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A step by step guide on how to use Trello to manage projects
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How to Use Trello for Project Management_Social Media Wizard_RichardBasilio
1.
How to use to
manage project To manage projects
2.
Open your browser
3.
On the address
bar
4.
Type in www.trello.com
5.
Press Enter
6.
Trello Homepage
7.
Click Sign Up-It's
Free
8.
Enter your Name
9.
Enter your Email
10.
Enter your Password
11.
Click Create New Account
12.
Click here if
you have a Google Account
13.
Click Sign In
14.
Click Allow
15.
Trello Homepage
16.
The Basics
17.
Board = Project
18.
Lists = Workflow
19.
Cards = Tasks
& Ideas
20.
To manage project Create
a workflow
21.
To create a
board
22.
1. Click the
+ Sign
23.
Click Create Board
24.
2. Click new
board
25.
This will appear
26.
Enter a Title
27.
You can rename
it later
28.
Default setting is
Private
29.
Click Create
30.
This will appear
31.
To close the
menu tab Click here
32.
To create a
list
33.
Enter a name
34.
Click Save
35.
Done with your
lists?
36.
You can click
X
37.
To add a
card
38.
Click Add a
card
39.
Enter a card's
name
40.
Click Add
41.
To move a
card from the list
42.
Click and drag
the card
43.
This will appear
44.
To customize the
card
45.
Click on the
card
46.
This will appear
47.
This is called
“Card Back”
48.
It has 4
main sections
49.
1. Card descriptions
50.
2. Comments &
Activity
51.
3. Add
52.
4. Actions
53.
Click here to edit
the descrption
54.
Enter a description
55.
Click Save
56.
To communicate with team
members
57.
Write a Comment
using @ mention
58.
To assign task
to members
59.
Click Members
60.
For Filtering and
data visualization
61.
Click Labels
62.
To create a
subtasks
63.
Click Checklist
64.
For card with
dealine
65.
Click Due Date
66.
Select the due
date
67.
Click Save
68.
This will appear
69.
To add an
attachment
70.
Click Attachment
71.
Locate the photo
72.
Click Computer
73.
Select a photo
you like
74.
Click Open
75.
This will appear
76.
For a member
to receive a notification
77.
Click Subscribe
78.
When finish with
the cards
79.
Click Archive
80.
To go back
to your board
81.
Click here
82.
This will appear
83.
To Collaborate, Share and
Discuss a project
84.
Click Add Members
85.
Enter a Email
address
86.
Click Send
87.
This will appear
88.
You can drag
member to the card
89.
To change background
90.
Click change background
91.
Click the one
you like
92.
To rename a
board
93.
Click the board
94.
Enter a name
95.
Click Rename
96.
To see your
board on top of your board list
97.
Click Star
98.
Click here to
change the visibility of your board
99.
Click here to
see your profile
100.
Click here to
see notifications
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