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How To Organize And Prioritize Your Projects Effectively Using Trello
1.
(c) Conversion-Focused VP
| http://eleazarjose.com(c) Conversion-Focused VP | http://eleazarjose.com
2.
(c) Conversion-Focused VP
| http://eleazarjose.com Welcome to Trello for Newbies!
3.
(c) Conversion-Focused VP
| http://eleazarjose.com What is Trello?
4.
(c) Conversion-Focused VP
| http://eleazarjose.com Trello is a online project management app
5.
(c) Conversion-Focused VP
| http://eleazarjose.com It helps you organize your tasks and projects easily
6.
(c) Conversion-Focused VP
| http://eleazarjose.com It’s your digital “cork board" or “white board” where
7.
(c) Conversion-Focused VP
| http://eleazarjose.com you can move tasks to another board as a project progresses
8.
(c) Conversion-Focused VP
| http://eleazarjose.com It gives you a bigger picture of the project’s completion status
9.
(c) Conversion-Focused VP
| http://eleazarjose.com It enables you to collaborate with your team and assign tasks
10.
(c) Conversion-Focused VP
| http://eleazarjose.com It keeps all your projects in one place on any device
11.
(c) Conversion-Focused VP
| http://eleazarjose.com Let’s start!
12.
(c) Conversion-Focused VP
| http://eleazarjose.com First, you’ll need to create a Trello account
13.
(c) Conversion-Focused VP
| http://eleazarjose.com Open your favourite web browser
14.
(c) Conversion-Focused VP
| http://eleazarjose.com Type trello.com in the address bar and hit Enter
15.
(c) Conversion-Focused VP
| http://eleazarjose.com This is Trello’s home page
16.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Sign up or Sign up - It’s Free
17.
(c) Conversion-Focused VP
| http://eleazarjose.com Enter your Name, Email and Password
18.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Create New Account
19.
(c) Conversion-Focused VP
| http://eleazarjose.com You can also Sign up with Google
20.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Check your inbox to confirm your email address
21.
(c) Conversion-Focused VP
| http://eleazarjose.com Sign in to your email account
22.
(c) Conversion-Focused VP
| http://eleazarjose.com Enter your email and click Next
23.
(c) Conversion-Focused VP
| http://eleazarjose.com Enter your Password and click Sign In
24.
(c) Conversion-Focused VP
| http://eleazarjose.com Look for the confirmation email from Trello and open it
25.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Verify Address
26.
(c) Conversion-Focused VP
| http://eleazarjose.com This is your Trello dashboard
27.
(c) Conversion-Focused VP
| http://eleazarjose.com The main elements of Trello are Boards, Lists and Cards
28.
(c) Conversion-Focused VP
| http://eleazarjose.com This is an example of a Trello Board
29.
(c) Conversion-Focused VP
| http://eleazarjose.com Think of it as a “virtual” white board or cork board
30.
(c) Conversion-Focused VP
| http://eleazarjose.com that represents your project
31.
(c) Conversion-Focused VP
| http://eleazarjose.com It’s a list of lists, filled with cards
32.
(c) Conversion-Focused VP
| http://eleazarjose.com It’s used to organize tasks on lists
33.
(c) Conversion-Focused VP
| http://eleazarjose.com This is an example of a Trello List
34.
(c) Conversion-Focused VP
| http://eleazarjose.com Lists keep cards(tasks) organized in their stages of progress
35.
(c) Conversion-Focused VP
| http://eleazarjose.com It can be used to create workflows,
36.
(c) Conversion-Focused VP
| http://eleazarjose.com may serve as a storage of ideas
37.
(c) Conversion-Focused VP
| http://eleazarjose.com Lastly, it can be moved across boards as a project progresses
38.
(c) Conversion-Focused VP
| http://eleazarjose.com This is an example of a Trello Card
39.
(c) Conversion-Focused VP
| http://eleazarjose.com A Card is the foundation of a board
40.
(c) Conversion-Focused VP
| http://eleazarjose.com It represents a task or idea organised into lists
41.
(c) Conversion-Focused VP
| http://eleazarjose.com You can add an unlimited number of cards to a board
42.
(c) Conversion-Focused VP
| http://eleazarjose.com Let’s Create A Board
43.
(c) Conversion-Focused VP
| http://eleazarjose.com Click the plus (+) icon to add a new board
44.
(c) Conversion-Focused VP
| http://eleazarjose.com You can create boards or teams
45.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Create Board to add a personal board or
46.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Create Personal Team or Create Business Team
47.
(c) Conversion-Focused VP
| http://eleazarjose.com Let’s create a board first
48.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your board a Title (name of task/project)
49.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Create a team if the task/project involves a team
50.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your team a name and click Create
51.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Change to change the privacy options of the board
52.
(c) Conversion-Focused VP
| http://eleazarjose.com Choose from Private, Team or Public then click Create
53.
(c) Conversion-Focused VP
| http://eleazarjose.com This is your new board
54.
(c) Conversion-Focused VP
| http://eleazarjose.com To change the background, click Change Backgound
55.
(c) Conversion-Focused VP
| http://eleazarjose.com Choose the color you want
56.
(c) Conversion-Focused VP
| http://eleazarjose.com Voila! Background color has been changed
57.
(c) Conversion-Focused VP
| http://eleazarjose.com Let’s Create A List
58.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Add a list
59.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your list a name and click Save
60.
(c) Conversion-Focused VP
| http://eleazarjose.com Sample of 3 lists
61.
(c) Conversion-Focused VP
| http://eleazarjose.com Let’s Create A Card
62.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Add a card under a list
63.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your card a short description and click Add
64.
(c) Conversion-Focused VP
| http://eleazarjose.com Add more cards under a list if needed
65.
(c) Conversion-Focused VP
| http://eleazarjose.com Sample board with lists and cards
66.
(c) Conversion-Focused VP
| http://eleazarjose.com Let’s Edit A Card
67.
(c) Conversion-Focused VP
| http://eleazarjose.com Customize cards to contain information and facilitate project collaboration
68.
(c) Conversion-Focused VP
| http://eleazarjose.com Click on a card
69.
(c) Conversion-Focused VP
| http://eleazarjose.com This is a card’s content
70.
(c) Conversion-Focused VP
| http://eleazarjose.com Take note of the 5 main sections
71.
(c) Conversion-Focused VP
| http://eleazarjose.com Description, Comments, Activity, Add and Actions
72.
(c) Conversion-Focused VP
| http://eleazarjose.com Description Section
73.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Edit to edit the card’s description
74.
(c) Conversion-Focused VP
| http://eleazarjose.com Comments Section
75.
(c) Conversion-Focused VP
| http://eleazarjose.com Enter your comments here
76.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to add an attachment
77.
(c) Conversion-Focused VP
| http://eleazarjose.com Select an attachment or attach a link and click Attach
78.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to mention a team member
79.
(c) Conversion-Focused VP
| http://eleazarjose.com Enter team member’s Trello username here
80.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to insert an emoji
81.
(c) Conversion-Focused VP
| http://eleazarjose.com Search, select or upload an emoji
82.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to add a card in your comment
83.
(c) Conversion-Focused VP
| http://eleazarjose.com Type the name of the card and click it
84.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Send once you’re finished commenting
85.
(c) Conversion-Focused VP
| http://eleazarjose.com Activity Section
86.
(c) Conversion-Focused VP
| http://eleazarjose.com Activity section displays the actions made on your card
87.
(c) Conversion-Focused VP
| http://eleazarjose.com Add Section
88.
(c) Conversion-Focused VP
| http://eleazarjose.com This is the Add section
89.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to add Team Members to your card
90.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to add Labels to your card
91.
(c) Conversion-Focused VP
| http://eleazarjose.com Click the pencil icon beside a color or
92.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Create a new label
93.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your label a name and then click Save
94.
(c) Conversion-Focused VP
| http://eleazarjose.com This is your new label
95.
(c) Conversion-Focused VP
| http://eleazarjose.com The label is now added to your card
96.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to add a Checklist to your card
97.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your checklist a name and then click Add
98.
(c) Conversion-Focused VP
| http://eleazarjose.com Add an item to your checklist
99.
(c) Conversion-Focused VP
| http://eleazarjose.com Add another item to your checklist
100.
(c) Conversion-Focused VP
| http://eleazarjose.com Check the box beside if the item is completed
101.
(c) Conversion-Focused VP
| http://eleazarjose.com You can also hide completed items
102.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Delete to delete the checklist
103.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Delete Checklist to completely delete it
104.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to add a Due Date to your card
105.
(c) Conversion-Focused VP
| http://eleazarjose.com Select the day, enter the time and click Save
106.
(c) Conversion-Focused VP
| http://eleazarjose.com The card now has a due date
107.
(c) Conversion-Focused VP
| http://eleazarjose.com Click this to add an Attachment to your card
108.
(c) Conversion-Focused VP
| http://eleazarjose.com Select an attachment or attach a link and click Attach
109.
(c) Conversion-Focused VP
| http://eleazarjose.com Actions Section
110.
(c) Conversion-Focused VP
| http://eleazarjose.com Move card to any board or list
111.
(c) Conversion-Focused VP
| http://eleazarjose.com Copy card to any board or list
112.
(c) Conversion-Focused VP
| http://eleazarjose.com Member can subscribe to get notified of actions on the card
113.
(c) Conversion-Focused VP
| http://eleazarjose.com Archive finished cards (can be retrieved later)
114.
(c) Conversion-Focused VP
| http://eleazarjose.com Close the card and go back to your board
115.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Show Menu
116.
(c) Conversion-Focused VP
| http://eleazarjose.com Select Power-Ups
117.
(c) Conversion-Focused VP
| http://eleazarjose.com Power-Ups are extra features and integrations that make your boards more powerful
118.
(c) Conversion-Focused VP
| http://eleazarjose.com Look for Calendar and click Enable
119.
(c) Conversion-Focused VP
| http://eleazarjose.com Calendar Power-Up is now enabled. Click Calendar.
120.
(c) Conversion-Focused VP
| http://eleazarjose.com Calendar view (Monthly)
121.
(c) Conversion-Focused VP
| http://eleazarjose.com Calendar view (Weekly)
122.
(c) Conversion-Focused VP
| http://eleazarjose.com More Power-Ups
123.
(c) Conversion-Focused VP
| http://eleazarjose.com Customizing Your Board
124.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Add Members to add someone to your board
125.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Filter Cards to filter cards based on their labels
126.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Add Stickers to add cool stickers to your cards
127.
(c) Conversion-Focused VP
| http://eleazarjose.com Drag the sticker to the top of card to add it
128.
(c) Conversion-Focused VP
| http://eleazarjose.com Click More for other board options
129.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Settings
130.
(c) Conversion-Focused VP
| http://eleazarjose.com Change your board settings here
131.
(c) Conversion-Focused VP
| http://eleazarjose.com Copying Boards, Lists and Cards
132.
(c) Conversion-Focused VP
| http://eleazarjose.com Copying Cards
133.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Copy Card on the Actions section of a card
134.
(c) Conversion-Focused VP
| http://eleazarjose.com Choose the board you want to copy it to
135.
(c) Conversion-Focused VP
| http://eleazarjose.com Choose the position of the card on the list
136.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Create Card
137.
(c) Conversion-Focused VP
| http://eleazarjose.com Copying Lists
138.
(c) Conversion-Focused VP
| http://eleazarjose.com Click the ellipsis icon beside the list name
139.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your copied list a name and click Create List
140.
(c) Conversion-Focused VP
| http://eleazarjose.com List has been copied
141.
(c) Conversion-Focused VP
| http://eleazarjose.com Copying Boards
142.
(c) Conversion-Focused VP
| http://eleazarjose.com Click Copy Board
143.
(c) Conversion-Focused VP
| http://eleazarjose.com Give your copied board a title and click Create
144.
(c) Conversion-Focused VP
| http://eleazarjose.com Click the star icon to favourite the board
145.
(c) Conversion-Focused VP
| http://eleazarjose.com This will show your board on top of the boards list
146.
(c) Conversion-Focused VP
| http://eleazarjose.com Click your name to edit your profile
147.
(c) Conversion-Focused VP
| http://eleazarjose.com See your activity here
148.
(c) Conversion-Focused VP
| http://eleazarjose.com View cards assigned to you here
149.
(c) Conversion-Focused VP
| http://eleazarjose.com Check account details and credentials here
150.
(c) Conversion-Focused VP
| http://eleazarjose.com Maximize Tello’s keyboard shortcuts
151.
(c) Conversion-Focused VP
| http://eleazarjose.com Trello Tricks
152.
(c) Conversion-Focused VP
| http://eleazarjose.com You can copy and paste lists from Excel to Trello
153.
(c) Conversion-Focused VP
| http://eleazarjose.com Every item on the list will be converted to a card
154.
(c) Conversion-Focused VP
| http://eleazarjose.com You can drag and drop things (cards, lists, etc) in Trello
155.
(c) Conversion-Focused VP
| http://eleazarjose.com You can also drag and drop URLs onto cards
156.
(c) Conversion-Focused VP
| http://eleazarjose.com Filter cards assigned to you by pressing “Q”
157.
(c) Conversion-Focused VP
| http://eleazarjose.com For more Trello tips and tricks visit this link: https://trello.com/b/QtjSVKOf/the- ultimate-board-of-trello-tips-tricks
158.
(c) Conversion-Focused VP
| http://eleazarjose.com That’s it!
159.
(c) Conversion-Focused VP
| http://eleazarjose.com Go ahead and explore Trello’s other amazing functions
160.
(c) Conversion-Focused VP
| http://eleazarjose.com Thank you for visiting this tutorial!
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