) Conversion-Focused VP | http://eleazarjose.com
This is an example of a Trello Card
(c) Conversion-Focused VP | http://eleazarjose.com
A Card is the foundation of a board
(c) Conversion-Focused VP | http://eleazarjose.com
It represents a task or idea organised into lists
(c) Conversion-Focused VP | http://eleazarjose.com
You can add an unlimited number of cards to a board
(c) Conversion-Focused VP | http://eleazarjose.com
Lets Create A Board
(c) Conversion-Focused VP | http://eleazarjose.com
Click the plus (+) icon to add a new board
(c) Conversion-Focused VP | http://eleazarjose.com
You can create boards or teams
(c) Conversion-Focused VP | http://eleazarjose.com
Click Create Board to add a personal board or
(c) Conversion-Focused VP | http://eleazarjose.com
Click Create Personal Team or Create Business Team
(c) Conversion-Focused VP | http://eleazarjose.com
Lets create a board first
(c) Conversion-Focused VP | http://eleazarjose.com
Give your board a Title (name of task/project)
(c) Conversion-Focused VP | http://eleazarjose.com
Click Create a team if the task/project involves a team
(c) Conversion-Focused VP | http://eleazarjose.com
Give your team a name and click Create
(c) Conversion-Focused VP | http://eleazarjose.com
Click Change to change the privacy options of the board
(c) Conversion-Focused VP | http://eleazarjose.com
Choose from Private, Team or
Public then click Create
(c) Conversion-Focused VP | http://eleazarjose.com
This is your new board
(c) Conversion-Focused VP | http://eleazarjose.com
To change the background, click Change Backgound
(c) Conversion-Focused VP | http://eleazarjose.com
Choose the color you want
(c) Conversion-Focused VP | http://eleazarjose.com
Voila! Background color has been changed
(c) Conversion-Focused VP | http://eleazarjose.com
Lets Create A List
(c) Conversion-Focused VP | http://eleazarjose.com
Click Add a list
(c) Conversion-Focused VP | http://eleazarjose.com
Give your list a name and click Save
(c) Conversion-Focused VP | http://eleazarjose.com
Sample of 3 lists
(c) Conversion-Focused VP | http://eleazarjose.com
Lets Create A Card
(c) Conversion-Focused VP | http://eleazarjose.com
Click Add a card under a list
(c) Conversion-Focused VP | http://eleazarjose.com
Give your card a short description and click Add
(c) Conversion-Focused VP | http://eleazarjose.com
Add more cards under a list if needed
(c) Conversion-Focused VP | http://eleazarjose.com
Sample board with lists and cards
(c) Conversion-Focused VP | http://eleazarjose.com
Lets Edit A Card
(c) Conversion-Focused VP | http://eleazarjose.com
Customize cards to contain information and facilitate project
collaboration
(c) Conversion-Focused VP | http://eleazarjose.com
Click on a card
(c) Conversion-Focused VP | http://eleazarjose.com
This is a cards content
(c) Conversion-Focused VP | http://eleazarjose.com
Take note of the 5 main sections
(c) Conversion-Focused VP | http://eleazarjose.com
Description, Comments, Activity, Add and Actions
(c) Conversion-Focused VP | http://eleazarjose.com
Description Section
(c) Conversion-Focused VP | http://eleazarjose.com
Click Edit to edit the cards description
(c) Conversion-Focused VP | http://eleazarjose.com
Comments Section
(c) Conversion-Focused VP | http://eleazarjose.com
Enter your comments here
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to add an attachment
(c) Conversion-Focused VP | http://eleazarjose.com
Select an attachment or attach a link and click Attach
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to mention a team member
(c) Conversion-Focused VP | http://eleazarjose.com
Enter team members Trello username here
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to insert an emoji
(c) Conversion-Focused VP | http://eleazarjose.com
Search, select or upload an emoji
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to add a card in your comment
(c) Conversion-Focused VP | http://eleazarjose.com
Type the name of the card and click it
(c) Conversion-Focused VP | http://eleazarjose.com
Click Send once youre finished commenting
(c) Conversion-Focused VP | http://eleazarjose.com
Activity Section
(c) Conversion-Focused VP | http://eleazarjose.com
Activity section displays the actions made on your card
(c) Conversion-Focused VP | http://eleazarjose.com
Add Section
(c) Conversion-Focused VP | http://eleazarjose.com
This is the Add section
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to add Team
Members to your card
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to add Labels to
your card
(c) Conversion-Focused VP | http://eleazarjose.com
Click the pencil icon beside a
color or
(c) Conversion-Focused VP | http://eleazarjose.com
Click Create a new label
(c) Conversion-Focused VP | http://eleazarjose.com
Give your label a name and
then click Save
(c) Conversion-Focused VP | http://eleazarjose.com
This is your new label
(c) Conversion-Focused VP | http://eleazarjose.com
The label is now added to your card
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to add a Checklist
to your card
(c) Conversion-Focused VP | http://eleazarjose.com
Give your checklist a
name and then click Add
(c) Conversion-Focused VP | http://eleazarjose.com
Add an item to your checklist
(c) Conversion-Focused VP | http://eleazarjose.com
Add another item to your checklist
(c) Conversion-Focused VP | http://eleazarjose.com
Check the box beside if the item is completed
(c) Conversion-Focused VP | http://eleazarjose.com
You can also hide completed items
(c) Conversion-Focused VP | http://eleazarjose.com
Click Delete to delete the checklist
(c) Conversion-Focused VP | http://eleazarjose.com
Click Delete Checklist to completely delete it
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to add a Due Date
to your card
(c) Conversion-Focused VP | http://eleazarjose.com
Select the day, enter the time and click Save
(c) Conversion-Focused VP | http://eleazarjose.com
The card now has a due date
(c) Conversion-Focused VP | http://eleazarjose.com
Click this to add an
Attachment to your card
(c) Conversion-Focused VP | http://eleazarjose.com
Select an attachment or attach a link and click Attach
(c) Conversion-Focused VP | http://eleazarjose.com
Actions Section
(c) Conversion-Focused VP | http://eleazarjose.com
Move card to any board or list
(c) Conversion-Focused VP | http://eleazarjose.com
Copy card to any board or list
(c) Conversion-Focused VP | http://eleazarjose.com
Member can subscribe to get notified of actions on the card
(c) Conversion-Focused VP | http://eleazarjose.com
Archive finished cards (can be retrieved later)
(c) Conversion-Focused VP | http://eleazarjose.com
Close the card and go back to your board
(c) Conversion-Focused VP | http://eleazarjose.com
Click Show Menu
(c) Conversion-Focused VP | http://eleazarjose.com
Select Power-Ups
(c) Conversion-Focused VP | http://eleazarjose.com
Power-Ups are extra features and integrations that make your
boards more powerful
(c) Conversion-Focused VP | http://eleazarjose.com
Look for Calendar and click Enable
(c) Conversion-Focused VP | http://eleazarjose.com
Calendar Power-Up is now enabled. Click Calendar.
(c) Conversion-Focused VP | http://eleazarjose.com
Calendar view (Monthly)
(c) Conversion-Focused VP | http://eleazarjose.com
Calendar view (Weekly)
(c) Conversion-Focused VP | http://eleazarjose.com
More Power-Ups
(c) Conversion-Focused VP | http://eleazarjose.com
Customizing Your Board
(c) Conversion-Focused VP | http://eleazarjose.com
Click Add Members to add someone to your board
(c) Conversion-Focused VP | http://eleazarjose.com
Click Filter Cards to filter cards based on their labels
(c) Conversion-Focused VP | http://eleazarjose.com
Click Add Stickers to add cool stickers to your cards
(c) Conversion-Focused VP | http://eleazarjose.com
Drag the sticker to the top of card to add it
(c) Conversion-Focused VP | http://eleazarjose.com
Click More for other board
options
(c) Conversion-Focused VP | http://eleazarjose.com
Click Settings
(c) Conversion-Focused VP | http://eleazarjose.com
Change your board settings
here
(c) Conversion-Focused VP | http://eleazarjose.com
Copying Boards, Lists and Cards
(c) Conversion-Focused VP | http://eleazarjose.com
Copying Cards
(c) Conversion-Focused VP | http://eleazarjose.com
Click Copy Card on the Actions section of a card
(c) Conversion-Focused VP | http://eleazarjose.com
Choose the board you want to copy it to
(c) Conversion-Focused VP | http://eleazarjose.com
Choose the position of the card on the list
(c) Conversion-Focused VP | http://eleazarjose.com
Click Create Card
(c) Conversion-Focused VP | http://eleazarjose.com
Copying Lists
(c) Conversion-Focused VP | http://eleazarjose.com
Click the ellipsis icon beside the list name
(c) Conversion-Focused VP | http://eleazarjose.com
Give your copied list a name and click Create List
(c) Conversion-Focused VP | http://eleazarjose.com
List has been copied
(c) Conversion-Focused VP | http://eleazarjose.com
Copying Boards
(c) Conversion-Focused VP | http://eleazarjose.com
Click Copy Board
(c) Conversion-Focused VP | http://eleazarjose.com
Give your copied board a title and click Create
(c) Conversion-Focused VP | http://eleazarjose.com
Click the star icon to favourite the board
(c) Conversion-Focused VP | http://eleazarjose.com
This will show your board on top of the boards list
(c) Conversion-Focused VP | http://eleazarjose.com
Click your name to edit your profile
(c) Conversion-Focused VP | http://eleazarjose.com
See your activity here
(c) Conversion-Focused VP | http://eleazarjose.com
View cards assigned to you here
(c) Conversion-Focused VP | http://eleazarjose.com
Check account details and credentials here
(c) Conversion-Focused VP | http://eleazarjose.com
Maximize Tellos keyboard shortcuts
(c) Conversion-Focused VP | http://eleazarjose.com
Trello Tricks
(c) Conversion-Focused VP | http://eleazarjose.com
You can copy and paste lists from Excel to Trello
(c) Conversion-Focused VP | http://eleazarjose.com
Every item on the list will be converted to a card
(c) Conversion-Focused VP | http://eleazarjose.com
You can drag and drop things (cards, lists, etc) in Trello
(c) Conversion-Focused VP | http://eleazarjose.com
You can also drag and drop URLs onto cards
(c) Conversion-Focused VP | http://eleazarjose.com
Filter cards assigned to you by pressing Q
(c) Conversion-Focused VP | http://eleazarjose.com
For more Trello tips and tricks visit this link:
https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks
https://trello.com/b/QtjSVKOf/the-ultimate-board-of-trello-tips-tricks
(c) Conversion-Focused VP | http://eleazarjose.com
Thats it!
(c) Conversion-Focused VP | http://eleazarjose.com
Go ahead and explore Trellos other amazing functions
(c) Conversion-Focused VP | http://eleazarjose.com
Thank you for visiting this tutorial!