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How To Use Trello

A1 Virtual Consultant - Levy Reyes

Do you feel
overwhelmed
with your
tasks?
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Do you want
your projects
to be more
organized?
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Whether youre
managing a team

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Or just making a list


of stuff to get done

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Trello helps you


know exactly
what needs to
be done
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Here is a
quick guide
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To help you
with this
powerful tool
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That lets you


organize your
thoughts
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And collaborate
with other
people on
projects
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Go to your browser

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Type in: Trello.com

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This appears

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Click on Sign Up

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This will show up

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Type in your name

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Type in your Email

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And password

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Then click
Create New
Account
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Or you can click Sign


Up with Google

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If you already have


a Google account

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For this tutorial, lets


sign up with Google

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Click on Sign Up
with Google

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This should appear

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Click on your account

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This will appear next

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Click on Accept

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This should appear


next

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These are your


boards

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Click on the
Welcome Board

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This should appear

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The Trello workflow


consists of three
core systems:
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Boards

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Lists

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Cards

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Lets check out


each one of them

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Board composed
of lists and cards

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This is where you


get an overview of
your project
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List a collection of
tasks (cards)

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Cards Individual
tasks

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Now lets see how


they all fit together

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Lets start a new


project

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Click on Create a
New Organization

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An organization lets
you group boards

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In your company,
team or family

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Type in your
Organization Name

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Type in your
Boards Description

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Then click on
Create

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This should appear

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Click on Create
New Board

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This will show up

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Type in your Boards


Name

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Then click Create

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This shows after

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Having a
System will help
you keep
organized
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Type in the name


for this list To Do

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Click on Save

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Lets add another


List - Doing

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Click on Save

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And add another


List - Done

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Then Click on Save

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Now lets try adding


our cards!

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Click on Add a card

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This should appear

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Type in the Task


Name

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Then Click on Add

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You can add as


many tasks as
needed
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You can add details


to the tasks

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Click on the Task


you want to edit

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On the right side,


you can add details

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You can add


members
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If youre working
with a team

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You can add


labels
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To add reminders
or group them
based on colors
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Select a
color that
you like
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You can add


a checklist
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This should appear

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Type your
checklists name

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Then click on Add

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This should appear


afterwards

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Now add an item

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Type in the name

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Then click Add

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This should display


afterwards

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Lets add another


item

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Type in your items


name

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Click on Add

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Add as many Items


on your checklist as
needed
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Check off each


item once your
done
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Notice this bar?

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This bar progresses


each time you
complete an item
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Once its complete,


this should show

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Once youre done


with the card this
appears
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Now you can move


it to your Done list

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So you can
concentrate on
your Doing List
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You can also add a


Deadline to your
cards
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Click on a Card

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Then click on Due Date

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Select your
desired Due
Date and Time
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Once youre
done, click on
Save
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This will display


after

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You can also attach


files to your Cards

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Select a Card

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Click on Attachment

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This will display

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Select where
to get your
file from
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Or you can
just attach a
link
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Paste the link


on the box
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Then click
Add
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Once youre done,


this should display

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And thats it for this


tutorial

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Be productive and
carry on your projects
to completion!
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All time management


begins with planning.
Tom Greening
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