Working hard in life but not planning it is just like driving a car without direction.
Maybe you’re using a simple notepad-like Evernote, but it’s the old way to plan your whole day, week, month or year and also with that, you can’t do more work in less time.
Ever heard of Trello?
Unfamiliar about this stunning web-based tool, Believe me, you are missing a great tool that could impact your life.
Let’s get familiar with Trello to stay on top of the things that need to get done and be productive.
I use it for myself as well, and it helps me to stay organized and on track.
In this article, we will learn about Trello.
What Is Trello?
Trello is a web-based project management tool that enables users to organizes and prioritize your projects into boards, lists, cards, and other productivity tools in a flexible, and rewarding way. It allows you to work with your team on various projects simultaneously.
Trello notifies you, who’s working on what, and where something is in a process.
If you’re at home, at work, or anywhere in between, Trello’s simple and flexible design lets your team collaborate and organize everything from start to finish.
So, that’s an introduction to Trello.
The main part of the topic comes, and that is; How to use Trello?
How To Use Trello?
Learning about the new tool (Trello) is confusing at first; therefore, I’ll guide you through Trello with simplicity in mind.
A Quick Overview
So, that’s a quick overview of Trello.
Trello is broken down into boards, lists, cards.
Boards – A Board means a project where you can keep track of information. It helps you organize information, tasks, and collaborate with your family, friends, or clients and see what’s getting done.
Lists – The lists are the equivalent of what has to get done inside the project, or we can say a place to keep track of ideas and information. They can be used to create a workflow, categories, or whatever you want them to be for your team or yourself.
Cards – The Cards represent tasks and ideas. It can be something that needs to be done, like setting up a website, writing a blog post, or anything.
Make as many boards, lists or cards as you want there’s no limit for that and arrange them however you like.
Create A Board
Boards are everything in Trello where information is shared, and a project is organized which you or your team have to complete.
A board is broken down into lists and cards. The lists represent a workflow, and cards represent tasks.
Creating a board is easy!
Let’s create our first board.
1. To create a board, click on “Create a board” or click the plus button (+) which is located at the top left of your name.
2. Name the board for whatever you are working on whether it can be an event or managing a blog or anything else.
After creating board, your first step will be to add lists to your board.
How to add them?
1. Click on “Add a list” to add the list to your board as you can see. I created 3 lists “To Do,” “Doing,” “Done.” you can make lists of anything according to the project.
2. Build out a workflow by creating as many lists as you want.
1. Click on “Add Card” inside the list for each task that needs to I create 4 cards “Write a blog” “Go to the bank” “Call mom” and “Add my team.”
2. I added the cards in my To-Do list, When my team members or I am working on any tasks, we can put that on Doing list just by dragging them, and when we complete that task, we can put that in the Done list.
Now, we will learn the features of Trello, how you can invite your friends, team members or someone else to your board and a lot more cool stuff.
Let’s get started.
Trello boards have three privacy settings: Private, Team, and Public.
Who Can See It?
People you invite
Members of your team
Invite Members To Board
Assign tasks and collaborate by inviting members to your board. Click “Invite” and select members of your team, or invite members by their email address, name or invite with a link.
Invite Members By Email Address: If you are inviting someone with their email address, keep in mind, the email address should be the one that they are using on their Trello account.
Name: Enter the name of the person you want to add to your board.
Invite with Link: Create a shareable invitation link to add someone to your board, please note that anyone with that link can join your board.
Trello’s surface looks simple, but there are a lot more than that.
The two crucial things that are worth getting to know are “Inside The Card or Backend of Card” & “Board Menu.”
Backend of Card
When we click on the card, it flips and shows us the main features of Trello, which is very important to know.
Let’s take a closer look at them.
Here is the “backend of the card” and it has three main sections worth getting to know which I am going to break down:
In the description of the card, you can add additional information about the specific task, maybe your card is about “Website Redesign,” and you have the goals for that, you can add detail information and note them in the description.
Adding a description to the card is pretty simple, click “Edit the description” at the top of the card as you can see below.
Comments and Activity
The members who are added to the board can communicate and collaborate with team members through writing a comment.
You or your team members will receive a notification in Trello account when someone @mentions their/your name.
The activity feed is a timeline of all of the comments.
Attachments – We can add files to our comments from our Computer, Trello, Google Drive, Dropbox, Box, OneDrive or by Attaching a link.
ADD TO CARD
The “Add” section provides you more features for the card, and these are:
- Add Members to assign the tasks to other team members using the email address they are using on Trello, and see who is doing the work, what they are doing and what still needs to get done.
- Add Labels to represented a card by color and categorize a card by type.
- Add Checklists to keep track of subtasks within a card; you can add multiple checklists to one card and mark an item as complete or incomplete by clicking the checkbox.
- Add a Due date to set a date and time for when a card is “due.” If you add a due date to a card, you will receive a notification 24 hours before the card is due.
- Add Attachments to your card from Computer, Trello, Google Drive, Dropbox, Box, OneDrive or by Attaching a link.
About This Board
Add a description to your board to remember the things you need to do in that board.
Let’s say you are working on a specific project, and that is “Creating a website” you can add a detail description about the board to understand what this board is all about.
Change the background to other colors or stock photos from Unsplash directly from your Trello.
Search your card by the term, member, label, or due time.
Add some stickers to your lists just by dragging them to your lists.
There is a some in the free plan, but in Business Class, you can add a lot of more cool stickers.
The more section includes:
Settings – Change the settings of the board like Change team, Commenting permissions & Add/Remove permissions.
Labels – Create a new label for your card; you can set a label name for each color.
Collections – Organize your boards into collections, but it requires a Business Class plan.
Archived Items – Search for a card or list that you archived and restore them to the board if you want.
Email-to-board Settings – Share a specific email generated by Trello to anyone. If someone has that email, they can change the cards as you.
Watch – It allows you to get a notification when another user that you added to your board makes a change to the card, list, or board in Trello.
Copy Board – It allows you to duplicate the board.
Close Board – Close board allows you to delete your board; you can either permanently delete the board or Re-open it.
A free user can enable one Power-Up at a time.
Trello Gold members can enable three Power-Ups at a time.
Business Class members can enable unlimited Power-Ups at a time.
Now I can say you have the information to start using Trello with your team or for yourself as a to-do list or a project management tool that is for you.
I think that the most powerful way of using Trello is with people a team, company, organization, a school, or maybe a group of people working together toward a goal.
Trello is great for tracking progress, whether a small project or a series of projects.
I would recommend you to use Trello and plan your whole week with the checklist to complete all your task.
It's not essential to complete all the tasks from the first day, but your primary point should be about improving yourself at least 1% more every day.
Even if you complete one task today, and tomorrow you do two, and so on, you're improving day-by-day.
Last Updated: October 24, 2020