Trello Basics - getting to know boards, lists and cards

1. ORGANIZE
and
PRIORITIZE
with

2. Part 1:
Learning
The Basics

3. WELCOME!!
Before we get started,

4. a short background
first…

5. Trello is a digitalized
form of the
“Kanban system”

6. Kanban what??

7. It’s a management /
organizational system

8. that was developed at
Toyota (Japan)

9. to improve
manufacturing
efficiency

10. This is the visual concept
of the Kanban system…

11. Simply put, in any given
process,

12. items are moved from
board to board,

13. from left to right

14. as the workflow
progresses.

15. For our personal,
everyday to-do lists,

16. we can also use the
Kanban system.

17. And our list will
transform…
from this to this !

18. Traditionally, kanban
would be laid out

19. like post-its on a wall,

20. a whiteboard,

21. or even a chalkboard.

22. But here comes
Trello…

23. Think of Trello as
an endless collection

24. of digital whiteboards
or post-it notes

25. where your projects,
tasks, notes and ideas

26. can be organized in
columns

27. in a
fun and easy way.

28. Trello tells you what’s
being worked on,

29. who’s working on what,

30. and where something
is in the workflow.

31. You can even tweak it
any way you want!

32. Planning, managing,
prioritizing,
collaborating

33. or simply keeping
records of your ideas

34. need never be
boring again.

35. That’s Trello
for you.

36. Why don’t we give it a
TRY!!

37. First, let’s get to know the
Trello Basics:

38. Boards,
Lists and Cards

39. What is a board

40. A Trello board
represents a project.

41. When you start, it looks
like this – empty…

42. Whether you are
planning a vacation,

43. launching a new
company product

44. or simply collecting your
favorite recipes

45. the board is where you
organize your notes,
tasks and ideas

46. and collaborate with
family, friends or
co-workers.

47. Next, are the Lists

48. Lists are columns within
a board.

49. They may represent a
collection of ideas,

50. things to remember,

51. or different stages of a
workflow.

52. You can name, add and
arrange lists

53. however you see fit.

54. Here’s a suggestion:
compress your lists

55. to 6 or less
1 2 3 4 5 6

56. so you can see
everything at once.
1
2
3
4

57. And the last, the
Cards…

58. Cards are the basic units
of a board.

59. Cards are used

60. to represent tasks or ideas.

61. One card for every task,
note or idea -

62. a grocery list item,

63. a recipe

64. or a novel outline.

65. It all depends on what
your board is all about.

66. There is no limit to the
number of cards

67. you can add to a board.

68. Just make sure you keep
it short.

69. For more samples of
Trello boards, visit
https://trello.com/inspiration

70. Now that you know
what boards, lists and
cards are,

71. let’s go to Trello
and give it a try!

72. First, make your own
Trello account.

73. Open your web
browser (Google/
Mozilla / Yahoo)

74. Type in trello.com in the
address bar

75. and press Enter.

76. This page will appear.

77. Click “Sign Up – It’s
Free”…

78. or click “Sign Up” in the
upper right hand corner

79. This sign–up page appears

80. Enter your Name,

81. email address

82. and password.

83. Then click
“Create New Account”

84. You’re now in!

85. Click Check your Inbox to
confirm your email add

86. You will get an email
confirmation.

87. Open the email

88. and the message
looks like this.

89. Click Verify Address and

90. it leads you back to
your Trello board 

91. Now you can start.

92. Let’s make a basic
Trello board.

93. Click Create new board

94. This page appears.

95. Type in a title for your
board / project

96. Click Create

97. Your board will look
like this

98. You can now start
adding lists

99. Type in a list name

100. Click Save

101. Another “List column”
appears

102. Add as many lists

103. as you need for your
board.

104. Now let’s add cards…

105. Click Add a card

106. An empty card appears

107. Type in a note/idea

108. and hit Enter.

109. Keep on adding cards
as needed

110. to all of the lists
in your board.

111. Done?
Congratulations!!

112. You’ve just made your
very first
Trello board.

113. Feel free to make
more

114. and be amazed

115. at how easy it is

116. to organize and
unclutter
your life 

117. Want to edit and
customize your
boards?

118. Or collaborate
with others?

119. Check out Part 2
of our
Trello tutorial

120. See you !!