WHAT IS TRELLO
Trello is a useful project management tool that allows users to streamline their projects, it does so with a user-friendly interface that makes task organization simple and intuitive.it is a visual work management tool that empowers teams to ideate, plan, manage, and celebrate their work together in a collaborative, productive, and organized way.
Trello uses boards to represent individual projects. Within these boards you can create lists that signify different stages, giving you a clear path for progression. Every task or idea is then represented as a card, allowing you to easily see what components make up your project.
There are four key components that make up Trello's interface:
-List: keeps cards, or specific tasks or pieces of information, organized in their various stages of progress. Lists can be used to create a workflow where cards are moved across each step in the process from start to finish, or simply act as a place to keep track of ideas and information.
-Board: it represents a place to keep track of information — often for large projects, teams, or workflows. the Trello board is the place to organize tasks, all the little details, and most importantly—collaborate with your colleagues.
-Card this is the smallest but most detailed unit of a board. a Card can be customized to hold a wide variety of useful information by clicking on them. you can Drag and drop cards across a list to show progress. There’s no limit to the number of cards you can add to a board.
-Board menu: this is on the right side of your Trello board this is where the mission control center for your board is located. The menu is where you manage members board permissions, control settings, search cards, enable Power-Ups, and create automations. You can also see all of the activity that has taken place on a board in the menu’s activity feed.
Other terminologies include:
-Labels: these are the Color tags to categorize cards (e.g.; the priority, type, team).
-Checklist: this a to-do list inside a card.
-Members: people assigned to a card or a board.
HOW TO GET STARTED ON TRELLO AS A BEGINNER
STEP 1. Go to Trello on your web browser
STEP 2. sign up with your email, Google or Apple account
STEP 3. Once Logged in you will be taken to the Trello homepage
TO CREATE YOUR OWN BOARD
- Click on “Create” on the main menu, this will bring down a drop box
- then click on “Create board”.
- Name your board (e.g., “My Daily Tasks”).
- you can Choose a background color or image (optional).
- then Click “Create” to get started
TO ADD LIS TO A BOARD
These are like columns in your board.
Click on “Add a list”, type the name, and hit enter. Most people use: To do, in progress or Done
TO ADD CARD TO A LIST
- Each card represents a task or item. Under “To Do”, click “Add a card”.
- Type a task (e.g., “Read chapter 3) and click add
- Then you can repeat that for each task
CUSTOMIZING YOUR CARD
You can also customize your cards however you want.
When you Click on a card to open it. You’ll see options like:
-Description: Write notes or details.
-Checklist: Add sub-tasks.
-Due Date: Set deadlines.
-Labels: Color-code for priority or categories.
-Attachments: Upload files or links.
-Comments: Leave updates or notes.you can now move your cards as you progress.
Drag cards from To Do → In Progress → Done as you work on them.
#HOW THEN DO WE USE TRELLO TO MANAGE PRODUCTS
STEP ONE; CREATE YOUR BOARD#
Create a board for your project
When you click create on the top left, you click on “create workspace view “You can name your project (e.g., Website Redesign, Thesis Writing, Event Planning).
Optionally, choose a team or workspace view if it’s a group project. which means any members of that Workspace can view, join, and edit cards, this is a default setting but if you change your settings to Private view, only members of that specific board can see it. Public boards allow anyone with the link to the board to see it. Public boards are ranked on search engines such as Google, meaning that any information on this specific board will be accessible to anyone on the internet.
STEP TWO: CUSTOMIZE YOUR BOARD
You can customize board to differentiate and reflect your team’s unique personality You can pick one of our basic colors, upload your own personal image*, You can always change a board background at any time from the board’s menu.
STEP THREE: START COLLABORATION
Invite members to the board so that they can be assigned to tasks and collaborate on the board.
From the top of the board, click “Invite” or “share” and select a member of your team to add to your board, or invite members by their email address or name.
You can get an easy-to-share invite link to your board at the bottom of the share menu. Drop the special link through email it to external stakeholders to start collaborating.
You can set membership permission; Set member permissions to define roles transparently. Member permissions give you control to give the right access to the right person.
There is the Normal member, the Observer and the Admin.
STEP FOUR: BUILDING A WORKFLOW
The lists in Trello as said in earlier texts, help you organize your cards by status. This helps in establishing a workflow for how the team would work. Each List represents a stage in your project workflow. You can fully customize these based on your needs.
Click "Add a list" to add your first list to your board and title it to represent the stage or information that it will hold.
You can add as many lists as possible you need to build a good workflow.
STEP FIVE: CREATING TASK AND CARDS
The cards are used to represent tasks and ideas. Cards can be customized to hold a wide variety of useful information by clicking on them. Drag and drop cards across lists to show progress of the team. There’s no limit to the number of cards you can add to a board.
Click on “add card” directly on your list to add a card to the table. Keep it short to make it easy to scan and to see each status of the card on the board.
You can also Assign Cards to Team Members;
Click on a card.
Use the “Members” button to assign tasks to people.
Each member will get notified and can comment or update the card.
You can then Add Due Dates and Deadlines to your card.
Open the card
Click “Due Date”
You can also choose the deadline
You can also enable Calendar view with a Power-Up (very helpful for timeline management).
Labels are also very useful in your organization it helps you categorize tasks at a glance. You can customize colors and names.
Add Attachments from both your computer and many cloud storage services like Dropbox, Google Drive, Box, and OneDrive.
Cover: Make your board extra organized and visual. By adding covers and colors to your cards you gain visual context and have the ability to provide additional callouts and details.
Comments can be added to cards when communicating and collaborating with team members, like giving feedback or updates.
From this we can see how easy it is to use Trello to organize our projects, including those for school, work or an organization and stay up to date while keeping everything in one place. With its many features and functions, making project management and everyday task a breeze
I am open to criticism and feedback as this is my first project and publish. please feel free to reach out. thank you.
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