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TRELLO

A BEGINNER-FRIENDLY TUTORIAL
BY ANNA TERMULO

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WHAT IS

TRELLO
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A
COLLABORATION
TOOL
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YOU CAN USE FOR


MONITORING PROJECTS
WITH YOUR TEAM

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TELLS YOU

WHATS BEING WORKED ON

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TELLS YOU

WHOS WORKING ON WHAT

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TELLS YOU

WHERES SOMETHING IS IN
A PROCESS

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IT KEEPS
TRACK OF EVERYTHING

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LETS EXPLORE

TRELLO!
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HOW TO
CREATE AN ACCOUNT?
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OPEN TRELLOS WEBSITE


https://trello.com/

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CLICK SIGN UP ITS FREE

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FILL THE REQUIRED FIELDS TO CREATE


YOUR ACCOUNT

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TYPE YOUR NAME

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ENTER YOUR EMAIL ADDRESS

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AND YOUR PASSWORD

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THEN CLICK CREATE NEW ACCOUNT

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HOW TO CONFIRM YOUR


ACCOUNT
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OPEN YOUR EMAIL

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CLICK VERIFY ADDRESS

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YOUR ACCOUNT IS NOW ACTIVATED

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EXPLORING THE PAGE

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CLICK THE + SIGN

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THEN OPTIONS TO CREATE WILL APPEAR

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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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CLICK THE BELL...

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THEN YOUR NOTIFICATIONS WILL APPEAR

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REFINE YOUR SEARCH WITH OPERATORS LIKE


@member, #label, is:archived, and has:attachments

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BOARDS

A Trello board is a list of lists, filled with


cards, used by you and your team.
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CLICK BOARDS

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THIS IS WHERE YOU CAN FIND


AND CHECK YOUR BOARDS

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HOW TO EDIT YOUR PROFILE

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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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SELECT PROFILE

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SELECT EDIT PROFILE

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EDIT THE CONTENTS YOU WANT TO REVISE

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THEN CLICK SAVE

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CLICKSETTINGS

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YOU MAY EDIT THE FOLLOWING INFO ON


SETTINGS

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YOU MAY EDIT THE FOLLOWING INFO ON


SETTINGS

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HOW TO CREATE A BOARD


AND ADD LISTS
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CLICK THE + SIGN

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THEN OPTIONS TO CREATE WILL APPEAR

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AND SELECT CREATE BOARD

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ADD TITLE

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ADD TITLE

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YOU CAN CREATE AND


COPY YOUR TEAM

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AND CHANGE YOUR BOARDS


PRIVACY SETTING

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CHOOSE THE SETTINGS THAT APPLIES

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THEN CLICK CREATE

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YOUR BOARD IS NOW READY

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START ADDING LISTS BY CLICKING THIS

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JUST ENTER THE LIST TITLE

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THEN CLICK SAVE

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CREATE LISTS THAT APPLIES


TO YOUR BOARD

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HOW TO MANAGE YOUR


CARDS
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CLICK ADD A CARD FROM YOUR LIST

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TYPE THE DETAILS OF YOUR PROJECT

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THEN CLICK ADD

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THEN CLICK ADD

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CARDS WILL BE ADDED TO THE LIST

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YOU CAN SIMPLY DRAG A CARD TO


OTHER LIST

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YOU CAN SIMPLY DRAG A CARD TO


OTHER LIST

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OR YOU MAY ALSO CLICK THIS BUTTON


AND EDIT

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CLICK MOVE

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THEN CHOOSE FROM THE LISTS AND


CLICK MOVE AND SAVE

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YOUR CARD IS NOW MOVED TO THE LIST


YOU HAVE CHOSEN

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CLICK THE CARD TITLE

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THEN YOU CAN NOW SEE THE


FOLLOWING OPTIONS TO MANAGE

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YOU CAN ADD THE FOLLOWING TO YOUR


CARD AND BECOME MORE ORGANIZED

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THEN YOU CAN NOW SEE THE ACTIVITIES


AND DETAILS BEHIND IT

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YOU CAN ADD PICTURES AND FILES

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YOU CAN ADD LINKS

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YOU CAN ADD LINKS

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YOU CAN ALSO ADD PEOPLE ONTO A CARD TO


INDICATE THAT THE ARE RESPONSIBLE FOR IT

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YOU AN ADD COLOR CODES AND LABELS

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HOW TO ADD MEMBERS

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CLICK ADD MEMBERS FROM THIS PANEL

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AND THEN THE ADD EMAIL ADDRESSES OF


OTHER MEMBERS

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BY ADDING THEM, THEY WILL SEE, EDIT, ADD COMMENT


AND ATTACHMENTS TO YOUR BOARD.

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HOW TO LOG-OUT YOUR


ACCOUNT
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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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SELECT LOG OUT

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AND YOU WILL BE DIRECTED TO THIS


TRELLOS PAGE

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HOW TO PERMANENTLY
DELETE YOUR ACCOUNT
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CLICK YOUR ACCOUNT/NAME

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THEN THESE OPTIONS WILL APPEAR

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SELECT LOG OUT

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SCROLL DOWN TO SEE THE ACCOUNT


DEACTIVATION OPTION

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CLICK PERMANENTLY DELETE YOUR


ENTIRE ACCOUNT FOREVER

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THEN SELECT SEND THE EMAIL

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CHECK YOUR EMAIL AND SELECT


DELETE ACCOUNT

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THATS ALL FOR NOW!


HAVE YOU LEARNED FROM THIS
HOMEWORK?

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NOW APPLY WHAT YOU HAVE


LEARNED & START YOUR OWN.

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REMEMBER:
YOU DONT HAVE TO BE GREAT
TO START, BUT YOU HAVE TO
START TO BE GREAT.
- ZIG ZAGLER
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LETS DO IT!
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LETS CONNECT! VISIT:


annatermulo.wordpress.com

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THANKS!

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