guide to trello
TRANSCRIPT
![Page 1: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/1.jpg)
TRELLOA VERY SIMPLE
STEP-BY- STEP GUIDE TO CREATING AN ACCOUNT IN
(ON WINDOWS)
![Page 2: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/2.jpg)
This is a typical
Windows 7 Desktop.
To start …
![Page 3: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/3.jpg)
Next click on your internet browser. You can use any,
either
Internet Explorer
Chrome
Firefox
![Page 4: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/4.jpg)
The default website will
come up, on this case it’s Google.
Please note that your initial
screen might be different.
No Worries.
![Page 5: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/5.jpg)
Next is click on the
address bar.
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Then type “www.trello.c
om”.And press “Enter”.
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This is the “trello”
website initial screen.
![Page 8: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/8.jpg)
Before we sign-up, let’s explore what are these other buttons /
links for.
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This is of course link if you already
have a trello account.
![Page 10: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/10.jpg)
This link is also is used if you already
have a trello account.
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And this, will just bring you back to the home (trello)
website.
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Which is brings us to the main topic, “Creating a Free
Account”.
You can either click on “Sign up – It’s Free”
or “Sign up”.
![Page 13: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/13.jpg)
If you scroll down, there is an option for you to create
an account using a Google account.
On this case, we will create a new
account.
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Fill in your User Name.
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Your email address.
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Your password.
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Then click on “Create New
Account”.
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And voila, you now have an account
in trello.
![Page 19: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/19.jpg)
… but wait. See the note above?
It is asking you to confirm your email address.
So go ahead and check your Inbox.
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You will find an email similar to
this.
Click it open.
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… and you will see this message in
the email.
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Click on the “Verify Address”.
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… and the message will not
be there anymore.
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CONGRATULATIONS!!
NOW LET’S EXPLORE THE SCREEN,THE PERSONAL BOARD
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This is where you will find your Notifications.
When you click on it …
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… a pop-up screen will come out. Like
so ….
We will explore this one by one later in
the tutorial.
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This is for the Information Menu.
When you click on it …
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… a pop-up screen will show the
various information available.
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This is for the User Menu.
When you click on it …
![Page 30: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/30.jpg)
… the User Menu will pop-up.
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This is for the Create Menu.
When you click on it …
![Page 32: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/32.jpg)
… the Create Menu will pop-up.
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This is will bring you back to the
Main page.
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Obviously, this is the Search tool.
When you click on it …
![Page 35: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/35.jpg)
… a pop-up screen will show you on
what can be searched.
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Boards ….
just you click on it …
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… the pop-up screen will you the different “boards” available, create a new board or also search for a board.
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… and this. Well, it is what it says
….
Click on it ….
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… and gives you the screen where you can create a
Team.
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Now this.
Why don’t we click each and see what
happens.
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First, “Create new board”.
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And this will appear. This is a new board … just
as it says.
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Next, “Welcome board”.
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And it brings you to a totally new level of trello.
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Click on this …. To bring you back to the main page.
![Page 46: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/46.jpg)
And just like that, you’re back.
Now, as mentioned earlier, we will go
through the menusone-by-one.
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Let’s start with notification.
This menu will show the
notification that you received.
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The information menu contains ….
Tips … like the one on top. So, if you
click on it …
![Page 49: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/49.jpg)
…. another tip will appear.
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Next is the tour, which is self-explanatory.
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A sample screen of what you will see
when you click “tour”.
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Pricing, another link which self-
explanatory.
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The pricing of scheme of Trello. This is the screen that will come out (in another
tab) when click “pricing”.
![Page 54: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/54.jpg)
Apps, is where you can set-up Trello on
different devices and link to other applications.
![Page 55: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/55.jpg)
Same as the other link, it will open up
another tab,
![Page 56: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/56.jpg)
Blog, another link which self-
explanatory.
![Page 57: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/57.jpg)
This is the blog screen of Trello.
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Click more and it will reveal more options.
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Voila! …. more options.
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Jobs, will show the career page of Trello.
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Jobs
![Page 62: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/62.jpg)
Developers, is the option for …. Well
“Developers”.
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Developers, is the option for …. Well
“Developers”.
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About, obviously will tell you about Trello.
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This is where to go if you want to know
more about Trello e.g. History and the like.
![Page 66: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/66.jpg)
Legal, it’s about the Terms and Conditions.
![Page 67: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/67.jpg)
It is always wise to read through the
Terms and Conditions.
![Page 68: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/68.jpg)
Help is quite obvious. Let’s click on it
anyway.
![Page 69: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/69.jpg)
…. and as expected.
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Next is the User Menu.
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When you click on any of the three (3)
links, it will bring you to ….
![Page 72: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/72.jpg)
Profile tab, where it will show the
activities you are involve.
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Card tab, where it will show the cards
you are involve.
![Page 74: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/74.jpg)
Settings tab, where you can change
the account settings.
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Trello Goldtab, this is the
option if you want to use the extra
services of trello .
![Page 76: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/76.jpg)
The plus (+) or Create Menu.
![Page 77: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/77.jpg)
Each option is actually explained.
Click on it ….
![Page 78: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/78.jpg)
… and this screen will pop-up to
create a Board.
![Page 79: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/79.jpg)
Click onthe next option ….
![Page 80: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/80.jpg)
… and this screen will pop-up to
create a Personal Team.
![Page 81: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/81.jpg)
Click onthe next option ….
![Page 82: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/82.jpg)
… and this screen will pop-up to
create a Business Team.
![Page 83: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/83.jpg)
Next …
the Boards.
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It gives you the option to search a particular board.
![Page 85: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/85.jpg)
This will show the recent boards that
you accessed.
When click on the plus(+) sign, it will
expand.
![Page 86: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/86.jpg)
This will show the Personal boards.
When click on the plus(+) sign, it will
expand.
![Page 87: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/87.jpg)
This create option is the same as the one under Create
Menu.
![Page 88: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/88.jpg)
Like so.
![Page 89: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/89.jpg)
The next command is an
option to keep the Boards Menu
always visible.
![Page 90: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/90.jpg)
Like so …. It works like a switch, On or
Off.
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And the last one is to display the closed boards.
![Page 92: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/92.jpg)
CONGRATULATIONS!!
YOU HAVE COMPLETED THE SECOND PART
NOW … LET’S EXPLORE A BIT MORE.
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Let us click on the Welcome Board.
![Page 94: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/94.jpg)
On this page, there is a lot to explore.
So let’s try a few of the options or
commands.
![Page 95: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/95.jpg)
There are tiny command buttons that can easily be
missed out.
Like this one … click and …
![Page 96: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/96.jpg)
… and another set of commands
pops-up.
![Page 97: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/97.jpg)
Let’s try this one … click and …
![Page 98: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/98.jpg)
… and another set of commands
pops-up.
Actually, it’s the same commands. The difference is it
applies to each box.
Let’s give it a try.
![Page 99: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/99.jpg)
Click this and see what happens.
![Page 100: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/100.jpg)
It lets you add a list within this box.
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Now, let’s try this.
![Page 102: Guide to Trello](https://reader031.vdocuments.site/reader031/viewer/2022012914/58ecce2e1a28ab13798b46ef/html5/thumbnails/102.jpg)
It lets you add a list within this box.
And you can do a lot more. Continue exploring and see what these other
commands will do.
ENJOY
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